Hr

Performance Review Template

Structured template for conducting fair and thorough performance reviews — goal assessment, competencies, and development planning.

Goal Achievement

List each goal from the prior review periodRate achievement: exceeded, met, partially met, not metDocument specific results and metrics for each goalNote any external factors that impacted goal completion

Core Competencies

Assess job-specific technical skills and knowledgeEvaluate communication skills (written, verbal, presentations)Rate teamwork and collaboration effectivenessReview problem-solving and decision-making capabilitiesEvaluate time management and organizational skills

Leadership & Growth

Assess initiative and proactive behaviorReview mentoring and coaching of junior team membersEvaluate adaptability and response to changeRate contribution to team culture and moraleAssess alignment with company values and mission

Feedback & Development

Summarize peer feedback and cross-functional inputIdentify top 3 strengths to leverage in the next periodIdentify 2-3 areas for improvement with specific examplesCreate a development plan with actionable steps and timelinesDiscuss career aspirations and growth opportunities

Next Period Goals

Set 3-5 SMART goals for the upcoming review periodAlign goals with team and organizational objectivesDefine success metrics and measurement criteriaAgree on check-in cadence (monthly or quarterly)Document agreed-upon goals and sign-off from both parties

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