Documenting Performance: From Records to Reviews
Learning objectives
- Explain how documentation supports effective performance reviews.
- Organize documentation to track progress and patterns over time.
- Apply structured approaches to prepare for review conversations.
- Use documentation to deliver clear, balanced, evidence-based feedback.
Course overview
A useful review takes shape well before the meeting, in the dated notes a manager keeps for each employee. Gathering those notes in one place reveals patterns, pairs feedback with specific examples, and surfaces the few themes worth raising. Evidence then anchors the conversation, strengths and development areas each get their due, and the employee leaves with next steps to act on.
The individuals involved in the development and promotion of this course do not receive any compensation or financial benefits outside of their regular employment for their work on this course.
- 6 minutes
- Format: Video
- Tier: 1
- Course ID: 7486
English
Course Outline
- Organizing Your Notes for Impact
- Preparing for the Conversation
- Delivering Balanced, Evidence-Based Feedback
- Turning Feedback Into Action
- Making Reviews Easier Over Time