Performance
The annual form has forty questions, so it gets opened once and left. A performance review here is a short dated note on the person, written while the conversation is still true.
Quarterly note
18 September 2026
Sam Okonkwo on Maya Chen
What went well
Ran the client onboarding without being asked. The handover notes were clear enough for Priya to pick up.
Before December
Lead the Monday standup twice, and write the first draft of the support rota.
Training
Book the facilitation session in training and development.
Training you agree in the note can be booked in training and development.
What went well, what changes before the next one, and any training. Written while you still remember it.
The questions can match the role. The point is a record of what you said, not a forty-question form.
The next conversation starts from the last note, not from memory.
No. It is a short dated note, often quarterly. The questions can match the role.
What went well, what should change before the next one, and any training you agreed.
Yes. The training you agree can be booked in training and development, and the note stays on the person.
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