End of Year Performance Review Meeting Template

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Discuss lessons learned, evaluate performance, agree on upcoming goals, and set yourselves up for a great year ahead!

Desktop Experience
In-meeting Experience
Meetings
Tue, Aug 4
4 Aug
10:30 - 11 AM
End of Year Performance Review Meeting
10:30 - 11 AM
1 - 2 PM
4 Aug
9:30 - 11 AM
2 - 3 PM
End of Year Performance Review Meeting
Today @ 10:30 - 11 AM
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End of Year Performance Review Meeting
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End of Year Performance Review Meeting Template
By Fellow.app
Seamless collaboration
Time-saving automations
AI suggested talking points
Auto transcription
Summarization by AI
  • Pick a template

    Save time with a pre-built template complete with recommended talking points to get you started

  • Customize it

    In Fellow, customize headers, talking points, and more before using it in your next meeting

  • Bring it to life

    Use the template in real-time with your meeting attendees to collaborate on meeting notes

What’s inside this End of Year Performance Review Meeting Template:

1Check-in 👋

  • Some check-in questions to see how you’re doing as we near the end of the year.

2Reflection ✨

Let’s discuss what you’ve accomplished this year, audit responsibilities and reflect on any areas of improvement.

Accomplishments
  • 1. Created and published 100+ articles and built 40+ links
  • 2. Revamped social media accounts
  • 3. Revamped the copy on the company website, increasing conversions by 20%
Everyday responsibilities
  • Review your everyday responsibilities with your manager before the new year to negotiate workload in case anything will be added or removed.
Areas to improve
  • 1. Confidence in my work
  • 2. Keeping up to date with new trends
  • 3. Leadership skills

3Goals for the New Year 🚀

Let’s discuss priorities and goals for the new year, chat about career growth and note any new upcoming practices.

Upcoming company goals + priorities
  • 1. Increase market share
  • 2. Increase percentage of sales made with new products/product features
  • 3. Increase community outreach
Career next steps
  • 1. Lead a marketing campaign from start to finish
  • 2. Manage 5+ freelance writers
  • 3. Manage content distribution for the company
New practices
  • 1. New process for scheduling and posting content
  • 2. Process to be created for briefing freelancers
  • 3. New project to improve team efficiency

4Support 💪

  1. What can I do better in the upcoming year to be the best manager to you?

5 Action Items ✅

What was the takeaway from this meeting? What are the next steps?

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Fellow.app

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Fellow.app

Fellow is the only AI meeting assistant and note taker built for internal and external meetings. Use Fellow to get the most accurate and secure meeting transcriptions, recordings and summaries.

  • John Gleeson
    John Gleeson
    VP of Customer Success, Motive

    “I've never seen an app spread so quickly. Within a few weeks, there were hundreds of people using Fellow to follow up on the action items that inevitably come out of every meeting. It's been a game-changer for our team.”

  • Sabrina Leblanc
    Sabrina Leblanc
    Director of Sales, SurveyMonkey

    “Fellow has increased my productivity and has resulted in more collaborative 1:1s & team meetings. My team loves capturing their own agenda items. Getting prompted to add talking points is super handy when jumping from one meeting to the next.”

  • Liam Martin
    Liam Martin
    Co-founder, Time Doctor

    “Fellow has completely changed the way we manage meetings at Time Doctor. With 100+ people in 32 different countries, Fellow was one of the tools that took our remote meetings from confusion to clarity.


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