Performance Conversation Planner
A well-run performance conversation builds trust, drives ownership, and accelerates growth. A poorly run one damages the relationship, kills motivation, and triggers anxiety. This planner ensures yours is the former.
A structured planner for performance conversations, covering prep, self-assessment, achievements vs goals, development, goal-setting, wellbeing, and actions.

A practical resource to use with your team
The preview shows the Growth Performance resource format. Download the full planner to work through the sections listed below, on screen or on paper.
What is inside the Performance Conversation Planner
- Meeting Details
- Manager Pre-Preparation
- Team Member Self-Assessment (Ask Them to Prepare)
- Achievements vs Goals
- Growth Areas & Support
- Goals for Next Period
- Wellbeing Check
- Closing & Actions
Who it is for
The Performance Conversation Planner is designed for managers, leaders and coaches preparing for one-to-ones, development conversations and coaching sessions.
How to use it
Download the Performance Conversation Planner, print it or open it on screen, and work through each section. It is a practical planner you can use straight away and reuse as often as you need.
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Explore Coaching Skills TrainingFrequently asked questions
What is the Performance Conversation Planner?
A well-run performance conversation builds trust, drives ownership, and accelerates growth. A poorly run one damages the relationship, kills motivation, and triggers anxiety. This planner ensures yours is the former.
What is included in the Performance Conversation Planner?
The Performance Conversation Planner covers Meeting Details, Manager Pre-Preparation, Team Member Self-Assessment (Ask Them to Prepare), Achievements vs Goals, Growth Areas & Support, Goals for Next Period, Wellbeing Check, Closing & Actions.
Who is the Performance Conversation Planner for?
The Performance Conversation Planner is designed for managers, leaders and coaches preparing for one-to-ones, development conversations and coaching sessions.
Is the Performance Conversation Planner free to download?
Yes. The Performance Conversation Planner is a free planner from Growth Performance. You can download and print it instantly, with no payment required.
How do I use the Performance Conversation Planner?
Download the Performance Conversation Planner, print it or open it on screen, and work through each section. It is designed as a practical planner you can use straight away and reuse as often as you need.