PM Performance Check-In Tracker

Most performance conversations happen too late, too vague, and without documentation that survives beyond the meeting. Managers know the feedback should be more specific. They don't always know how to make it so. This template gives you a co-creation framework for structured PM performance check-ins — built on four calibrated dimensions (Vision & Strategy, Execution, Collaboration & Leadership, Talent Development), each with definitions and coaching questions. The workbook tracks check-ins across your full team; the kanban gives you an at-a-glance view of where everyone stands. Use it every 6–12 weeks, with every PM. Your direct report self-reflects first and brings their own assessment. You fill the tracker together — ratings, examples, action plans. For strong performers, it becomes a promotion evidence log. For struggling ones, it's the documented record HR needs. Built for people managers with PM direct reports. Derived from Japna Sethi's methodology at Productboard.