Performance Review Form

What this sheet is for

Hold a yearly review that is about the work rather than about a score, with the employee's own comments recorded on the form.

Who it is for

Small employers, charities, practices and any manager who has been asked to do appraisals without a system to do them in.

How to use it

1. Send it out beforehand so both sides prepare. A review sprung on someone is a monologue.
2. Start from what was agreed last time and what actually happened.
3. Write objectives in plain words with 'what good looks like' beside them.
4. Let the employee write their own comments section, in their own words.
5. Both sign, both keep a copy, and diarise the next one.

What is on the sheet

The layout is fixed at a size that fits both A4 and US Letter, so the A4 and Letter files are visually identical and print at full size on either. Rows are set at a height that an adult can actually write a date and a few words into with a pen — most printable tables are built in a word processor and never tested with one.

Questions

Why is there no rating scale?

Because a review that reduces a year to a number tends to get argued about rather than acted on, and any scale worth using is one your organisation chose deliberately. If you use one, write it in.