Create intermediate Works with: Any AI

Probation Period Review Meeting Guide

Structured brief Has example

Hold fair check-ins during probation.

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[VERIFY] is an editorial flag, not a blank to fill. Wherever the prompt shows [VERIFY], check that item against a reliable source before you use it.

Prepare a probation review. Role and start date: [ROLE_AND_START]. Probation length and review points: [PROBATION_TERMS]. Expectations set at the start: [EXPECTATIONS]. Observations so far: [OBSERVATIONS].

Create: a pre-meeting worksheet comparing each expectation with evidence (met, partly met, not met, no opportunity to show), quoting specific examples; a meeting agenda (employee's self-assessment first, observations, support needed, decisions, next steps); wording for each outcome (on track, needs improvement with a clear plan and dates, extend if allowed, not confirmed); and a written summary template.

Rules: expectations must have been communicated; give feedback before the formal review so there are no surprises; keep a fair, factual record; avoid comments about protected characteristics. Probation rules and notice requirements differ by place, so consult HR or an employment lawyer before any adverse decision in [JURISDICTION] [VERIFY]. Add a 90-word script to open a difficult conversation and a checklist for documentation.

Close with a decision grid listing the evidence needed for each outcome and a reminder that the employee should have heard the key points before the meeting, so nothing in the formal review is a surprise.

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Expectation 1: handle tickets independently by week 8. Evidence: 11 of 12 target tickets a day since week 9; met.
Expectation 2: accuracy above 95 percent in quality reviews. Evidence: 92 percent in month 2, 94 percent in month 3; partly met.
Expectation 3: team collaboration. Evidence: two peer comments, one concern about missed handoffs; no opportunity to see more.
Agenda: employee self-assessment first (10 minutes), observations (10), support needed (5), plan with dates (5).
Wording for outcome "needs improvement": "Accuracy is close; we will check 20 tickets weekly for four weeks; a target of 95 percent by 31 May."
Confirm notice and probation rules with HR or counsel before any adverse decision [VERIFY].

• probation-review
• structured-brief