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Quarterly Performance Review

A fair, standardized template for managers rating employee performance.

📋 Template
EMPLOYEE NAME: [Name]
MANAGER: [Name]
DATE: [Date]
PERIOD REVIEWED: [Q1 2026]

GOAL ACHIEVEMENT (0-5 Score)
Goal 1: [Description] - Score: [ ] / 5
Goal 2: [Description] - Score: [ ] / 5
Goal 3: [Description] - Score: [ ] / 5

CORE COMPETENCIES (0-5 Score)
1. Communication & Collaboration: [ ] / 5
2. Problem Solving & Initiative: [ ] / 5
3. Quality of Work: [ ] / 5
4. Adaptability: [ ] / 5

MANAGER'S ASSESSMENT:
[2-3 paragraphs summarizing what the employee did well and what they achieved. Be highly specific with praise.]

AREAS FOR IMPROVEMENT:
[1-2 clear, actionable areas where the employee needs to focus next quarter. Do not rely on personality critiques; use behavioral examples.]

GOALS FOR NEXT QUARTER:
1. [Goal]
2. [Goal]

EMPLOYEE COMMENTS:
[Space for employee to add their own remarks before signing]

Signatures:
Manager: ________ Date: _____
Employee: ________ Date: _____

💡 Pro Tip

Employees should never be surprised by their performance review. If they are failing in an area, you should have already brought it up during 1-on-1s prior to this formal document.

📌 When to Use This Template

Management, HR, Employee Growth

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