How to Write a Performance Review for an Employee Examples

Operation review flavor tin can be a daunting menstruation for both management and employees.

One-sided conversations, mixed messages and wordy documents leave both parties feeling like they take the aforementioned, stressful conversation each fourth dimension.

Merely if you take the correct approach, quarterly functioning reviews are an awesome opportunity to reinforce solid habits, redirect poor traits and drive professional person growth for your employees.

In this post, I'll give you lot tips from my ain experience as an HR manager to make the operation review process a lot more painless, plus performance review examples you tin customize at present.

 

Performance review examples and advice:

• What is a operation review?
• Functioning review examples and templates
• Self performance review examples
• Quarterly performance review examples
• Annual performance review examples
• Simple performance review examples
• What's the purpose of a performance review?
• Useful performance review phrases
• How to write a performance review

What is a operation review?

A performance review is a regulated assessment in which managers assess an employee's work performance to identify their strengths and weaknesses, offer feedback and assist with goal setting.

The frequency and depth of the review procedure may vary by company based on visitor size and goals of the evaluations.

This quarterly functioning review example has sections for both achievements and areas of comeback. It also has a section for cadre values, as this must be a cardinal performance indicator at this company. Unlike companies volition take different measuring sticks for success.

 

Q: Can I customize the operation review templates in this post?

A: Yes, yous tin! All the templates are like shooting fish in a barrel to edit. Some templates are free, some are paid.

Click whatever template and you'll be asked to sign up for free. You'll enter our online editor. Edit the text, employ your make colors, add together pages, upload your logo and more. Share a link for costless. Upgrade to our Plan for Professionals to download in PDF or PowerPoint format and access premium features and templates, such as real-time team collaboration and one-click branding.

Operation review examples and templates

To carry an constructive operation review, it's important to deliver a positive and solution-focused message. This will be less discouraging to the employee.

This functioning review example  shows how you tin offer effective feedback, while also praising the employee'due south efforts. The majority of the sections focus on the employees' achievements and strengths.

Suggested areas of improvement is positioned in the center, letting managers cushion criticism with praise.

This performance review example shows how managers tin can give constructive feedback to their employees by giving them clear direction on what things to go on doing and what deportment to accept in future.

While Felicia did not come across her goal, her managing director acknowledges that the goal was set deliberately loftier and that 74 percent of the goal yet has meaning impact.

This employee review grade likewise points to specific positive behavior, such equally self-education, teamwork and a strong work ethic.

There are also specific recommendations for improvement, such every bit putting together a program to get more than press mentions and scaling her experiments.

 

Another way to do a operation review, or kick off the procedure, is to utilize a quadrant. Both the employee and managing director tin plot where they recollect the one-time falls on certain key values and build out word points from at that place.

You can change "go information technology done/get it right" in the employee review template below to "upholds core values/contributes to company culture" for instance.

 

Return to Table of Contents

Self performance review examples

In a self performance review, employees assess themselves using the same rubric every bit their managers would and submit them to HR and/or their manager prior to their official review meeting.

The benefit of doing self-assessments take caused them to go a common function of the employee review throughout many companies.

Self assessments are an encouraging opportunity for employees to share their thoughts about their chore, goals, desired responsibilities and aspects of either their role or surround that they may exist struggling with.

Set employees upward for success in the self assessment process by giving them a robust employee evaluation form with thoughtful questions.

Annual self evaluation employee review template

This first case is perfect for a thorough almanac review. The targeted questions prompt the employee to reflect on their achievements and shortcomings, while also rating themselves on specific skill sets required for their chore.

 

The in a higher place employee self-cess example allows for multiple sign-offs, plus a section to list colleagues who can back up the employee'southward statements.

Yearly performance self evaluation templates

A yearly functioning self-evaluation isn't just a great run a risk for employees to assess their past performance.

It's besides a way for employees to plan for their professional futurity as they can see where their strengths lie and what skills they need to build to move up in the company. An almanac self-evaluation tin also build an employee'due south instance for their bounty review.

This employee self-evaluation form is cleaved into sections that comprehend all these factors: about your job, achievements, goals and professional person evolution.

