# Performance Review Meeting Template

Purpose: A fair, structured, two-way review of results against goals with balanced feedback and clear goals for the next period, with no surprises.

- Duration: 60 minutes
- Cadence: Quarterly (or semi-annual / annual)
- Participants: Manager and employee

## Agenda

- [ ] Set the tone (5 min)
- [ ] Self-assessment first (12 min)
- [ ] Results against goals (15 min)
- [ ] Strengths and development areas (13 min)
- [ ] Goals for next period (10 min)
- [ ] Close and questions (5 min)

## Questions to ask

- Looking back, what are you most proud of?
- Where did you fall short of your own expectations?
- Which goals felt realistic, and which did not?
- What would help you do even better next period?
- Where do you want to focus your growth?
- What can I do differently to support you?

## Action items

- Owner: __________  Action: __________  Due: __________
- Owner: __________  Action: __________  Due: __________
- Owner: __________  Action: __________  Due: __________

Free template from OrgTP. Adapt or run it live at orgtp.com/templates/performance-review-meeting