Review summaries
Bring feedback and relevant context together to prepare a more informed review conversation.
Performance
Prepare employee reviews and follow development plans
Employee reviews with preparation and follow-up
Employee feedback, objectives and review notes stay together for the conversation. Agreed development actions remain available afterward, so managers and employees can follow progress between meetings.
Connect the review to practical next steps
Review deadlines and preparation status show what is coming up. Agreed development goals become assigned actions and milestones with visible responsibilities.
Review deadlines
Each review has a due date and a person responsible for completing it.
Progression criteria
Review agreed criteria and identify the areas that still need development.
Development actions
Give each agreed action an owner and deadline so the review leads to follow-up.
Development timeline
Plan learning and practical milestones over time rather than leaving goals without dates.
Keep the context for future conversations
The employee’s role, workload and progression provide context for future reviews. Summaries and reminders help the next conversation build on the previous one.
Employee context
The employee’s role and review details provide context for the development discussion.
Follow-up reminders
Schedule the next check-in so agreed development actions receive attention after the review.
Career progression
Record progression discussions and the next role or responsibility being considered.
Workload context
Review current responsibilities and workload when discussing goals and opportunities for development.
See how to organize your employee reviews
Explore a review and its development plan using your own questions and evaluation process.
How teams use it
Examples of how this can fit into daily work.
Questions and answers
Yes. Review fields, objectives and preparation steps can reflect your roles and appraisal process. The same structure gives employees and managers a common basis for the conversation.
See how to organize your employee reviews
Explore a review and its development plan using your own questions and evaluation process.
