Performance Discussion SBI Feedback Template

A structured performance discussion template using the Situation-Behavior-Impact-Request (SBI-R) method to document feedback, align expectations, and capture follow-up actions.

Discussion Context

• Discussion Date
  Date the performance discussion occurred.
• Discussion Type
  Select the type of performance discussion.
• Participants
  List the participants and their roles in the discussion.
• Primary Performance Topic
  Describe the performance topic or behavior being discussed.

Situation

• Situation Summary
  Describe the specific situation, including when, where, and what was happening.
• Context Factors
  Capture relevant context such as workload, dependencies, deadlines, or constraints.
• Evidence or Examples
  List observable facts, examples, or documentation supporting the discussion.

Behavior

• Observed Behavior
  Describe the observable behavior using facts rather than opinions or labels.
• Behavior Frequency
  How often the behavior has occurred.
• Pattern or Trend
  Describe whether this is an isolated event or part of a broader pattern.

Impact

• Impact Description
  Describe the direct impact of the behavior on work, people, or outcomes.
• Impact Scope
  Select all areas affected by the behavior.
• Business Consequence
  Summarize any measurable or operational consequence.

Request and Expectations

• Request Statement
  State the specific behavior change or action requested.
• Expected Standard
  Describe the standard or expectation the employee should meet.
• Success Criteria
  Define what successful improvement will look like in observable terms.
• Support Needed
  Capture any support, resources, or manager actions needed to meet expectations.

Follow-Up and Commitment

• Action Items
  List the actions, owners, and timelines agreed upon during the discussion.
• Follow-Up Date
  Date for the next check-in or review of progress.
• Employee Commitment
  Capture the employee's commitment or response to the request.
• Manager Commitment
  Capture any commitments made by the manager.

Summary and Acknowledgement

• Discussion Summary
  Summarize the key points, agreements, and next steps from the discussion.
• Overall Feedback Clarity Rating
  Rate how clearly the feedback and expectations were communicated.
• Employee Acknowledgement
• Manager Acknowledgement