7 Performance Review Meetings Agenda Templates for Effective Team Performance

Streamline your team’s performance review meetings with these agenda templates

Performance review meetings play a crucial role in fostering effective team performance. By providing a structured framework for discussing achievements, areas for improvement, and goal-setting, these meetings empower teams to reflect on their progress and make strategic decisions for growth.

To assist you in conducting successful performance review meetings, here are seven meeting agenda templates for team performance reviews:

1. Performance Review Meeting Template
2. Performance Review Debrief Meeting Template
3. Mid-Year Performance Review Meeting Template
4. End of Year Performance Review Meeting Template
5. Quarterly Performance Review Agenda Template
6. Performance Improvement Plan (PIP) Meeting Template
7. Sales Performance Review Meeting Template

🌟 Pro Tip: try our meeting agenda app to create, customize, and save your own templates.

Performance Review Meeting Template

• Accomplishments — Discuss how things are going since our last performance review.
• Impact — Discuss your impact on the company this year.
• Goals — List some goals for the year to come.
• Review prior goals — If goals were set the previous year, make sure to review them!
• Feedback — Provide feedback for areas of improvement.
• Growth — Discuss your growth this year and anything that helped you grow professionally.
• Non-Work Related Contributions — Community events, meet-ups, and/or impactful contributions you were a part of this year.
• Action items — What came out of this meeting? What are the next steps?

Performance Review Debrief Meeting Template

• 💭Initial thoughts — How do you feel after this performance review? Was anything surprising?
• 📣Feedback — Do you agree with the feedback I shared? And the feedback from your peers?
• ❓Clarifications — Is there anything you need clarification about?
• 💡Takeaways — What’s your main takeaway from this review?
• ✅Next Steps — What are your next steps?

Mid-Year Performance Review Meeting Template

• ✋Direct report’s personal feedback — Discuss your talking points regarding your mid-year performance review.
• ✋Manager’s feedback — Discuss your talking points regarding my mid-year performance review.
• ✅ Action items — What came out of this meeting? What are our next steps?
• 📝 Notepad — Anything to write down?

End of Year Performance Review Meeting Template

• Check-in 👋 — Some check-in questions to see how you’re doing as we near the end of the year.
• Reflection ✨ — Let’s discuss what you’ve accomplished this year, audit responsibilities and reflect on any areas of improvement.
• Goals for the New Year 🚀 — Let’s discuss priorities and goals for the new year, chat about career growth and note any new upcoming practices.
• Support 💪 — What can I do better in the upcoming year to be the best manager to you?
• Action Items ✅ — What was the takeaway from this meeting? What are the next steps?

Quarterly Performance Review Agenda Template

• 360 Feedback — Shoutouts and suggestions for improvement from your fellow teammates.
• Achievements — What are you most proud of this quarter?
• Opportunities — What would you like to improve?
• Feedback/Ideas — What could we (team/company) do better — what should we try?
• Action Items — What came out of this meeting? What are your next steps?

Performance Improvement Plan (PIP) Meeting Template

• ❓ Areas of concern — Discuss matters and areas of concern that need to be looked into and improved within HR.
• 💡Past observations — Discuss what had been spoken about in the previous meeting and any notes that had been taken.
• 🚀 Improvement goals — Create a list of goals that will assist you in achieving each aim.
• ⚽️ Activity goals — Create goals below that can be used to complete your improvement goals.
• 📚 Resources — Create a resource list that can be used to complete your improvement goals.
• 💪 Management support — Discuss how management can assist and support in improvement and all the goals set.
• ❗️ Expectations — Create a set of expectations that will demonstrate progress in achieving each improvement goal, the following performance standards must be met. ‍‍
• ✔️ Progress checkpoints — Create a schedule to be used to assess your progress toward completing your improvement goals.

Sales Performance Review Meeting Template

• 🔑 Performance on Selling Activities — Detail some highlights and information from each of these activities since our last touchpoint.
• ⛔️ Roadblocks — Note any roadblocks from the activities above.
• 📢 Feedback — If you think one of your team members can improve on something, tell them why and educate!
• 📈Detailed Action Plan — Set expectations and goals for the next quarter (or a specific time period) and discuss an action plan to meet those goals.

Looking for more meeting agenda templates?

Check out these other articles:

• 9 Meeting Agenda Templates for Chief Operating Officers
• Welcome a New Team Member with these 8 Meeting Agenda Templates
• 5 Quarterly Business Review Meeting Agenda Templates

Or view the entire Fellow meeting template library on our website. In Fellow, the free templates are 100% customizable! Each person can add to and collaborate on the agenda. Plus Fellow has built-in automations to automate some aspects of your meeting workflow.