Hold a Final Review Conversation with My Direct Report

After publishing a performance review, schedule a meeting to discuss the results with your direct report. This article provides guidance for an effective review conversation.

Before the Meeting

1. Publish the review so your direct report can read it beforehand.
2. Schedule a meeting using Meetings → Meeting Planner.
3. Select the "Performance Review Conversation" meeting type if available.
4. Prepare talking points for each section of the review.

During the Conversation

• Start with a check-in – how is the employee feeling?
• Share the overall rating and context
• Discuss strengths and specific accomplishments
• Review growth areas constructively
• Set goals for the next review period
• Answer questions and address concerns
• Ask the employee to acknowledge the review

Using the Meeting Note Taker

Capture notes from the conversation in Zal.ai's meeting note taker:

• Use the public notepad for shared notes both can reference
• Use the private notepad for your own observations