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

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    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 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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