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?