£15 including VAT
The EA Performance Review Preparation Kit
Turn a familiar annual process into a credible discussion about contribution and future development.
A performance review should be an opportunity to discuss contribution, expectations and future development, rather than a rushed summary of everything you have completed. This guide helps you prepare evidence, articulate outcomes and leave the conversation with meaningful agreements.
In short: a coaching guide and workbook for EAs and PAs preparing for a performance review, covering understanding what the review decides, gathering evidence rather than a list of tasks, preparing a balanced account, asking for the development you need and closing the loop in writing. Five coaching stages, 14 guided prompts and 38 fill-in spaces, as an online workbook and a 28-page PDF, for £15 including VAT.
What this guide will help you achieve
Too many EAs walk into a performance review armed with a list of everything they have done and leave disappointed that their contribution has not been recognised. Being busy is not the same as demonstrating impact. I want you to prepare a review that helps your manager understand the decisions you have improved, the problems you have prevented and the responsibility you are ready to take on.
How the guide works
Five coaching stages, each with practical next moves, 14 guided coaching prompts and 38 fill-in spaces you can complete online or in print. Every stage ends with what to do next, and the guide closes with a conversation you can practise, a note on what to do when it does not go to plan and your own 30, 60 and 90 day route.
- Stage 1: Understand what the review is meant to decide
- Stage 2: Gather evidence rather than a list of tasks
- Stage 3: Prepare a balanced account
- Stage 4: Ask for the development you need
- Stage 5: Close the loop in writing
Who it is for
- An EA or PA with a review in the next few months who wants it to count for something.
- Anyone whose last review was a pleasant chat that changed nothing.
- An assistant whose manager is not the executive they support and needs the contribution made visible.
What you get
The interactive online workbook, which saves your answers on your own device, and the same guide as a 28-page PDF to print and write in. Both are yours straight after payment and are emailed to you as well. £15 including VAT.
This is guide 04 of 12 in The eavolve Coaching Guides, and it is also included in the Know Your Worth bundle with The EA Salary Negotiation Toolkit and The EA Career Progression Blueprint for £39.
Questions before you buy
Understand what the review is meant to decide, then gather evidence of outcomes rather than a list of everything you have done: the decisions you improved, the problems you prevented and the responsibility you are ready to take on. Prepare a balanced account, ask for the development you need and close the loop in writing afterwards. The EA Performance Review Preparation Kit takes you through those five stages.
Lead with contribution in the organisation’s terms, such as how your executive’s time is used, what runs more smoothly because of you and where your judgement changed an outcome, and be specific about what you want next. The guide’s prompts help you write that narrative before the meeting rather than improvising in it.
Each guide comes two ways. The interactive online workbook opens in your browser, saves your answers on your own device as you go and can be printed or saved as a PDF at any point. The same guide is also supplied as a 28-page PDF if you would rather print it and write by hand. Both are yours straight after payment, and the links are emailed to you as well.
Payment is taken by Stripe. As soon as it goes through you are taken to your download page, where every guide you have bought is listed, and the same links are emailed to the address you used at checkout. If anything goes wrong, email emily@eavolve.co.uk and we will send the guide directly.
No. It is a coaching guide and workbook built around one challenge, written so it feels as though your eavolve coach is sitting alongside you. You work through five stages at your own pace, with practical next moves at the end of each one, and you can come back to it as the conversation comes round again.
Yes. Stripe sends a receipt that includes VAT, which most organisations accept for expenses. If you need a formal invoice, email emily@eavolve.co.uk before you buy. The Business Case for EA Development guide walks through how to ask for development funding if that is the conversation you are facing.
Every guide points to the next step if you want one. One-to-one coaching with Emily or Lily goes deeper on your own situation, and a free 30-minute discovery call is the place to work out whether that would help. Prices for coaching are on the EA & PA Coaching page.
