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Preparing for a Performance Review

Medium 16 items · 1 hour
testuser's avatar
testuser Published 2 weeks ago
Productivity

This checklist helps professionals prepare thoroughly for annual or quarterly performance reviews. It’s for anyone who wants to document achievements, gather metrics, set goals, and practice their review conversation.

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  1. Confirm review date, time, and format with your manager — Include location or video link and expected attendees
  2. Review your job description and previous goals
  3. List major projects, deliverables, and your role — Note scope, timelines, and collaborators
  4. Collect measurable results and key metrics — Include numbers, percent changes, revenue, savings, and deadlines met
  5. Export reports and gather supporting evidence — Save screenshots, CSVs, dashboards, and positive emails
  6. Compile before/after comparisons and impact statements — Show baseline vs result and your direct contribution
  7. Identify skills developed and remaining gaps — Cover both technical and soft skills to highlight or improve
  8. List specific examples that demonstrate each skill — Tie examples to projects and measurable outcomes
  9. Note training or resources needed to close gaps — Include courses, mentoring, or tools you'd request
  10. Gather peer and client feedback that supports achievements — Collect Slack praise, review notes, or short quotes
  11. Define clear career goals and proposed next-step objectives — State 6–12 month goals and measurable milestones
  12. Research salary ranges and compensation benchmarks — Use Glassdoor, LinkedIn, industry reports, and internal bands
  13. Draft concise talking points for strengths, achievements, and ask — Prepare a 1-minute summary and a specific request or range
  14. Rehearse STAR stories and practice concise answers — Time responses to 1–2 minutes; record yourself if helpful
  15. Prepare a one-page summary and send the meeting agenda to your manager — Attach the one-pager, key metrics, and proposed goals
  16. Plan follow-up actions and set calendar reminders — Block time to update documents and track agreed items
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