Samples of Annual Goals and Comment for Annual Review

Performance review season can exist a daunting period for both management and employees.

I-sided conversations, mixed letters and wordy documents leave both parties feeling like they have the same, stressful conversation each time.

Simply if you take the right approach, quarterly operation reviews are an awesome opportunity to reinforce solid habits, redirect poor traits and drive professional person growth for your employees.

In this post, I'll requite you tips from my own experience every bit an Hr managing director to brand the performance review process a lot more painless, plus performance review examples you can customize at present.

 

Functioning review examples and advice:

• What is a performance review?
• Functioning review examples and templates
• Self performance review examples
• Quarterly performance review examples
• Annual performance review examples
• Simple performance review examples
• What's the purpose of a operation review?
• Useful performance review phrases
• How to write a performance review

What is a functioning review?

A performance review is a regulated assessment in which managers assess an employee's piece of work operation to identify their strengths and weaknesses, offering feedback and aid with goal setting.

The frequency and depth of the review process may vary past visitor based on visitor size and goals of the evaluations.

This quarterly operation review example has sections for both achievements and areas of improvement. Information technology also has a department for core values, as this must be a key functioning indicator at this company. Different companies volition have different measuring sticks for success.

 

Q: Can I customize the performance review templates in this post?

A: Yes, you can! All the templates are easy to edit. Some templates are gratis, some are paid.

Click whatever template and you'll be asked to sign up for free. You'll enter our online editor. Edit the text, apply your make colors, add pages, upload your logo and more. Share a link for complimentary. Upgrade to our Program for Professionals to download in PDF or PowerPoint format and access premium features and templates, such every bit real-time team collaboration and one-click branding.

Performance review examples and templates

To conduct an effective performance review, it's of import to deliver a positive and solution-focused message. This will be less discouraging to the employee.

This performance review example  shows how y'all can offer constructive feedback, while also praising the employee's efforts. The bulk of the sections focus on the employees' achievements and strengths.

Suggested areas of improvement is positioned in the eye, letting managers cushion criticism with praise.

This performance review instance shows how managers tin give constructive feedback to their employees by giving them clear management on what things to continue doing and what actions to take in future.

While Felicia did not encounter her goal, her director acknowledges that the goal was set deliberately high and that 74 pct of the goal still has meaning touch on.

This employee review form also points to specific positive behavior, such as self-education, teamwork and a stiff piece of work ethic.

There are also specific recommendations for improvement, such as putting together a plan to get more printing mentions and scaling her experiments.

 

Another way to exercise a functioning review, or boot off the process, is to use a quadrant. Both the employee and manager can plot where they call back the sometime falls on certain key values and build out discussion points from there.

You tin change "get it done/get it correct" in the employee review template beneath to "upholds core values/contributes to company culture" for example.

 

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Self functioning review examples

In a self operation review, employees assess themselves using the same rubric as their managers would and submit them to Hour and/or their manager prior to their official review meeting.

The benefit of doing cocky-assessments have caused them to become a common part of the employee review throughout many companies.

Self assessments are an encouraging opportunity for employees to share their thoughts about their chore, goals, desired responsibilities and aspects of either their role or environment that they may be struggling with.

Set employees upwardly for success in the self assessment process by giving them a robust employee evaluation form with thoughtful questions.

Annual self evaluation employee review template

This first case is perfect for a thorough almanac review. The targeted questions prompt the employee to reflect on their achievements and shortcomings, while besides rating themselves on specific skill sets required for their job.

 

The to a higher place employee self-assessment case allows for multiple sign-offs, plus a section to list colleagues who can back upwardly the employee'south statements.

Yearly performance self evaluation templates

A yearly functioning self-evaluation isn't just a great chance for employees to assess their past performance.

It's also a way for employees to plan for their professional hereafter as they can run across where their strengths lie and what skills they need to build to movement up in the company. An annual cocky-evaluation tin also build an employee's instance for their compensation review.

This employee self-evaluation form is cleaved into sections that cover all these factors: nearly your job, achievements, goals and professional evolution.

