Staff records · SR-10

Performance Review Form

A free printable review form — last period's objectives against what happened, what went well and what was harder, then what is agreed next.

Download Free · no sign-up

2 pages. Choose your paper size — both versions are laid out identically, so neither one gets shrunk to fit.

Print it and write on it

A4 57 kB US Letter 57 kB

Fill it in type and save

A4 100 kB US Letter 100 kB

The fillable versions have real form fields — open them in any PDF reader, type into them and save. Printing help.

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

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

What is on the sheet

2 pages, in this order:

Page 1

Printed under the title: A yearly review written down: what was agreed last year, what actually happened, and what comes next.

No rating scale is printed. This form prints no rating scale and no competency framework. A review that reduces a year to a number tends to be argued about rather than acted on, and any scale worth using is one your organisation has chosen deliberately. Write yours in if you use one.

Write-on lines: Name · Role · Reviewer · Period reviewed · Date

Against what was agreed last time

Table, 3 rows: What was agreed · What happened · Comment

What went well

Ruled lines

What was harder, and why

Ruled lines

Page 2

Agreed for the coming period

Table, 8 rows: Objective, in plain words · What good looks like · Support or training needed · By when

Employee comments

Ruled lines: Written by the employee, not the reviewer

Anything to raise with someone else

Ruled lines

Signature strip: Employee · Reviewer · Date

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.