# The Performance Review Template Pack

**Your Complete Toolkit for Meaningful Performance Conversations**

---

## Introduction

Effective performance reviews are the cornerstone of employee development and
organizational growth. This template pack provides you with five battle-tested
templates designed to facilitate productive conversations, drive accountability,
and foster continuous improvement.

Each template includes:

- Clear structure and guidance
- Fillable sections ready for customization
- Best practice tips
- Conversation starters

---

## Template 1: Annual Performance Review

### Employee Information

| Field         | Details                                            |
| ------------- | -------------------------------------------------- |
| Employee Name | **\*\***\*\*\*\***\*\***\_**\*\***\*\*\*\***\*\*** |
| Job Title     | **\*\***\*\*\*\***\*\***\_**\*\***\*\*\*\***\*\*** |
| Department    | **\*\***\*\*\*\***\*\***\_**\*\***\*\*\*\***\*\*** |
| Manager Name  | **\*\***\*\*\*\***\*\***\_**\*\***\*\*\*\***\*\*** |
| Review Period | **\*\***\*\*\*\***\*\***\_**\*\***\*\*\*\***\*\*** |
| Review Date   | **\*\***\*\*\*\***\*\***\_**\*\***\*\*\*\***\*\*** |

### Section A: Goal Achievement Review

**Instructions:** Review each goal set at the beginning of the review period.
Rate achievement and provide specific examples.

#### Goal 1

- **Goal Description:**
  \***\*\*\*\*\***\*\*\***\*\*\*\*\***\_\***\*\*\*\*\***\*\*\***\*\*\*\*\***
- **Success Metrics:**
  \***\*\*\*\*\***\*\*\***\*\*\*\*\***\_\***\*\*\*\*\***\*\*\***\*\*\*\*\***
- **Achievement Level:** [ ] Exceeded | [ ] Met | [ ] Partially Met | [ ] Not
  Met
- **Evidence/Examples:**
  \***\*\*\*\*\***\*\*\***\*\*\*\*\***\_\***\*\*\*\*\***\*\*\***\*\*\*\*\***
- **Manager Comments:**
  \***\*\*\*\*\***\*\*\***\*\*\*\*\***\_\***\*\*\*\*\***\*\*\***\*\*\*\*\***

#### Goal 2

- **Goal Description:**
  \***\*\*\*\*\***\*\*\***\*\*\*\*\***\_\***\*\*\*\*\***\*\*\***\*\*\*\*\***
- **Success Metrics:**
  \***\*\*\*\*\***\*\*\***\*\*\*\*\***\_\***\*\*\*\*\***\*\*\***\*\*\*\*\***
- **Achievement Level:** [ ] Exceeded | [ ] Met | [ ] Partially Met | [ ] Not
  Met
- **Evidence/Examples:**
  \***\*\*\*\*\***\*\*\***\*\*\*\*\***\_\***\*\*\*\*\***\*\*\***\*\*\*\*\***
- **Manager Comments:**
  \***\*\*\*\*\***\*\*\***\*\*\*\*\***\_\***\*\*\*\*\***\*\*\***\*\*\*\*\***

#### Goal 3

- **Goal Description:**
  \***\*\*\*\*\***\*\*\***\*\*\*\*\***\_\***\*\*\*\*\***\*\*\***\*\*\*\*\***
- **Success Metrics:**
  \***\*\*\*\*\***\*\*\***\*\*\*\*\***\_\***\*\*\*\*\***\*\*\***\*\*\*\*\***
- **Achievement Level:** [ ] Exceeded | [ ] Met | [ ] Partially Met | [ ] Not
  Met
- **Evidence/Examples:**
  \***\*\*\*\*\***\*\*\***\*\*\*\*\***\_\***\*\*\*\*\***\*\*\***\*\*\*\*\***
- **Manager Comments:**
  \***\*\*\*\*\***\*\*\***\*\*\*\*\***\_\***\*\*\*\*\***\*\*\***\*\*\*\*\***

### Section B: Core Competencies Assessment

Rate each competency on a scale of 1-5:

