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Find the Perfect Employee Performance Review Template
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Find the Perfect Employee Performance Review Template

Productivity
Productivity

Discover the best employee performance review templates to streamline your evaluation process and boost workplace productivity.

Anastasia Muha
December 21, 2024
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5 min read
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The employee performance review season is near, which means you need all the help you can get to create a seamless process. 

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Finding the right performance review templates can streamline your review process, ensure consistency, and help you provide valuable feedback that encourages growth and development. 

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In this article, we provide various options to help you find a template that fits your team's needs, helping you conduct effective reviews that boost morale and productivity. 

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What Is an Employee Performance Review? 

An employee performance review is a regular meeting where managers assess how well their team performs work duties. It's a time to discuss achievements, areas for improvement, and set new goals. 

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Additionally, it’s a perfect opportunity to explore employees’ career aspirations to help them progress and make them feel valued in their roles. 

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How Does a Performance Review Template Work?

A performance review template, also called a performance appraisal template, is essentially a structured form that you can use to assess employee performance. 

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It comes with set sections that guide you through evaluating different parts of an employee's job performance, such as their responsibilities, goals, strengths, and areas that require improvement, right down to their overall performance rating.

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These templates often include spots for comments, constructive feedback, and setting future objectives. Using a template like this streamlines the review process and helps maintain fairness and consistency in how you evaluate employees.

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What to Include (and Avoid) in an Employee Performance Review Template

Interestingly, a Harvard Business Review study highlighted that only 15% of women and 24% of men managers have confidence in their performance evaluation processes, often viewing them as subjective and unclear.

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That’s why you should include relevant evaluation criteria in your performance review templates, such as:

  • Self-evaluation
  • Quality of work
  • Work ethic
  • Accomplishments
  • Other key performance indicators

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Steer clear of vague language that can cause misunderstandings, overly complicated metrics that can overwhelm, personal biases that skew objectivity, and vague targets that aren’t measurable. 

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This way, you can craft a performance review template that’s both fair and effective, benefiting everyone involved. However, to ensure full transparency, you may need more than a template. 

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Consider trying a meeting automation platform like MeetGeek. Essentially, MeetGeek automatically joins, records, transcribes, summarizes, and analyzes your meetings. 

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If something was left unsaid or simply fell through the cracks, you can go back and rewatch the exact segment of the meeting you need to double-check. This way, you can remove any bias and ensure foolproof employee performance reports.

Here’s how MeetGeek improves your performance review process:

  • Automatic recording and transcription: MeetGeek records every detail of performance review meetings in over 30 languages, so you can fully document the process without filling in templates.
  • AI analytics: MeetGeek uses advanced machine learning to analyze performance reviews, providing deep insights, behavioral trends, and sentiment analysis to help you measure your performance.
  • Targeted help: Use the recorded data and detailed transcripts to pinpoint specific areas where your team needs extra help, so you can provide targeted training.
  • Seamless integration: MeetGeek syncs effortlessly with collaboration tools like Slack, Trello, or Notion, ensuring that your database stays updated.
  • Collaborative workspace: The platform enables team members to access and collaborate on meeting notes, so performance reviews are a two-way process.
  • Mobile functionality: MeetGeek’s mobile app makes it simple to record, transcribe, and summarize performance reviews that happen offline, in the office, as well.Centralized repository: Keep all your meeting-related documents and insights in one secure place, so you can easily retrieve them as needed.
  • Customizable meeting templates: MeetGeek’s customizable templates ensure that your reviews are customized to your preferred format.

15 Free Performance Review Templates

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#1. Annual Performance Reviews Template

Employee Information Name:
Position:
Department:
Review Period:
Reviewer:
Performance Rating Scale 1 - Needs Improvement
2 - Meets Expectations
3 - Exceeds Expectations
4 - Outstanding
I. Hard Skills Assessment Technical Proficiency:
Evaluate the employee's skill level in job-specific technologies or processes.
Rating:
Comments:

Quality of Work:
Assess accuracy, thoroughness, and neatness of work performed.
Rating:
Comments:

Problem Solving and Innovation:
Ability to identify problems and suggest practical solutions. Consider creativity and innovation in approaching tasks.
Rating:
Comments:

Productivity:
Assess the volume of work produced in relation to the time it takes to complete.
Rating:
Comments:
II. Soft Skills Assessment Communication Skills:
Effectiveness in all forms of communication, including written, oral, and non-verbal.
Rating:
Comments:

Teamwork and Collaboration:
Ability to work effectively within a team setting. Consider how well the employee supports and works with others.
Rating:
Comments:

Adaptability:
Evaluate the employee’s response to change and ability to manage multiple tasks.
Rating:
Comments:

