Performance Review Prep Checklist

Make every review meaningful, not stressful.

Preparing for a performance review doesn’t have to be overwhelming. This checklist walks you step-by-step through everything you need—data, feedback, agenda, and growth opportunities—so you walk into the meeting confident and organized.

Use it before every review to:

• Gather the right information and metrics
• Anticipate employee questions
• Structure the conversation with a clear agenda
• Ensure each review ends with actionable next steps

👉 Download now and turn reviews into growth conversations.