Performance Review Checklist
A performance review checklist for goals, feedback, examples, ratings, manager notes, employee self-review, development plans, and follow-up tasks.
Built for performance review meetings: goals, examples, self-review, manager feedback, ratings, development plans, acknowledgements, documentation, and follow-up check-ins.
Checklist formats
Edit online, print, or save this template
Start with the ready-made performance review checklist, customize the tasks, then print a clean copy or save it as a PDF.
- Items
- 8 editable tasks
- Time / effort
- 20-60 minutes for setup and handoff
- Best for
- A performance review checklist for goals, feedback, examples, ratings, manager notes, employee self-review, development plans, and follow-up tasks.
- Focus
- A performance review checklist for goals, feedback, examples, ratings, manager notes, employee self-review, development plans, and follow-up tasks.
Client-ready checklist
Create a reusable operating checklist
Convert this template into a branded workflow with roles, frequencies, exceptions, customer handoff details, and signoff fields your team can reuse.
- Role-based workflow sections
- Customer handoff language
- Reusable signoff format
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Quick answer
What this checklist is for
Built for performance review meetings: goals, examples, self-review, manager feedback, ratings, development plans, acknowledgements, documentation, and follow-up check-ins.
- Best for
- A performance review checklist for goals, feedback, examples, ratings, manager notes, employee self-review, development plans, and follow-up tasks.
- Core checklist items
- Confirm review period, employee role, manager, review type, rating scale, due dates, and compensation timing if relevant, Collect goals, job expectations, project outcomes, performance metrics, customer feedback, peer input, and attendance context, Ask the employee for self-review notes, accomplishments, obstacles, learning goals, and support requests before the meeting, Prepare manager feedback with specific examples, strengths, gaps, behavior notes, and impact on team or business goals, Draft development goals, training needs, support commitments, timelines, owners, and measurable follow-up checkpoints
Printable performance review checklist
- Confirm review period, employee role, manager, review type, rating scale, due dates, and compensation timing if relevant
- Collect goals, job expectations, project outcomes, performance metrics, customer feedback, peer input, and attendance context
- Ask the employee for self-review notes, accomplishments, obstacles, learning goals, and support requests before the meeting
- Prepare manager feedback with specific examples, strengths, gaps, behavior notes, and impact on team or business goals
- Draft development goals, training needs, support commitments, timelines, owners, and measurable follow-up checkpoints
- Hold the review conversation, capture questions, clarify expectations, avoid surprises, and confirm agreed next steps
- Record final ratings, comments, acknowledgements, compensation notes if applicable, and any required HR documentation
- Schedule follow-up check-ins so development goals, performance concerns, or promotion paths do not disappear after the meeting
How to use this checklist
Built for performance review meetings: goals, examples, self-review, manager feedback, ratings, development plans, acknowledgements, documentation, and follow-up check-ins. Bookmark /performance-review-checklist/ if you use this checklist repeatedly.
Planning tips for this checklist
Bring examples, not vague impressions
Performance reviews become clearer when feedback is tied to goals, specific work examples, customer outcomes, collaboration moments, and measurable expectations.
Capture the employee view before the meeting
Self-review notes help surface obstacles, accomplishments, support needs, and growth goals before the manager finalizes the conversation.
Turn the review into follow-up
The most useful review ends with owners, dates, development goals, support commitments, and a next check-in so the conversation does not vanish into a file.
Frequently asked questions
What should be included in a performance review checklist?
Include goals, role expectations, examples, metrics, self-review notes, manager feedback, rating scale, development plan, acknowledgements, follow-up dates, and documentation steps.
How do I make performance reviews more useful?
Prepare specific examples before the meeting, separate feedback from compensation surprises when possible, agree on measurable next steps, and schedule follow-up before the review ends.
Is this performance review checklist an HR policy?
No. It is a planning aid for review conversations. Follow your company policy and get qualified HR or legal advice for performance management, discipline, or termination risks.