Worksheet 1 of 5. Period inventory
Project: {{project}}
Prepared by: {{business}}
Review with: {{contact}}
Target: {{deadline}}

Instructions
List major responsibilities and projects across the entire review period.

Worked example, fictional
Context: An employee prepares a review using project records instead of relying on the most recent week.
Completed response: Inventory includes both routine service work and a seasonal launch.

Your decision
Does the inventory cover the whole review period?
My answer: [ ]
Source and date: [ ]
Still to check: [ ]
Next action, owner, and due date: [ ]

Before moving on
[ ] My answer uses my own facts.
[ ] I have marked anything I still need to check.

Next worksheet: Contribution evidence.

Before you start
- Review period: [Source or notes]
- Contribution records: [Source or notes]
- Feedback examples: [Source or notes]

What you will make
A balanced review agenda with evidence and a practical development step.