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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