Leadership and Initiative:
For applicable roles, assess leadership potential or demonstrated leadership. Evaluate the ability to take charge and manage resources.
Rating:
Comments:
III. Achievement Review Goals Review:
List goals established in the previous review period and evaluate progress.
Goals Status:
Comments:

New Accomplishments:
Highlight any new achievements since the last review.
Details:
Comments:
IV. Professional Development Training Undertaken:
List any training sessions or courses the employee has completed during the period.
Details:
Comments:

Future Skills Development:
Identify skills and knowledge areas for future development.
Skills to Develop:
Plan:
V. Overall Performance Summary:
Provide a comprehensive overview of the employee’s overall performance.
Final Rating:
VI. Feedback and Employee Input Feedback from Reviewer: Provide constructive feedback and suggestions for future improvement.
Employee Comments: Space for the employee to add comments or feedback regarding the review or their personal goals.
VII. Goals for the Next Review Period Objectives: Define clear, measurable goals for the employee to achieve before the next review.

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#2. Mid-year Performance Review Template

Employee Information Name:
Position:
Department:
Review Period:
Reviewer:
Performance Rating Scale: 1 - Needs Improvement
2 - Meets Expectations
3 - Exceeds Expectations
4 - Outstanding
I. Review of Goals and Objectives Annual Goals: List the major goals set at the beginning of the year.
Progress Toward Goals: Assess the progress made towards each goal.
II. Core Performance Areas Quality of Work
Productivity
Knowledge and Skills
III. Competency Assessment Communication
Collaboration and Teamwork
Problem-solving
Adaptability
IV. Soft Skills Development Leadership Qualities
Initiative
V. Areas for Improvement Development Needs
VI. Feedback and Discussions Reviewer’s Feedback
Employee’s Input
VII. Goals for the Remainder of the Year Short-term Goals: Set actionable and measurable goals for the remainder of the year.

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#3. Quarterly Performance Review Template

Employee Information Name:
Position:
Department:
Review Period:
Reviewer:
Performance Rating Scale: 1 - Needs Improvement
2 - Meets Expectations
3 - Exceeds Expectations
4 - Outstanding
I. Review of Goals and Objectives Annual Goals
Progress Toward Goals
II. Core Performance Areas Quality of Work
Productivity
Knowledge and Skills
III. Competency Assessment Communication
Collaboration and Teamwork
Problem-solving
Adaptability
IV. Soft Skills Development Leadership Qualities
Initiative
V. Areas for Improvement Development Needs
VI. Feedback and Discussions Reviewer’s Feedback
Employee’s Input
VII. Goals for the Remainder of the Year Short-term Goals: Set actionable and measurable goals for the remainder of the year.

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#4. Monthly Performance Review Template

Employee Information Name:
Position:
Department:
Review Period:
Reviewer:
Performance Rating System 1 - Needs Improvement
2 - Meets Expectations
3 - Exceeds Expectations
4 - Outstanding
I. Review of Last Month's Objectives Objectives Set for the Previous Month
Progress and Achievements
II. Skills Assessment Core Job Skills
Adaptability
III. Work Quality and Productivity Quality of Work
Productivity
IV. Communication and Collaboration Communication
Team Collaboration
V. Professionalism and Reliability Professionalism
Reliability
VI. Employee Insights and Feedback Employee’s Self-Assessment
Additional Feedback
VII. Goals for Next Month Objectives for Coming Month

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#5. 30-60-90 Performance Review Template

Employee Information Name:
Position:
Department:
Review Period:
Reviewer:
Performance Rating Scale Performance Rating Scale:

1 - Needs Improvement: Performance consistently falls below job requirements.
2 - Meets Expectations: Performance meets job requirements.
3 - Exceeds Expectations: Performance consistently surpasses job requirements.
I. First 30 Days: Onboarding and Integration Orientation & Training Completion: List completed orientation and training sessions.
Understanding of Company Policies and Procedures: Assess understanding and adherence to company standards and practices.
Initial Assignments and Tasks: Evaluate the completion of initial tasks and projects.
Goals for the Next 30 Days: Set specific goals for the next phase of employment.
II. Days 31-60: Skill Development and Contribution Skill Application: Assess how well the employee applies new skills and training to tasks.
Job Competency: Evaluate proficiency in job-specific skills and responsibilities.
Productivity: Review the volume and quality of work produced.
Feedback and Adaptability: Rate responsiveness to feedback and ability to adapt to new challenges.
Goals for the Next 30 Days: Outline goals for increasing responsibility and deeper project involvement.
III. Days 61-90: Performance and Independence Performance in Core Responsibilities: Assess performance in key areas of responsibility.
Independence and Initiative: Evaluate the ability to work independently and show initiative.
Collaboration and Teamwork: Review effectiveness in teamwork and collaboration with colleagues.
Alignment with Company Culture: Assess how well the employee aligns with company values and culture.
Long-term Goals and Objectives: Discuss and set long-term goals related to the employee’s role and career path.

