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!
This Template was installed 4 times.
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
Human Resources Management Solution Screen Recording
See how ChecklistGuro's Human Resources Management (HRM) solution streamlines your HR processes! This screen recording demonstrates key features like employee onboarding, performance management, and leave tracking - all from one centralized platform. Get started with a free trial today! #HRM #HumanResources #ChecklistGuro #HRSoftware #BusinessProcessManagement
Related Checklist Templates
Background Verification Compliance Checklist (HR)
Pay Equity Audit Checklist Template (HR)
ADA Compliance Checklist for HR
Employee Wellness Program Compliance Checklist (HR)
Employee Handbook Review Checklist (HR)
Independent Contractor Compliance Checklist (HR)
HR Risk Assessment Checklist Template
Employee Classification Audit Checklist (HR)
We can do it Together
Need help with Checklists?
Have a question? We're here to help. Please submit your inquiry, and we'll respond promptly.