Performance improvement meeting template

Performance improvement meeting template

Performance improvement one-on-one meeting template to understand, discuss, and overcome performance issues with your team members.

Meeting agenda template

Starting with the Improvement Plan:

  • Let's discuss the issues that we have. What led to this, in your opinion? What's your point of view?
  • Here is my/team's feedback. Do you agree with it? Do you need any clarification?
  • Let's review the performance improvement plan.
  • Do you have a clear understanding of expectations from you? Do you think they are realistic and reasonable? Do you have all the resources for meeting them?
  • What are the action items we can agree on till the next check-in?
  • Is there anything I can help you with? Do you need any other help?
  • Let's define the timeline when we'll evaluate progress and potential outcomes.
  • How do you feel about the Improvement Plan?

Performance review check-in:

  • What did you manage to improve since the last check-in?
  • What facilitated/inhibited your progress?
  • Is there anything that should be taken away/added to your Improvement Plan.
  • Let's schedule the date of the next check-in.

Performance review summary:

  • What did you manage to improve the most/the least? Why?
  • Did you have enough feedback? Was it helpful?
  • Did you feel supported by other team members?
  • Did your manager support you? How?
  • Did you have enough time?
  • What are the key conclusions you made?
  • What could be the next step, in your opinion?
  • Do you have any questions/thoughts to share?

Performance improvement meeting template in Plai

Try this template and conduct 1:1 meetings in Plai for free. Save time, boost your productivity, never lose track of a follow-up action item again. Be prepared and have better, more meaningful conversations with your team. They will thank you! ❤️

Andriy Bas

Andriy Bas

CEO & Co-founder

Founder of 3 products and product development agency @Uptech before 25. Use and consult about OKRs, performance management, and team leadership for 4+ years.

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