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End of Year Performance Review Meeting Template

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Discuss lessons learned, evaluate performance, agree on upcoming goals, and set yourselves up for a great year ahead!

Desktop Experience
In-meeting Experience
Tue, Aug 4
4 Aug
10:30 - 11 AM
End of Year Performance Review Meeting
10:30 - 11 AM
1 - 2 PM
4 Aug
9:30 - 11 AM
2 - 3 PM
End of Year Performance Review Meeting
Today @ 10:30 - 11 AM
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End of Year Performance Review Meeting
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End of Year Performance Review Meeting Template
By Fellow.app
Seamless collaboration
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Summarization by AI
  • Pick a template

    Save time with a pre-built template complete with recommended talking points to get you started

  • Customize it

    In Fellow, customize headers, talking points, and more before using it in your next meeting

  • Bring it to life

    Use the template in real-time with your meeting attendees to collaborate on meeting notes

What’s inside this End of Year Performance Review Meeting Template:

1Check-in 👋

  • Some check-in questions to see how you’re doing as we near the end of the year.

2Reflection ✨

Let’s discuss what you’ve accomplished this year, audit responsibilities and reflect on any areas of improvement.

  • 1. Created and published 100+ articles and built 40+ links
  • 2. Revamped social media accounts
  • 3. Revamped the copy on the company website, increasing conversions by 20%
Everyday responsibilities
  • Review your everyday responsibilities with your manager before the new year to negotiate workload in case anything will be added or removed.
Areas to improve
  • 1. Confidence in my work
  • 2. Keeping up to date with new trends
  • 3. Leadership skills

3Goals for the New Year 🚀

Let’s discuss priorities and goals for the new year, chat about career growth and note any new upcoming practices.

Upcoming company goals + priorities
  • 1. Increase market share
  • 2. Increase percentage of sales made with new products/product features
  • 3. Increase community outreach
Career next steps
  • 1. Lead a marketing campaign from start to finish
  • 2. Manage 5+ freelance writers
  • 3. Manage content distribution for the company
New practices
  • 1. New process for scheduling and posting content
  • 2. Process to be created for briefing freelancers
  • 3. New project to improve team efficiency

4Support 💪

  1. What can I do better in the upcoming year to be the best manager to you?

5 Action Items ✅

What was the takeaway from this meeting? What are the next steps?

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Fellow is the meeting productivity and team management software where teams gather to build collaborative agendas, record decisions, and keep each other accountable.

  • Brittany Forsyth
    Brittany Forsyth
    Former Chief Talent Officer, Shopify

    Fellow has been a game changer for us. I love how lightweight and easy it is to use. It intuitively builds into my day-to-day rhythm, and the natural flow of Shopify, making it so much simpler to have valuable conversations.”

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    John Gleeson
    VP of Customer Success, Motive

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    Sabrina Leblanc
    Director of Sales, SurveyMonkey

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    Liam Martin
    Co-founder, Time Doctor

    “Fellow has completely changed the way we manage meetings at Time Doctor. With 100+ people in 32 different countries, Fellow was one of the tools that took our remote meetings from confusion to clarity.

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