Letter of upcoming performance review: Free template

Letter of upcoming performance review: Free template

Notification letter of upcoming performance review

A notification letter of upcoming performance review is a formal way to inform an employee about an upcoming evaluation of their performance. This letter outlines the purpose, date, and expectations of the review, ensuring the employee is prepared and aligned with the process.

How to use this letter of upcoming performance review

  • Open with the purpose: Begin by informing the employee that the letter serves to notify them of their scheduled performance review.
  • Provide the review details: Clearly specify the date, time, location, and whether the review will be in-person or virtual.
  • Explain the purpose: Outline the objectives of the performance review, such as discussing achievements, identifying areas for growth, and setting future goals.
  • Highlight preparation steps: Suggest documents or materials the employee should bring, such as a self-assessment or examples of recent projects.
  • Offer support: Provide resources or contacts to assist with questions or preparation for the review.
  • Maintain a professional tone: Ensure the letter is clear, respectful, and focused on fostering a constructive review.
  • Provide contact information: Include details for the employee to reach out with questions or scheduling conflicts.

Benefits of using a letter of upcoming performance review

This letter template ensures a structured and professional way to notify employees about performance reviews while fostering transparency and alignment. Here’s how it helps:

  • Promotes preparedness: Giving employees advance notice allows them to prepare for the discussion.
  • Encourages collaboration: Clearly outlining the objectives fosters a constructive and mutual evaluation process.
  • Reflects professionalism: A well-crafted letter demonstrates respect for the employee and the review process.
  • Reduces anxiety: Providing clear details and support minimizes uncertainties about the review.
  • Supports documentation: A formal record of the notification is valuable for HR and performance tracking.

Tips for writing an effective letter of upcoming performance review

  • Be specific: Clearly describe the review’s date, time, location, and purpose.
  • Use professional language: Maintain a respectful and encouraging tone to set a positive tone for the review.
  • Highlight objectives: Briefly explain the goals of the performance review to provide context.
  • Include preparation steps: Suggest relevant materials or actions to help the employee prepare effectively.
  • Keep it concise: Focus on the key points while ensuring the tone is professional and supportive.

Frequently asked questions (FAQs)

Q: What details should I include in this letter?

A: Include the date, time, location, purpose of the review, preparation steps, and contact information for support.

Q: Should I personalize the letter?

A: Yes, addressing the employee directly ensures clarity and demonstrates attentiveness.

Q: Who typically sends this letter?

A: The employee’s manager, supervisor, or an HR representative usually sends this letter.

Q: How formal should this letter be?

A: The tone should be professional and supportive, focusing on clarity and collaboration.

Q: When should this letter be sent?

A: Send the letter at least one to two weeks before the review to allow sufficient preparation time.

Q: Can this letter include an agenda?

A: Yes, including a brief agenda helps the employee understand the structure of the review.

Q: Is acknowledgment from the recipient required?

A: While not mandatory, requesting acknowledgment ensures the employee is aware of and prepared for the review.


This article contains general legal information and does not contain legal advice. Cobrief is not a law firm or a substitute for an attorney or law firm. The law is complex and changes often. For legal advice, please ask a lawyer.