Free agenda template

Mid-Year Performance Review

A mid-year check-point template to help managers have constructive performance-based conversations their direct reports. Works well on its own as a semi-annual routine, or, as a supplement to our “Quarterly Performance Review” template.
Mid-Year Performance Review
MeetingAction itemsDecisions
What are your thoughts on your performance so far this year?
What do you feel you've done well and what could you have done better?
What are your goals for the remainder of the year?
What challenges do you anticipate facing?
What do you feel you need to work on most in order to improve your performance?
What can we do to help you achieve your goals?
What resources do you feel you need in order to be successful?
What do you feel are your strengths and weaknesses?
What do you feel are your most important accomplishments so far this year?
More Meeting Templates for Leadership Team Meetings
These templates are designed to help leadership teams structure their meetings to create focus around what's important and urgent.
Leadership Meeting
Company updates
Goals and metrics review
Cross-departmental feedback
Action items
Leadership Meeting
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Leadership Team Meeting
Company updates: News and announcements
Wins: Share recent victories and positive news from your teams
Goals and metrics review: How are we performing against our goals and targets? How are we feeling about the next few weeks?
Roadblocks: What challenges are we facing that need to be addressed?
Cross-departmental feedback: How can our teams we work and collaborate together more effectively?
Leadership Team Meeting
Leadership teams can use this collaborative meeting structure to help them facilitate effective leadership team meetings.
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Quarterly Performance Review
How do you think you performed this quarter? Overall, are you satisfied with your performance?
What are some things you did well this quarter?
What are some areas you would like to improve upon next quarter?
What are some goals you have for next quarter?
What are some things your manager can do to help you improve your performance?
Are there any training or development opportunities you would like to pursue?
What do you think are your strengths and weaknesses?
How do you think your team contributed to your success or failure this quarter?
What do you think you could have done better to help your team this quarter?
Is there anything else you would like to discuss about your performance this quarter?
Quarterly Performance Review
A simple template to get any manager to start having great, conversational performance reviews with their team members.
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