- 5 = Exceptional
- 4 = Exceeds Expectations
- 3 = Meets Expectations
- 2 = Needs Improvement
- 1 = Unsatisfactory

| Competency                       | Rating (1-5) | Comments/Examples                          |
| -------------------------------- | ------------ | ------------------------------------------ |
| Job Knowledge & Technical Skills | **\_**       | \***\*\*\*\*\*\*\***\_\***\*\*\*\*\*\*\*** |
| Quality of Work                  | **\_**       | \***\*\*\*\*\*\*\***\_\***\*\*\*\*\*\*\*** |
| Productivity & Efficiency        | **\_**       | \***\*\*\*\*\*\*\***\_\***\*\*\*\*\*\*\*** |
| Communication                    | **\_**       | \***\*\*\*\*\*\*\***\_\***\*\*\*\*\*\*\*** |
| Teamwork & Collaboration         | **\_**       | \***\*\*\*\*\*\*\***\_\***\*\*\*\*\*\*\*** |
| Problem Solving                  | **\_**       | \***\*\*\*\*\*\*\***\_\***\*\*\*\*\*\*\*** |
| Initiative & Innovation          | **\_**       | \***\*\*\*\*\*\*\***\_\***\*\*\*\*\*\*\*** |
| Reliability & Dependability      | **\_**       | \***\*\*\*\*\*\*\***\_\***\*\*\*\*\*\*\*** |
| Adaptability                     | **\_**       | \***\*\*\*\*\*\*\***\_\***\*\*\*\*\*\*\*** |
| Leadership (if applicable)       | **\_**       | \***\*\*\*\*\*\*\***\_\***\*\*\*\*\*\*\*** |

### Section C: Key Accomplishments

List the employee's top 3-5 accomplishments during this review period:

1. ***
2. ***
3. ***
4. ***
5. ***

### Section D: Areas for Development

Identify 2-3 areas where the employee can focus on improvement:

1. **Area:**
   \***\*\*\*\*\***\*\*\***\*\*\*\*\***\_\***\*\*\*\*\***\*\*\***\*\*\*\*\***
   - **Current State:**
     \***\*\*\*\*\***\*\*\***\*\*\*\*\***\_\***\*\*\*\*\***\*\*\***\*\*\*\*\***
   - **Desired State:**
     \***\*\*\*\*\***\*\*\***\*\*\*\*\***\_\***\*\*\*\*\***\*\*\***\*\*\*\*\***
   - **Development Actions:**
     \***\*\*\*\*\***\*\*\***\*\*\*\*\***\_\***\*\*\*\*\***\*\*\***\*\*\*\*\***

2. **Area:**
   \***\*\*\*\*\***\*\*\***\*\*\*\*\***\_\***\*\*\*\*\***\*\*\***\*\*\*\*\***
   - **Current State:**
     \***\*\*\*\*\***\*\*\***\*\*\*\*\***\_\***\*\*\*\*\***\*\*\***\*\*\*\*\***
   - **Desired State:**
     \***\*\*\*\*\***\*\*\***\*\*\*\*\***\_\***\*\*\*\*\***\*\*\***\*\*\*\*\***
   - **Development Actions:**
     \***\*\*\*\*\***\*\*\***\*\*\*\*\***\_\***\*\*\*\*\***\*\*\***\*\*\*\*\***

3. **Area:**
   \***\*\*\*\*\***\*\*\***\*\*\*\*\***\_\***\*\*\*\*\***\*\*\***\*\*\*\*\***
   - **Current State:**
     \***\*\*\*\*\***\*\*\***\*\*\*\*\***\_\***\*\*\*\*\***\*\*\***\*\*\*\*\***
   - **Desired State:**
     \***\*\*\*\*\***\*\*\***\*\*\*\*\***\_\***\*\*\*\*\***\*\*\***\*\*\*\*\***
   - **Development Actions:**
     \***\*\*\*\*\***\*\*\***\*\*\*\*\***\_\***\*\*\*\*\***\*\*\***\*\*\*\*\***

### Section E: Goals for Next Review Period

| Goal | Success Metrics | Target Date | Resources Needed |
| ---- | --------------- | ----------- | ---------------- |
| 1.   |                 |             |                  |
| 2.   |                 |             |                  |
| 3.   |                 |             |                  |

### Section F: Career Development Discussion

- **Career Aspirations (1-2 years):**
  \***\*\*\*\*\***\*\*\***\*\*\*\*\***\_\***\*\*\*\*\***\*\*\***\*\*\*\*\***
- **Career Aspirations (3-5 years):**
  \***\*\*\*\*\***\*\*\***\*\*\*\*\***\_\***\*\*\*\*\***\*\*\***\*\*\*\*\***
- **Skills to Develop:**
  \***\*\*\*\*\***\*\*\***\*\*\*\*\***\_\***\*\*\*\*\***\*\*\***\*\*\*\*\***
- **Training/Education Interests:**
  \***\*\*\*\*\***\*\*\***\*\*\*\*\***\_\***\*\*\*\*\***\*\*\***\*\*\*\*\***
- **Potential Career Paths:**
  \***\*\*\*\*\***\*\*\***\*\*\*\*\***\_\***\*\*\*\*\***\*\*\***\*\*\*\*\***

