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Performance reviews (also known as performance appraisals and/or performance evaluations) are used by managers to evaluate and document a team member’s job performance.

They have multiple important uses for individual employees, teams, and organizations as a whole. These uses include:

  • Employee feedback on strengths and areas for improvement
  • Compensation decisions 
  • Workforce planning considerations such as promotions, demotions, and terminations
  • Learning and development interventions.

They typically involve a one-on-one conversation between the employee and the manager during which both parties will discuss the employee’s performance in relation to personal, team, and organizational goals. 

Traditionally, performance reviews occur at least once a year, but research indicates that more frequent performance check-ins, termed continuous performance management, improve employee engagement and performance.

How To Use It

This template can be used to facilitate performance evaluation conversations. It includes various topics that ought to be covered during a performance appraisal.

It’s important to remember that performance reviews can be both exciting and stressful for employees, so preparation is particularly important.

It’s also important to remember that performance reviews are a dialogue, a two-way conversation between the manager and the employee.

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Finn is an editor at People Managing People. He's passionate about growing organizations where people are empowered to continuously improve and genuinely enjoy coming to work. If not at his desk, you can find him playing sports or enjoying the great outdoors.