PERFORMANCE REVIEWS

Pre-Meeting Email Template

This email should be sent at least one week before the scheduled review date to give the team member time to complete their self-assessment.

Subject: Preparing for Your Performance Review

Hi [Team Member's Name],

I hope you're doing well! We're getting ready for your upcoming performance review, and I wanted to touch base. Can you confirm if you’re available for our meeting on [Date and Time]?

Attached is your performance review form. Before our meeting, I’d like you to complete it as a self-assessment:

• Review each item in Column “B.”

• Use Column “C” to rate your performance on a scale of 1 to 5 (details on the ratings are below).

• In Column “D,” add any comments, examples, or insights to support your scores.

Here’s a quick guide for the performance ratings:

• 5 - Excellent Performance: Outstanding, above and beyond expectations.

• 4 - Above Expectations: Exceeded what was required.

• 3 - Meet Expectations: Met all expectations.

• 2 - Below Expectations: Didn’t fully meet requirements.

• 1 - Poor Performance: Significantly below expectations.

Please complete and return your self-assessment by EOD on [Due Date]. Once I have it, I’ll finalise my feedback and ratings for our discussion.

[Link to Performance Review Form]

Thank you for taking the time to prepare for this – I’m looking forward to a great chat about your progress and future goals.

Kind regards,
[Your Name]
[Your Position]

Post-Meeting Email Template

After the review meeting, this email confirms the review's outcomes and provides the team member with the completed performance form.

Subject: Follow-Up on Your Performance Review

Hi [Team Member's Name],

Thanks so much for your time and input during our performance review on the 24th of January 2025. It was great to hear your thoughts, and I really appreciate how open you were about your achievements and areas for growth.

Attached is the finalised performance review document, which includes your self-assessment and my feedback. It captures the scores, comments, and goals we talked about and will help guide your focus moving forward.

Additionally, I’ve attached your updated employment contract. Please review, sign, and return it within 72 hours to ensure everything is processed smoothly. The new pay will become effective in the next pay cycle.

If you have any questions or want to chat about anything from the review or the contract, just let me know. I’m excited about the progress we’re going to make together and the goals we’ll achieve!

Best regards,
[Your Name]