The manager's performance progress checklist

With day-one unfair dismissal rights coming in, records are more important than ever. Numbers give you a snapshot - but feedback and clear records show the full picture.

This checklist helps you run better conversations, track goals, and build a growth-focused

Before the 1:1

☐ Review recent notes or logged feedback in Breathe

☐ Check progress against current goals

☐ Prepare 1–2 open questions (e.g. “What’s your biggest win since last time?”)

 

During the 1:1

☐ Listen actively - focus on both words and tone

☐ Ask for self-feedback: “What do you feel you’ve improved on recently?”

☐ Balance numbers with context: “Since our last review, what’s changed for you - and how does that show up in the work?”

☐ Capture discussion points in Breathe as you go

 

After the 1:1

☐ Record agreed actions, deadlines, or new goals in Breathe

☐ Share one piece of positive feedback in writing

☐ Update progress bars/notes so both you and the employee can see it

☐ Set a reminder for the next check-in

 

Track goals and progress over time

☐ Set SMART goals together (specific, measurable, achievable, relevant, time-bound)

☐ Encourage employees to self-update goals in Breathe → builds accountability

☐ Review progress monthly during 1:1s

☐ Celebrate milestones, not just outcomes

 

Build a consistent, growth-focused record

☐ Log every 1:1 and feedback note with a date

☐ Capture peer feedback alongside your own observations

☐ Keep a balance of positives and improvements → records should show growth, not just issues

☐ Summarise progress quarterly to spot trends and celebrate growth

 

Why this matters

Compliance: protects your business with a fair, consistent record (critical with day-one dismissal rights coming into play - using this helps you prepare early).
Growth: shows employees a visible journey of progress.
Clarity: replaces bias-prone ratings with feedback and evidence.

Find more guides, demo videos and practical tools inside Breathe’s Line Manager Essentials training  - and start logging, tracking and coaching with confidence.