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Make your quarterly performance reviews more productive and less stressful with this structured preparation checklist for both managers and employees. From documentation to discussion prompts, this tool ensures every review conversation is well-organized, growth-focused, and aligned with team goals.

What’s Inside This Checklist

  • Dual checklists for managers and employees covering:
    - Performance evaluation & self-assessment
    - Review documentation & progress tracking
    - Meeting preparation steps
    - Career development and action planning
  • Prompts for preparing review materials, setting agendas, and aligning feedback
  • Best practices for facilitating open, development-driven conversations
  • Ideal for hybrid or remote performance review cycles

How to Download Your Checklist

  1. Fill out the form above with your details
  2. Check your inbox for an email with the download link
  3. Click “Download” in the email to access your file instantly

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