{{company_name}}
{{company_address}}
Phone: {{phone}} | Email: {{email}} | Web: {{website}}
Quarter
Employee: {{employee_name}} | Quarter: __________
Discussion
- What's gone well this quarter?
- What hasn't gone well?
- What support do you need?
- Top 3 priorities next quarter.
| Signature | Date | |
|---|---|---|
| Employee: {{employee_name}} | ____________________ | {{date}} |
| Manager: {{manager_name}} | ____________________ | {{date}} |
Review Period & Participants
| Field | Detail |
|---|---|
| Employee | {{employee_name}} ({{employee_id}}) |
| Role | {{job_title}}, {{department}} |
| Reviewer | {{manager_name}} |
| Review Period | From last review to {{date}} |
| Review Type | Annual / Mid-year / Probation |
Rating Scale
| Rating | Definition |
|---|---|
| 1 — Below Expectations | Performance is significantly below the bar; improvement plan required. |
| 2 — Developing | Performance meets some expectations; targeted growth needed. |
| 3 — Meets Expectations | Reliably delivers against role expectations. |
| 4 — Exceeds Expectations | Consistently delivers above the bar with broader impact. |
| 5 — Exceptional | Role-model performance; significant organizational impact. |
Objective Achievement
| Objective | Target | Result | Rating |
|---|---|---|---|
Competency Assessment
| Competency | Evidence | Rating |
|---|---|---|
| Delivery & Execution | ||
| Communication & Stakeholder Mgmt | ||
| Collaboration & Teamwork | ||
| Leadership / Ownership | ||
| Values & Behaviours |
Development Plan
- Top three development priorities for the next review period.
- Specific learning experiences (on-the-job, coaching, formal training) committed.
- Support required from the manager, HR, or other stakeholders.
- Measurable indicators of progress with review dates.
Career Conversation Summary
Capture the employee's aspirations, readiness signals, and next-role considerations. Document any agreed actions and timelines.
Acknowledgement
Document Control
| Field | Value |
|---|---|
| Document Owner | Human Resources — {{company_name}} |
| Category | Performance Review |
| Version | 1.0 |
| Effective Date | {{date}} |
| Next Review | Annually from effective date |
| Approved By | {{manager_name}} |
| Classification | Internal — Confidential |
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