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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

FieldValue
Employee Name
Role
Manager
Review PeriodQ[#] [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

FieldValue
Employee Name
Role
Manager
Review Period[Year]

1. Role Expectations (1-5 Rating)

CompetencyRatingComments
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 GoalActionsTimeline

6. Overall Rating

  • Needs Improvement
  • Meets Expectations
  • Exceeds Expectations
  • Outstanding

Signatures

RoleNameDate
Employee
Manager

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