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HR / PEOPLE OPERATIONS TEMPLATE

Performance Review Template

Performance review: accomplishments, goals, strengths, growth areas, and next period goals.

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What's inside

Field

Details

Employee

Role

Manager

Review Period

Date

Overall Rating

Meets Expectations

Accomplishments

What did this person achieve during the review period? Be specific — tie accomplishments to impact, not just activity.

Accomplishment

Impact

What they delivered

Why it mattered — to the team, the product, or the business

Goals Review

Goal (from last review)

Result

Rating

Goal that was set

What actually happened

Met

Partially Met

Not Met

Strengths

What does this person do best? Name the 2-3 things they should keep doing and lean into.

  • Strength — specific example

  • Strength — specific example

Growth Areas

Where should they focus to get to the next level? Be honest and specific — vague feedback helps nobody.

Area

Current State

What Good Looks Like

Support Needed

Specific skill or behavior

Where they are today

What the next level looks like

Training, mentorship, stretch project

Goals for Next Period

Goal

Metric / Deliverable

Timeline

What they should accomplish

How we'll know it's done

By when

Employee's Perspective

Space for the employee to share their own view. What are they proud of? What do they want to work on? What support do they need?

Compensation & Leveling

Item

Current

Proposed

Effective Date

Title / Level

Base salary

Equity / bonus

Delete this section if compensation changes are handled in a separate process.

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