Performance Evaluation Template
A free, standardized performance evaluation template for managers and individual contributors. Set weights for goals and competencies, rate each one against a defined scale, and the combined score and overall rating calculate themselves.
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What's inside
- One template, two roles. Covers 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 fairness. Set 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 you. The 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-off. Record 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
- Set up the employee and role. Fill in the employee details and choose Role Type. Individual Contributor sets Leadership to 0% and redistributes its weight automatically.
- Set your goals. List each goal with how it's measured, its weight, and its target. Goal weights must total 100%.
- Rate goals and competencies. At 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.
- Read the result. The combined score and overall rating calculate themselves once every weighted line is rated.
- Close out the review. Record 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.
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