Performance Appraisal Template

[Company Name]
[Department/Team]
[Company Address] (Optional)

Employee Name: [Employee Full Name]
Job Title: [Title]
Department: [Department]
Manager/Reviewer: [Name]
Review Type: ☐ Annual ☐ Semi-Annual ☐ Quarterly ☐ Probationary ☐ Other: [Type]
Review Period: From [Start Date] to [End Date]
Review Date: [Date]

1. Role Summary and Key Responsibilities

1.1 Role Summary: [Brief description of role].
1.2 Key Responsibilities:

• [Responsibility #1]

• [Responsibility #2]

• [Responsibility #3]

2. Performance Summary

2.1 Overall Performance Rating (Select One):
☐ Exceeds expectations
☐ Meets expectations
☐ Partially meets expectations
☐ Needs improvement
☐ Unsatisfactory

2.2 Key Achievements:

• [Achievement #1]

• [Achievement #2]

2.3 Areas for Improvement:

• [Improvement area #1]

• [Improvement area #2]

3. Competency Ratings (Optional)

Use the same rating scale as above or a numerical scale.

3.1 Quality of Work: [Rating] | Comments: []
3.2 Productivity/Results: [Rating] | Comments: []
3.3 Communication: [Rating] | Comments: []
3.4 Teamwork/Collaboration: [Rating] | Comments: []
3.5 Reliability/Attendance: [Rating] | Comments: []
3.6 Problem Solving: [Rating] | Comments: []
3.7 Leadership (if applicable): [Rating] | Comments: [__]

4. Goals and Development Plan

4.1 Goals for Next Period:

• Goal #1: [Goal] | Target Date: [Date] | Success Measure: [Metric]

• Goal #2: [Goal] | Target Date: [Date] | Success Measure: [Metric]

4.2 Development Actions:

• Training/coaching: [Details]

• Tools/resources needed: [Details]

• Support from manager: [Details]

4.3 Check-In Date(s): [Dates]

5. Employee Comments (Optional)

5.1 Employee comments: [Space for comments]

Signatures

Manager/Reviewer: [Name]
Title: [Title]
Date: [Date]
Signature: ___________________________

Employee Acknowledgment:
I acknowledge that this appraisal has been discussed with me. My signature does not necessarily indicate agreement.

Employee: [Employee Full Name]
Date: [Date]
Signature: ___________________________