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Simple Performance Review Meeting Template

Use this well-rounded Simple Performance Review Meeting Template to conduct a performance review with your direct report and set them up for future success.

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

What’s inside this Simple Performance Review Meeting Template:

1✋ Talking Points

The things to talk about.

  • What were the top 3 ways you had an impact this year?
  • What were the top 3 areas where you feel there was room for improvement?
  • What did you learn?
  • How have you improved?
  • What are some of your work goals for the next 12 months?
  • What are some of your longer-term career goals (i.e. 36 months)?

2✅ Action Items

What came out of this meeting? What are our next steps?

3📝 Notepad

Anything else to write down?

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About the author

Fellow.app

Fellow is the meeting productivity and team management software where teams gather to build collaborative agendas, record decisions, and keep each other accountable.

  • Brittany Forsyth
    Former Chief Talent Officer, Shopify

    Fellow has been a game changer for us. I love how lightweight and easy it is to use. It intuitively builds into my day-to-day rhythm, and the natural flow of Shopify, making it so much simpler to have valuable conversations.”

  • 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
    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
    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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