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Performance review form template

Review the year’s work, rate key competencies and set new goals.

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How to make a performance review form

  1. 1

    Check the questions: rename, add or delete any field, or change how it’s answered.

  2. 2

    Add your organisation’s name, a contact line and your logo if you like.

  3. 3

    Choose fillable PDF, printable PDF, Word or HTML, and the paper size.

  4. 4

    Download the performance review form and share it, print it or add it to your website.

About this performance review form

A performance review looks back at a period (usually a year or six months), records what was achieved against goals, rates key competencies and agrees goals and development for the next period. A consistent form makes reviews fairer and gives both sides a written record.

This template includes a goals review table, ratings for six common competencies, strengths and development areas, next period’s goals, an overall rating and space for both the manager’s and the employee’s comments.

What’s on the performance review form

The template has 5 sections and 22 questions. Every one can be renamed, moved or deleted.

  • Review details: Employee name; Job title; Department; Reviewer; Review period from; to
  • Goals from last period: Goals table (Goal, Result, Met / partly / not met)
  • Competencies: Quality of work (rated 1 to 5); Productivity (rated 1 to 5); Job knowledge (rated 1 to 5); Communication (rated 1 to 5); Teamwork (rated 1 to 5); Initiative and problem solving (rated 1 to 5)
  • Development: Key strengths; Areas for development; Goals for next period table (Goal, Measure of success, Due date); Training or support needed
  • Overall: Overall rating (rated Below expectations to Outstanding); Reviewer comments; Employee comments; Reviewer signature with date; Employee signature with date

Tips

  • Ask the employee to fill in a self-review first, then compare in the meeting.
  • Base ratings on examples from the whole period, not just the last month.
  • Write goals that are specific and measurable, with a date.

Four ways to save it

A fillable PDF has typing boxes, tick boxes and choices built in. A printable PDF gives clean boxes and writing lines for pen and paper. The Word file can be edited further, and the HTML code adds the same questions to a website. Browse more form templates, or design a completely different layout in the custom form builder.

Frequently asked questions

How often should performance reviews happen?

Annual reviews are common, often with a mid-year check-in. Many teams now hold short quarterly reviews so feedback is timely.

Should the employee sign the review?

Yes. Signing confirms they’ve seen it, not that they agree; the employee comments box lets them record disagreement.

Can I change the questions on the performance review form?

Yes. Rename any question, change its answer type (short answer, tick boxes, rating, table and more), move it, or delete it. You can also add whole new sections.

Can people fill in this performance review form on a phone?

Yes. Choose “Fillable PDF” and send the file. It opens in the Files or Drive app on Android, Files on iPhone, and any browser on a computer, where people can type their answers and save the result.

Can I put the performance review form on my website?

Yes. Choose “HTML” to copy ready-made form code with labels and a simple style. Set the form’s action to the address that should receive submissions, such as your own form handler.

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