[Quickstart Best used as part of a structured, performance feedback gathering process (a.k.a. "Performance Reviews"]

Performance Review Templates

Here are some sample performance review templates for self (your own work), upward (feedback you write for your manager), downward (feedback you as a manager write for your team members), and peer (feedback written for others in the organization). These can be customized to reflect company values or role levels and ladders.

Self Review Template

Self reflection and feedback for yourself

Major Accomplishments: Over the review cycle, what major projects / work did you do, and what were the results of the work? Focus on the top 3-5 areas.

Strengths & Areas of Impact: What are key strengths and ways these strengths were used to make clear impact?

Areas for Development: What are key areas of improvement / things that may have held you back from accomplishing more?

Upward Review Template

Feedback for your manager

Manager Support: Over the review cycle, how did your manager support you in achieving you and your team's goals?

Strengths & Areas of Impact: What are key strengths and ways these strengths were used to make clear impact?

Areas for Development: What are key areas of improvement for your manager when it comes to supporting you or increasing the impact of your team?

Peer Review Template

Feedback for someone you've worked with, either on your team or as a cross-functional collaborator

Working Together: How did you two work together during the past review cycle—both the specific projects and types of collaboration.

Strengths & Areas of Impact: What are key strengths and ways these strengths were used to make clear impact?

Areas for Development: What are key areas of improvement / things that may have held this person back from accomplishing more?

Downward Review Template

Feedback for a team member you support, based on feedback you've gathered from their peers. It’s great to include applicable direct quotes from peers to support your points.

Major Accomplishments: Over the review cycle, what major projects / work was done, what were the results of the work? Focus on the top 3-5 areas.

Strengths & Areas of Impact: What are key strengths and ways these strengths were used to make clear impact? How did this person exceed your expectations?

Areas for Development: What are key areas of improvement / things that may have held this person back from accomplishing more? Where did this person not meet expectations?

Looking Ahead: Taking in the above, what should this person keep in mind for the next review period? What will you work on together and how will this person be evaluated next time?

Questions & Feedback?

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