Free Performance Discussion Guide HR

Employee Name

Position

Department

Date of Joining

Preparation for Discussion

NOTE

Review past feedback

• Familiarize yourself with past feedback and assessments given to the employee.

Gather evidence

• Collate specific examples to highlight both areas of excellence and areas in need of improvement.

Set the scene

• Ensure a private and comfortable setting for the discussion. Ensure both parties have adequate time.

Starting the Discussion

REMARK

Open positively

• "I'd like to begin by recognizing your hard work this year, particularly with [specific project/achievement]."

Set the tone

• "This discussion is to reflect, learn, and plan for the future. I value your feedback and insights."

Review the Performance

REMARK

Discuss achievements

• "One of the areas you truly excelled in was [specific area/task]."

Discuss weaknesses

• "In terms of [specific area/task], there's room for growth. For instance, [specific example]."

Receive Feedback

• "How do you feel about [specific project/task]? Are there areas you'd like to explore further or challenges you faced?"
  
  

• "Is there anything we can do to better support your role and goals?"

Discuss Future Plans

• "For the next quarter, we're looking to prioritize [specific tasks/projects]. What are your thoughts on this?"
  
  

• "Where do you see yourself in the next year or two? Are there specific skills or training you're interested in?"

Wrap-Up

• "To recap, we'll be focusing on [specific goals/tasks]. I'll also follow up on [any resources/training/support] we discussed."
  
  

• "Let's touch base in a couple of months to see how things are progressing. How does [specific date] sound?"
  
  

• "I appreciate the dedication you bring to our team and look forward to our continued collaboration."