HR & Employment

Performance Review Template Set

Comprehensive employee evaluation and assessment tools

$12.99

What's Included

  • Annual performance review form with rating scales
  • Goal-setting worksheets with SMART framework
  • Self-assessment questionnaire for employees
  • Manager feedback templates and scoring rubrics
  • Individual development plan template

Available Formats

PDFWordExcel
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About This Template

Conduct fair, thorough performance reviews with this comprehensive template set. Includes annual review forms, goal-setting worksheets, self-assessment questionnaires, manager feedback templates, scoring rubrics, and individual development plan forms. Designed to help managers give constructive, actionable feedback while creating a clear record of employee performance over time.

Who Is This For?

  • Managers conducting annual or quarterly reviews
  • HR teams building a performance management system
  • Small business owners evaluating team members
  • Team leads documenting employee progress

How to Use

  1. 1Have employees complete the self-assessment before the review
  2. 2Use the rating scales to evaluate each performance area
  3. 3Set new goals together using the SMART framework worksheet
  4. 4Create a development plan with specific action items and deadlines

Frequently Asked Questions

Can I modify the rating scale?

Yes. The templates use a standard 1-5 scale, but you can adjust the criteria and descriptions to fit your company's evaluation standards.

Is there a version for quarterly reviews?

The templates work for any review cadence. The annual form can be easily adapted for quarterly use by focusing on shorter-term goals.