Free agenda template

Probationary Performance Review

This review template is intended to be used at the end of an employee’s probationary period to assess their feelings towards their growth and progress over the course of the probation.
Probationary Performance Review
MeetingAction itemsDecisions
How do you feel you have performed since your last review?
Have you met or exceeded the expectations set for you?
What do you feel you have done well?
What do you feel you could improve upon?
Have you received any feedback from your team or customers?
What have you done to address any areas of improvement identified?
What challenges or opportunities have you faced since your last review?
How have you handled them?
What changes or challenges do you anticipate in the coming period?
What do you feel you need to do to continue to be successful in your role?
More Performance Review Templates for Specific Situations
From Probationary Reviews to Exit Interviews, these performance review templates are intended to guide managers through scenarios outside of the normal review cycle.
Performance Review Template for Managers New to a Team
When did you start working with the company?
What are your current job responsibilities?
How have you performed so far in your current role?
How can you improve your performance in your current role?
What training or development opportunities would help the employee improve their performance in their current role?
What are your strengths and weaknesses?
What are your goals?
What are your career aspirations?
Performance Review Template for Managers New to a Team
This template is designed for a manager who may be new to a team, or perhaps a manager who's receiving a new team member from within the company. Either way, you can use this template to easily get to know an employee that you may be less familiar with but has a history at the company.
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Employee Promotion Performance Review
Tell me about your experience with [specific job responsibility].
What have you found to be the most difficult part of [specific job responsibility]?
How do you go about tackling challenges with [specific job responsibility]?
Can you give me a specific example of a time when you had to deal with a difficult situation with [specific job responsibility]?
What do you think is the key to success with [specific job responsibility]?
What strategies do you use to stay organized and keep on top of your work with [specific job responsibility]?
Can you think of a time when you had to go above and beyond the call of duty with [specific job responsibility]?
What do you think sets you apart from other employees when it comes to [specific job responsibility]?
What are your long-term career aspirations with regards to [specific job responsibility]?
Do you have any questions for me about the position or the company?
Employee Promotion Performance Review
If an employee wishes to pursue a promotion, this is a helpful conversation to begin the assessment. Open up the conversation to show support and allow them to sell you on their strengths.
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