PERFORMANCE REVIEW
Annual Employee Performance Evaluation
Employee Name: [EMPLOYEE FULL NAME]
Position/Title: [JOB TITLE]
Department: [DEPARTMENT NAME]
Employee ID: [EMPLOYEE ID]
Review Period: [START DATE] to [END DATE]
Review Date: [REVIEW DATE]
Reviewer Name: [MANAGER NAME]
Reviewer Title: [MANAGER TITLE]
RATING SCALE
Rating Definitions:
- 5 - Exceptional: Consistently exceeds expectations; demonstrates outstanding performance
- 4 - Exceeds Expectations: Frequently exceeds expectations; strong performance
- 3 - Meets Expectations: Consistently meets job requirements; solid performance
- 2 - Needs Improvement: Sometimes fails to meet expectations; requires development
- 1 - Unsatisfactory: Does not meet expectations; immediate improvement required
1. CORE COMPETENCIES EVALUATION
| Competency | Rating | Comments |
|---|---|---|
| Quality of Work Accuracy, thoroughness, and attention to detail |
[1-5] | [COMMENTS] |
| Productivity Efficiency and ability to meet deadlines |
[1-5] | [COMMENTS] |
| Job Knowledge Technical skills and expertise in role |
[1-5] | [COMMENTS] |
| Problem Solving Analytical thinking and solution development |
[1-5] | [COMMENTS] |
| Communication Written and verbal communication effectiveness |
[1-5] | [COMMENTS] |
| Teamwork & Collaboration Ability to work effectively with others |
[1-5] | [COMMENTS] |
| Initiative & Self-Motivation Proactive approach and drive |
[1-5] | [COMMENTS] |
| Adaptability & Flexibility Response to change and new situations |
[1-5] | [COMMENTS] |
| Dependability & Reliability Punctuality, attendance, and consistency |
[1-5] | [COMMENTS] |
| Leadership Influence, mentorship, and guidance (if applicable) |
[1-5/N/A] | [COMMENTS] |
2. GOAL ACHIEVEMENT REVIEW
Goals Set in Previous Review Period
Goal #1: [GOAL DESCRIPTION]
Target Completion: [DATE]
Status: [COMPLETED/IN PROGRESS/NOT MET]
Achievement Rating: [1-5]
Comments:
Goal #2: [GOAL DESCRIPTION]
Target Completion: [DATE]
Status: [COMPLETED/IN PROGRESS/NOT MET]
Achievement Rating: [1-5]
Comments:
Goal #3: [GOAL DESCRIPTION]
Target Completion: [DATE]
Status: [COMPLETED/IN PROGRESS/NOT MET]
Achievement Rating: [1-5]
Comments:
3. KEY ACCOMPLISHMENTS & STRENGTHS
Major Achievements This Period
Key Strengths
4. AREAS FOR IMPROVEMENT & DEVELOPMENT
Skills or Competencies Needing Development
Recommended Development Actions
5. GOALS FOR NEXT REVIEW PERIOD
Goal #1: [NEW GOAL DESCRIPTION]
Success Criteria: [MEASURABLE OUTCOMES]
Target Completion: [DATE]
Support Needed: [RESOURCES, TRAINING, ETC.]
Goal #2: [NEW GOAL DESCRIPTION]
Success Criteria: [MEASURABLE OUTCOMES]
Target Completion: [DATE]
Support Needed: [RESOURCES, TRAINING, ETC.]
Goal #3: [NEW GOAL DESCRIPTION]
Success Criteria: [MEASURABLE OUTCOMES]
Target Completion: [DATE]
Support Needed: [RESOURCES, TRAINING, ETC.]
6. OVERALL PERFORMANCE SUMMARY
Overall Performance Rating
Manager's Summary Comments
Career Development Discussion
7. COMPENSATION & RECOGNITION
☐ Salary Increase: [PERCENTAGE OR AMOUNT]
☐ Bonus/Incentive: [AMOUNT]
☐ Promotion: [NEW TITLE]
☐ No Change: Performance meets expectations at current level
☐ Performance Improvement Plan: Required due to performance concerns
Effective Date: [DATE]
8. EMPLOYEE SELF-ASSESSMENT & COMMENTS
Employee's Self-Evaluation
Employee Comments on Review
Employee's Career Goals
9. ACKNOWLEDGMENT & SIGNATURES
By signing below, both parties acknowledge that this performance review has been discussed and that the employee has had the opportunity to provide feedback.
Note: Employee signature does not necessarily indicate agreement with the review, only that it has been discussed and received.
MANAGER/REVIEWER:
Signature: [SIGNATURE]
Printed Name: [FULL NAME]
Title: [TITLE]
Date: [DATE]
EMPLOYEE:
Signature: [SIGNATURE]
Printed Name: [FULL NAME]
Date: [DATE]
HR REPRESENTATIVE (Optional):
Signature: [SIGNATURE]
Printed Name: [FULL NAME]
Date: [DATE]
SENIOR MANAGER (If Required):
Signature: [SIGNATURE]
Printed Name: [FULL NAME]
Date: [DATE]
10. FOLLOW-UP & NEXT STEPS
Next Review Date: [DATE]
Mid-Year Check-In: [DATE]
Development Actions to Complete:
- [ACTION ITEM 1]
- [ACTION ITEM 2]
- [ACTION ITEM 3]
