[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]
[Responsibility #1]
[Responsibility #2]
[Responsibility #3]
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]
[Achievement #1]
[Achievement #2]
2.3 Areas for Improvement:
-
[Improvement area #1]
-
[Improvement area #2]
[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]
Training/coaching: [Details]
Tools/resources needed: [Details]
Support from manager: [Details]
4.3 Check-In Date(s): [Dates]
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: ___________________________