Performance Review Templates
Overview
Performance reviews are conducted to evaluate individual and team contributions, provide feedback, and align on development goals.
Review Cadence
- Quarterly Check-ins: Informal, progress-focused
- Annual Review: Formal, comprehensive evaluation
Quarterly Check-in Template
Employee Information
| Field | Value |
|---|---|
| Employee Name | |
| Role | |
| Manager | |
| Review Period | Q[#] [Year] |
1. OKROKR A goal-setting framework used to define measurable goals and track their outcomes. Progress
Review progress against individual OKRsOKR A goal-setting framework used to define measurable goals and track their outcomes. set for this quarter.
| OKROKR A goal-setting framework used to define measurable goals and track their outcomes. | Score (0-1.0) | Notes |
|---|---|---|
2. Wins
What went well this quarter?
3. Challenges
What obstacles were encountered?
4. Next Quarter Focus
What are the priorities for the upcoming quarter?
Annual Performance Review Template
Employee Information
| Field | Value |
|---|---|
| Employee Name | |
| Role | |
| Manager | |
| Review Period | [Year] |
1. Role Expectations (1-5 Rating)
| Competency | Rating | Comments |
|---|---|---|
| Job Knowledge | ||
| Quality of Work | ||
| Communication | ||
| Collaboration | ||
| Reliability |
Rating Scale: 1=Needs Improvement, 2=Below Expectations, 3=Meets Expectations, 4=Exceeds Expectations, 5=Outstanding
2. Goal Achievement
Summary of annual OKROKR A goal-setting framework used to define measurable goals and track their outcomes. performance.
3. Strengths
Key strengths demonstrated.
4. Areas for Development
Opportunities for growth.
5. Development Plan
| Development Goal | Actions | Timeline |
|---|---|---|
6. Overall Rating
- Needs Improvement
- Meets Expectations
- Exceeds Expectations
- Outstanding
Signatures
| Role | Name | Date |
|---|---|---|
| Employee | ||
| Manager |
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