Performance Review Checklist

A performance review checklist is a document used by managers to prepare for and conduct performance reviews with their employees. The checklist may include the following details:

• Purpose: The checklist should specify the purpose of performance reviews, which is to provide feedback on an employee's performance and to set goals for the future.
• Schedule: The checklist should include a schedule for performance reviews, which may vary depending on the size of the team, the nature of the work, and the availability of the manager and employee.
• Criteria: The checklist should include criteria for evaluating performance, which may include job duties, performance objectives, key performance indicators, and other metrics.
• Documentation: The checklist should include documentation guidelines for performance reviews, which may include gathering feedback from colleagues, tracking progress on goals, and compiling data on key performance indicators.
• Feedback: The checklist should include guidelines for providing and receiving feedback during performance reviews. This may include using a constructive feedback model, focusing on specific behaviors and actions, and providing actionable recommendations for improvement.
• Goal-setting: The checklist should include guidelines for setting goals for the future, which may include identifying areas for improvement, developing action plans, and aligning employee goals with organizational objectives.
• Follow-up: The checklist should include follow-up actions, which may include documenting the feedback and concerns raised during the review, developing action plans to address any issues, and scheduling follow-up meetings if necessary.
• Evaluation: The checklist should include evaluation mechanisms to help managers assess the effectiveness of performance reviews. This may include soliciting feedback from employees, tracking progress on goals, and measuring the impact of the review on employee engagement and performance.

Overall, a performance review checklist is an important tool for managers to provide feedback and support to their employees. By following a comprehensive checklist, managers can ensure that they are conducting performance reviews effectively, addressing employee concerns, and promoting a positive work environment.