Performance Review Template Examples for Managers

Performance reviews are a vital part of career development and employee engagement. They provide managers with the opportunity to assess performance, set goals, and foster communication. Below are three practical examples of performance review templates tailored for managers, designed to enhance clarity and effectiveness in conducting evaluations.

1. Goal-Oriented Performance Review Template

Context

This template is ideal for managers who want to focus on specific goals and outcomes during the review process. It encourages employees to reflect on their achievements relative to set objectives.

The performance review is conducted quarterly, allowing managers and employees to stay aligned on goals throughout the year.

Example

• Employee Name: John Doe
• Position: Sales Associate
• Review Period: Q1 2023

Key Performance Indicators (KPIs):

• Sales Targets: $100,000
• Customer Satisfaction Rating: 90%

Performance Summary:

• Achieved $120,000 in sales, exceeding the target by 20%.
• Maintained a customer satisfaction rating of 92%.

Goals for Next Quarter:

• Increase sales by an additional 15%
• Implement a new customer feedback system to improve service.

Notes

This template can be modified to include additional KPIs relevant to different roles within the organization. It is beneficial to have a discussion about how individual goals align with broader company objectives.

2. 360-Degree Feedback Performance Review Template

Context

This template is suitable for organizations that value comprehensive feedback from various sources, including peers, subordinates, and self-assessment. It fosters a well-rounded view of employee performance.

The review is conducted annually, allowing ample time for feedback collection from multiple stakeholders.

Example

• Employee Name: Sarah Smith
• Position: Project Manager
• Review Period: 2022

Self-Assessment:

• I successfully led three major projects and improved team collaboration.

Peer Feedback:

• Sarah communicates effectively and keeps the team motivated.

Manager Feedback:

• Demonstrates strong leadership skills and consistently meets project deadlines.

Areas for Improvement:

• Need to enhance delegation skills to empower team members further.

Development Plan:

• Attend a leadership workshop focused on delegation strategies.

Notes

Consider using an online platform to streamline the feedback collection process. Ensure anonymity to encourage honest and constructive feedback.

3. Competency-Based Performance Review Template

Context

This template is designed for organizations that emphasize specific competencies or skills as part of their performance evaluation. It is particularly useful in industries where technical skills are crucial.

The review can occur biannually, allowing managers to assess competency development over time.

Example

• Employee Name: Mike Johnson
• Position: Software Engineer
• Review Period: 2023

Competencies Evaluated:

• Technical Knowledge
• Problem-Solving Skills
• Team Collaboration

Rating Scale:
1 - Needs Improvement
2 - Meets Expectations
3 - Exceeds Expectations

• Technical Knowledge: 3
• Problem-Solving Skills: 2
• Team Collaboration: 2

Summary of Performance:

• Mike demonstrates exceptional technical knowledge but needs to enhance his problem-solving approach under pressure and collaborate more effectively with team members.

Action Items:

• Participate in a problem-solving workshop
• Engage in team-building activities to improve collaboration.

Notes

This template can be customized by adding specific competencies relevant to different roles within the organization. Incorporating peer feedback can also provide additional insights into an employee’s competencies.

By utilizing these examples of performance review templates for managers, organizations can enhance the effectiveness of their performance evaluation processes, ultimately contributing to employee growth and development.