 

This yearly performance cocky-evaluation template has space to aggrandize on goals met and alignment with cadre values, besides as skills they'd like to build in the hereafter:

 

Cocky-assessment employee review forms

Many performance reviews are incredibly detailed. Sometimes, a college-level overview is all that's needed.

Quadrant evaluations, similar the template beneath, are a great way for employees to do an assessment and for managers to rapidly add their own evaluation, without getting into the weeds.

Employees can add together what's being evaluated in the easy-to-edit template below (instead of get information technology washed/do information technology right). The employee adds an icon where they recall they autumn in the quadrant, and the manager does the same, with room on the last page to farther break down the evaluation.

Sounds tough? Our existent-time collaboration feature (part of the Concern Programme) lets both director and employee work on the aforementioned doc online, exit comments, share private links and more.

 

The self employee review form below lets the employee write out their task description. That manner, they tin reference their deliverables in the Goals Achieved and Areas of Excellence sections and directly demonstrate their affect on the organisation:

 

How Do I Customize This Template? Click the template, sign up for free and enter the Venngage editor. Click whatsoever text box to change the words or the font. Choose from brand fonts (you can set this), template fonts or from our font library. There are plenty of modernistic options. This commodity on how to choose fonts tin help you decide.

This self functioning review example gives employees the chance to reverberate on their achievements on a quarterly footing.

This way, employees tin demonstrate meeting quarterly goals. Information technology can also give them a adventure to reflect on their strengths and weaknesses and have a take chances to act on them before their big almanac review:

 

How Do I Customize This Template? Click the template, sign up for gratuitous and enter the Venngage editor. Want to change the background colors? Click any section and and then select a new color from the colour picker tool. Y'all can choose from a color from the color bicycle, one of your brand colors (apply My Brand Kit to set this upwardly) or pre-set up template colors. Or enter a HEX code if you want to get super specific.

Cocky-assessments as well help enlighten managers of how employees understand their place inside the company'southward organization and culture.

The information disclosed in self-assessments should serve as a major element of official performance reviews in order to ensure that both a two-way conversation occurs and that the needs of both parties are being met moving frontwards.

To make for the most effective self-assessments, employees should be certain to consider how their managers' perceptions of their operation varies from their own.

With this in heed, the information shared in a self-cess can guide or pivot a manager's perception and assessment of an employee's performance.

Return to Table of Contents

Quarterly employee performance review templates

Quarterly reviews are important because they provide multiple opportunities for employees to receive helpful feedback on how to amend equally the year progresses.

This quarterly performance review example reflects on specific areas of improvement, such as scaling her experiments and developing content partnerships.

 

How Do I Customize This Template? Click the template, sign up for costless and enter the Venngage editor. Want to add together a text box? Click "Text" in the left-hand navigation bar. Drag the text box y'all desire onto the canvas ("Text" is good for body copy). Then, click the text box and start typing!

Quarterly reviews from Q1 to Q3 serve as a means of providing specific, deliberate feedback to employees and so they know exactly how to improve on their goals and skills.

This enables the final, annual evaluation conducted at the terminate of Q4 to serve equally a final assessment that will have the about weight in determining how the employee will excel into the side by side yr, discretionary bonuses, salary increases, etc.

Quarterly reviews offer a documented and tracked record of an employee's progress throughout the year.

This means that each quarter should exist assessed using the same rubric throughout the entire twelvemonth. This will aid in ensuring an accurate representation of an employee's development is recorded.

That means, if you use the beneath employee review template in Q1, yous should also utilise it again in Q2 and Q3:

 

Quarterly employee review template

This quarterly review template is a more condensed version of the example above.

If you'd like to keep your quarterly reviews short and to the bespeak, this template volition suffice. Employers can then use the expanded version above for their annual review.

 

How Do I Customize This Template? Click the template, sign up for free and enter the Venngage editor. Want to change the text? Click any text box to open up the text toolbar in a higher place the canvas. From here, change the alignment and size, add together assuming or italic styling and add numbering or bullet points, likewise. It behaves only like any other text editor you've used before, so it's elementary to learn.

Employee cocky evaluation sample answers

Information technology'south also important for employees to comment and reflect on their reviews.