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#6. Self-Evaluation Review Template

Employee Information Name:
Position:
Department:
Review Period:
Supervisor:
Instructions: Please respond thoughtfully to the questions in this employee self-evaluation form, reflecting on your performance over the review period. Use specific examples where possible to illustrate your points.
1. Accomplishments Describe the key accomplishments you have achieved during this review period.

How do these achievements align with the team’s objectives and company goals?
2. Job Performance Evaluate your performance in your core job responsibilities.


What tasks and duties have you handled well?


Where do you see opportunities for improvement?
3. Skills and Professional Development What new skills have you acquired or improved upon during this period?


Discuss any training sessions, courses, or workshops you have attended.

How have these contributed to your professional growth?
4. Challenges: Describe significant challenges you encountered and how you addressed them.

What have you learned from these challenges?
5. Goals Reflect on the progress towards the goals set in your last review.

Set specific goals for the next review period. Include both performance-related and developmental goals.
6. Support Needed What support or resources do you need from your manager or the company to achieve your goals or improve your performance?
7. Additional Comments Provide any additional comments or insights regarding your job satisfaction, work environment, or relationships with colleagues.
Feedback for Management What feedback do you have for management that could help improve your work experience or team dynamics?

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#7. Peer Review Template

Reviewer Information Name:
Position:
Department:
Reviewee Information: Name of Peer Being Reviewed:
Position:
Department:
Instructions: Please use this employee evaluation form to provide honest and respectful feedback on the peer you are reviewing. Your insights are valuable for helping your colleague understand how their work is perceived within the team and identifying areas for growth.
1. General Performance How would you describe the reviewee’s overall performance?
Can you provide examples of any particular successes or achievements?
2. Collaboration and Teamwork How effectively does the reviewee work with others?
Describe their ability to contribute to team goals.
Are there instances where they demonstrated exceptional team support?
3. Communication Evaluate the reviewee’s communication skills.
How clearly do they share and receive information?
Comment on their ability to engage in open and constructive dialogue.
4. Reliability How dependable is the reviewee in completing tasks?
Are they consistent in meeting deadlines and project commitments?
5. Professionalism Describe the level of professionalism the reviewee exhibits in the workplace.
Include observations regarding their punctuality, work ethic, and demeanor.
6. Areas for Improvement What areas can the reviewee improve upon based on your observations?
Offer constructive feedback that could help them grow professionally.
7. Strengths What are the reviewee’s key strengths?
How do these strengths contribute to the team’s success?
8. Additional Comments Provide any additional feedback that you think might be helpful for the reviewee’s professional development.

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#8. Team Performance Review Template

Team Information Team Name:
Department:
Review Period:
Team Leader Information Name:
Position:
1. Achievement of Objectives What were the main objectives for the team during this period?
To what extent were these objectives achieved?
Provide specific examples of key accomplishments.
2. Collaboration and Interaction How well does the team work together?
Discuss any collaborative initiatives or projects undertaken.
Are there any issues in team dynamics that need to be addressed?
3. Innovation and Problem Solving How effectively does the team address challenges and implement solutions?
Provide examples of innovative approaches or problem-solving skills demonstrated by the team.
4. Communication Evaluate the communication within the team.
Are there effective channels and practices in place for sharing information and feedback?
5. Skills and Development Assess the skill levels across the team.
Identify any areas where additional training or development is required.
6. Leadership and Management How effective is the leadership provided to the team?
Comment on the support and guidance offered by team leaders.
7. Efficiency and Productivity How efficiently does the team use resources and manage time?
Are there any processes that could be optimized to enhance productivity?
8. Customer/Client Feedback (if applicable) What has been the feedback from customers or clients regarding the team’s performance?
How does this feedback reflect on the team’s effectiveness in meeting external expectations?
9. Recommendations for Future Improvement What are the key areas for improvement?
Provide recommendations for actions or changes to better achieve team goals.
10. Additional Comments Provide any additional observations or insights that could help you understand the team's dynamics and performance.

