Lead a balanced performance review with an agenda that walks through accomplishments, growth areas, goals, and development plans so both manager and employee leave with clear next steps.
What's Included
- Achievements recap: A summary of wins from the review period, sourced from past notes.
- Growth discussion: Prompts for strengths, gaps, and skills to develop.
- Goal setting: A section to define measurable objectives for the next cycle.
- Development plan: Owner-assigned steps with check-in dates an AI agent can track.
How To Use
- Clone the agenda and let an AI agent gather notes from past 1:1s and projects.
- Open with achievements to set a constructive, evidence-based tone.
- Discuss growth areas and agree on goals for the upcoming period.
- Save the development plan as tracked tasks with reminders for both parties.
Use an automation to schedule the next review, or explore agents that prep talking points from prior meetings.