FREE TEMPLATE · WORD + PDF
Free performance review template (Word and PDF)
A clear one-page structure for an annual or half-year review. Rate a handful of competencies, give an example for each rating, and agree specific goals. Use the phrase bank for wording.
WHAT IS IN IT
Key achievements
The two or three results that mattered most this period.
Competency ratings
Rate 1 to 5 (1 below expectations, 3 meets, 5 outstanding) with one example each: Quality of work / Delivery and reliability / Communication / Collaboration / Ownership / Learning and growth.
Strengths to keep using
What they do well that you want more of, with an example.
Areas to develop
One or two specific things to work on, with an example and the effect.
Goals for next period
Specific, measurable goals with dates.
Support from me
Training, projects, time or coaching you will provide.
Overall summary and rating
Two or three sentences that sum up the period.
Employee comments
Their view, in their own words.
How to use it
- Nothing in the review should be a surprise. Raise problems in one-on-ones during the year.
- Give an example for every rating, especially low and high ones.
- Ask for a self-review first and read it before writing yours.