Review + Reflect

A Review & Reflect session is our chance to pause, look back and look ahead together.

ItemDefault
FrequencyOnce a year minimum; twice if workloads allow
Length60-90 min
Who attendsYou + your lead / manager

The template

We capture each review in a Google Sheet:

▶︎ Make a copy of the “Review + Reflect” template

The sheet lists out the impact areas found in our Growth framework: Delivery, Team Impact + Initiative. There are two columns for a self grade and a lead grade plus space for notes. In addition there is a space for your lead / manager to reflect on the past 6/12 months from their perspective, and following your conversation.

How to use

  1. File → Make a copy into your own folder.
  2. Complete the “Self grade” and write bullets in the Summary page before the meeting.
  3. Share the sheet with your lead at least 48 h in advance.

Preparation checklist

You (Contributor)Your Lead / Manager
• Copy the template & fill self-reflection bullets.
• Highlight 2–3 proud moments and 1–2 challenges.
• Think about skills you want to grow in the next 6 months.• Review the contributor’s objectives from the last period.• Gather concrete examples (positive & constructive).
• Block out meeting time with no interruptions.

Psychological safety matters: be ready to talk frankly, listen actively and keep feedback constructive.

Meeting flow

  1. Company & team feedback (you first) – What’s working? What could be better?
  2. Self-reflection discussion – Walk through your bullets; lead adds observations.
  3. Competency deep-dive – Compare Self vs Lead grades; discuss gaps and bright spots.
  4. Next 6 months focus – Agree 2–3 measurable objectives and support needed.
  5. Close & next steps – Summarise actions, confirm who’s doing what and when.

After the session

  • Lead / manager writes a summary in the sheet’s “Notes” column.
  • Both parties tick off agreed actions in the weeks that follow.
  • Remember: the door (and inbox) is always open. There is no need to wait a year to flag issues.