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Don't Sabotage Yourself With Performance Management - Do All The Steps by Following the Performance Management Checklist

One of the major reasons performance management and appraisals don't work well is that too many steps are left out. Sometimes that's because the manager doesn't have a good grasp of all the steps, or, sometimes it's simply a matter of forgetting, or wanting to reduce the amount of time spent on performance management. The result? An uncomfortable and sometimes useless process.

Based on our best selling books we've created a checklist managers and supervisors can use to make sure they don't miss any of the critical steps. It covers:

  • Once a Year Overview
  • Performance Planning
  • Preparation and Scheduling
  • The Planning (goal setting meeting)
  • What To Do During The Year
  • Preparing For The Performance Review
  • Conducing the Appraisal Meeting

Within each of those categories are from 3-12 steps needed to complete the step.

Previewing and Purchasing:

Please keep in mind that helpcards are short, tightly written 8.5 x 11 inch cards meant to be used on the job. If you are looking for longer book length information, we suggest you also consider our book offerings on performance management and appraisal.


Checklist: Step By Step Performance Management by Robert Bacal


About Company

Bacal & Associates was founded in 1992 by consultant and book author, Robert Bacal. Robert's books on performance management and reviews have been published by McGraw-Hill. He is available for consultation, training and keynote speaking on performance and management at work.


Robert Bacal

Bacal's Books
About The Company
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We Believe

  • Performance management and appraisal MUST be a partnership between manager and employee where BOTH benefit.
  • Performance management can be the lever for improved employee engagement.
  • The review process is the LEAST important part of performance management
  • If managers aren't managing employee performance, why are they there?

Get in Touch

  • Phone:
    (613) 764-0241
  • Email:
  • Address:

  • Bacal & Associates
  • 722 St. Isidore Rd.
  • Casselman
  • Ontario
  • Canada, K0A 1M0