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Run: Performance Discussion Documentation Form

Document performance discussions with a clear record of feedback, goals, and follow-up actions. Keep managers and employees aligned on next steps and acknowl...

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Meeting Details

Meeting Date (required)

Date the performance discussion took place.

Discussion Type (required)

Select the type of performance discussion.

Participants (required)

Names and roles of attendees.

Discussion Summary

Summary of Discussion (required)

Provide a concise summary of the performance discussion.

Strengths Noted

Document strengths, achievements, or positive behaviors discussed.

Areas for Improvement

Document performance gaps or improvement opportunities discussed.

Key Topics Discussed (required)

Select the main topics covered in the discussion.

Goals and Next Steps

Action Items and Next Steps (required)

Document the agreed next steps, owners, and due dates.

Support Needed

Describe any support, resources, or coaching needed to complete the next steps.

Follow-Up Date

Date for the next follow-up discussion.

Acknowledgement and Signatures

Employee Comments

Employee comments or additional context regarding the discussion.

Manager Comments

Manager comments or additional notes from the discussion.

Employee Signature (required)

Employee acknowledgment of the discussion.

Manager Signature (required)

Manager acknowledgment of the discussion.

Get your results

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Email (required)

Your name (optional)

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