Performance review templates for managers and employees

For managers: write fair reviews faster

Most review templates are a blank HR form. The Manager's Performance Review Kit is for the person doing the writing. It follows four steps for each person on your team: gather the evidence, write the review, hold the conversation, and follow up.

The Evidence Log and Review Prep page collect what actually happened during the year, so the review isn't built from the last two weeks. The Review Writing Worksheet walks you through the summary, results, strengths and growth areas, each with an example. When you get stuck on wording, the two-page Phrase Bank has more than 90 lines: fill-in-the-blank sentences across 8 skill areas, lines for each rating level, and "instead of... write..." swaps that turn vague words into evidence.

• Team Review Tracker so nobody slips through
• Rating Summary with a bias check, so ratings stay consistent across the team
• Conversation Plan with a 45-minute agenda and how to answer pushback
• Tough Conversation Planner for performance problems
• Development Plan and 30-60-90 day check-ins

For employees: a self-assessment you can stand behind

The Year-End Work Review Kit is for the person being reviewed. In three sittings of about 45 minutes you look back on the year, write your self-assessment, and plan the next one. It includes a Wins & Brag Log, sentence starters for the questions most review forms ask, a STAR Story Builder, and a Review Meeting Prep page for your ask: a promotion, a raise, new scope or training.

If you want help with the writing itself, read how to write a self-evaluation, with example answers.

Doing both this year?

Many managers are reviewed while they review their team. The Performance Review Bundle has both kits for less than buying them separately. New to managing? The New Manager Toolkit adds 1:1 agendas, meeting notes, team goals and a task tracker to the review kit.