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Checklists and Templates

Performance Review Checklist For Every Organisation

Author

Elizabeth Osademey

Published

June 20, 2025

Last Modified

June 20, 2025
performance review

Table of Contents

Summary

Performance reviews should typically support employee development and move your business growth. But without the right structure, they can easily become a formality, causing feedback to become vague, missing key insights, and frustrating employees.

This checklist provides you with a clear and practical framework to run meaningful, fair, and business-aligned performance reviews across your organisation.

What’s Inside

  • A practical checklist for HR leaders and department heads
  • Tools to help you spot performance trends, risks, and talent opportunities
  • Guidance for giving better feedback and building useful development plans
  • Manager resources to improve coaching conversations and team planning
  • 100 performance review questions to guide you in the right direction 

How to Use This Checklist
This is more than just a task list. It’s a tool to help you run structured and people-focused performance reviews that actually drive progress.

Use it every quarter or twice a year depending on your organisation’s review policy. 

Download it, tweak it to fit your team if necessary, and use it to turn reviews into something that truly supports growth, alignment, and better decisions.

Explore More HR Resources

Are you looking to further improve your HR practices? We have these additional checklists to support you:

Download your HR Audit Checklist here
Ensuring you are on top of your HR processes doesn’t have to be overwhelming. With this HR Audit Checklist, you can always stay ahead by identifying gaps and keeping your workplace efficient.

Download your L&D Checklist here
Planning impactful Learning & Development shouldn’t feel like guesswork. With this L&D Checklist, you’ll be able to align training with business goals, identify skill gaps early, and keep your team on track every quarter.

Download your onboarding, offboarding, and layoff checklist
Employee transitions are critical moments in any organisation and this checklist helps you always get them right.

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