Performance Management: Student Workbook

Performance Conversation Prep

Employee: _________________________________________________________________
Conversation purpose: Feedback / Review / Improvement Plan / Development

Feedback Using SBI Model

Situation: _________________________________________________________________
Behavior: _________________________________________________________________
Impact: _________________________________________________________________

How to say it: _________________________________________________________________

Performance Review

Overall assessment: Exceeds / Meets / Developing / Below Expectations

Key strengths: _________________________________________________________________
Development areas: _________________________________________________________________

Goals for next period:

Performance Improvement Plan (if needed)

Performance gap: _________________________________________________________________
Specific changes needed: _________________________________________________________________
Support provided: _________________________________________________________________
Timeline: _________________________________________________________________
Success metrics: _________________________________________________________________

Talent Assessment

High performers: _________________________________________________________________
High potential (for development): _________________________________________________________________
At-risk talent (retention focus): _________________________________________________________________
Succession planning needs: _________________________________________________________________

My Performance Management Focus

I need to improve: ________________________________________________________________
Action I'll take: ________________________________________________________________
Success indicator: ________________________________________________________________