 

This yearly functioning self-evaluation template has space to aggrandize on goals met and alignment with cadre values, likewise as skills they'd like to build in the future:

 

Self-cess employee review forms

Many performance reviews are incredibly detailed. Sometimes, a higher-level overview is all that'due south needed.

Quadrant evaluations, similar the template below, are a great way for employees to practice an assessment and for managers to apace add their own evaluation, without getting into the weeds.

Employees can add what's being evaluated in the easy-to-edit template below (instead of get it done/practise information technology correct). The employee adds an icon where they recall they fall in the quadrant, and the manager does the aforementioned, with room on the final page to further intermission down the evaluation.

Sounds tough? Our real-time collaboration characteristic (office of the Business Program) lets both manager and employee work on the same doc online, leave comments, share private links and more than.

 

The self employee review form below lets the employee write out their chore clarification. That fashion, they can reference their deliverables in the Goals Achieved and Areas of Excellence sections and straight demonstrate their affect on the organization:

 

How Practise I Customize This Template? Click the template, sign up for free and enter the Venngage editor. Click any text box to alter the words or the font. Cull from brand fonts (you lot tin set this), template fonts or from our font library. In that location are plenty of modern options. This article on how to choose fonts tin help y'all decide.

This self performance review example gives employees the chance to reflect on their achievements on a quarterly basis.

This fashion, employees tin demonstrate meeting quarterly goals. Information technology can also give them a hazard to reflect on their strengths and weaknesses and take a chance to act on them before their large annual review:

 

How Do I Customize This Template? Click the template, sign upwards for costless and enter the Venngage editor. Want to change the groundwork colors? Click any section and then select a new color from the color picker tool. You tin choose from a color from the color wheel, 1 of your brand colors (use My Brand Kit to set this up) or pre-set template colors. Or enter a HEX code if you desire to get super specific.

Self-assessments also help enlighten managers of how employees understand their identify within the company's organization and culture.

The information disclosed in self-assessments should serve as a major chemical element of official performance reviews in order to ensure that both a 2-way conversation occurs and that the needs of both parties are beingness met moving forrad.

To make for the well-nigh effective self-assessments, employees should exist certain to consider how their managers' perceptions of their functioning varies from their ain.

With this in mind, the data shared in a self-cess can guide or pivot a manager'due south perception and assessment of an employee's performance.

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Quarterly employee performance review templates

Quarterly reviews are important considering they provide multiple opportunities for employees to receive helpful feedback on how to improve as the yr progresses.

This quarterly performance review example reflects on specific areas of improvement, such equally scaling her experiments and developing content partnerships.

 

How Practice I Customize This Template? Click the template, sign up for costless and enter the Venngage editor. Want to add a text box? Click "Text" in the left-manus navigation bar. Drag the text box you want onto the canvas ("Text" is good for body re-create). So, click the text box and offset typing!

Quarterly reviews from Q1 to Q3 serve as a means of providing specific, deliberate feedback to employees so they know exactly how to ameliorate on their goals and skills.

This enables the concluding, annual evaluation conducted at the end of Q4 to serve as a final assessment that will accept the most weight in determining how the employee will excel into the next twelvemonth, discretionary bonuses, salary increases, etc.

Quarterly reviews offer a documented and tracked record of an employee's progress throughout the year.

This means that each quarter should exist assessed using the aforementioned rubric throughout the entire twelvemonth. This will aid in ensuring an authentic representation of an employee's development is recorded.

That means, if you lot use the below employee review template in Q1, you should also utilize it again in Q2 and Q3:

 

Quarterly employee review template

This quarterly review template is a more condensed version of the instance above.

If you lot'd like to keep your quarterly reviews short and to the point, this template will suffice. Employers can then use the expanded version to a higher place for their almanac review.

 

How Practice I Customize This Template? Click the template, sign up for gratuitous and enter the Venngage editor. Want to modify the text? Click any text box to open up the text toolbar higher up the sheet. From here, change the alignment and size, add bold or italic styling and add numbering or bullet points, too. It behaves just like any other text editor you lot've used before, so it's simple to larn.

Employee self evaluation sample answers

It's likewise important for employees to comment and reflect on their reviews.

