Performance Review Checklist for New Managers

• Schedule a private and comfortable meeting space.
• Collect relevant performance data and feedback.
• Review the employee's goals and objectives from the previous review.

• Begin with a friendly greeting and express appreciation.
• Set a positive and open tone for the conversation.

• Discuss the employee's accomplishments and specific examples.
• Provide constructive feedback with growth in mind.
• Encourage the employee to share their self-assessment and thoughts.
• Address areas for improvement and development opportunities.

• Collaboratively set new goals and objectives.
• Recommend training or skill enhancement opportunities.
• Discuss how the employee's role aligns with their career aspirations.

• Acknowledge exceptional performance and contributions.
• Connect their achievements to the team's and organization's success.

• Create a clear action plan with actionable steps.
• Set realistic timelines for improvement and development.
• Outline the manager's and employee's responsibilities.

• Schedule follow-up meetings to track progress.
• Keep the lines of communication open for ongoing feedback.

• Discuss compensation adjustments or rewards if relevant.
• Clearly explain the rationale behind decisions.

• Reiterate appreciation for the employee's efforts.
• Emphasize the value of ongoing collaboration.
• Offer support and guidance for their growth journey.

• Summarize key discussion points and action items.
• Share a written copy of the review for reference.

• Monitor progress on action items and goals.
• Provide continuous feedback and support.