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Performance

Performance Resource

Performance Review Planning Guide

Create a consistent review cycle for goals, manager feedback, employee development and documented follow-up.

BRIGHTBRIDGE RESOURCE

How to use this resource

Use this guide as a starting point for a consistent internal process. Assign an owner, document outstanding items and adapt each step to your organization, workforce and jurisdiction.

Design the review cycle

Prepare managers and employees

Conduct and document reviews

Follow through

Implementation tip: Do not only record what is missing. Assign every open item to a named person, set a due date and retain evidence when it is completed.

Common mistakes to avoid

• Using vague ratings without examples or shared standards.
• Introducing serious performance concerns for the first time during the annual review.
• Completing forms without creating a development or follow-up plan. .

Who should use this?

Business owners, HR teams, executives and people managers.

Put this into practice

Need help organizing the process across your organization?

Common mistakes to avoid

• Web-friendly
• Mobile-ready
• Printable from browser

Beyond the checklist

How BrightBridgeAssist can help

BrightBridgeAssist can coordinate review cycles, reminders, forms, approvals, goal tracking and leadership reporting.

Continue exploring

Related resources

Important: This resource provides general administrative information and is not legal, tax, benefits or regulatory advice. Requirements vary by jurisdiction, industry, funding source and employer circumstances. Confirm applicable requirements with the appropriate agency or qualified professional.

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