People & Team
Performance Review
MyPMP
QMS Template
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Free to try β your work auto-saves in this browser.
Saving to the cloud (sync across devices) is a paid feature. Unlock Performance Review for $1/mo, or get everything with membership ($9/mo or $99/yr).
π§βπ€βπ§ People & Team
Auto-saved in your browser Β· β members can white-label & sync across devices
About the Performance Review template
A Performance Review is a structured evaluation of an individual's contribution against agreed goals, competencies, and behaviours over a defined period. It documents achievements, development needs, and next-cycle objectives, giving both manager and team member a shared record to guide pay, promotion, and growth decisions. Done well, it replaces vague impressions with evidence and clear expectations.
It's part of My QMS, MyPMP's Quality Management System: fill it in online, personalize it with your name and logo, then export a clean, branded PDF. Your work auto-saves in your browser.
When to use a Performance Review
- βΈAnnual or mid-year appraisal cycles for direct reports
- βΈEnd of a probation period to confirm a permanent role
- βΈClosing a project to assess an individual's delivery and lessons
- βΈBuilding a case for promotion, a raise, or a performance improvement plan
What a good Performance Review includes
- βReviewee details, role, reviewer, and review period
- βGoals or objectives set previously, with status and evidence against each
- βCompetency or behaviour ratings against a defined scale
- βKey achievements and areas needing development
- βObjectives and development actions for the next cycle
- βSelf-assessment section and space for reviewee comments and sign-off
What's inside this template
The interactive form above gives you:
Purpose / summaryScope / detailsApproach / bodyDeliverables / outcomesNotes & sign-off
Tips & common mistakes
- π‘Rate against specific examples and evidence, not recent memory or a single incident
- π‘Agree next-cycle goals as SMART commitments so the following review has a clear baseline
- π‘Share the form before the meeting so the reviewee can self-assess and prepare, avoiding surprises
How it works
- 1. Fill it in β type directly into the fields, tables and sections above.
- 2. Brand it β add your organization name and logo with the Branding button.
- 3. Export β print to PDF, or become a member to white-label and sync across devices.
FAQ
How often should performance reviews be held?οΌ
Most organisations run a formal review annually with a lighter mid-year check-in, though monthly or quarterly one-to-ones keep feedback current and prevent the annual review from becoming a surprise.
What rating scale works best for a performance review?οΌ
A 3- or 5-point scale with clearly defined labels (for example, below, meets, exceeds expectations) is common; the key is that each level has written criteria so ratings are consistent across reviewers.
Should the employee complete a self-assessment first?οΌ
Yes, a self-assessment before the meeting surfaces the employee's own view of achievements and gaps, prompts reflection, and often highlights accomplishments a manager may have missed.
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