Prepared by: [Your Name]
Company: [Your Company Name]
Date: [Date]
Review company’s performance standards and goals
Discuss key performance indicators (KPIs) for the role
Explain the performance review process and timelines
Set specific, measurable goals for the employee
Review technical skills and competencies required for the role
Conduct hands-on practice or demonstration of key tasks
Assess the employee’s ability to perform core job responsibilities
Provide resources for further skill development
Review effective communication practices (email, phone, meetings)
Role-play scenarios to improve interpersonal communication
Discuss conflict resolution techniques
Evaluate listening and feedback skills
Discuss prioritization and task management strategies
Set expectations for meeting deadlines and handling multiple tasks
Review tools or software for task tracking and time management
Discuss strategies to overcome procrastination and distractions
Emphasize the importance of punctuality and attendance
Review company policies regarding workplace behavior, ethics, and dress code
Discuss teamwork, collaboration, and customer service expectations
Address handling stress and maintaining professionalism under pressure
Provide constructive feedback on current performance
Set a plan for follow-up feedback sessions
Discuss the employee’s development goals and opportunities for growth
Encourage self-assessment and regular reflection on performance
Review the company’s code of conduct, safety, and compliance policies
Ensure understanding of the performance appraisal process
Discuss the process for reporting issues or concerns
Review the benefits and professional development opportunities available
Discuss long-term career goals and development opportunities
Explore potential training or certification programs
Review mentorship and coaching programs available
Set a development plan with milestones and timelines
Templates
Templates