Document Details

Document Id	performance_review_discussion_plan.docx.pdf
Document Title	Performance Review Discussion Plan.Docx
Reference	https://docs.google.com/document/d/1yzTANYIWBawME2_bjrCM9HxhadjHr0w5/export?format=pdf
Publisher	Not specified
Categorization	Human Resource Management Performance Management
Document Source	16709 characters in 0 pages. (pdf)
Tags	performance review, employee goals, feedback, performance management, career development

The Performance Review Discussion Plan Template is a structured guide designed to assist managers in conducting effective performance reviews with their employees. It emphasizes the importance of setting clear performance goals, providing ongoing feedback, and fostering open communication during the review process. The template outlines a step-by-step approach, including preparation before the discussion, key points to cover during the meeting, and follow-up actions. It encourages managers to assess employee performance against established goals, recognize achievements, identify areas for improvement, and collaboratively set future objectives. This resource is intended for managers and HR professionals seeking to enhance their performance management practices. It is published by Fair Work Australia, which also offers additional resources and support for managing employee performance and understanding employment rights.

The Performance Review Discussion Plan Template serves as a comprehensive framework for managers to prepare and conduct performance reviews effectively. It is designed to facilitate meaningful conversations between managers and employees regarding performance, development, and future goals. The document is structured into several key sections, guiding users through the process of performance evaluation. **Purpose and Audience**: The template is aimed at managers and HR professionals who are responsible for conducting performance reviews. It provides a systematic approach to ensure that reviews are thorough, constructive, and beneficial for both the employee and the organization. **Key Components**: The template is divided into two main phases: preparation before the discussion and the discussion itself. 1. **Before the Discussion**: Managers are encouraged to record the employee's individual performance goals and assess how well the employee has met these goals. This section prompts managers to reflect on the employee's strengths and areas for improvement, ensuring that the review is based on specific, observable performance metrics. 2. **During the Discussion**: The template outlines critical points to cover during the performance review meeting. Managers should engage employees in self-assessment, allowing them to express their views on their performance and any concerns they may have. This two-way communication fosters a collaborative environment where employees feel valued and heard. Additionally, discussions about career aspirations and future goals are encouraged, helping to align employee ambitions with organizational objectives. 3. **Goal Setting for the Next Cycle**: The template emphasizes the importance of setting clear, achievable goals for the next performance cycle. Managers and employees should collaboratively agree on these goals and identify the support needed to achieve them, such as training or resources. 4. **Follow-Up Actions**: The document concludes with a section for outlining next steps, including scheduling future performance reviews and any additional actions required from both the manager and the employee. This ensures accountability and continuity in the performance management process. **Supporting Resources**: The template suggests using it alongside other resources provided by Fair Work Australia, such as the Setting Up a Performance System Checklist and the Performance Agreement Template. These resources collectively aim to create a robust performance management system that enhances employee engagement and productivity. **Conclusion**: Overall, the Performance Review Discussion Plan Template is a valuable tool for fostering effective performance management practices. By promoting structured discussions, it helps organizations to recognize employee contributions, address performance issues, and support professional development, ultimately leading to a more motivated and productive workforce.

Original content extracted from the source document.

Performance review discussion plan template

You can use this template to help you prepare for a performance review, stay focused, let the employee know how well you think they've performed against their individual performance goals and agree on goals for the next performance cycle. We recommend that you use this plan in conjunction with our Setting up a performance system checklist and Performance agreement template.

A performance system will allow you to set clear goals and expectations for your employees. It also provides a process for ongoing feedback and discussion.

Suggested steps for developing a performance review discussion plan

For more information on managing performance, see our online learning courses at www.fairwork.gov.au/learning. For information about minimum employment rights and entitlements you can also call the Fair Work Infoline on 13 13 94 or visit www.fairwork.gov.au.

Step 1: Before the discussion

Before the performance discussion, use the plan template to record:

Your employee's individual performance goals for this performance cycle, and how you think they've performed against their goals.
What you think your employee has done well.
What you think your employee could do better.

Step 2: During the discussion

During the meeting, use the plan template to record:

How your employee thinks they've performed against each of their goals.
Any feedback or concerns that your employee has.
Any discussion about the employee's career goals or future within your business.
Any goals that you and the employee agree on for the next performance cycle, and the support that you'll provide to help the employee meet their goals (eg. training).

Also note when you and the employee will next meet to review their performance, as well as any next steps for you and/or the employee.

You can use the information that you record in the plan to develop the employee's performance agreement for the next performance cycle.

Performance review discussion plan

Before the discussion

What were your employee's individual performance goals for this performance cycle and how well do you think they've performed against each of their goals?

___________________________________________________________________

What has your employee done well?

___________________________________________________________________

What could your employee do better?

___________________________________________________________________

During the discussion

How does your employee think they've performed against each of their goals?

___________________________________________________________________

Does your employee have any feedback or concerns?

___________________________________________________________________

Did you discuss the employee's career goals and future within your business?

___________________________________________________________________

What individual performance goals have you and your employee agreed on for the next performance cycle?

___________________________________________________________________

What support have you agreed to provide to your employee to help them reach their goals?

___________________________________________________________________

When will you next meet with the employee to review their performance?

___________________________________________________________________

What are the next steps?

For you:

___________________________________________________________________

For your employee:

___________________________________________________________________

Chunk 0 from Page 1 (Performance review discussion plan template)

Chunk 1 from Page 1 (Suggested steps for developing a performance review discussion plan)

Chunk 2 from Page 1 (Step 1: Before the discussion)

Before the performance discussion, use the plan template to record:

Your employee's individual performance goals for this performance cycle, and how you think they've performed against their goals.
What you think your employee has done well.
What you think your employee could do better.

Chunk 3 from Page 1 (Step 2: During the discussion)

During the meeting, use the plan template to record:

How your employee thinks they've performed against each of their goals.
Any feedback or concerns that your employee has.
Any discussion about the employee's career goals or future within your business.
Any goals that you and the employee agree on for the next performance cycle, and the support that you'll provide to help the employee meet their goals (eg. training). Also note when you and the employee will next meet to review their performance, as well as any next steps for you and/or the employee. You can use the information that you record in the plan to develop the employee's performance agreement for the next performance cycle.

Chunk 4 from Page 2 (Before the discussion)

What were your employee's individual performance goals for this performance cycle and how well do you think they've performed against each of their goals?

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What has your employee done well?

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What could your employee do better?

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