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Staff Review Template

Streamline feedback with our easy-to-use staff review template for effective evaluations.

How to Conduct a Staff Review

  1. Prepare Your Materials

    • Gather performance data and feedback.
  2. Set Clear Objectives

    • Define the goals of the review.
  3. Choose the Right Setting

    • Find a private, comfortable space.
  4. Start with Positives

    • Highlight strengths and achievements.
  5. Discuss Improvement Areas

    • Address challenges constructively.
  6. Set Future Goals

    • Collaborate on actionable objectives.
  7. Provide Support

    • Offer resources and assistance.
  8. Follow Up

    • Schedule regular check-ins to monitor progress.

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Performance Overview

Date: {Date}

Employee Name: {Employee Name}

Reviewer Name: {Reviewer Name}


Performance Highlights

  • {List key achievements and strengths}

Areas for Improvement

  • {List areas where improvement is needed}

Goals for Next Period

  • {Outline specific, achievable goals}

Additional Comments

  • {Any additional notes or comments}

Next Review Date: {Next Review Date}

Employee Evaluation Summary

Date: {Date}

Employee: {Employee Name}

Reviewed by: {Reviewer Name}


Strengths

  • {Highlight strengths and accomplishments}

Opportunities for Growth

  • {Discuss areas for development}

Future Objectives

  • {Set clear, actionable goals}

Feedback

  • {Provide constructive feedback}

Follow-Up Plan

  • {Outline follow-up actions and support}

Next Evaluation: {Next Evaluation Date}

Annual Staff Review

Review Date: {Date}

Employee: {Employee Name}

Supervisor: {Supervisor Name}


Achievements

  • {List major achievements}

Development Areas

  • {Identify areas for improvement}

Goals for the Year Ahead

  • {Define goals for the upcoming year}

Support Needed

  • {Specify any resources or support required}

Comments

  • {Additional comments or notes}

Next Review Scheduled: {Next Review Date}

Quarterly Performance Check-In

Date: {Date}

Employee Name: {Employee Name}

Manager Name: {Manager Name}


Key Accomplishments

  • {Detail key accomplishments}

Improvement Areas

  • {Discuss areas needing improvement}

Next Quarter Goals

  • {Set goals for the next quarter}

Feedback and Suggestions

  • {Provide feedback and suggestions}

Support and Resources

  • {List any support or resources needed}

Next Check-In Date: {Next Check-In Date}

Mid-Year Review

Date: {Date}

Employee: {Employee Name}

Reviewer: {Reviewer Name}


Positive Contributions

  • {Highlight positive contributions}

Challenges and Solutions

  • {Discuss challenges and potential solutions}

Goals for the Next Six Months

  • {Outline goals for the next six months}

Feedback

  • {Provide feedback}

Action Plan

  • {Detail action plan and support}

Next Review Date: {Next Review Date}

FAQ

Frequently asked questions

What should be included in a staff review?

A staff review should include an assessment of the employee's performance, achievements, areas for improvement, and future goals. It should also provide constructive feedback and set clear expectations for the next review period.

How can I make a staff review more effective?
  • Be specific and objective in your feedback.
  • Set clear, achievable goals for the future.
  • Encourage open communication and allow the employee to share their thoughts.
  • Follow up on the review to track progress and provide ongoing support.
What are common mistakes to avoid in a staff review?
  • Being too vague or general in feedback.
  • Focusing only on negatives without acknowledging achievements.
  • Not setting clear goals or expectations.
  • Failing to document the review process properly.

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