Performance Review Template Set
Complete 2-page review system with competency ratings, SMART goals, development plan, and 3 signatures
What's Included
- 2-page Performance Review with 5 Core Competencies and 5 Interpersonal Skills
- 1–5 rating scale with defined criteria for each level
- Goal Review table comparing prior-period targets against actual results
- SMART Goals section for setting up to 4 goals for the next review period
- Development Plan capturing training, mentorship, and career growth actions
- Overall Rating block with composite score and final summary narrative
- Three-signature block: Manager, Employee, and HR
- Employee Self-Assessment Form, Goal-Setting Worksheet, and Manager Prep Notes included
Available Formats
About This Template
Annual and quarterly performance reviews fail when they are vague, inconsistent, or feel like checkbox exercises. This template is designed to produce reviews that actually drive development and honest conversation.
The 2-page template opens with a rating scale (1–5, defined clearly) and five Core Competencies: Job Knowledge, Quality of Work, Productivity, Initiative, and Reliability — each rated with a comment field. Five Interpersonal Skills follow: Communication, Teamwork, Customer Focus, Adaptability, and Leadership. A Goal Review table then compares goals set in the prior review against actual results. The SMART Goals section sets up to four concrete goals for the next period. A Development Plan captures training, mentorship, and growth actions. An Overall Rating block gives the composite score and final summary. Three signature lines close the form: Manager, Employee, and HR.
Also included: a Self-Assessment Form for employees to complete before the review (makes conversations richer), a Goal-Setting Worksheet for mid-year check-ins, and a Manager Review Prep Notes form for preparing structured talking points.
Who Is This For?
- HR managers building consistent, fair performance evaluation processes
- Managers who want a structured format for giving clear, actionable feedback
- Small business owners conducting formal reviews for the first time
- Team leaders running quarterly or annual review cycles
How to Use
- 1Distribute the Self-Assessment Form to employees 1–2 weeks before the review date
- 2Complete the review form using the employee's self-assessment as context
- 3Work through each competency and interpersonal skill with specific examples
- 4Set SMART Goals together during the review conversation
- 5Both manager and employee sign the completed form — file the original in HR records
Frequently Asked Questions
Can I add our company-specific competencies?
Yes. The form is fully editable. Replace any of the default competencies with the skills most relevant to your business or the specific role.
Is there a mid-year check-in version?
The Goal-Setting Worksheet included in the bundle is designed for mid-year goal check-ins. It is lighter than the full review and takes 15–20 minutes to complete.
Can these be used for 90-day new hire reviews?
Yes. The template works for 90-day, quarterly, and annual reviews. Simply adjust the review period label at the top.
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