They tin can both point out specific milestones that were missed:

• I generated five new leads and, as a result, I exceeded my sales quota past 20%
• I wrote a blog post based on original research that doubled our organic traffic in June

And also to acknowledge areas of improvement:

• I recognize that I need to course new content partnerships. I plan to exercise so in Q3 by putting together a list of 10 potential targets based on past linkbuilding partners and sending a customized pitch email.

 

How Do I Customize This Template? Click the template, sign up for free and enter the Venngage editor. Want to add together your logo to the top of this template? Click the "My Make Kit" tab in the editor. You lot can import your logo from your website. Drag and drop it onto the canvas. You're done!

Render to Table of Contents

Annual performance review templates

At large organizations, there may not be plenty resource in order to devote the fourth dimension needed to deport quarterly performance reviews for every employee.

This is too true in the case of a supervisor who has a big number of direct reports working for them whereby time management is their chief issue.

In these situations, an annual operation review would work best, peculiarly if the employees being evaluated are experienced in their line of work and take been with their company for a long fourth dimension.

Annual employee performance review templates

In this employee review template, staff are evaluated on but four factors: power, goals, areas of comeback and cadre values:

 

How Exercise I Customize This Template? Click the template, sign up for free and enter the Venngage editor. Change the background speedily past clicking the "Background" tab in the left-hand navigation bar. Choose from your make colors or pre-set template colors. Add a gradient or blueprint, if yous like. Click "Undo" at any fourth dimension to set a mistake.

Almanac evaluations are typically geared towards determining employee raises and discretionary bonuses.

Regular one-on-ane meetings between direct reports and managers throughout the course of the year would exist a bully style to supplement this process.

This annual employee review template tin can simply include scores (out of 100 etc.) in each box. Or put notes in each department to explain the overall performance score.

 

How Do I Customize This Template? Click the template, sign up for costless and enter the Venngage editor. Yous tin can move whatsoever element in our templates just by clicking it and holding. Drag the text box, column, row, epitome etc. to a new spot. Modify the size past grabbing a corner of the bounding box and making it bigger or smaller. It'due south equally elementary every bit drag and drop.

This being said, almanac appraisals would need to take a more general approach to evaluating employees providing a summary of their performance over the twelvemonth.

The following employee review template takes a graphic approach and neatly summarizes overall performance using a score out of 100 for factors such as adaptability and project quality:

 

How Do I Customize This Template? Click the template, sign up for free and enter the Venngage editor. The charts in this template can easily be inverse to fit your stats. Click any chart and our nautical chart editor will open up. For example, you could click the blue donut Aptitude chart and enter the number "60." The chart will automatically adjust. It's that easy.

Employee evaluation examples

Aside from the categories in the template to a higher place, there are a number of other factors that employers can utilise to evaluate performance.

Mutual performance review skills:

• Interpersonal skills
• Quality of piece of work
• Communication
• Innovation
• Problem solving
• Adjustability
• Teamwork
• Growth
• Punctuality and attendance
• Self-education and learning
• Accountability

Return to Table of Contents

Unproblematic performance review examples

Even if you lot want to do a basic performance review, you lot should ever include:

1. Elements of the employee'southward strengths.
2. Areas for which the employee can develop.
3. How the employee contributes/could contribute to the company's core values and culture through functioning and actions.

This operation review mind map shows the basics for setting upwardly a elementary however effective performance review–from setting specific goals to soliciting employee feedback.

 

A simple performance review should even so reverberate the goals of your business's functioning review management system–and this volition vary by visitor.

It's important to sympathise the purpose of your assessment before determining what data will be required to assess in club to meet the goal.

For instance, some smaller companies may use performance reviews throughout the twelvemonth to track employees' development and growth.

While other, larger companies may employ performance reviews to summarize employee performance, help to calculate the priorities of the new year, accommodate compensation or plant bonus amounts.

An HR checklist can come in handy to streamline the procedure.

Simple employee review template

Each of these simple employee review templates are easy to edit in our online editor. Customize the text to match your ain criteria, add together your brand colors, upload your logo, add or delete pages and and then share a private link or download in PDF or Powerpoint formats (Concern Plan but).

This template uses quadrants to see how employee and manager evaluations match. Or merely utilise it for self-assessments or managing director assessments.