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#9. Simple Performance Review Template

Employee Information Employee Name:
Job Title:
Department:
Review Period:
Reviewer (Supervisor/Manager):
Performance Rating Scale: 1 - Needs Improvement
2 - Meets Expectations
3 - Exceeds Expectations
4 - Outstanding
1. Performance Evaluation Quality of Work
Productivity
Knowledge of Job
2. Skills Assessment Communication Skills
Teamwork and Collaboration
Problem-Solving Skills:
3. Achievements List key achievements during the review period
4. Goals for the Next Review Period Set specific goals for the employee to achieve by the next review
5. Overall Performance Comments
6. Feedback and Recommendations Provide feedback on areas of improvement and any recommendations for professional development.

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#10. Goal Setting Review Template

Employee Information Employee Name:
Job Title:
Department:
Review Period:
Reviewer (Supervisor/Manager):
1. Review of Previous Goals Previous Goals:
Outcome (Achieved/In Progress/Not Achieved):
Comments on Performance:
Learnings and Insights:
2. Setting New Goals Short-term Goals:
Objective:
Expected Outcome:
Action Plan:
Timeline:
Comments:
Long-term Goals:
Objective:
Expected Outcome:
Action Plan:
Timeline:
Comments:
3. Skills and Resources Required List the skills and resources needed to achieve the above goals:
Plan for Development/Acquisition of Resources:
4. Potential Challenges and Mitigation Strategies Identify potential challenges that could impede goal achievement:
Strategies to overcome these challenges:
5. Progress Tracking and Review Schedule Milestones:
Dates for Review/Check-in:
6. Manager’s Support How can the manager or team support the achievement of these goals?
Additional Comments or Recommendations:
7. Employee's Commitment Employee's Acknowledgment of Goals:
Comments

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#11. 360 Performance Review Template

Employee Information Employee Name
Job Title
Department
Review Period
Date of Review
1. Feedback from Supervisor(s) Overall Performance Rating
Strengths
Areas for Improvement
Specific Comments or Examples
2. Feedback from Peers Collaboration and Teamwork
Communication Skills
Reliability
Specific Comments or Examples
3. Feedback from Subordinates Leadership and Guidance
Support for Team Development
Fairness in Management
Specific Comments or Examples
4. Self-Assessment Self-Rated Performance
Accomplishments and Milestones
Personal Growth and Learning
Areas for Self-Improvement
Goals for the Next Review Period
5. Summary of Performance Consolidated Performance Rating
Key Strengths Noted by All Reviewers
Common Areas for Improvement
Professional Development Recommendations
6. Action Plan Steps for Improvement
Resources Needed
Timeline for Review and Check-ins
7. Reviewer's Sign-off Supervisor's Signature
Date
Employee's Signature (acknowledgment of feedback)
Date

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#12. Manager Review Template

Manager Information Name:
Job Title:
Department:
Review Period:
Date of Review:
1. Leadership and Vision Ability to Inspire and Motivate Others
Clarity in Communicating Vision and Goals
Comments on Leadership Style
Examples of Leadership Impact
2. Team Management and Development Effectiveness in Team Building and Maintenance
Skill in Developing Others (Coaching and Mentoring):
Handling of Team Dynamics and Conflict Resolution:
Comments on Management Effectiveness:
3. Performance Management Ability to Set Clear Objectives and Expectations
Consistency and Fairness in Performance Evaluation
Feedback and Recognition Given to Team Members
Comments on Goal Achievement
4. Decision-Making and Problem-Solving Skill in Identifying Issues and Making Informed Decisions
Effectiveness in Developing Solutions and Strategies
Ability to Adapt to Changing Circumstances
Examples of Critical Decisions Made
5. Communication Skills Clarity and Effectiveness of Written and Verbal Communication
Openness and Accessibility to Team Members
Effectiveness in Cross-Departmental Communication
Comments on Communication Style
6. Self-Assessment Manager’s Own Rating of Their Performance
Self-Identified Strengths
Areas for Personal Improvement
Professional Development Goals
7. Overall Performance Summarize the Manager's Overall Performance
Recommendations for Future Development
8. Reviewer's Comments and Sign-off Supervisor’s Additional Comments:
Supervisor's Signature:
Date:
Manager's Signature (acknowledgment of feedback):
Date:

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PRO TIP: As a manager, you must consistently analyze and improve your managing style. If you want to learn more about your effectiveness, communication patterns, and how well you engage your team, MeetGeek can help. Our meeting automation platform records and analyzes your meetings to provide the conversation insights you need, such as:

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  • Agenda follow-through: MeetGeek compares the defined meeting agenda with what was actually discussed. For example, it helps you understand how well the structure of your performance review was followed.
  • Main themes: Access a list of the main themes discussed during the call.
  • Speaker distribution: Gain better insights into participant engagement with a segmented view of participation by speaker.
  • Quick improvement tips: MeetGeek highlights the top two things you can improve and the top two things you did best in every meeting, helping you improve from one performance review to the next.