### Section G: Overall Performance Rating

[ ] Outstanding (5) - Consistently exceeds all expectations [ ] Exceeds
Expectations (4) - Frequently exceeds expectations [ ] Meets Expectations (3) -
Consistently meets expectations [ ] Needs Improvement (2) - Sometimes meets
expectations [ ] Unsatisfactory (1) - Does not meet expectations

**Overall Comments:**

---

---

---

### Signatures

| Role              | Signature                                  | Date             |
| ----------------- | ------------------------------------------ | ---------------- |
| Employee          | \***\*\*\*\*\*\*\***\_\***\*\*\*\*\*\*\*** | \***\*\_\_\*\*** |
| Manager           | \***\*\*\*\*\*\*\***\_\***\*\*\*\*\*\*\*** | \***\*\_\_\*\*** |
| HR Representative | \***\*\*\*\*\*\*\***\_\***\*\*\*\*\*\*\*** | \***\*\_\_\*\*** |

---

## Template 2: Quarterly Check-In Review

### Meeting Details

| Field         | Details                                            |
| ------------- | -------------------------------------------------- |
| Employee Name | **\*\***\*\*\*\***\*\***\_**\*\***\*\*\*\***\*\*** |
| Manager Name  | **\*\***\*\*\*\***\*\***\_**\*\***\*\*\*\***\*\*** |
| Quarter       | Q*** 20***                                         |
| Meeting Date  | **\*\***\*\*\*\***\*\***\_**\*\***\*\*\*\***\*\*** |

### Part 1: Quick Pulse Check (5 minutes)

**On a scale of 1-10, how are you feeling about:**

| Area                  | Rating    | Notes              |
| --------------------- | --------- | ------------------ |
| Your current workload | \_\_\_/10 | **\*\***\_**\*\*** |
| Your role clarity     | \_\_\_/10 | **\*\***\_**\*\*** |
| Team dynamics         | \_\_\_/10 | **\*\***\_**\*\*** |
| Career growth         | \_\_\_/10 | **\*\***\_**\*\*** |
| Work-life balance     | \_\_\_/10 | **\*\***\_**\*\*** |

### Part 2: Goal Progress Review (15 minutes)

**Q1 Goal:**

- Progress: [ ] On Track | [ ] At Risk | [ ] Behind | [ ] Complete
- % Complete: **\_**%
- Blockers:
  \***\*\*\*\*\***\*\*\***\*\*\*\*\***\_\***\*\*\*\*\***\*\*\***\*\*\*\*\***
- Support Needed:
  \***\*\*\*\*\***\*\*\***\*\*\*\*\***\_\***\*\*\*\*\***\*\*\***\*\*\*\*\***

**Q2 Goal:**

- Progress: [ ] On Track | [ ] At Risk | [ ] Behind | [ ] Complete
- % Complete: **\_**%
- Blockers:
  \***\*\*\*\*\***\*\*\***\*\*\*\*\***\_\***\*\*\*\*\***\*\*\***\*\*\*\*\***
- Support Needed:
  \***\*\*\*\*\***\*\*\***\*\*\*\*\***\_\***\*\*\*\*\***\*\*\***\*\*\*\*\***

**Q3 Goal:**

- Progress: [ ] On Track | [ ] At Risk | [ ] Behind | [ ] Complete
- % Complete: **\_**%
- Blockers:
  \***\*\*\*\*\***\*\*\***\*\*\*\*\***\_\***\*\*\*\*\***\*\*\***\*\*\*\*\***
- Support Needed:
  \***\*\*\*\*\***\*\*\***\*\*\*\*\***\_\***\*\*\*\*\***\*\*\***\*\*\*\*\***

### Part 3: Wins & Challenges (10 minutes)

**Top 3 Wins This Quarter:**

1. ***
2. ***
3. ***

**Biggest Challenges Faced:**

1. ***
   - How did you handle it?
     **\*\*\*\***\*\*\*\***\*\*\*\***\_**\*\*\*\***\*\*\*\***\*\*\*\***
2. ***
   - How did you handle it?
     **\*\*\*\***\*\*\*\***\*\*\*\***\_**\*\*\*\***\*\*\*\***\*\*\*\***

