Simple Annual Performance Review Form Template
Pave the way for effective employee evaluations with this streamlined form
Navigating annual performance reviews can be daunting, especially when you want to ensure clear communication. This template helps managers and employees collaborate on evaluations that foster growth and accountability. With features designed for comprehensive feedback, goal-setting, and enhanced understanding, you can streamline the review process, facilitate meaningful discussions, and build a culture of continuous improvement, all while keeping things straightforward and efficient. Try out the live template to see how it works for you.
When to use this form
Use this form for year-end reviews, midyear check-ins, promotions, and merit cycles. It gives you and HR a consistent snapshot of results, behaviors, and goals while keeping paperwork light. It is especially helpful for growing teams, new managers, and remote or hybrid staff who need a clear structure for feedback. Ask employees to complete a brief self-evaluation first using the Self assessment survey form, then align in your 1:1. For deeper reflection before role changes or performance plans, share the Self reflection survey form ahead of time. The outcome: a focused conversation, agreed next-step goals, and written notes you can revisit during calibration or compensation reviews.
Must Ask Simple Annual Performance Review Questions
- What were your top 3 achievements this year?
This focuses the discussion on outcomes, not activity. It helps you quantify impact with metrics and stories you can use in pay and promotion decisions.
- Which goals did you not meet, and what blocked you?
You uncover risks, process gaps, or resource needs that you can address next cycle. It separates skill issues from systemic issues so you invest in the right fixes.
- Which skills did you build, and which do you plan to develop next?
This links performance to growth and makes your learning plan concrete. For agile teams, you can benchmark team practices with the Agile maturity assessment form to guide coaching.
- How did you collaborate and support others across teams?
You capture behaviors that drive culture, not just individual output. This reveals peer impact and leadership potential you might otherwise miss.
- What measurable goals and resources do you need for the next review period?
Clear targets and support create accountability and smoother check-ins. For quota-carrying roles, attach the Sales evaluation form to align performance metrics with sales targets.
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