Lontra HR · Working template
Manager performance review preparation worksheet
Prepare the evidence and questions for one employee review, then update the action after the discussion.
Use this worksheet with a fictional example first, then adapt it to your organization’s process. Keep personal or confidential information in your authorized systems.
- Complete one worksheet per review period using the responsibilities that applied.
- Use permitted source references and keep open questions visible.
- Discuss the employee’s account before treating a preparation note as agreed.
- Update the action, support owner and follow-up date after the meeting.
Click a cell to edit it locally. Print or save as PDF to keep your completed copy. Changes are not sent to a server.
| Preparation field | Entry or worked example | Source or person to check | Discussion or follow-up |
|---|---|---|---|
| Review period and responsibilities | [Enter dates, role and agreed objectives] | [Approved objectives or role record] | [Note changes during the period] |
| Contribution to recognize | [Describe one task and the employee’s action] | [Date and permitted source] | [What context would the employee add?] |
| Work outcome | [Describe what was observed] | [Who observed it or which work record supports it?] | [What remains uncertain?] |
| Employee perspective | [Add the employee’s account] | [Employee preparation] | [What agrees or differs?] |
| Challenge to discuss | [Describe a concrete occasion] | [Appropriate source] | [Ask about conditions and support] |
| Development action | [Task and behavior to practice] | [Employee and manager agreement] | [Support, owner and review date] |
| After the review | [Record corrections and agreed next step] | [Shared review record] | [Schedule the check-in] |
Prepared by Lontra HR Editorial · 10 November 2026 · Editorial review copy. Filled examples, where present, are fictional and demonstrate the method.