checklist to make managing people and performance simple

Performance Management Checklist for Managers — run clear, fair and evidence based reviews

✓ Save time ✓ Hold better conversations

✓ Avoid legal risk

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are you a new manager or struggle with dealing with performance issues?

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

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.

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.

Manage team performance with clarity — download the checklist to set clear goals, run effective reviews, and give feedback that works.

Don't leave it up to guesswork. Don't second guess yourself. Don't have HR questioning your 'Why'. This checklist will ensure you have done all you need to do.

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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.”

But over time I learnt that it's the simple steps that make the greatest difference.

"Katrina's approach is relationship focused with an ability to communicate directly with respect and compassion."
— Aaron J, National Program Manager

"Katrina has supported me to develop from an effective team member to an effective leader."
— Verity M, Professional Supervisor and Small Business owner

Katrina has 35+ years of working across government, policing, not for profit and community development. consulting across startups and scaling businesses.

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.”