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Performance Review Preparation

Medium 19 items · 1 hour
testuser's avatar
testuser Published 3 days ago
Productivity

This checklist helps you prepare for a performance review by documenting achievements, gathering metrics, collecting feedback, and planning development and compensation conversations. It’s for employees who want a clear, evidence-based review conversation and actionable follow-up.

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  1. Gather job description and current goals — Locate your role doc, OKRs, and quarterly goals to align accomplishments.
  2. Compile past feedback and performance notes — Include manager emails, 1:1 notes, and previous review summaries.
  3. Document accomplishments with metrics — Write brief bullets with numbers, dates, and outcomes for each success.
  4. Calculate business impact for each accomplishment — Estimate revenue, cost savings, time saved, or user growth tied to results.
  5. Collect supporting evidence and artifacts — Attach reports, screenshots, presentations, dashboards, or emails.
  6. Request feedback from peers and stakeholders — Ask specific people for examples or one-line quotes you can reference.
  7. Summarize challenges and lessons learned — Note blockers, how you addressed them, and what you'd do differently.
  8. Define 2–3 development goals with timelines — Pick measurable skills or projects and set target dates for progress.
  9. Clarify short-term career goals and next roles — State where you want to grow in the next 6–18 months and why.
  10. Research salary benchmarks and internal ranges — Use market sites and company pay bands to find an appropriate range.
  11. Draft compensation request and supporting rationale — Write your desired range, target number, and concrete justification.
  12. Create meeting agenda and desired outcomes — Outline time allocation, topics, and the outcomes you want to achieve.
  13. Prepare 5–7 concise talking points — Craft one-line summaries for top accomplishments, asks, and goals.
  14. Practice key talking points and responses — Rehearse aloud or with a peer to keep answers concise and confident.
  15. Anticipate objections and prepare responses — List likely pushbacks and prepare data-backed counterpoints.
  16. Prepare questions for your manager — Ask about expectations, growth opportunities, and required support.
  17. Compile documents into a shareable folder — Organize PDFs, links, and a one-page summary for easy access.
  18. Share a brief pre-review summary with your manager — Send a one-page summary 24–48 hours before the meeting if appropriate.
  19. Confirm meeting logistics and follow-up plan — Verify time, attendees, location or link, and next steps after the review.
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