Direct Report Performance Review

This template helps managers provide a comprehensive evaluation while incorporating self and peer feedback as optional sections. It keeps the focus on both accomplishments and areas for growth, supporting a balanced and structured review.

1. Review of Self-Assessment (Optional)

• How well does the employee's self-assessment align with your view of their performance?
  • Comments: Provide feedback on their self-assessment, noting any areas of agreement or discrepancy.

2. Review of Peer/360 Feedback (Optional)

• How does the peer feedback support or differ from your observations?
  • Comments: Highlight key insights from peer reviews, including any themes or specific examples that reinforce or contrast with your assessment.

3. Goal Achievement

• To what extent did this employee achieve their goals for the review period?
  • Rating:
    • 1 - Did Not Meet
    • 2 - Partially Met
    • 3 - Met
    • 4 - Exceeded
    • 5 - Greatly Exceeded
  • Comments: Describe their progress toward goals, including specific accomplishments or challenges faced.

4. Quality of Work

• How would you rate the quality and consistency of this employee’s work?
  • Rating:
    • 1 - Needs Improvement
    • 2 - Adequate
    • 3 - Good
    • 4 - Excellent
    • 5 - Outstanding
  • Comments: Provide examples of their work quality, such as attention to detail, reliability, and accuracy.

5. Initiative and Problem-Solving

• How effective is this employee at identifying and solving problems?
  • Rating:
    • 1 - Rarely Takes Initiative
    • 2 - Sometimes
    • 3 - Often
    • 4 - Regularly
    • 5 - Always Proactive
  • Comments: Include examples of their proactive behavior and any significant problem-solving efforts.

6. Communication and Collaboration

• How would you rate this employee’s communication skills and their ability to work with others?
  • Rating:
    • 1 - Needs Improvement
    • 2 - Adequate
    • 3 - Good
    • 4 - Excellent
    • 5 - Exceptional
  • Comments: Describe their communication style, ability to collaborate, and contributions to team dynamics.

7. Contributions to Team and Company Culture

• How would you rate this employee’s impact on team goals and company culture?
  • Rating:
    • 1 - Limited Contribution
    • 2 - Moderate Contribution
    • 3 - Good Contribution
    • 4 - Strong Contribution
    • 5 - Outstanding Contribution
  • Comments: Note ways in which the employee has supported team morale, promoted values, or contributed positively to the work environment.

8. Adaptability and Learning

• How well does this employee adapt to changes and continue to grow in their role?
  • Rating:
    • 1 - Resistant to Change
    • 2 - Needs Development
    • 3 - Adapts Well
    • 4 - Embraces Change
    • 5 - Excels in Adaptability
  • Comments: Include examples of their adaptability, openness to feedback, and willingness to learn new skills.

9. Areas for Improvement

• What areas could this employee work on to enhance their performance?
  • Rating:
    • 1 - Major Development Needed
    • 2 - Some Improvement Needed
    • 3 - On Track
    • 4 - Nearing Goal
    • 5 - Mastered
  • Comments: Identify specific areas for growth and suggest actionable steps for improvement.

10. Future Goals and Development Plan

• What goals would you set for this employee in the upcoming review period?
  • Comments: Outline development goals, project responsibilities, or performance metrics for the next period.
• What support or resources would help this employee succeed?
  • Comments: Include any mentoring, training, or tools that may assist in their growth.