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Meeting Templates → Performance Review Meeting Template

HR & People

Performance Review Meeting Template

A structured template for managers and employees to make performance reviews productive, fair, and forward-looking — covering achievements, development areas, goals, and growth plans.

45–60 min
2 participants
Free download

Meeting Details

  • Employee name:
  • Manager name:
  • Review period:
  • Date:
  • Role / level:

Review of Goals (Previous Period)

  • Goal 1 — Result — Met / Partially met / Not met
  • Goal 2 — Result — Met / Partially met / Not met
  • Goal 3 — Result — Met / Partially met / Not met
  • Overall performance summary:

Strengths & Achievements

  • Top 3 contributions this period:
  • Key strengths demonstrated:
  • Moments of exceptional work:
  • Positive feedback from peers or stakeholders:

Areas for Development

  • Area 1 — Specific examples — Suggested action:
  • Area 2 — Specific examples — Suggested action:
  • Patterns to address:
  • Support available from the manager:

Employee Self-Assessment

  • What are you most proud of this period?
  • What would you do differently?
  • What support do you need from your manager?
  • How are you feeling about your role overall?

Goals for Next Period

  • Goal 1 — Metric — Due:
  • Goal 2 — Metric — Due:
  • Goal 3 — Metric — Due:
  • Stretch goal (optional):

Development & Growth

  • Career aspirations discussed:
  • Skills to build:
  • Training, courses, or mentorship agreed:
  • Promotion / level progression timeline (if applicable):

Agreed Actions

  • [ ] Employee action — Due:
  • [ ] Manager action — Due:
  • [ ] Next check-in date:

Tips

  • Share the template with the employee before the meeting so they can self-assess in advance.

  • Lead with strengths before development areas — it creates psychological safety.

  • Be specific about development areas — vague feedback is unkind and unactionable.

  • End by confirming the employee feels heard, not just evaluated.

Recording the meeting?

Upload the recording to Glyph and get a transcript, summary, and action items automatically.

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