How to prepare for your performance review
Updated
Start two weeks before: list your results with numbers, match them to your goals, and bring one clear ask. A review goes best when you arrive with evidence and a plan for next year, not when you wait for the verdict.
What to do
- Reread your goals and last review. Note what you were asked to deliver and what feedback you got. This year will be judged against both.
- List your results with proof. Go through your calendar, sent emails and project tools for the year. Write each win as action plus result. Need wording? See these self-evaluation examples.
- Own one weakness. Pick one real area to improve and what you're already doing about it. It shows judgment, and criticism won't catch you off guard.
- Prepare your ask. A raise, a promotion, a new project, training: write it in one sentence with the reason. More in how to ask for a raise.
- Plan your reaction to bad news. If you hear something unfair, ask: "Can you give me an example?" Take notes and respond in writing later.
- Send a recap. Within a day, email the goals and next steps you agreed on. It's your record for next year.
What to say
Open the meeting with this, filling in the brackets:
Before we start, I'd like to share a quick summary of my year. My main goals were [goal] and [goal]. I delivered [result], and I also took on [extra project]. One area I want to improve is [skill], and here's my plan. I'd also like to talk about my next step here and what it would take to get there.
Avoid
- Arriving with no notes and letting your manager tell the whole story.
- Arguing in the meeting: ask for examples, then respond in writing.
- Listing tasks instead of results: "ran the weekly report" says nothing about impact.
Questions
What should I bring to my review?
A one-page list of your results with numbers, your goals, any praise from clients or colleagues, and your one ask.
Should I bring up a raise?
Yes, if pay is decided around review time. Mention it before the meeting too, since budgets are often set in advance.
What if my manager has no feedback?
Ask directly: what should I keep doing, and what one change would make the biggest difference next year?