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Mid Year Performance Review Form Template

Streamline Your Employee Evaluations with This Comprehensive Template

Avoid the confusion and challenges of mid-year evaluations with this structured performance review template designed for managers and HR professionals. This template helps you gather actionable feedback, set employee goals, and assess progress clearly and effectively. With targeted questions, streamlined format, and easy customization, it simplifies the review process, enhances performance discussions, and promotes transparency, making evaluations less daunting for everyone involved. Try out the live template to see how it can transform your review process.

Employee full name
Job title
Department or team
Review period start date
Review period end date
Summarize your key objectives and outcomes for H1
Overall performance against H1 objectives
Poor
Fair
Good
Very good
Excellent
Describe your top achievements and the measurable impact you delivered
I met commitments and deadlines
Strongly disagree
Disagree
Neither agree nor disagree
Agree
Strongly agree
I collaborated effectively across teams
Strongly disagree
Disagree
Neither agree nor disagree
Agree
Strongly agree
I communicated clearly and proactively
Strongly disagree
Disagree
Neither agree nor disagree
Agree
Strongly agree
I took initiative and ownership
Strongly disagree
Disagree
Neither agree nor disagree
Agree
Strongly agree
I adapted well to change
Strongly disagree
Disagree
Neither agree nor disagree
Agree
Strongly agree
What obstacles limited your progress in H1?
What support or resources would help you perform better?
Which development activities did you complete in H1?
On-the-job learning
Formal training or course
Certification completed
Mentoring or coaching
Stretch assignment or project
Conference or workshop
None this period
How satisfied are you with the feedback and guidance from your manager?
Very dissatisfied
Dissatisfied
Neutral
Satisfied
Very satisfied
List your top goals for the next review period (H2)
What measurable outcomes will indicate success for these goals?
How confident are you in achieving your H2 goals?
Very unlikely
Unlikely
Neutral
Likely
Very likely
How manageable is your current workload?
Very difficult
Difficult
Neutral
Easy
Very easy
Overall, how satisfied are you with your job right now?
Very dissatisfied
Dissatisfied
Neutral
Satisfied
Very satisfied
Key strengths observed
Development areas and recommended actions
Manager overall performance rating for H1
Poor
Fair
Good
Very good
Excellent
Employee name
Employee signature date
Manager name
Manager signature date
Employee acknowledgment that this review is complete and accurate
Yes
No
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Paper art illustration depicting a performance review form with checkboxes and text for mid year evaluations

When to use this form

Use this form at the six-month mark to pause, assess progress, and reset goals for the second half. It helps managers and employees align on outcomes, remove blockers, and plan development. Run it after big changes, like a new role, a reorg, or a shift in targets. For remote teams, it creates a shared record of wins, misses, and next steps. If you also run an annual cycle, keep this review tight and focused, then capture longer lookbacks in the Simple annual performance review form. For balanced input, pair it with the Employee peer review form to collect 360 feedback. HR can use trends to update training and resourcing before year-end.

Must Ask Mid Year Performance Review Questions

  1. Which goals did you meet, exceed, or miss this half, and what evidence supports your results?

    This clarifies performance against agreed goals and brings in proof for fair evaluation. It helps you separate outcomes from effort and set the right next steps.

  2. What obstacles slowed you down, and what support or resources would help you overcome them?

    This exposes process gaps, tooling needs, or dependencies you can fix. It directs concrete actions (training, budget, staffing) to improve results in the next half.

  3. What are your top priorities for the next six months, and how will you measure success?

    This turns the review into a plan with clear metrics. You get alignment on impact and avoid goal drift.

  4. Where did you grow skills or take on new responsibilities, and what impact did that have on the team?

    This captures development progress and its business value. It informs recognition, promotion paths, and targeted coaching.

  5. What feedback have you received from peers or stakeholders, and what actions have you taken as a result?

    This pulls in outside perspective and shows learning behavior. To gather structured input ahead of time, invite peers to complete the Team member evaluation form.

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