Performance Evaluation Template

What's inside

• One template, two rolesCovers both manager and individual-contributor performance reviews in a single sheet. Switch Role Type and the competency weights update on their own.
• Weighted, and capped for fairnessSet your own split between goals and competencies, then rate each line. Leadership is capped at 40% and every other competency at 20%, so no single rating can skew the result.
• Objective scoring, done for youThe combined score and overall rating calculate themselves once every weighted line is rated, using the same bands every time. No manual math, no inconsistent scoring between reviewers.
• Development plan, evidence, and sign-offRecord strengths, areas to develop, and a development plan for next period. The signature line makes clear that signing means acknowledgement, not agreement.

How to use it

1. 1Set up the employee and roleFill in the employee details and choose Role Type. Individual Contributor sets Leadership to 0% and redistributes its weight automatically.
2. 2Set your goalsList each goal with how it's measured, its weight, and its target. Goal weights must total 100%.
3. 3Rate goals and competenciesAt the end of the period, record each goal's actual result and rate it 1 to 5. Review the competency weights, then rate each competency the same way.
4. 4Read the resultThe combined score and overall rating calculate themselves once every weighted line is rated.
5. 5Close out the reviewRecord strengths, areas to develop, and a development plan for next period. If the rating is Exceeds Expectations or Unsatisfactory, add the justification and evidence, then capture the employee's comments and signatures.