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Plus, you can customize the KPIs to your liking, so you can focus on what’s the most relevant to you and your team.

Ensure an effective performance management with MeetGeek's comprehensive analytics and customizable KPIs

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#13. Customer Service Performance Review Template

Employee Information Name:
Job Title:
Department:
Review Period:
Date of Review:
1. Customer Interaction Skills Ability to Communicate Clearly and Effectively
Professionalism and Tone in Interactions:
Response Time to Customer Inquiries:
Comments on Interaction Skills:
2. Problem-Solving and Resolution Effectiveness in Resolving Customer Issues:
Ability to Think Creatively and Provide Solutions:
Skill in Escalating Issues When Necessary:
Examples of Problems Resolved:
3. Knowledge and Expertise Understanding of Product/Service Offerings:
Ability to Educate Customers on Product Features:
Continual Learning and Skill Development:
Comments on Knowledge Level:
4. Teamwork and Cooperation Collaboration with Team Members:
Contribution to Team Goals:
Supportiveness and Sharing of Best Practices:
Feedback from Team Members:
5. Customer Feedback and Satisfaction Customer Reviews and Ratings:
Consistency in Meeting Customer Satisfaction Goals:
Handling of Repeat Customers:
Comments on Customer Feedback:
6. Performance Metrics (Quantitative Data) Number of Calls/Emails Handled:
Average Handle Time:
Customer Satisfaction Score (CSAT):
Net Promoter Score (NPS):
Other Relevant Metrics:
7. Self-Assessment Employee’s Own Rating of Their Performance:
Self-Identified Strengths:
Areas for Personal Improvement:
Professional Development Goals:
8. Overall Performance: Summarize the Employee's Overall Performance:
Recommendations for Future Development:
9. Reviewer's Comments and Sign-off Supervisor’s Additional Comments:
Supervisor's Signature:
Date:
Employee's Signature (acknowledgment of feedback):
Date:

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#14. Professional Development Review Template

Employee Information Name:
Position:
Department:
Review Period:
Reviewer:
1. Review of Past Development Goals Goals Set at Last Review
Progress Made
Challenges Faced
Support Needed
2. Skills Assessment Technical Skills
Soft Skills (Communication, Leadership, etc.)
Professional Certifications Obtained
Training Sessions Attended
3. Contribution to Organizational Goals Alignment of Professional Development with Organizational Objectives
Impact on Team and Department
Innovation and Initiative
4. Feedback from Colleagues and Managers Peer Reviews
Managerial Observations
Client/Customer Feedback (if applicable)
5. Future Development Goals Short-Term Goals (Next 6 Months)
Long-Term Goals (Next 1-3 Years)
Skills to Develop
Planned Training or Certifications
6. Resources Required Training Programs
Time Allocation for Learning
Budget for Professional Development
7. Employee’s Feedback Professional Aspirations
Feedback on Past Development Opportunities
Suggestions for Future Development Activities
8. Action Plan Steps to Achieve Short-Term Goals
Plans for Long-Term Development
Scheduled Check-Ins to Monitor Progress
9. Reviewer's Comments and Sign-off Supervisor’s Final Comments
Supervisor's Signature:
Date:
Employee's Signature (acknowledgment of the review and plans):
Date:

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#15. Excelling Feedback Review Template

Employee Information Name:
Job Title:
Department:
Review Period:
Date of Review:
1. Key Achievements List of Major Accomplishments: Describe significant achievements during the review period and their impact on the team and organization.

Project Highlights: Detail key projects and the employee’s contributions that led to successful outcomes.
2. Strengths in Performance Technical Skills
Soft Skills
3. Initiative and Innovation Examples of Proactivity
Innovative Solutions
4. Team Impact and Collaboration Team Contributions
Collaborative Efforts
5. Client and Customer Feedback Include direct quotes or summarized client or customer feedback highlighting the employee’s effectiveness.
6. Leadership and Mentorship Mentorship Roles
Leadership Contributions
7. Growth and Development Recommendations Future Opportunities
Support Needed
8. Summary and Reviewer’s Comments Overall Performance Rating
Reviewer’s Additional Comments
9. Employee’s Feedback Response to Feedback
Suggestions for Improvement

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Best Practices for the Performance Review Process

Performance reviews shouldn’t be only about filling in some templates. Here are some additional tips to supercharge your performance review processes:

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  • Record the entire review process
  • Create an employee development plan
  • Learn to give constructive feedback
  • Notify the employee before you meet
  • Hold private conversations for feedback
  • Provide actionable feedback

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A. Record the Entire Review Process

Keep a detailed record of each performance review, noting the key discussion points, decisions, and agreed-upon goals. This documentation is vital for tracking progress over time and referencing in future evaluations. 

