Performance Review Template
A structured employee performance evaluation form with ratings, goals, competency assessments, and development planning.
Employee Performance Review
company_name
Employee: employee_name
Position: position
Department: department
Reviewer: reviewer_name
Review Period: review_period
Date: date
1. Performance Rating Summary
Overall Performance Rating: [ ] Exceptional [ ] Exceeds Expectations [ ] Meets Expectations [ ] Needs Improvement [ ] Unsatisfactory
2. Key Accomplishments
Summarize the employee's most significant accomplishments during the review period:
1. [Accomplishment #1]
2. [Accomplishment #2]
3. [Accomplishment #3]
3. Core Competency Assessment
3.1 Job Knowledge and Technical Skills
Rating: [ ] 5-Exceptional [ ] 4-Above Average [ ] 3-Average [ ] 2-Below Average [ ] 1-Unsatisfactory
Comments: [Provide specific examples]
3.2 Quality of Work
Rating: [ ] 5-Exceptional [ ] 4-Above Average [ ] 3-Average [ ] 2-Below Average [ ] 1-Unsatisfactory
Comments: [Provide specific examples]
3.3 Communication and Collaboration
Rating: [ ] 5-Exceptional [ ] 4-Above Average [ ] 3-Average [ ] 2-Below Average [ ] 1-Unsatisfactory
Comments: [Provide specific examples]
3.4 Initiative and Problem Solving
Rating: [ ] 5-Exceptional [ ] 4-Above Average [ ] 3-Average [ ] 2-Below Average [ ] 1-Unsatisfactory
Comments: [Provide specific examples]
3.5 Reliability and Accountability
Rating: [ ] 5-Exceptional [ ] 4-Above Average [ ] 3-Average [ ] 2-Below Average [ ] 1-Unsatisfactory
Comments: [Provide specific examples]
4. Goals Review — Previous Period
Goal 1: [Goal description] — Status: [Met / Partially Met / Not Met]
Goal 2: [Goal description] — Status: [Met / Partially Met / Not Met]
Goal 3: [Goal description] — Status: [Met / Partially Met / Not Met]
5. Goals — Next Period
Goal 1: [New goal description] — Target Date: [Date]
Goal 2: [New goal description] — Target Date: [Date]
Goal 3: [New goal description] — Target Date: [Date]
6. Professional Development Plan
Areas for development:
- [Skill or competency to develop]
- [Training or certification to pursue]
- [Mentoring or coaching opportunity]
Resources and support needed:
- [Resource #1]
- [Resource #2]
7. Employee Comments
[Space for employee to provide their own comments, feedback, or response to the review.]
8. Additional Manager Comments
[Space for any additional comments from the reviewer.]
Signatures
Reviewer: reviewer_name
[Electronic signature will be collected via zsign]
Employee: employee_name
[Electronic signature will be collected via zsign]
(Employee signature indicates receipt and discussion of this review, not necessarily agreement with all assessments.)
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