### Part 4: Feedback Exchange (10 minutes)

**Manager Feedback to Employee:**

- What's going well:
  \***\*\*\*\*\***\*\*\***\*\*\*\*\***\_\***\*\*\*\*\***\*\*\***\*\*\*\*\***
- Area to focus on:
  \***\*\*\*\*\***\*\*\***\*\*\*\*\***\_\***\*\*\*\*\***\*\*\***\*\*\*\*\***
- Specific suggestion:
  \***\*\*\*\*\***\*\*\***\*\*\*\*\***\_\***\*\*\*\*\***\*\*\***\*\*\*\*\***

**Employee Feedback to Manager:**

- What's helping me succeed:
  \***\*\*\*\*\***\*\*\***\*\*\*\*\***\_\***\*\*\*\*\***\*\*\***\*\*\*\*\***
- What could be better:
  \***\*\*\*\*\***\*\*\***\*\*\*\*\***\_\***\*\*\*\*\***\*\*\***\*\*\*\*\***
- What I need from you:
  \***\*\*\*\*\***\*\*\***\*\*\*\*\***\_\***\*\*\*\*\***\*\*\***\*\*\*\*\***

### Part 5: Next Quarter Focus (5 minutes)

**Priority 1:**
\***\*\*\*\*\***\*\*\***\*\*\*\*\***\_\***\*\*\*\*\***\*\*\***\*\*\*\*\***
**Priority 2:**
\***\*\*\*\*\***\*\*\***\*\*\*\*\***\_\***\*\*\*\*\***\*\*\***\*\*\*\*\***
**Priority 3:**
\***\*\*\*\*\***\*\*\***\*\*\*\*\***\_\***\*\*\*\*\***\*\*\***\*\*\*\*\***

**Development Focus:**
\***\*\*\*\*\***\*\*\***\*\*\*\*\***\_\***\*\*\*\*\***\*\*\***\*\*\*\*\***

### Action Items

| Action | Owner | Due Date |
| ------ | ----- | -------- |
|        |       |          |
|        |       |          |
|        |       |          |

---

## Template 3: 360-Degree Feedback Summary

### Employee Information

| Field                 | Details                                            |
| --------------------- | -------------------------------------------------- |
| Employee Name         | **\*\***\*\*\*\***\*\***\_**\*\***\*\*\*\***\*\*** |
| Job Title             | **\*\***\*\*\*\***\*\***\_**\*\***\*\*\*\***\*\*** |
| Department            | **\*\***\*\*\*\***\*\***\_**\*\***\*\*\*\***\*\*** |
| Review Period         | **\*\***\*\*\*\***\*\***\_**\*\***\*\*\*\***\*\*** |
| Number of Respondents | Manager: **\_ Peers: _** Direct Reports: \_\_\_    |

### Competency Summary

**Rating Scale:** 1 = Strongly Disagree, 5 = Strongly Agree

| Competency             | Self | Manager | Peers (Avg) | Reports (Avg) | Overall Avg |
| ---------------------- | ---- | ------- | ----------- | ------------- | ----------- |
| Leadership             |      |         |             |               |             |
| Communication          |      |         |             |               |             |
| Collaboration          |      |         |             |               |             |
| Technical Skills       |      |         |             |               |             |
| Problem Solving        |      |         |             |               |             |
| Accountability         |      |         |             |               |             |
| Innovation             |      |         |             |               |             |
| Emotional Intelligence |      |         |             |               |             |

### Strengths Identified (Themes from Feedback)

**Strength 1:**
\***\*\*\*\*\***\*\*\***\*\*\*\*\***\_\***\*\*\*\*\***\*\*\***\*\*\*\*\***

- Manager perspective:
  \***\*\*\*\*\***\*\*\***\*\*\*\*\***\_\***\*\*\*\*\***\*\*\***\*\*\*\*\***
- Peer perspective:
  \***\*\*\*\*\***\*\*\***\*\*\*\*\***\_\***\*\*\*\*\***\*\*\***\*\*\*\*\***
- Direct report perspective:
  \***\*\*\*\*\***\*\*\***\*\*\*\*\***\_\***\*\*\*\*\***\*\*\***\*\*\*\*\***

