Annual Performance Review & Salary Negotiation Guide
A performance review checklist covers accomplishment documentation, self-assessment prep, salary research, and negotiation strategy across four timed zones, so review season is approached with evidence and confidence.
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A performance review checklist covers accomplishment documentation, self-assessment prep, salary research, and negotiation strategy across four timed zones, so review season is approached with evidence and confidence.
Performance reviews and salary negotiations often go poorly because accomplishments aren't documented, market data isn't researched, and the negotiation case isn't prepared, leaving employees to improvise in the moment.
Why This Happens
Most people don't track their accomplishments consistently throughout the year, so review time becomes a rushed attempt to remember and articulate a case that would have been much stronger with ongoing documentation.
What's Inside
This checklist is split into four timed zones, accomplishment documentation, self-assessment prep, salary research, and negotiation strategy, each with a realistic time estimate. A bonus page adds negotiation hacks, a time-based tier system, and a review day execution section.
Quick Tips
Keep a running accomplishment log throughout the year.
Quantify your impact wherever possible.
Research market salary data from multiple sources.
Practice your negotiation case out loud beforehand.
Pairs well with: Project Management Kickoff Scope Definition Checklist, Strategic Okr Annual Goal Setting Checklist, Executive Job Search Strategy Checklist
Frequently Asked Questions
How do I prepare for a performance review?
Document specific, quantified accomplishments from the past year, prepare an honest self-assessment, and research market salary data if planning to negotiate.
How do I negotiate a raise?
Come prepared with documented accomplishments and market salary research, state your case clearly, and know your target and minimum acceptable numbers beforehand.
What if my raise request is denied?
Ask what specific goals or timeline would make a future raise possible, and consider non-salary benefits as an alternative.
Should I keep a record of accomplishments throughout the year?
Yes, a running log throughout the year is far more accurate and persuasive than reconstructing accomplishments from memory right before the review.
Reviews
Common questions
How do I get my checklist after buying?
You'll get an instant download link in your order confirmation email, plus access to the interactive version if you're a subscriber.
Does this work on my phone?
Yes. Every checklist is built mobile responsive, with clickable checkboxes that work in any browser.
Can I print it?
Yes, every checklist includes a clean printable version alongside the interactive one.