Performance Review Preparation Sheet
Each objective set against what you actually did and the evidence for it.
Work and career · WC-361 · Planner
Free first ninety days plan for a new job — goals for each thirty days, who can help, how you will know, and the people to meet. PDF and browser versions.
2 pages. The A4 and US Letter files are laid out identically, so neither is shrunk to fit.
Print it and write on it
Fillable PDF type and save
Or no download needed
Fill it in onlineThe fillable versions have real form fields — open them in any PDF reader, type into them and save. Printing help.
The same sheet, on screen. Tick, type, add or remove rows, then print it or download the completed version as a PDF. Everything stays in your browser — your entries are kept in this browser's own storage on this device, nothing is uploaded, and there is no account.
A new job planned in three stretches. For the first thirty days, the second and the third, write the goals you are setting yourself, who can help with each, how you will know it is done and a tick when it is — with a list of the people you mean to meet alongside.
Anyone starting a new role, returning after a long break or stepping into a new team, who wants the first months to be deliberate rather than reactive.
The printable is laid out inside a box that fits both A4 and US Letter, so the two files are identical and neither one is scaled. The fillable PDF has real form fields. The online version keeps what you enter in your own browser and builds the completed PDF on your device.
Download the A4 or US Letter file to match the paper in your printer, open it in a PDF reader and print at 100% — not "fit to page", which shrinks the writing space. Both files leave a 14 mm margin, which clears the unprintable edge on home printers. To print the online version with your entries in it, use the Print this sheet button, which prints only the sheet and none of the page around it. More on printing.
From you, from what your manager said at interview and in the first week, and from the job description. The sheet imposes none; it gives each of yours a place and a way of knowing when it is done.
The three stretches still work. Write the dates that match your own probation at the top of each table and treat the headings as first, middle and last.
No. The employer's induction or new starter checklist covers what they will do for you. This is what you intend to do, kept by you.
As many as fit on the page and no more. A few that you can say are done are worth more than a list you never look at again.
Each objective set against what you actually did and the evidence for it.
Every skill you have, named, with the place you used it.
Every milestone in order, with a named owner.
Printable sheets, workbooks and tools on the same subject.
Get somebody started properly, with the checks, paperwork, safety induction and equipment handled as a list rather than remembered in pieces.
Give a regular short conversation some continuity, by starting from what was agreed last time instead of from a blank page.
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