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Performance review process template with self-assessment

Self-assessment, manager evaluation and a feedback meeting that ends with a development plan.

5 steps 19 fields

Free for 14 days. No credit card. You can change every step and field.

Performance reviews fail less from bad forms than from poor follow-through. Self-assessments come back late, managers fill in scores the night before, the feedback meeting never makes it onto the calendar, and the development plan agreed in the room is forgotten by next quarter.

This template runs one review per employee in five steps. The employee starts with a self-assessment for the period (first half, second half, full year or probation): main achievements, difficulties, a score from 1 to 5 and what they want to develop. The manager then scores quality of work, deadlines and commitment, teamwork, and initiative and autonomy from 1 to 5, the form calculates the average, and the manager writes strengths and points to improve. Next comes a feedback meeting, recorded with its date, a summary and a development plan listing actions, support needed and deadlines. The employee acknowledges the feedback and can add comments. If the average is below 3, HR adds a follow-up plan and sets the next review date.

It suits companies that want a simple, repeatable review cycle with a written record, without adopting a dedicated performance management suite.

How it runs, step by step

The process reads from top to bottom. Each step goes to its owner with a deadline, and everything that happens is recorded in the request's timeline.

  1. Self-assessment

    Whoever starts the request

    Look back at the period and be honest with yourself.

    5 fields in the request form
    • Period *First half, Second half, Full year, Probation period Choice
    • Main achievements * Long text
    • DifficultiesWhat got in the way? Long text
    • Your score for the period (1 to 5) * Number
    • What do you want to develop? Long text
  2. Manager evaluation

    A person or team you choose

    Score each item from 1 to 5.

    Due in 7 days (business time)
    7 fields
    • Quality of work * Number
    • Deadlines and commitment * Number
    • Teamwork * Number
    • Initiative and autonomy * Number
    • Average score Calculated
    • Strengths * Long text
    • Points to improve * Long text
  3. Feedback meeting

    A person or team you choose

    Manager and employee talk and agree on a development plan.

    Due in 7 days (business time)
    3 fields
    • Meeting date * Date
    • Development plan *Columns: Action, Support needed, Deadline Table
    • Summary of the conversation Long text
  4. Employee acknowledgment

    The requester

    The employee confirms the feedback and may add comments.

    Due in 3 days (business time)
    2 fields
    • Feedback * Checkbox
    • Comments Long text
  5. HR follow-up

    A person or team you choose

    Average scores below 3 get a closer follow-up from HR.

    Due in 15 days (business time) Runs only when needed
    2 fields
    • Follow-up plan * Long text
    • Next review * Date

Make it yours

Send it to the right manager

Since the employee starts the review, set the requester’s manager as the owner of Manager evaluation and Feedback meeting.

Score your own competencies

Add or rename score fields and update the Average score formula, for example adding customer focus for client-facing roles.

Move the follow-up threshold

HR follow-up runs when the average is below 3. Change the condition to fit your scale or policy.

Ask for a signature

Replace the acknowledgment checkbox with a signature field, so the employee types their name and accepts a statement such as “I received this review”.

Frequently asked questions

What are the steps of a performance review process?

Most follow the same order: a self-assessment, the manager’s evaluation, a conversation between the two, an agreed development plan and an acknowledgment by the employee. Some add a follow-up when results are below expectations, as this template does.

How often should performance reviews happen?

Annual or twice-yearly reviews are typical, often with a separate review at the end of a probation period; this template supports all three. More important than the frequency is revisiting the development plan between formal reviews.

Should employees sign their performance review?

An acknowledgment confirms the employee received and discussed the review; it does not have to mean they agree with every point. This template’s checkbox asks the employee to agree with the development plan, so reword it if receipt is all you need, and always leave room for comments.

What is a good performance rating scale?

A 1 to 5 scale is easy to understand and leaves room for a middle rating. Describe what each number means for each criterion, so two managers give the same score for the same work.

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