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Run: Performance Discussion SBI Feedback Template

Document performance conversations with the SBI-R method so feedback stays specific, expectations stay clear, and follow-up actions are captured in one place.

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Discussion Context

Discussion Date (required)

Date the performance discussion occurred.

Discussion Type (required)

Select the type of performance discussion.

Participants (required)

List the participants and their roles in the discussion.

Primary Performance Topic (required)

Describe the performance topic or behavior being discussed.

Situation

Situation Summary (required)

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 (required)

List observable facts, examples, or documentation supporting the discussion.

Behavior

Observed Behavior (required)

Describe the observable behavior using facts rather than opinions or labels.

Behavior Frequency (required)

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 (required)

Describe the direct impact of the behavior on work, people, or outcomes.

Impact Scope (required)

Select all areas affected by the behavior.

Business Consequence

Summarize any measurable or operational consequence.

Request and Expectations

Request Statement (required)

State the specific behavior change or action requested.

Expected Standard (required)

Describe the standard or expectation the employee should meet.

Success Criteria (required)

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 (required)

List the actions, owners, and timelines agreed upon during the discussion.

Follow-Up Date (required)

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 (required)

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 (required)

Manager Acknowledgement (required)

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