**Strength 2:**
\***\*\*\*\*\***\*\*\***\*\*\*\*\***\_\***\*\*\*\*\***\*\*\***\*\*\*\*\***

- Manager perspective:
  \***\*\*\*\*\***\*\*\***\*\*\*\*\***\_\***\*\*\*\*\***\*\*\***\*\*\*\*\***
- Peer perspective:
  \***\*\*\*\*\***\*\*\***\*\*\*\*\***\_\***\*\*\*\*\***\*\*\***\*\*\*\*\***
- Direct report perspective:
  \***\*\*\*\*\***\*\*\***\*\*\*\*\***\_\***\*\*\*\*\***\*\*\***\*\*\*\*\***

**Strength 3:**
\***\*\*\*\*\***\*\*\***\*\*\*\*\***\_\***\*\*\*\*\***\*\*\***\*\*\*\*\***

- Manager perspective:
  \***\*\*\*\*\***\*\*\***\*\*\*\*\***\_\***\*\*\*\*\***\*\*\***\*\*\*\*\***
- Peer perspective:
  \***\*\*\*\*\***\*\*\***\*\*\*\*\***\_\***\*\*\*\*\***\*\*\***\*\*\*\*\***
- Direct report perspective:
  \***\*\*\*\*\***\*\*\***\*\*\*\*\***\_\***\*\*\*\*\***\*\*\***\*\*\*\*\***

### Development Areas Identified (Themes from Feedback)

**Area 1:**
\***\*\*\*\*\***\*\*\***\*\*\*\*\***\_\***\*\*\*\*\***\*\*\***\*\*\*\*\***

- Feedback summary:
  \***\*\*\*\*\***\*\*\***\*\*\*\*\***\_\***\*\*\*\*\***\*\*\***\*\*\*\*\***
- Specific examples cited:
  \***\*\*\*\*\***\*\*\***\*\*\*\*\***\_\***\*\*\*\*\***\*\*\***\*\*\*\*\***
- Suggested improvements:
  \***\*\*\*\*\***\*\*\***\*\*\*\*\***\_\***\*\*\*\*\***\*\*\***\*\*\*\*\***

**Area 2:**
\***\*\*\*\*\***\*\*\***\*\*\*\*\***\_\***\*\*\*\*\***\*\*\***\*\*\*\*\***

- Feedback summary:
  \***\*\*\*\*\***\*\*\***\*\*\*\*\***\_\***\*\*\*\*\***\*\*\***\*\*\*\*\***
- Specific examples cited:
  \***\*\*\*\*\***\*\*\***\*\*\*\*\***\_\***\*\*\*\*\***\*\*\***\*\*\*\*\***
- Suggested improvements:
  \***\*\*\*\*\***\*\*\***\*\*\*\*\***\_\***\*\*\*\*\***\*\*\***\*\*\*\*\***

### Blind Spots Analysis

**Areas where self-rating differs significantly from others:**

| Area | Self Rating | Others' Avg | Gap | Reflection |
| ---- | ----------- | ----------- | --- | ---------- |
|      |             |             |     |            |
|      |             |             |     |            |

### Verbatim Comments (Anonymized)

**What should this person START doing?**

- ***
- ***
- ***

**What should this person STOP doing?**

- ***
- ***
- ***

**What should this person CONTINUE doing?**

- ***
- ***
- ***

### Development Action Plan

| Focus Area | Specific Actions | Resources/Support | Timeline | Success Measure |
| ---------- | ---------------- | ----------------- | -------- | --------------- |
|            |                  |                   |          |                 |
|            |                  |                   |          |                 |
|            |                  |                   |          |                 |

### Employee Reflection

**My key takeaways from this feedback:**

---

---

**I commit to working on:**

---

---

**Support I need:**

---

---

## Template 4: Manager Effectiveness Review

### Manager Information

| Field                    | Details                                            |
| ------------------------ | -------------------------------------------------- |
| Manager Name             | **\*\***\*\*\*\***\*\***\_**\*\***\*\*\*\***\*\*** |
| Department               | **\*\***\*\*\*\***\*\***\_**\*\***\*\*\*\***\*\*** |
| Number of Direct Reports | \***\*\_\*\***                                     |
| Review Period            | **\*\***\*\*\*\***\*\***\_**\*\***\*\*\*\***\*\*** |

### Section A: Team Results

**Team Performance Metrics:**

| Metric      | Target | Actual | % Achievement |
| ----------- | ------ | ------ | ------------- |
| Team Goal 1 |        |        |               |
| Team Goal 2 |        |        |               |
| Team Goal 3 |        |        |               |

