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Performance Review Template

Boost productivity with our easy-to-use performance review template.

How to Conduct an Effective Performance Review

  1. Prepare Ahead
    • Collect employee achievements and feedback.
  2. Create a Positive Environment
    • Choose a comfortable, private setting.
  3. Set Clear Objectives
    • Review past goals and set new ones.
  4. Provide Balanced Feedback
    • Highlight strengths and discuss improvement areas.
  5. Encourage Open Dialogue
    • Listen to the employee’s perspectives and concerns.
  6. Develop an Action Plan
    • Outline steps for future growth and support.
  7. Follow Up Regularly
    • Schedule check-ins to monitor progress and adjust goals.

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Performance Review Summary

Employee Name: {Employee Name}

Review Period: {Start Date} to {End Date}

Key Achievements:

  • {Achievement 1}
  • {Achievement 2}
  • {Achievement 3}

Areas for Improvement:

  • {Improvement Area 1}
  • {Improvement Area 2}

Goals for Next Period:

  • {Goal 1}
  • {Goal 2}

Additional Comments: {Additional Comments}

Reviewer Name: {Reviewer Name}

Date: {Review Date}

Employee Performance Highlights

Employee: {Employee Name}

Review Date: {Review Date}

Achievements:

  • {Achievement 1}
  • {Achievement 2}

Strengths:

  • {Strength 1}
  • {Strength 2}

Opportunities for Growth:

  • {Growth Opportunity 1}
  • {Growth Opportunity 2}

Future Objectives:

  • {Objective 1}
  • {Objective 2}

Reviewer: {Reviewer Name}

Performance Evaluation Report

Name: {Employee Name}

Evaluation Period: {Start Date} - {End Date}

Successes:

  • {Success 1}
  • {Success 2}

Constructive Feedback:

  • {Feedback 1}
  • {Feedback 2}

Goals Moving Forward:

  • {Future Goal 1}
  • {Future Goal 2}

Overall Comments: {Overall Comments}

Reviewed by: {Reviewer Name}

Date of Review: {Review Date}

Annual Performance Review

Employee Name: {Employee Name}

Review Year: {Year}

Major Accomplishments:

  • {Accomplishment 1}
  • {Accomplishment 2}

Development Areas:

  • {Development Area 1}
  • {Development Area 2}

Next Year's Goals:

  • {Next Year Goal 1}
  • {Next Year Goal 2}

Comments from Reviewer: {Reviewer Comments}

Reviewer Name: {Reviewer Name}

Date: {Review Date}

Quarterly Performance Check-In

Employee: {Employee Name}

Quarter: {Quarter}

Achievements This Quarter:

  • {Quarterly Achievement 1}
  • {Quarterly Achievement 2}

Areas to Focus On:

  • {Focus Area 1}
  • {Focus Area 2}

Goals for Next Quarter:

  • {Next Quarter Goal 1}
  • {Next Quarter Goal 2}

Reviewer: {Reviewer Name}

Date: {Review Date}

FAQ

Frequently asked questions

What should I include in a performance review?

Focus on key achievements, areas for improvement, and set clear goals for the future. Highlight specific examples of success and provide constructive feedback.

How can I make my performance review more effective?

Be honest and specific. Use data and examples to support your points. Set realistic and measurable goals for the next period.

What are common mistakes to avoid in a performance review?
  • Avoid being too vague or overly critical.
  • Don't focus solely on negatives; balance with positives.
  • Ensure feedback is actionable and relevant.

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Whether you’re offline, online, or on the go—capture your best thoughts in a single place