Preparing for a Performance Review

16 items · Productivity · Medium difficulty · 1 hour

Prepare evidence, practice your pitch, and set goals for a stronger performance review.

• Confirm review date, time, and format with your manager

  Include location or video link and expected attendees

• Review your job description and previous goals
• List major projects, deliverables, and your role

  Note scope, timelines, and collaborators

• Collect measurable results and key metrics

  Include numbers, percent changes, revenue, savings, and deadlines met

• Export reports and gather supporting evidence

  Save screenshots, CSVs, dashboards, and positive emails

• Compile before/after comparisons and impact statements

  Show baseline vs result and your direct contribution

• Identify skills developed and remaining gaps

  Cover both technical and soft skills to highlight or improve

• List specific examples that demonstrate each skill

  Tie examples to projects and measurable outcomes

• Note training or resources needed to close gaps

  Include courses, mentoring, or tools you'd request

• Gather peer and client feedback that supports achievements

  Collect Slack praise, review notes, or short quotes

• Define clear career goals and proposed next-step objectives

  State 6–12 month goals and measurable milestones

• Research salary ranges and compensation benchmarks

  Use Glassdoor, LinkedIn, industry reports, and internal bands

• Draft concise talking points for strengths, achievements, and ask

  Prepare a 1-minute summary and a specific request or range

• Rehearse STAR stories and practice concise answers

  Time responses to 1–2 minutes; record yourself if helpful

• Prepare a one-page summary and send the meeting agenda to your manager

  Attach the one-pager, key metrics, and proposed goals

• Plan follow-up actions and set calendar reminders

  Block time to update documents and track agreed items

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