**Team Health Indicators:**

| Indicator                | Score/Status | Notes |
| ------------------------ | ------------ | ----- |
| Team Engagement Score    | \_\_\_/100   |       |
| Voluntary Turnover Rate  | \_\_\_%      |       |
| Internal Promotion Rate  | \_\_\_%      |       |
| Training Completion Rate | \_\_\_%      |       |

### Section B: Leadership Competencies

Rate each area on a scale of 1-5:

**Vision & Strategy**

- [ ] Sets clear direction for the team
- [ ] Aligns team goals with company objectives
- [ ] Communicates the "why" behind decisions
- Rating: \_\_\_/5
- Evidence:
  \***\*\*\*\*\***\*\*\***\*\*\*\*\***\_\***\*\*\*\*\***\*\*\***\*\*\*\*\***

**People Development**

- [ ] Provides regular, constructive feedback
- [ ] Supports career growth of team members
- [ ] Identifies and develops high-potential employees
- [ ] Creates learning opportunities
- Rating: \_\_\_/5
- Evidence:
  \***\*\*\*\*\***\*\*\***\*\*\*\*\***\_\***\*\*\*\*\***\*\*\***\*\*\*\*\***

**Communication**

- [ ] Keeps team informed of relevant updates
- [ ] Listens actively to team concerns
- [ ] Facilitates productive team meetings
- [ ] Handles difficult conversations effectively
- Rating: \_\_\_/5
- Evidence:
  \***\*\*\*\*\***\*\*\***\*\*\*\*\***\_\***\*\*\*\*\***\*\*\***\*\*\*\*\***

**Decision Making**

- [ ] Makes timely decisions
- [ ] Involves team appropriately in decisions
- [ ] Takes accountability for decisions
- [ ] Uses data to inform decisions
- Rating: \_\_\_/5
- Evidence:
  \***\*\*\*\*\***\*\*\***\*\*\*\*\***\_\***\*\*\*\*\***\*\*\***\*\*\*\*\***

**Execution**

- [ ] Removes obstacles for the team
- [ ] Manages resources effectively
- [ ] Delivers on commitments
- [ ] Maintains quality standards
- Rating: \_\_\_/5
- Evidence:
  \***\*\*\*\*\***\*\*\***\*\*\*\*\***\_\***\*\*\*\*\***\*\*\***\*\*\*\*\***

### Section C: Direct Report Feedback Summary

**Average ratings from skip-level feedback:**

| Question                                  | Avg Rating |
| ----------------------------------------- | ---------- |
| "My manager cares about my wellbeing"     | \_\_\_/5   |
| "My manager gives me actionable feedback" | \_\_\_/5   |
| "My manager recognizes my contributions"  | \_\_\_/5   |
| "My manager supports my career growth"    | \_\_\_/5   |
| "I would recommend my manager to others"  | \_\_\_/5   |

### Section D: Manager Self-Reflection

**My biggest leadership wins this period:**

1. ***
2. ***
3. ***

**My biggest leadership challenges:**

1. ***
2. ***

**Feedback I received and how I acted on it:**

---

---

**What I learned about my leadership style:**

---

---

### Section E: Development Plan

**Focus Area 1:**
\***\*\*\*\*\***\*\*\***\*\*\*\*\***\_\***\*\*\*\*\***\*\*\***\*\*\*\*\***

- Current behavior:
  \***\*\*\*\*\***\*\*\***\*\*\*\*\***\_\***\*\*\*\*\***\*\*\***\*\*\*\*\***
- Target behavior:
  \***\*\*\*\*\***\*\*\***\*\*\*\*\***\_\***\*\*\*\*\***\*\*\***\*\*\*\*\***
- Development actions:
  \***\*\*\*\*\***\*\*\***\*\*\*\*\***\_\***\*\*\*\*\***\*\*\***\*\*\*\*\***
- Timeline:
  \***\*\*\*\*\***\*\*\***\*\*\*\*\***\_\***\*\*\*\*\***\*\*\***\*\*\*\*\***

**Focus Area 2:**
\***\*\*\*\*\***\*\*\***\*\*\*\*\***\_\***\*\*\*\*\***\*\*\***\*\*\*\*\***

- Current behavior:
  \***\*\*\*\*\***\*\*\***\*\*\*\*\***\_\***\*\*\*\*\***\*\*\***\*\*\*\*\***
- Target behavior:
  \***\*\*\*\*\***\*\*\***\*\*\*\*\***\_\***\*\*\*\*\***\*\*\***\*\*\*\*\***
- Development actions:
  \***\*\*\*\*\***\*\*\***\*\*\*\*\***\_\***\*\*\*\*\***\*\*\***\*\*\*\*\***
- Timeline:
  \***\*\*\*\*\***\*\*\***\*\*\*\*\***\_\***\*\*\*\*\***\*\*\***\*\*\*\*\***