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To ensure consistency and ease of access to past reviews, having a meeting automation platform like MeetGeek is crucial. MeetGeek automatically joins your performance review meetings as a silent participant and takes notes for you, so you can dedicate all your attention to the conversation itself. 

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Plus, you can select from our pre-existing template library or upload your own template to get customized meeting notes and summaries. This way, you’ll forget about filling in the blanks and focus on your listening to engaging sessions with your colleagues.

Document your performance review process with MeetGeek

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B. Create an Employee Development Plan

Work together with every employee to map out a development plan that matches their career aspirations and the organization's needs in terms of performance expectations. 

‍

This plan should detail specific skills to develop, courses to take, and measurable objectives to achieve. Regularly update this plan to accommodate any changes in the employee's role or organizational goals.

‍

C. Learn to Give Constructive Feedback

Focus on developing skills for delivering feedback that is clear, direct, and constructive. Train managers and yourself to focus on specific behaviors or outcomes that need improvement, rather than personal traits. 

‍

Then, prepare examples and context to help the employee better understand the feedback and how to apply it.

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D. Notify the Employee before You Meet

Always inform the employee well in advance of their performance review – at least a week before the meeting date. For year-end reviews, 2 weeks is best.

‍

This allows them to gather any necessary documents, reflect on their performance, and come to the meeting with insights and questions, so you can have a more productive discussion.

‍

E. Hold Private Conversations for Feedback

Conduct feedback sessions in a private, uninterrupted setting for confidentiality and comfort. This encourages open, candid discussions, as it allows employees to express concerns and you to provide personalized guidance without the pressure of public scrutiny.

‍

F. Provide Actionable Feedback

Ensure that feedback includes specific, actionable steps the direct report can take to improve their performance. 

‍

Detail resources or support available to them, such as training programs or mentorship opportunities, and set clear timelines for achieving improvement milestones. Or simply let MeetGeek extract the action items from your conversation and set it to automatically forward them to the employee. 

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Optimize Your Performance Reviews with MeetGeek!

Finding the right performance review template is all about ensuring it fits the specific needs of your organization and provides a clear, actionable path for employee development. Remember to select a format that encourages honest discussions, clear expectations, and real opportunities for growth. 

‍

Ready to take your performance reviews to the next level? Try MeetGeek for free to streamline the review process with customizable meeting transcriptions and actionable insights, making every performance review more effective and less of a chore!

Article updated on 
December 21, 2024
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Discover which is better for you in 2025: Zoom or Microsoft Teams? Compare features and make the best choice for your needs!

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Land More Appointments With a Meeting QR Codes

Read this handbook to learn all about meeting QR Codes. Dive into their practical use cases, benefits, and step-by-step instructions to create these for your needs.

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Fireflies vs. Otter: Which One’s the Best

Compare Fireflies.AI and Otter.AI to find out which meeting transcription tool fits your needs best. Explore features, pricing, and more to make the right choice!

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How to Make the Most of the Zoom AI Companion as Your AI Meeting Assistant

Learn how to use Zoom AI Companion features to enhance your meetings, save time, and boost productivity with helpful features and tips for a smoother workflow.

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How to Use the Google Meet AI Note-Taker

Learn how to make the most of Google Meet’s AI note-taker to automatically capture meeting details, stay organized, and save time on follow-ups and summaries!

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Where to Find Google Meet Recordings + How to Manage Them

Discover where to find your Google Meet recordings with this complete guide. Learn how to access, manage, and share your recordings easily and efficiently.

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Where Do Zoom Recordings Go? 3 Places You Should Check

Find out where your Zoom recordings are stored with this easy guide. Learn how to locate, access, and manage your recorded meetings in just a few simple steps.

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15 Effective Leadership Goals for Team Leaders

Discover 15 effective leadership goals that can help team leaders enhance their skills and improve team performance.

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Free AI Email Generator for Meetings

Explore MeetGeek's free AI email generator: an easy solution for automating meeting follow-up communications.

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Como Gerar uma Transcrição do Microsoft Teams como um Usuário Padrão

Desbloqueie o poder de cada palavra falada em suas reuniões com nosso guia para Transcrição do Microsoft Teams – clareza total em todas as conversas!

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How to Cancel a Meeting [+ Meeting Cancellation Message Example]

Learn how to cancel meetings with our guide and message examples to ensure clear communication and maintain professionalism.

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Best Sales Training Software in 2025: Pros, Cons & Pricing

Uncover the leading sales training software of 2025 with our analysis on their advantages, disadvantages, and pricing options.

