How To Create An Agenda Template For Performance Reviews

Tuesday, October 3rd 2023. | Agenda Templates
11+ Sample Review Agenda Free Sample, Example Format Download
11+ Sample Review Agenda Free Sample, Example Format Download from


Performance reviews are an essential part of an organization’s growth and development. They provide a platform for managers and employees to discuss goals, achievements, and areas for improvement. To ensure that these discussions are productive and focused, it is crucial to have a well-structured agenda. In this article, we will guide you through the process of creating an effective agenda template for performance reviews.

1. Determine the Purpose of the Review

Before you begin creating the agenda, it is important to clarify the purpose of the performance review. Are you assessing an employee’s overall performance? Are you focusing on specific goals or projects? Understanding the purpose will help you create an agenda that aligns with your objectives.

2. Set Clear Objectives

Once you have determined the purpose, set clear objectives for the performance review. What do you want to achieve by the end of the discussion? Do you want to provide feedback, set new goals, or address any concerns? Clearly defining your objectives will help you structure the agenda accordingly.

3. Choose the Right Format

There are various formats for performance review agendas, such as chronological, competency-based, or goal-focused. Choose a format that suits your organization’s culture and requirements. A chronological format may be suitable for an annual performance review, while a goal-focused format may be more appropriate for a quarterly review.

4. Outline the Agenda

Start by outlining the key sections of your agenda. These sections may include an introduction, a review of goals, a discussion of performance, feedback, and setting new goals. Break down each section into sub-topics to ensure a comprehensive and structured discussion.

5. Include Time Allocations

Assign time allocations to each section and sub-topic to ensure that the performance review stays on track. This will help you manage the discussion effectively and ensure that all key areas are covered within the allotted time.

6. Provide Pre-Review Materials

Prior to the performance review, provide employees with any necessary materials or documents, such as self-assessment forms or performance reports. This will give them an opportunity to reflect on their performance and come prepared for the discussion.

7. Create Space for Employee Input

It is important to create space for employees to provide their input during the performance review. This can be done by including sections for self-assessment or asking specific questions about their goals, challenges, and suggestions for improvement. Encouraging employee participation will make the review more meaningful and collaborative.

8. Incorporate Feedback Mechanisms

Consider incorporating feedback mechanisms into your agenda. This could include sections for manager feedback, peer feedback, or customer feedback. Allowing different perspectives will provide a more holistic view of the employee’s performance and help identify areas for growth.

9. Leave Room for Discussion and Questions

Include dedicated sections in your agenda for discussions and questions. This will allow both managers and employees to address any concerns, clarify expectations, or seek further information. Open and honest communication is key to a successful performance review.

10. Continuously Review and Improve

Once you have created your agenda template, it is important to continuously review and improve it based on feedback and the changing needs of your organization. Regularly seek input from managers and employees to ensure that the agenda remains effective and relevant.

Frequently Asked Questions (FAQ)

Q1: How long should a performance review agenda be?

A1: The length of a performance review agenda can vary depending on the organization and the specific goals of the review. However, it is recommended to keep the agenda concise and focused, typically spanning one to two pages.

Q2: Should the agenda be shared with employees before the review?

A2: Yes, it is beneficial to share the agenda with employees before the review. This allows them to prepare for the discussion, gather any necessary materials, and reflect on their performance. It also sets clear expectations and ensures that both parties are on the same page.

Q3: Can the agenda be customized for different employees?

A3: Yes, the agenda can be customized to address the specific needs and goals of individual employees. While certain sections may remain consistent, such as an introduction or feedback, other sections can be tailored to focus on each employee’s performance and development areas.

Q4: How often should performance reviews be conducted?

A4: The frequency of performance reviews can vary depending on the organization and industry. However, it is recommended to conduct regular reviews at least annually, with additional check-ins or quarterly reviews for ongoing feedback and goal tracking.

Q5: Can technology be used to streamline the performance review process?

A5: Yes, technology can be used to streamline the performance review process. There are various performance management software solutions available that can automate the creation of agendas, track progress, and provide a centralized platform for feedback and documentation.


Creating an agenda template for performance reviews is essential for ensuring productive and effective discussions. By determining the purpose, setting clear objectives, and structuring the agenda, you can facilitate meaningful conversations and drive employee growth and development. Remember to continuously review and improve your agenda to align with the changing needs of your organization.


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