Performance Discussion Documentation Form

A structured EPMS template for documenting performance discussion meetings, including summary notes, key topics, next steps, and signatures.

Meeting Context

• Meeting Date
• Meeting Type
• Participants
• Purpose of Discussion

Discussion Summary

• Summary Notes
• Observed Strengths
• Observed Gaps or Concerns
• Business Impact

Key Topics and Decisions

• Key Topics Discussed
• Decisions Made
• Employee Response

Next Steps and Follow-Up

• Next Steps
• Follow-Up Date
• Support Needed

Acknowledgement and Signatures

• Employee Acknowledgement
• Manager Summary
• Employee Signature
• Manager Signature