Performance Review Prep Pack

Walk into your review able to explain what you contributed.

A performance review is not the ideal time to start trying to remember everything you achieved.

The Performance Review Prep Pack helps you gather the evidence, choose your strongest examples and turn a full review period into a clear account of what you contributed.

Use it in the weeks before your meeting to prepare what you want to say, what you want to ask for and the examples that support your case. During the review, the concise talking-point pages help you stay focused without reading from a script. Afterwards, record the outcome, commitments and next steps while they are still clear.

You do not need to document every task you completed. The pack helps you identify the work that mattered most and explain its value simply.

Inside the pack

• Review preparation checklist

• Review period overview

• Achievement shortlist

• Detailed achievement records

• Results and impact summary

• Positive feedback summary

• Responsibilities-added record

• Challenges-handled page

• Contribution statement

• Review outcome and request preparation

• Meeting talking points

• Questions to ask

• Review notes

• Outcome and follow-up record

Use it to prepare for

• a standard performance review

• a promotion conversation

• a salary review

• a role-development discussion

• a conversation about expanded responsibilities

• an end-of-probation review

Designed for the conversation before, during and after

Before the review
Collect your evidence, identify your strongest contributions and decide what you want from the meeting.

During the review
Keep your examples, questions and requests in one place with notes that are easy to scan.

After the review
Record what was agreed, who is responsible for the next steps and when the conversation should continue.

File details

• 17-page reusable digital pack

• Hyperlinked navigation

• Goodnotes compatible

• Complete digitally or print the pages you need

• Instant digital download

• No physical product will be posted

Part of the On the Record Career Evidence Series.