Performance Review Email Examples for Goal Setting

Explore practical email templates for communicating performance goals effectively.
By Jamie

Introduction

Communicating goals during performance reviews is essential for aligning expectations and driving employee success. Clear and concise performance review emails can motivate team members and establish measurable objectives for the upcoming period. Here are three diverse and practical examples of performance review emails communicating goals for the next period.

Example 1: Annual Performance Review Goal Setting

Context

This email is sent to an employee after their annual performance review, outlining specific goals for the next year based on their previous performance and organizational objectives.

Dear [Employee’s Name],

Thank you for your contributions over the past year. After our recent performance review meeting, I wanted to outline the key goals we discussed for the upcoming period. These goals will not only help you grow in your role but also align with our department’s objectives.

  1. Increase Sales Performance: Aim for a 15% increase in sales revenue by Q4. Strategies may include targeting new customer segments and enhancing client follow-ups.
  2. Skill Development: Complete the advanced sales training program by the end of Q2 to enhance your negotiation techniques.
  3. Team Collaboration: Lead at least two cross-departmental projects to foster collaboration and share best practices by the end of the year.

Let’s schedule a follow-up meeting in a month to discuss your progress and any support you might need. I believe these goals will set you on a path to success!

Best regards,
[Your Name]
[Your Position]

Notes

  • Consider customizing goals based on the individual’s strengths and areas for improvement.
  • Use specific metrics to measure success.

Example 2: Mid-Year Performance Check-In Goals

Context

This email is intended for a mid-year performance check-in where goals are adjusted based on the employee’s progress and any changes in business priorities.

Subject: Mid-Year Goal Adjustment

Hi [Employee’s Name],

I hope this message finds you well. As we reach the halfway point of the year, it’s a great time to review your performance and adjust your goals accordingly. Based on our recent discussions and your current progress, here are the updated goals for the next six months:

  1. Project Management: Successfully lead the upcoming [specific project name] and ensure it is completed on time and within budget by [deadline].
  2. Client Engagement: Increase client touchpoints by 20% through regular follow-ups and quarterly check-ins.
  3. Feedback Implementation: Gather feedback from at least three team members and implement their suggestions in your workflow by the end of the quarter.

Please let me know if you have any questions, and let’s meet next week to discuss how I can support you in achieving these goals.

Best,
[Your Name]
[Your Position]

Notes

  • Highlight any necessary resources or training that may be required to achieve these goals.
  • Encourage two-way communication to foster a supportive environment.

Example 3: Performance Review with New Project Goals

Context

This email is sent after a performance review meeting where the employee has been tasked with new project initiatives that align with their career development.

Subject: Goals for Upcoming Projects

Hello [Employee’s Name],

Thank you for a productive performance review meeting. I’m excited about the direction you’re heading in your role. To support your professional growth, here are the goals we’ve outlined for the upcoming projects:

  1. Project Leadership: Take the lead on the upcoming [specific project name] and ensure all deliverables are met by [deadline].
  2. Innovation Initiative: Propose at least two innovative solutions to improve our current processes by [specific date].
  3. Mentorship: Mentor at least one junior team member to help them develop their skills and confidence in project management by the end of the year.

These goals are designed to challenge you while providing opportunities for growth and development. Let’s touch base in a few weeks to see how everything is progressing.

Warm regards,
[Your Name]
[Your Position]

Notes

  • Adjust the tone and complexity based on the employee’s level and experience.
  • Emphasize the importance of mentorship and knowledge sharing within the team.