At Human we use the fairwork.gov.au ‘Performance review discussion plan template’

<aside> 💡 **Overview

You can use this template to help you prepare for your 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.

You can find more resources in the link above**

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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.

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.