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What Is the Best AI Assistant in 2025?

Explore the top AI assistants of 2025! Find your perfect match with our comprehensive guide on the best AI technologies available.

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12 Effective Sales Team Management Strategies

Discover 12 powerful strategies for managing your sales team more effectively. Boost productivity, enhance teamwork, and drive sales success!

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How to Schedule a Zoom Meeting in Outlook on Any Device

Learn to schedule Zoom meetings in Outlook across devices with our step-by-step guide. Streamline your planning process for efficient meetings.

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How to Generate a Podcast Transcript: A Complete Guide

Discover easy steps to generate a podcast transcript with this comprehensive guide. Boost accessibility and engagement for your audience today!

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How to Generate a Microsoft Teams Transcription as a Standard User

Unlock the power of every word spoken in your meetings with our guide to Microsoft Teams Transcription – perfect clarity in every conversation!

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Collaboration in the Workplace: Benefits and Strategies Unveiled

Let's uncover some actionable strategies to promote workplace collaboration and the numerous benefits that it brings along. 

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How to Send a Teams Meeting Invite from Any Device

Discover how to invite people to your Teams meetings in only a few steps with this guide!

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How to Switch to and from DST Using a Time Zone Meeting Planner

Unlock seamless time transitions with a time zone meeting planner! Effortlessly switch between DST and standard time. Plan better, stress less!

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Every Way You Can Transcribe Audio to Text: A Comparative Guide

Explore the best ways to transcribe audio to text, covering options to suit every need and budget. Simplify your approach to productivity today!

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Discover how to stand out in the remote closing industry with these expert-approved tips and strategies!

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5 Best Fireflies.AI Alternatives in 2025: Top Picks

Explore the top 5 alternatives to Fireflies.AI Notetaker in 2025, offering innovative features and tools to enhance your virtual meeting performance.

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How to Write a “Thank You” Email After a Sales Meeting with Examples

Learn to craft compelling thank you emails after sales meetings with examples, to accelerate deals and foster strong client relationships.

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AI-Enabled Customer Support to Boost Service Excellence

Know how AI-powered customer support becomes more efficient in handling customer concerns and helping businesses flourish.

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How to Ask Someone for Their Availability for a Meeting with Examples

Effortlessly schedule meetings: How to ask for availability, with practical examples to ensure smooth and respectful coordination.

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How to Create the Ultimate Interview Transcript in 2025

Unlock the secrets to creating the ultimate interview transcript: expert tips on accuracy, formatting, and technology for flawless documentation.

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The 2025 Guide to Asynchronous Communication

Master asynchronous communication in 2025! Discover tools, techniques, and best practices for efficient remote collaboration and productivity.

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6 Best Otter.AI Alternatives in 2025: Top Picks

Explore the top 6 alternatives to Otter.AI in 2025 to find an all-in-one solution for all your online meetings.

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How to Write a Follow-Up Email After a Meeting (+ Templates)

Unlock the secrets of writing follow-up emails after meetings with this professional guide. Learn key tips for impactful, effective communication.

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The 10 Most Effective Types of Note-Taking

Unveiling the top 10 note-taking methods to skyrocket your productivity. Don't miss out on these game-changing strategies!

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AI-Powered SaaS Support: Improving Customer Service and Efficiency

In this article, let's discover if and how AI-powered SaaS support can reinvent customer service workflow in today’s industry.

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10 Tools For Building A Collaborative Work Environment Remotely

Discover 10 tools that will help your company to facilitate smooth remote working environment and increase your team's productivity and collaboration.

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How to Ace The Client Onboarding Process

Discover the best strategies for client onboarding to ensure a smooth and effective experience for your business and customers.

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How to Build the Best Remote Team In 2025

Working efficiently while in a remote status is now a necessity. Let's explore some hacks that can be applied by your company today.

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How to Take Interview Notes Like A Pro [+ Interview Notes Template]

Master the art of interview note-taking to enhance your skills and capture crucial details. Get the expert tips you need to boost your interview performance here!

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How Do I Share My Google Calendar for Better Collaboration?

Are you getting the most out of your Google Calendar app? Learn how to share your Google Calendar with others to boost your productivity here!

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Managing Remote Teams: 25 Tips & Best Practices

If you want to succeed at managing remote teams, there are several guidelines you must follow. Read this article to find out what they are!

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Redesign Your Employee Onboarding Program: Actionable Tips + Checklists

Are you a hiring manager looking to refine your employee onboarding program? Read this article, where we teach you the ins and outs of the entire process!

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How to Create Flawless Action Items + Examples

Want to boost your productivity and achieve your goals with actionable steps? Master the art of writing effective action items with this guide!

