Template: Performance Summary for Direct Reports

Advocating for your team’s interests will almost always require you to communicate with stakeholders much higher than you in the organization. These folks are time-constrained, so being focused is key. 

Some good managers fall into a trap of trying to encapsulate everything about their direct reports to show why they’re so valuable. This is a mistake! Your points will get muddled and you will test senior stakeholders’ patience. 

Instead, use this template to stay concise and persuasive by focusing on three aspects of your report’s performance:

  • Impact that they’ve had on the business, with as much quantifiable data as possible.
  • Top strengths, especially those that differentiate them from peers.
  • Opportunities for growth; others will bring these up, so take control of the narrative by explaining where your report can improve and (hopefully) how they’re already working to address their challenges.

 

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Template_ Performance Summary for Direct Reports

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