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Performance Review 1:1 Meeting Template

Introduction

Performance review conversations are critical touchpoints that can motivate and inspire growth. This template provides a focused framework for conducting balanced, constructive 30-minute performance discussions that drive results.

Before the Meeting

  • Schedule 30 minutes in a private setting
  • Gather specific examples of performance
  • Review previous goals
  • Collect key stakeholder feedback
  • Prepare concise, actionable feedback
  • Share agenda points for preparation

Meeting Structure

Opening (3 minutes)

Set a positive, growth-oriented tone:

“Today we’ll reflect on your performance, celebrate successes, and identify key growth opportunities. This is a two-way dialogue focused on your development.”

Quick Self-Assessment (7 minutes)

Start with their perspective:

Key questions:

  • “What accomplishments are you most proud of?”
  • “What areas do you think need improvement?”
  • “What key challenges have you faced?”

Performance Review (15 minutes)

Provide balanced feedback:

Strengths (7 minutes)

  • Share 2-3 key accomplishments with specific examples
  • Highlight impact on team/company goals
  • Discuss how to leverage strengths

Development Areas (8 minutes)

  • Address 1-2 primary improvement areas
  • Provide specific examples
  • Suggest concrete alternative approaches
  • Focus on behaviors, not personality

Action Planning (5 minutes)

Set focused goals:

Quick Planning:

  • Agree on 1-2 SMART goals
  • Define success metrics
  • Identify needed resources
  • Set check-in schedule

Sample Structure:

  • One performance goal
  • One development goal
  • Clear timeline and metrics

After the Meeting

  • Document key points and goals
  • Share written summary
  • Schedule monthly check-ins
  • Provide ongoing feedback

Monthly Check-In Template (30 minutes)

Progress Review (15 minutes)

  • Performance goals status
  • Development progress
  • Recent wins and challenges

Adjustments & Support (10 minutes)

  • Update goals if needed
  • Address obstacles
  • Provide resources

Next Steps (5 minutes)

  • Agree on actions
  • Schedule next check-in

Additional Resources

Remember: Focus on quality over quantity. Make every minute count by staying focused on the most impactful feedback and clear next steps.