Performance Review Checklist Template
Ensure fair, consistent, and legally compliant performance reviews with our comprehensive Performance Review Checklist Template. Streamline your process, reduce bias, and boost employee development - download yours today!
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Preparation & Scheduling
Tasks to complete before the review meeting.
Scheduled Review Date
Scheduled Review Time
Review Meeting Location (or Virtual Link)
Reviewer Name
Employee Name
Review Type
Date Self-Assessment Due
Self-Assessment Review
Ensuring the employee has completed and submitted their self-assessment.
Summary of Key Accomplishments
Areas for Improvement & Actions Taken
Overall Performance Rating (e.g., 1-5)
Alignment with Company Values?
Which skills/competencies need further development?
Date of Self-Assessment Completion
Manager Assessment & Documentation
Manager's evaluation of employee performance, goals, and contributions.
Overall Performance Summary
Performance Rating (e.g., 1-5)
Achievement of Key Goals
Strengths Demonstrated
Areas for Improvement
Core Competency Assessment (Select all that apply)
Specific Examples of Positive Contributions
Goal Setting & Development Planning
Defining future goals, outlining development plans, and identifying training opportunities.
Describe employee’s key accomplishments this review period.
Quantifiable Goal 1: Target Metric Value
Goal Alignment: How does this goal align with team/company objectives?
Describe actions needed to achieve Goal 1.
Goal 2: Priority Level (1-5, 1 being highest)
Goal 1: Target Completion Date
Development Needs: Select areas for development.
Training/Development Plan: Briefly outline planned training or development activities.
Review Meeting & Discussion
Conducting the performance review meeting and discussing feedback.
Summary of Employee Strengths
Areas for Improvement & Discussion Points
Employee Feedback on Review Process
Overall Performance Rating (if applicable)
Did the employee feel their contributions were recognized?
Additional Comments/Notes from Employee
Employee Signature
Documentation & Sign-off
Finalizing the review documentation and obtaining necessary signatures.
Employee Signature
Manager Signature
Date of Review
Summary of Discussion (Optional)
Overall Performance Rating
Reviewer Name (Printed)
Employee Name (Printed)
Follow-Up & Implementation
Actions to be taken after the review, including goal tracking and development plan implementation.
Next Review Date
Goal Progress Check-in Frequency (Weeks)
Development Plan Status
Notes on Implementation & Support Needed
Date of Next Check-in Meeting
Employee Satisfaction with Development Plan
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