 

Simple functioning review template

This more traditional performance review template focuses simply on large categories, like meeting goals, areas of excellence and areas of improvement.

 

How Practice I Customize This Template? Click the template, sign upwards for free and enter the Venngage editor. Click the "My Brand Kit" tab to add your make colors with one click (we'll catch them automatically from your website). Or effort i of our custom color palettes. Click "Shuffle" to try different color combinations.

Unproblematic employee review form

The below form is an even more condensed version of the higher up. Apply it for a quarterly review to continue things focused or even for an annual review to help you and your report stick to the nigh important points. Alter the text to include your own categories of evaluation.

 

How Do I Customize This Template? Click the template, sign upward for costless and enter the Venngage editor. If you need to add new text boxes, open the "Text" tab and drag a text box onto the canvas. The text box will resize every bit you type.

Return to Table of Contents

What'southward the purpose of a operation review?

At Venngage, our people are at the core of everything we do equally a business concern–whether information technology's developing new features on our tool, growing our international reach or meeting customer needs.

With a people-focus within our company, we are passionate about continuous learning and improvement, self-reflection, creating swell customer experiences, owning our jobs, teamwork and making our office experience like a 2nd home

It should come up at no surprise that our leadership team spends a considerable amount of time at the end of each quarter conducting performance reviews with each of their direct reports.

 

Here are some things we've learned about how to conduct effective performance reviews:

1. Make it articulate at the beginning of a new hire's employment how and when employees volition be evaluated. This should be function of your onboarding procedure and is especially important if yous're managing a remote squad.
2. Allow employees to fix for their review by completing a self-assessment prior to their appraisal, and then let the employee to walk their director through the reasoning behind their self-assessment.
3. Deliver a positive and solution-focused message (whenever possible), this will issue in a less discouraging bulletin.

 

To make the most of the actual review chat with your employee, information technology's important to avoid:

1. Full general, vague feedback; be specific on which behaviours you desire your employee to go along, stop and explore.
2. Making it personal; feedback is near deportment and behaviour, non the person.
3. Loaded language; focus on asking what and how , not why .  Enquiring why someone acted the way they did is akin to searching for a 'motive' and may come beyond accusatory.

 

Render to Table of Contents

Useful performance review phrases

Grappling with what to say at your next operation review? Choosing the correct words is important to make the review every bit constructive and effective as possible, not to mention motivating for your employee. Hither's a list of constructive performance review phrases for managers and reports.

Performance appraisal comments for managers:

• She replies to calls, emails and instant letters in a timely manner (within 24 hours etc.)
• He has a talent for thinking outside the box
• She tends to be risk-adverse and prefers traditional approaches to artistic ones
• She maintains a civilisation of transparency in her team and encourages knowledge-sharing across all teams in the section.
• He consistently gives reports the preparation and resources needed to meet their goals
• He is biased and openly favors some employees over others on his squad
• She is skillful in communicating difficult decisions and letters to her team
• She creates anarchy and miscommunication in her team past consistently communicating different messages to different reports
• You embody a "win together lose together" philosophy
• Your ability to reflect, program and human action is the key to your excellent performance
• He uses his seniority to endeavor to dominate and/or intimidate reports
• He excels when working alone just has problem working collaboratively with a team
• He consistently meets his deadlines and prioritizes acme goal work
• She consistently focuses on lower-value work instead of high-lever activities.

Performance review phrases for employees:

• Can you tell me more near what you lot hateful?
• I want to be certain I understand (your expectations)
• Permit me give you a niggling more context here
• What would information technology look like if I was performing at a top level?
• What would I demand to exercise to score higher on this?
• Let's discuss my goals and priorities for the the next quarter/year.
• Is at that place a way to get more frequent feedback well-nigh my operation between evaluations?
• How volition I know if I'yard on rails between evaluations?

How to write a performance review

Having an employee-friendly performance review process can not simply brand or break the development of your employees but also disrupt the human relationship between managers and their reports.

Across creating a robust performance review strategy and performance review form, managers must as well consider their delivery of the appraisals. Communicating a functioning review effectively is the final touch on to executing a constructive, celebratory and effective review process.

