Performance Review Templates

Performance Review: {{cursor}}
Review Period: [Start Date] to [End Date]
Manager: [Name]
Date: {{date}}

Overall Rating: [Rating]

Key Accomplishments:
1. [Achievement with specific impact]
2. [Achievement with specific impact]
3. [Achievement with specific impact]

Strengths:
- [Strength 1]: [Example]
- [Strength 2]: [Example]

Areas for Growth:
- [Area 1]: [Specific suggestion]
- [Area 2]: [Specific suggestion]

Goals for Next Period:
1. [Goal with measurable target]
2. [Goal with measurable target]
3. [Goal with measurable target]

Development Plan:
- [Training/Mentorship/Project opportunity]

Additional Comments:
[Open text]

Self-Assessment: {{cursor}}
Review Period: [Start Date] to [End Date]

Top Accomplishments:
1. [What you did and the impact it had]
2. [What you did and the impact it had]
3. [What you did and the impact it had]

Challenges Overcome:
- [Challenge and how you handled it]

Skills Developed:
- [Skill and how you grew in it]

Goals Status:
- [Goal from last period]: [Met/In Progress/Not Met] - [Details]

Proposed Goals for Next Period:
1. [Goal]
2. [Goal]

Support Needed:
- [Resources, training, or support you need]

Additional Thoughts:
[Open text]

Hi {{cursor}},

As part of our review process, I am collecting peer feedback for [Employee Name]. Your perspective is valuable since you have worked closely with them.

Please take a few minutes to answer:

1. What are [Name]'s key strengths?
2. What is one area where they could grow?
3. Describe a situation where they made a positive impact.
4. How effectively do they collaborate with the team?

Your feedback will be shared anonymously. Please respond by [date].

Thank you,
[Manager/HR Name]

Performance Improvement Plan

Employee: {{cursor}}
Manager: [Name]
Start Date: [Date]
Review Date: [Date - typically 30/60/90 days]

Areas Requiring Improvement:
1. [Specific area]: [Current performance vs. expected]
2. [Specific area]: [Current performance vs. expected]

Action Items:
1. [Specific action with deadline]
2. [Specific action with deadline]
3. [Specific action with deadline]

Support Provided:
- [Training/Mentorship/Resources]
- [Regular check-ins - frequency]

Success Criteria:
- [Measurable outcome 1]
- [Measurable outcome 2]

Consequences:
If the expected improvements are not met by [review date], [next steps].

Employee Acknowledgment: _____________ Date: _______
Manager Signature: _____________ Date: _______

Mid-Year Check-In: {{cursor}}
Date: {{date}}

Goals Progress:
1. [Goal]: [On track/At risk/Completed]
   Notes: [Brief update]
2. [Goal]: [On track/At risk/Completed]
   Notes: [Brief update]

Wins Since Last Review:
- [Win 1]
- [Win 2]

Current Challenges:
- [Challenge and plan to address]

Feedback from Manager:
[Constructive feedback]

Priorities for Rest of Year:
1. [Priority]
2. [Priority]

Development Focus:
- [Skill/area to develop]

Next Check-In: [Date]

Promotion Recommendation

Employee: {{cursor}}
Current Role: [Title]
Proposed Role: [Title]
Manager: [Name]
Date: {{date}}

Justification:
[Employee Name] has consistently performed at the [next level] for [duration]. Key evidence:

1. [Achievement demonstrating next-level work]
2. [Achievement demonstrating next-level work]
3. [Achievement demonstrating next-level work]

Leadership & Impact:
- [Example of leadership/mentorship]
- [Example of cross-team impact]

Peer/Stakeholder Feedback:
- "[Quote from peer/stakeholder]"

Compensation Recommendation:
- Current: [Amount]
- Proposed: [Amount]
- Market data: [Reference]

Approval: _____________ Date: _______

Quarterly Goals Update - Q[X] [Year]
Employee: {{cursor}}

Goal 1: [Goal]
Status: [Complete/On Track/At Risk/Blocked]
Progress: [X]%
Key activities: [What was done]
Next steps: [What is planned]

Goal 2: [Goal]
Status: [Complete/On Track/At Risk/Blocked]
Progress: [X]%
Key activities: [What was done]
Next steps: [What is planned]

Goal 3: [Goal]
Status: [Complete/On Track/At Risk/Blocked]
Progress: [X]%
Key activities: [What was done]
Next steps: [What is planned]

Blockers/Support Needed:
- [Blocker and what is needed to resolve]

Highlights:
- [Key win or learning]