PERFORMANCE REVIEW CHECKLIST TEMPLATE

Created by ChecklistGuro (https://checklistguro.com)


--- PREPARATION & SCHEDULING ---
[ ] Scheduled Review Date
[ ] Scheduled Review Time
[ ] Review Meeting Location (or Virtual Link)
[ ] Reviewer Name
[ ] Employee Name
[ ] Review Type (Annual, Probationary, Project-Based)
[ ] Date Self-Assessment Due

--- SELF-ASSESSMENT REVIEW ---
[ ] Summary of Key Accomplishments
[ ] Areas for Improvement & Actions Taken
[ ] Overall Performance Rating (e.g., 1-5)
[ ] Alignment with Company Values? (Strongly Agree, Agree, Neutral, Disagree, Strongly Disagree)
[ ] Which skills/competencies need further development? (Communication, Leadership, Technical Skills, Problem Solving, Teamwork)
[ ] Date of Self-Assessment Completion

--- MANAGER ASSESSMENT & DOCUMENTATION ---
[ ] Overall Performance Summary
[ ] Performance Rating (e.g., 1-5)
[ ] Achievement of Key Goals (Exceeded Expectations, Met Expectations, Partially Met Expectations, Did Not Meet Expectations)
[ ] Strengths Demonstrated
[ ] Areas for Improvement
[ ] Core Competency Assessment (Select all that apply) (Communication, Teamwork, Problem Solving, Leadership, Technical Skills)
[ ] Specific Examples of Positive Contributions

--- GOAL SETTING & DEVELOPMENT PLANNING ---
[ ] Describe employee’s key accomplishments this review period.
[ ] Quantifiable Goal 1: Target Metric Value
[ ] Goal Alignment: How does this goal align with team/company objectives? (Directly Aligned, Indirectly Aligned, Not Directly Related)
[ ] Describe actions needed to achieve Goal 1.
[ ] Goal 2: Priority Level (1-5, 1 being highest)
[ ] Goal 1: Target Completion Date
[ ] Development Needs: Select areas for development. (Communication, Technical Skills, Leadership, Project Management, Other)
[ ] Training/Development Plan: Briefly outline planned training or development activities.

--- REVIEW MEETING & DISCUSSION ---
[ ] Summary of Employee Strengths
[ ] Areas for Improvement & Discussion Points
[ ] Employee Feedback on Review Process
[ ] Overall Performance Rating (if applicable)
[ ] Did the employee feel their contributions were recognized? (Yes, No, Unsure)
[ ] Additional Comments/Notes from Employee
[ ] Employee Signature

--- DOCUMENTATION & SIGN-OFF ---
[ ] Employee Signature
[ ] Manager Signature
[ ] Date of Review
[ ] Summary of Discussion (Optional)
[ ] Overall Performance Rating (Exceeds Expectations, Meets Expectations, Needs Improvement, Unsatisfactory)
[ ] Reviewer Name (Printed)
[ ] Employee Name (Printed)

--- FOLLOW-UP & IMPLEMENTATION ---
[ ] Next Review Date
[ ] Goal Progress Check-in Frequency (Weeks)
[ ] Development Plan Status (In Progress, Completed, On Hold)
[ ] Notes on Implementation & Support Needed
[ ] Date of Next Check-in Meeting
[ ] Employee Satisfaction with Development Plan (Very Satisfied, Satisfied, Neutral, Dissatisfied, Very Dissatisfied)

--- END OF TEMPLATE ---
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