 

When creating an effective cess, information technology's of import to include the following:

1. Calculate an overall rating for the employee; although a manager will exist highlighting both the strengths and weaknesses of an employee's behaviour, it will adjutant the employee's morale to communicate how the employee averaged on this rating scale.
2. Ensure the employees are engaged in their own reviews; thus, be sure to include the employees' goals and developments toward reaching such goals in the assessments
3. Gloat employees improvements; highlighting an employees' developments are a powerful way to bear upon employee engagement and boost overall team operation
4. Company civilization and values; dedicate a section of the cess to evaluate how employees align with the company's cadre values thus contributing to a positive company culture

 

Based on my involvement on building out our own constructive performance review process at Venngage, I propose taking the following steps into consideration when amalgam a operation review:

1. Set expectations early

Early in an employee's career with a visitor, managers should communicate the details of their review process including the expectations. It should be included in your employee handbook, for example.

In this way, managers set and communicate articulate expectations of the key job functions and competencies of the part when an employee joins the company. The information presented in performance reviews should marshal with this define equally well every bit employ familiar linguistic communication and terms. This strategy will work to eliminate any potential defoliation or surprises for both parties.

ii. Don't make information technology personal

Feedback is about actions and behaviour, not the person.

When writing a performance review, information technology helps to take a wait at the issue(s) yous've included and ensure that they apply to actions and behaviour of the employee rather than the personal attributes of said employee.

This volition as well help to regulate the information mentioned in the review, to guarantee it is relevant and appropriate data.

3. Beware of biases and limitations

While there may be a general 'right' fashion of doing things, there are ofttimes multiple — and every bit good — ways to reach the same end goal.

Delight ensure your review is non biased or express in favour of your personal work mode and behavior. Attempt to consider the various aspects of the employees function and experience that may impact their decision to pursue alternative methods or working habits. Be empathetic towards these factors when writing your review.

4. Be specific

The data presented in the review should exist job-focused, articulate and to the indicate.

General comments volition exit an employee feeling confused and in the night as to what aspect of their work needs to exist corrected or how they tin pursue improvements.

Declining to be direct in your messaging will touch on the mode your message is received and create further confusion well-nigh what the expectations are. Managers should be specific on what behaviours of their employees that they are celebrating and what deportment require improvements.

four. Offer guidance

Managers play a critical part in understanding the career goals of their employees and crafting development opportunities to help their reports achieve their goals.

It is of import as a manager to offer your advice and expertise to your employees to help farther their development.

If, as a effect of the feedback given, the employee (or yourself) may feel as though they need additional preparation, consider the benefit of workshops, mentoring or coaching.

Be sure to employ performance reviews equally a style to guide employees whether it is toward further greatness or for areas requiring some improvement.

5. Follow upwardly

Follow up in writing and check in continuously to ensure comeback.

Both managers and employees should receive a re-create of the review to refer back to moving forward.

Whether reviews are scheduled annually or quarterly, they should be a continuous topic of word for both managers and employees. When writing a review, ensure that the review is clear and specific. Existence mindful of this will aid to ensure the employee can easily refer dorsum to the class on their own after the meeting.

 

Takeaway: Create a performance review strategy earlier writing an employee's review

Having an employee friendly functioning review process tin not just make or suspension the development of your employees and but also disrupt the relationship betwixt managers and their reports.

That'due south why information technology's crucial to create a robust performance review strategy and employee evaluation grade before implementation to ensure the process is both constructive, celebratory and effective. This will even assist you in the time to come if you cull to write a letter of the alphabet of recommendation for the employee as yous'll accept all his performance reviews to reference.

By considering the 6 steps higher up when writing a operation review, you'll have completed the final step in executing an employee-friendly review process.

The satisfaction gained from an increase in employee date and people power will make the endeavour expended on administering operation reviews entirely worthwhile, and ensure yous have more than effective reviews moving forward.

Return to Table of Contents

You might also like:

17 Essential Man Resources Affiche Templates (Updated)

How to Write an Constructive Incident Report [Incident Written report Examples + Templates]

moritzopuriank.blogspot.com

Source: https://venngage.com/blog/performance-review-examples/

Share this post