About to performance manage someone? Are you 100% sure you’re ready?

Performance Management Checklist

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Prepare for performance conversations with confidence and clarity

Performance management is less about “catching someone out” and more about creating clarity and accountability. Download this free checklist to ensure you’ve done everything possible to set your team member — and yourself — up for success.

WHO This Offer Is For

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Managers new to performance Management.

Managers who want to lead with clarity but care.

Managers who avoid hard conversations.

Managers who like structure and evidence to form their decisions.

Leaders who don't have HR support.

Managers who want to approach the conversation with confidence and professionalism.

Managers who like to be prepared.

Managers who want to be fair.

Think you’re ready to performance manage? Prove it — run through this checklist first.

Get performance management ready quickly — even if you’ve never done it before.

Is this going through you mind?

“If my team sees me fail at this, I’ll lose their respect completely.”

“Other managers seem to handle this stuff so easily — why do I struggle so much?”

“My boss has no idea how to guide me — I’m on my own here, and I could easily mess it up.”

Hey, I'm Katrina

owner valued asset coaching and consulting

When I started managing I worried about the same things as you.
"If I’m being too soft, I'll lose respect but if I’m firm, I’ll feel like the villain.”
“I feel like I’m making it up as I go along — leadership shouldn’t feel this messy.”
“I already feel emotionally wrecked by this. I can’t afford to burn out, but this situation is draining me.”

Performance Management never gets easy. If you are a caring, professional leader who values your team, it will never be something you enjoy. But having a process, and ensuring you are approaching a tough conversation with clarity can help you feel more comfortable.

Because Performance Management isn't only about supporting and developing the staff member directly, it is about showing your team you respect them as well. A failed performance process threatens their credibility as much as yours.

Finally — a clear path to handle underperformers without the stress, guesswork, or fear.

“Think you’re ready to performance manage? Prove it — run through this checklist first.”