They tin can both point out specific milestones that were missed:

• I generated five new leads and, as a result, I exceeded my sales quota by twenty%
• I wrote a web log post based on original research that doubled our organic traffic in June

And also to acknowledge areas of improvement:

• I recognize that I need to form new content partnerships. I plan to practice so in Q3 by putting together a list of 10 potential targets based on by linkbuilding partners and sending a customized pitch e-mail.

 

How Practice I Customize This Template? Click the template, sign up for complimentary and enter the Venngage editor. Desire to add together your logo to the acme of this template? Click the "My Make Kit" tab in the editor. You can import your logo from your website. Drag and driblet information technology onto the canvas. You're done!

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Annual operation review templates

At large organizations, there may not be enough resources in guild to devote the time needed to carry quarterly performance reviews for every employee.

This is also true in the case of a supervisor who has a large number of directly reports working for them whereby time management is their main issue.

In these situations, an annual performance review would work best, particularly if the employees being evaluated are experienced in their line of work and take been with their company for a long fourth dimension.

Almanac employee performance review templates

In this employee review template, staff are evaluated on only iv factors: ability, goals, areas of improvement and core values:

 

How Do I Customize This Template? Click the template, sign upwards for costless and enter the Venngage editor. Change the background rapidly by clicking the "Groundwork" tab in the left-hand navigation bar. Choose from your brand colors or pre-set template colors. Add together a gradient or blueprint, if yous similar. Click "Undo" at whatsoever time to fix a mistake.

Annual evaluations are typically geared towards determining employee raises and discretionary bonuses.

Regular one-on-one meetings betwixt straight reports and managers throughout the form of the year would be a great way to supplement this process.

This annual employee review template can merely include scores (out of 100 etc.) in each box. Or put notes in each section to explain the overall performance score.

 

How Do I Customize This Template? Click the template, sign up for complimentary and enter the Venngage editor. Yous tin motility any element in our templates merely by clicking it and belongings. Drag the text box, column, row, prototype etc. to a new spot. Change the size by grabbing a corner of the bounding box and making it bigger or smaller. Information technology's equally simple as elevate and drop.

This being said, almanac appraisals would need to take a more general approach to evaluating employees providing a summary of their performance over the year.

The following employee review template takes a graphic approach and neatly summarizes overall functioning using a score out of 100 for factors such as adjustability and projection quality:

 

How Practise I Customize This Template? Click the template, sign up for free and enter the Venngage editor. The charts in this template can easily be changed to fit your stats. Click whatever nautical chart and our nautical chart editor volition open up. For case, you could click the bluish donut Aptitude chart and enter the number "60." The chart volition automatically adjust. It'due south that easy.

Employee evaluation examples

Bated from the categories in the template above, there are a number of other factors that employers can utilise to evaluate functioning.

Common functioning review skills:

• Interpersonal skills
• Quality of work
• Communication
• Innovation
• Problem solving
• Adjustability
• Teamwork
• Growth
• Punctuality and omnipresence
• Self-education and learning
• Accountability

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Simple performance review examples

Even if you want to do a basic performance review, you should always include:

1. Elements of the employee's strengths.
2. Areas for which the employee tin can develop.
3. How the employee contributes/could contribute to the company'south core values and culture through functioning and actions.

This performance review mind map shows the basics for setting upward a simple however constructive performance review–from setting specific goals to soliciting employee feedback.

 

A simple functioning review should still reflect the goals of your business's operation review management organization–and this will vary by company.

Information technology'due south of import to empathize the purpose of your cess before determining what information volition be required to assess in order to meet the goal.

For example, some smaller companies may use operation reviews throughout the year to track employees' evolution and growth.

While other, larger companies may use performance reviews to summarize employee performance, help to calculate the priorities of the new year's day, adapt compensation or establish bonus amounts.

An HR checklist can come in handy to streamline the process.

Unproblematic employee review template

Each of these elementary employee review templates are like shooting fish in a barrel to edit in our online editor. Customize the text to friction match your own criteria, add your brand colors, upload your logo, add or delete pages and then share a private link or download in PDF or Powerpoint formats (Concern Program only).

