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Step: Gather Performance Data and Documentation

To ensure a fair, objective, and well-informed performance review, relevant data and documentation must be gathered in advance. Multiple sources should be used whenever possible to provide a complete picture of the employee’s performance.

1. Manager Evaluation

The employee’s direct manager conducts a structured evaluation of performance. This includes:

  • Reviewing the employee’s assigned goals and responsibilities

  • Comparing actual performance against established expectations or targets

  • Assessing demonstrated skills, competencies, professionalism, and workplace behaviors

  • Noting consistency, reliability, and adherence to policies and procedures

2. Employee Self-Assessment

The employee completes a self-assessment to encourage reflection and ownership of performance. This assessment should address:

  • Key accomplishments and contributions

  • Perceived strengths and areas for growth

  • Challenges encountered and how they were addressed

  • Professional development interests or support needs

The self-assessment supports meaningful two-way dialogue during the review meeting.

3. Peer Feedback (When Applicable)

Feedback may be collected from colleagues or team members who regularly work with the employee. Peer input can provide insight into:

  • Teamwork and collaboration

  • Communication and professionalism

  • Reliability and contribution to team goals

All peer feedback should be gathered objectively and handled confidentially.

4. Review of Project and Assignment Outcomes

Evaluate the employee’s involvement in projects or assigned tasks by reviewing:

  • Completion status and timeliness

  • Quality and accuracy of work

  • Ability to follow procedures and meet expectations

  • Impact on department or organizational goals

5. Review of Previous Performance Feedback

If applicable, review documentation from prior performance reviews to:

  • Track progress or recurring challenges

  • Assess improvement or regression over time

  • Identify patterns that require follow-up or additional support

6. Summarize and Analyze Collected Information

Compile and analyze all gathered data to form a comprehensive performance overview. The summary should clearly identify:

  • Performance trends

  • Strengths and notable achievements

  • Areas requiring improvement or retraining

  • Recommendations for next steps or development plans

This analysis serves as the foundation for a fair, focused, and productive performance review discussion.