Before the Meeting:
- Meetings arranged at least two weeks beforehand.
- Reviewer invites the reviewee and asks them to complete a meeting preparation form.
- Reviewee sends the draft agenda to the reviewer at least a week before the meeting.
- Reviewer suggests amendments to avoid surprises during the meeting.
During and After the Meeting:
- Both parties take notes during the meeting.
- Reviewee writes up agreed objectives and sends them to the reviewer for approval.
- Both parties agree on meeting outcomes, used in subsequent one-to-one meetings.
- In some departments, the reviewer’s reviewer may sign off on outcomes.