Inspect sources
- Where did this example come from?
- Is the source specific enough to use?
- Does it belong in this review period?
Template
Review evidence checklist for managers
Review evidence should be specific, inspectable, and tied to the period being reviewed. Use this checklist before turning examples into review language.
Copyable template
Use this manually, or let EvalSuite capture it automatically from real meetings.
Map to expectations
- Which competency or goal does it support?
- What impact did it have?
- Is this a pattern or a one-off event?
Decide use
- Should this become review language?
- Does the teammate have enough prior context?
- What follow-up should continue after the review?
How to use this template
Use the prompts to make the next manager action explicit. The goal is not a perfect document; it is a short record that helps the next conversation start with context.
Keep it tied to the real manager loop
EvalSuite keeps review evidence connected to meetings, action items, scorecard context, manager notes, and review-safe packets while leaving final review decisions with the manager.
What should survive
Keep the source, situation, behavior, impact, competency or expectation, and manager decision. Avoid unsupported labels or surprise feedback with no prior context.
Workflow example
Before drafting a review, a manager filters the strongest examples, checks the source context, maps them to expectations, and decides what belongs in final language.
Example output
The visible output should be concrete enough to inspect.
- Source-backed evidence list
- Competency or expectation mapping
- Evidence gaps to resolve
- Manager-owned final review inputs
Related and canonical pages
This page links to related acquisition pages and canonical docs instead of duplicating support content.
- /solutions/performance-review-evidence
- /resources/templates/how-to-document-employee-performance
- /resources/templates/performance-review-calibration-checklist
- /resources/templates/performance-review-template
- /solutions/performance-review-evidence
- /resources/templates/how-to-document-employee-performance
Use this manually, or keep the loop in EvalSuite
EvalSuite adds the durable layer: capture, follow-through, history, and review-ready context.