---

## Template 5: Self-Assessment Form

### Employee Information

| Field         | Details                                            |
| ------------- | -------------------------------------------------- |
| Your Name     | **\*\***\*\*\*\***\*\***\_**\*\***\*\*\*\***\*\*** |
| Job Title     | **\*\***\*\*\*\***\*\***\_**\*\***\*\*\*\***\*\*** |
| Department    | **\*\***\*\*\*\***\*\***\_**\*\***\*\*\*\***\*\*** |
| Manager Name  | **\*\***\*\*\*\***\*\***\_**\*\***\*\*\*\***\*\*** |
| Review Period | **\*\***\*\*\*\***\*\***\_**\*\***\*\*\*\***\*\*** |

### Section A: Role & Responsibilities

**In your own words, describe your primary responsibilities:**

---

---

---

**Have your responsibilities changed since your last review? If yes, how?**

---

---

### Section B: Goal Achievement Self-Assessment

**Goal 1:**
\***\*\*\*\*\***\*\*\***\*\*\*\*\***\_\***\*\*\*\*\***\*\*\***\*\*\*\*\***

- Achievement Level: [ ] Exceeded | [ ] Met | [ ] Partially Met | [ ] Not Met
- What I accomplished:
  \***\*\*\*\*\***\*\*\***\*\*\*\*\***\_\***\*\*\*\*\***\*\*\***\*\*\*\*\***
- Challenges I faced:
  \***\*\*\*\*\***\*\*\***\*\*\*\*\***\_\***\*\*\*\*\***\*\*\***\*\*\*\*\***
- What I learned:
  \***\*\*\*\*\***\*\*\***\*\*\*\*\***\_\***\*\*\*\*\***\*\*\***\*\*\*\*\***

**Goal 2:**
\***\*\*\*\*\***\*\*\***\*\*\*\*\***\_\***\*\*\*\*\***\*\*\***\*\*\*\*\***

- Achievement Level: [ ] Exceeded | [ ] Met | [ ] Partially Met | [ ] Not Met
- What I accomplished:
  \***\*\*\*\*\***\*\*\***\*\*\*\*\***\_\***\*\*\*\*\***\*\*\***\*\*\*\*\***
- Challenges I faced:
  \***\*\*\*\*\***\*\*\***\*\*\*\*\***\_\***\*\*\*\*\***\*\*\***\*\*\*\*\***
- What I learned:
  \***\*\*\*\*\***\*\*\***\*\*\*\*\***\_\***\*\*\*\*\***\*\*\***\*\*\*\*\***

**Goal 3:**
\***\*\*\*\*\***\*\*\***\*\*\*\*\***\_\***\*\*\*\*\***\*\*\***\*\*\*\*\***

- Achievement Level: [ ] Exceeded | [ ] Met | [ ] Partially Met | [ ] Not Met
- What I accomplished:
  \***\*\*\*\*\***\*\*\***\*\*\*\*\***\_\***\*\*\*\*\***\*\*\***\*\*\*\*\***
- Challenges I faced:
  \***\*\*\*\*\***\*\*\***\*\*\*\*\***\_\***\*\*\*\*\***\*\*\***\*\*\*\*\***
- What I learned:
  \***\*\*\*\*\***\*\*\***\*\*\*\*\***\_\***\*\*\*\*\***\*\*\***\*\*\*\*\***

### Section C: Accomplishments & Contributions

**List your top 5 accomplishments this review period:**

1. **Accomplishment:**
   \***\*\*\*\*\***\*\*\***\*\*\*\*\***\_\***\*\*\*\*\***\*\*\***\*\*\*\*\***
   - Impact:
     \***\*\*\*\*\***\*\*\***\*\*\*\*\***\_\***\*\*\*\*\***\*\*\***\*\*\*\*\***

2. **Accomplishment:**
   \***\*\*\*\*\***\*\*\***\*\*\*\*\***\_\***\*\*\*\*\***\*\*\***\*\*\*\*\***
   - Impact:
     \***\*\*\*\*\***\*\*\***\*\*\*\*\***\_\***\*\*\*\*\***\*\*\***\*\*\*\*\***

