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Performance Appraisal Template

Review performance consistently and document goals and development actions with this Performance Appraisal Template.

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Performance Appraisal Template

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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: ___________________________

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Easy-to-understand jargon

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Learn more about

Performance Appraisal Template

Click below for detailed info on the template.
For quick answers, scroll below to see the FAQ.

Click below for detailed info on the template.
For quick answers, scroll below to see the FAQ.

PERFORMANCE APPRAISAL TEMPLATE FAQ


What is a performance appraisal?

A Performance Appraisal is a structured evaluation of an employee’s job performance over a defined period. It documents achievements, strengths, improvement areas, and goals. It also supports consistent feedback, compensation decisions, promotions, and professional development.


How often should performance appraisals be done?

Many organizations do them annually or semi-annually, with informal check-ins more frequently. The right schedule depends on company size, role type, and policy. This template works for annual, quarterly, or probationary reviews.


What should be included in a performance appraisal?

Common elements include: review period, job responsibilities, goal progress, competency ratings, manager comments, employee self-assessment, development plan, and an acknowledgment signature. This template includes a flexible rating scale and a clear action plan.


How do you keep the appraisal fair and useful?

Use specific examples, tie feedback to measurable outcomes, and focus on behaviors and results rather than personal traits. Set clear goals with timelines and offer support (training, coaching). This template includes space for examples and follow-up dates.


Should the employee sign the appraisal?

Usually yes, to acknowledge receipt (not necessarily agreement). This template includes an employee comments section and an acknowledgment statement.


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