Templates › Epms › SEO page

Run: Performance Discussion SBI Feedback Template

Guide performance conversations with a clear SBI-R structure that captures facts, impact, and next steps. Keep feedback aligned, actionable, and easy to follow.

Fill this out, get a PDF emailed to you. No sign-up required. Want to run it with your team and track results? Sign up free →

Discussion Context

Discussion Date (required)

Date the performance discussion took place.

Purpose of Discussion (required)

Select the primary reason for the discussion.

Brief Discussion Summary (required)

Summarize the discussion in one or two paragraphs.

Situation

Situation Description (required)

Describe the specific situation, date, project, meeting, or event.

Timeframe

When the situation occurred or the period it covers.

Relevant Context

Any background information needed to understand the situation.

Behavior

Observed Behavior (required)

Describe the specific behavior that was observed without interpretation.

Frequency of Behavior

How often this behavior has been observed.

Additional Examples

Provide any other examples that support the behavior being discussed.

Impact

Impact of Behavior (required)

Describe the impact in clear, measurable terms where possible.

Primary Impact Area

Select the areas affected by the behavior.

Evidence or Data

Include supporting facts, metrics, or examples that show the impact.

Request and Expectations

Manager Request (required)

State the specific request or change needed.

Expected Behavior (required)

Describe what successful behavior should look like in the future.

Support Needed

List any support, coaching, or resources needed to meet expectations.

Follow-Up and Commitment

Agreed Action Steps (required)

List the actions the employee and manager agreed to take.

Follow-Up Date (required)

Date for the next check-in or review.

Employee Commitment

Employee confirms understanding and commitment to the request.

Get your results

Enter your email — we'll send you a PDF of your filled-out template. We won't sign you up to anything; you can opt in to the trial from the email if you want.

Email (required)

Your name (optional)

Generated with MangoApps Templates — browse 240+ free