3. **Accomplishment:**
   \***\*\*\*\*\***\*\*\***\*\*\*\*\***\_\***\*\*\*\*\***\*\*\***\*\*\*\*\***
   - Impact:
     \***\*\*\*\*\***\*\*\***\*\*\*\*\***\_\***\*\*\*\*\***\*\*\***\*\*\*\*\***

4. **Accomplishment:**
   \***\*\*\*\*\***\*\*\***\*\*\*\*\***\_\***\*\*\*\*\***\*\*\***\*\*\*\*\***
   - Impact:
     \***\*\*\*\*\***\*\*\***\*\*\*\*\***\_\***\*\*\*\*\***\*\*\***\*\*\*\*\***

5. **Accomplishment:**
   \***\*\*\*\*\***\*\*\***\*\*\*\*\***\_\***\*\*\*\*\***\*\*\***\*\*\*\*\***
   - Impact:
     \***\*\*\*\*\***\*\*\***\*\*\*\*\***\_\***\*\*\*\*\***\*\*\***\*\*\*\*\***

**Contributions beyond your job description:**

---

---

### Section D: Skills & Competencies Self-Rating

Rate yourself honestly on a scale of 1-5:

| Competency      | Rating   | Evidence/Example |
| --------------- | -------- | ---------------- |
| Job Knowledge   | \_\_\_/5 |                  |
| Quality of Work | \_\_\_/5 |                  |
| Productivity    | \_\_\_/5 |                  |
| Communication   | \_\_\_/5 |                  |
| Teamwork        | \_\_\_/5 |                  |
| Problem Solving | \_\_\_/5 |                  |
| Initiative      | \_\_\_/5 |                  |
| Time Management | \_\_\_/5 |                  |
| Adaptability    | \_\_\_/5 |                  |

### Section E: Challenges & Growth Areas

**What were your biggest challenges this period?**

1. ***
   - How did you address it?
     **\*\*\*\***\*\***\*\*\*\***\_\_\_**\*\*\*\***\*\***\*\*\*\***

2. ***
   - How did you address it?
     **\*\*\*\***\*\***\*\*\*\***\_\_\_**\*\*\*\***\*\***\*\*\*\***

**What skills or competencies do you want to improve?**

1. ***
2. ***
3. ***

**What training or resources would help you improve?**

---

### Section F: Feedback & Support

**What feedback have you received that was helpful?**

---

**What additional feedback do you want from your manager?**

---

**What support do you need to be more successful?**

---

**How can your manager better support you?**

---

### Section G: Career Development

**Where do you see yourself in 1-2 years?**

---

**Where do you see yourself in 3-5 years?**

---

**What experiences or roles interest you?**

---

**What steps are you taking toward your career goals?**

---

### Section H: Goals for Next Period

**Propose 3 goals for your next review period:**

| Goal | Why This Matters | How I'll Measure Success |
| ---- | ---------------- | ------------------------ |
| 1.   |                  |                          |
| 2.   |                  |                          |
| 3.   |                  |                          |

### Section I: Overall Self-Assessment

**Overall, how would you rate your performance this period?** [ ] Outstanding |
[ ] Exceeds Expectations | [ ] Meets Expectations | [ ] Needs Improvement

**Summary statement (2-3 sentences describing your overall performance):**

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## Best Practices for Using These Templates

### Before the Review

- Schedule adequate time (45-60 minutes for annual, 30 minutes for quarterly)
- Share the template with the employee in advance
- Gather data and specific examples
- Review previous goals and feedback

### During the Review

- Create a comfortable, private environment
- Focus on behaviors and outcomes, not personality
- Use specific examples
- Listen more than you talk
- Ask open-ended questions
- End with clear action items

### After the Review

- Document the conversation
- Follow up on commitments
- Check in on development goals regularly
- Provide ongoing feedback between formal reviews

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## Additional Resources

Looking for more performance management tools and guidance?

**LVL Up Performance** offers a complete HR and performance management platform
designed for growing teams. Our software helps you:

- Automate review cycles and reminders
- Track goals and OKRs in real-time
- Collect and analyze 360 feedback
- Build development plans
- Generate insights from performance data

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_This template pack is provided by LVL Up Performance._

**LVL Up Performance** | Elevate Your Team's Potential

Website: [lvlupperformance.com] Email: hello@lvlupperformance.com

_Copyright 2024 LVL Up Performance. Feel free to customize these templates for
your organization's use._