This template uses quadrants to see how employee and manager evaluations friction match. Or simply use it for self-assessments or manager assessments.

 

Simple functioning review template

This more traditional performance review template focuses only on big categories, like meeting goals, areas of excellence and areas of comeback.

 

How Do I Customize This Template? Click the template, sign up for free and enter the Venngage editor. Click the "My Brand Kit" tab to add your brand colors with 1 click (nosotros'll grab them automatically from your website). Or try i of our custom color palettes. Click "Shuffle" to endeavor unlike colour combinations.

Simple employee review form

The beneath form is an even more condensed version of the to a higher place. Apply it for a quarterly review to go on things focused or fifty-fifty for an annual review to assist you and your report stick to the most important points. Change the text to include your ain categories of evaluation.

 

How Practice I Customize This Template? Click the template, sign up for free and enter the Venngage editor. If y'all demand to add new text boxes, open the "Text" tab and elevate a text box onto the canvass. The text box will resize as you lot blazon.

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What's the purpose of a performance review?

At Venngage, our people are at the core of everything we practice as a business organisation–whether it's developing new features on our tool, growing our international reach or meeting customer needs.

With a people-focus within our company, we are passionate about continuous learning and improvement, self-reflection, creating dandy client experiences, owning our jobs, teamwork and making our office feel similar a 2nd home

It should come at no surprise that our leadership team spends a considerable amount of time at the terminate of each quarter conducting performance reviews with each of their directly reports.

 

Here are some things nosotros've learned about how to comport effective performance reviews:

1. Make information technology clear at the beginning of a new hire's employment how and when employees will be evaluated. This should be role of your onboarding procedure and is specially important if you're managing a remote team.
2. Allow employees to ready for their review by completing a self-cess prior to their appraisal, then allow the employee to walk their manager through the reasoning behind their cocky-assessment.
3. Evangelize a positive and solution-focused bulletin (whenever possible), this volition result in a less discouraging message.

 

To make the almost of the actual review conversation with your employee, information technology's important to avoid:

1. Full general, vague feedback; exist specific on which behaviours you desire your employee to continue, terminate and explore.
2. Making it personal; feedback is about actions and behaviour, not the person.
3. Loaded language; focus on asking what and how , not why .  Enquiring why someone acted the way they did is akin to searching for a 'motive' and may come across accusatory.

 

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Useful performance review phrases

Grappling with what to say at your next performance review? Choosing the correct words is important to make the review as constructive and effective as possible, not to mention motivating for your employee. Here's a list of constructive performance review phrases for managers and reports.

Performance appraisal comments for managers:

• She replies to calls, emails and instant messages in a timely way (inside 24 hours etc.)
• He has a talent for thinking exterior the box
• She tends to be risk-adverse and prefers traditional approaches to creative ones
• She maintains a culture of transparency in her team and encourages noesis-sharing beyond all teams in the department.
• He consistently gives reports the training and resources needed to see their goals
• He is biased and openly favors some employees over others on his team
• She is skillful in communicating hard decisions and messages to her team
• She creates chaos and miscommunication in her team past consistently communicating unlike messages to different reports
• You embody a "win together lose together" philosophy
• Your ability to reflect, plan and act is the primal to your excellent operation
• He uses his seniority to try to dominate and/or intimidate reports
• He excels when working solitary simply has trouble working collaboratively with a team
• He consistently meets his deadlines and prioritizes top goal work
• She consistently focuses on lower-value work instead of loftier-lever activities.

Operation review phrases for employees:

• Tin can you tell me more about what you mean?
• I want to exist certain I empathise (your expectations)
• Let me requite yous a fiddling more context here
• What would it look like if I was performing at a top level?
• What would I need to exercise to score college on this?
• Let's discuss my goals and priorities for the the next quarter/year.
• Is there a way to get more frequent feedback most my operation between evaluations?
• How will I know if I'one thousand on rail between evaluations?

How to write a performance review

Having an employee-friendly performance review process can not only make or break the development of your employees but besides disrupt the relationship between managers and their reports.