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How to Record a Teams Meeting with any Microsoft 365 Subscription

Discover our easy-to-follow steps for recording a Teams Meeting. Effortlessly save discussions, presentations, and collaborative sessions to never miss out on important details again!

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15 Tips to Run Effective Team Meetings

Team meetings are an important tool for motivating your team and driving success. Learn how to plan and execute effective meetings that inspire and engage your team!

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How to Record Google Meet Sessions without Special Permissions in 2025

Discover how to easily record a Google Meet in our comprehensive guide. Read this article to never worry about missing important information again!

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How Sales Call Recording Can Help Your Team Close More Deals

Sales call recording is a game-changer for any sales team. Read this article to discover how it can help sales reps and managers alike refine their sales process and close more deals!

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How to Promote Collaboration and Innovation in Your Team?

Learn strategies to foster creativity and achieve remarkable results through the combined power of team collaboration and innovation

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How to Create a Killer Talk Track Your Sales Team Will Use

A good talk track is a tried and tested way to engage potential customers in conversation and boost your sales. Here’s what you need to know!

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How to Create Notion Meeting Notes, Automatically

Read this article to learn how to hack notion meeting notes with minimal effort on your part — in only a few steps!

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10 Ways an AI Meeting Assistant Can Help With Your Meetings & Interviews

Without the right tools in place, meetings can be a painful process. Read this article to explore the 10 best use cases of having an AI meeting assistant!

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7 Top Internal Communication Tools to Boost Your Productivity

Streamline team collaboration, break down barriers, and unlock your team's full potential for success with these essential tools.

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9 Best Sales Productivity Tools to Improve Your Workflow

Let's discover the tools that can boost your effectiveness and propel your sales success to new heights!

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Reinvent Your Work: A Quick Guide to Automated Transcription

Time is the most important of currencies, so manual notes are no longer an option. Keep reading to learn how to reap the benefits of automated transcription!

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How to Handle Customer Discovery the Right Way

Performing customer discovery and adapting your business model based on your findings will set you apart from the rest. Read on to learn how to do that!

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The Secret to Effective Meeting Minutes

How can you ensure that your meeting minutes are good and that you’ll be able to actually use them later on? Read this article to find out!

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What Is Conversation Intelligence & Why You Need It

Learn how conversation intelligence can change how you do business and what tools to look for by reading this article!

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How to Reduce Meetings and Not Miss Out

Meeting fatigue is real. Learn how to reduce meetings and optimize your productivity levels by reading this article!

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How to Start a Consulting Business in 10 Steps (+Tips)

If you've been thinking about how to start a consulting business for a while, you're in the right spot! Read this to learn everything you need to know & more.

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How to Create a Culture of Knowledge-Sharing Across Your Company

How do you create a culture of knowledge-sharing across your company? Read this article, where we share our 7 tips to help you achieve that!

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12 Proven Tactics to Increase Productivity in Sales

Want to boost your productivity in sales, increase your conversion rate and close more deals? Read this to reach peak efficiency within your sales team!

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9 Tips to Achieve Ultimate Meeting Productivity

Are you tired of being stuck in an endless cycle of unproductive meetings? Follow our 9 tips to help you achieve maximum meeting productivity!

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Why You Need to Set Meeting Goals and How to Do That

The first step to a successful meeting is defining your meeting goals. Read this article to learn how high-performing teams do this!

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5 Tips to Take Great Meeting Notes & Why Use A Virtual Meeting Assistant (+Free Templates)

Are you struggling to take meeting notes during your team meetings? Follow these 5 tips to get it down to a science and ace your next meeting!

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How to Get Clients For Your Business

Are you a new business owner looking to attract clients? Here are our tips to teach you how to get clients for your business!

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Essential Productivity Tools for Customer Success Managers

15 best tools for calendaring, emailing, customer success activities, project management, and meetings gathered by our partner Custify

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15 Sales Coaching Tips That Actually Work

Find out what the most effective sales coaches have in common and help your team succeed with these 15 sales coaching tips!

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5 Types of Customer Service Interview Questions You Need to Ask

Are you struggling to get your customer service interview questions right? Here’s how to find the best reps for your agency!

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10 Sales Tools to Boost Your Productivity

What does it take to improve the productivity of your sales team? While training and gamification can be helpful, it’s the sales productivity tools that can make all the difference.

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About 
Anastasia Muha

Anastasia Muha is a passionate content writer with a knack for turning complex topics into simple, yet engaging stories. She is experienced in transforming ideas into compelling copy across a range of areas, with a particular interest in AI. Her aim is to craft powerful narratives that capture the audience's attention and drive results.

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