Performance Review Checklist

Run fair, evidence-based reviews that people actually value.

Checklist steps

  1. Book the meeting with notice

    At least a week so both sides can prepare.

  2. Collect evidence

    Goals, metrics, project outcomes and peer feedback.

  3. Ask for a self-assessment

    Same questions for everyone.

  4. Write balanced feedback

    Specific examples for strengths and gaps.

  5. Agree goals for next period

    Measurable, dated and within their control.

  6. Agree development actions

    Training, mentoring or stretch work with a budget.

  7. Document and schedule follow-up

    Shared write-up plus a mid-period check-in.

Frequently asked questions

How long does this take?

Around 205 minutes end to end once the team knows the steps. Times per step are listed above.

Can I edit this checklist?

Yes. Save it to LemPlates and you can add, remove or reorder steps, assign owners and set due dates.

How often should this be run?

Run it every time the process happens and review the steps at least every six months.