Beyond creating a robust operation review strategy and performance review form, managers must also consider their delivery of the appraisals. Communicating a performance review finer is the final touch to executing a effective, celebratory and effective review process.

 

When creating an constructive assessment, it's of import to include the following:

1. Calculate an overall rating for the employee; although a manager will be highlighting both the strengths and weaknesses of an employee'southward behaviour, information technology will aide the employee'due south morale to communicate how the employee averaged on this rating calibration.
2. Ensure the employees are engaged in their own reviews; thus, be sure to include the employees' goals and developments toward reaching such goals in the assessments
3. Gloat employees improvements; highlighting an employees' developments are a powerful way to impact employee date and boost overall team performance
4. Visitor culture and values; dedicate a section of the assessment to evaluate how employees marshal with the company'due south core values thus contributing to a positive visitor civilisation

 

Based on my interest on building out our own constructive functioning review process at Venngage, I suggest taking the following steps into consideration when constructing a performance review:

1. Set expectations early

Early in an employee'southward career with a visitor, managers should communicate the details of their review process including the expectations. It should be included in your employee handbook, for example.

In this manner, managers set up and communicate clear expectations of the key job functions and competencies of the role when an employee joins the company. The information presented in performance reviews should align with this define as well as use familiar language and terms. This strategy will work to eliminate any potential confusion or surprises for both parties.

2. Don't make it personal

Feedback is near actions and behaviour, not the person.

When writing a performance review, it helps to take a look at the consequence(southward) y'all've included and ensure that they apply to deportment and behaviour of the employee rather than the personal attributes of said employee.

This will also help to regulate the information mentioned in the review, to guarantee it is relevant and appropriate information.

3. Beware of biases and limitations

While there may be a general 'right' manner of doing things, there are ofttimes multiple — and equally good — means to achieve the aforementioned terminate goal.

Please ensure your review is not biased or limited in favour of your personal work style and behavior. Try to consider the diverse aspects of the employees role and experience that may impact their decision to pursue alternative methods or working habits. Exist empathetic towards these factors when writing your review.

4. Be specific

The information presented in the review should be task-focused, clear and to the point.

General comments volition leave an employee feeling dislocated and in the dark as to what attribute of their piece of work needs to exist corrected or how they can pursue improvements.

Failing to exist direct in your messaging will bear on the fashion your bulletin is received and create further confusion near what the expectations are. Managers should be specific on what behaviours of their employees that they are celebrating and what deportment require improvements.

4. Offer guidance

Managers play a disquisitional role in understanding the career goals of their employees and crafting evolution opportunities to help their reports achieve their goals.

Information technology is of import as a manager to offer your advice and expertise to your employees to help further their development.

If, as a event of the feedback given, the employee (or yourself) may feel as though they need additional training, consider the benefit of workshops, mentoring or coaching.

Be sure to utilize operation reviews as a way to guide employees whether information technology is toward farther greatness or for areas requiring some improvement.

5. Follow upwards

Follow up in writing and check in continuously to ensure improvement.

Both managers and employees should receive a re-create of the review to refer back to moving forward.

Whether reviews are scheduled annually or quarterly, they should be a continuous topic of discussion for both managers and employees. When writing a review, ensure that the review is clear and specific. Being mindful of this will help to ensure the employee can easily refer dorsum to the grade on their ain afterward the meeting.

 

Takeaway: Create a performance review strategy earlier writing an employee'south review

Having an employee friendly performance review process can not but brand or break the development of your employees and simply as well disrupt the relationship betwixt managers and their reports.

That'due south why it's crucial to create a robust performance review strategy and employee evaluation form before implementation to ensure the process is both constructive, celebratory and effective. This will even help you in the time to come if you choose to write a letter of the alphabet of recommendation for the employee as y'all'll have all his performance reviews to reference.

Past considering the 6 steps above when writing a operation review, you'll have completed the final step in executing an employee-friendly review procedure.

The satisfaction gained from an increase in employee appointment and people power will make the effort expended on administering performance reviews entirely worthwhile, and ensure you have more than constructive reviews moving forwards.

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