Performance Review Preparation

19 items · Productivity · Medium difficulty · 1 hour

Prep your performance review with clear accomplishments, goals, and negotiation notes.

• Gather job description and current goals

  Locate your role doc, OKRs, and quarterly goals to align accomplishments.

• Compile past feedback and performance notes

  Include manager emails, 1:1 notes, and previous review summaries.

• Document accomplishments with metrics

  Write brief bullets with numbers, dates, and outcomes for each success.

• Calculate business impact for each accomplishment

  Estimate revenue, cost savings, time saved, or user growth tied to results.

• Collect supporting evidence and artifacts

  Attach reports, screenshots, presentations, dashboards, or emails.

• Request feedback from peers and stakeholders

  Ask specific people for examples or one-line quotes you can reference.

• Summarize challenges and lessons learned

  Note blockers, how you addressed them, and what you'd do differently.

• Define 2–3 development goals with timelines

  Pick measurable skills or projects and set target dates for progress.

• Clarify short-term career goals and next roles

  State where you want to grow in the next 6–18 months and why.

• Research salary benchmarks and internal ranges

  Use market sites and company pay bands to find an appropriate range.

• Draft compensation request and supporting rationale

  Write your desired range, target number, and concrete justification.

• Create meeting agenda and desired outcomes

  Outline time allocation, topics, and the outcomes you want to achieve.

• Prepare 5–7 concise talking points

  Craft one-line summaries for top accomplishments, asks, and goals.

• Practice key talking points and responses

  Rehearse aloud or with a peer to keep answers concise and confident.

• Anticipate objections and prepare responses

  List likely pushbacks and prepare data-backed counterpoints.

• Prepare questions for your manager

  Ask about expectations, growth opportunities, and required support.

• Compile documents into a shareable folder

  Organize PDFs, links, and a one-page summary for easy access.

• Share a brief pre-review summary with your manager

  Send a one-page summary 24–48 hours before the meeting if appropriate.

• Confirm meeting logistics and follow-up plan

  Verify time, attendees, location or link, and next steps after the review.

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