10 Performance Review Templates for Employee Evaluations This Year
Are you looking for ways to give better performance reviews that will motivate and inspire your team?
Performance evaluations are an important part of the employee-employer relationship. Giving an honest assessment of job performance provides clarity into how employees can improve and achieve success.
Finding the right template to organize your notes during annual or mid-year reviews is essential for providing useful feedback in a timely manner. To help out, we’ve put together our list of the 10 best free performance review templates to streamline your evaluations so you can focus on fostering positive work relationships and improved results.
1. ClickUp’s Performance Review Document Template (Editor’s Pick)
ClickUp is an all-in-one productivity app designed to manage your business's entire workflow. Teams of any size and across industries can rely on ClickUp for its powerful customization abilities and feature-rich experience to optimize processes, monitor project updates, and collaborate with the team, no matter what project style you use.
ClickUp's Performance Review Template is designed to help you evaluate the performance of employees and manage reviews. ClickUp's Performance Review Doc Template is a customizable template designed to help teams evaluate the performance of their employees and manage reviews. The template includes a range of features that make it easy for teams to assess employee performance, provide feedback, and set goals for improvement.
Main Elements of this ClickUp’s Performance Review Doc Template
ClickUp’s ClickUp’s Performance Review Doc Template includes:
- Identify and track employee performance over time
- Ensure your team is meeting goals and objectives
- Provide feedback and coaching on areas of improvement
How to Use This Template
Highly effective teams can use ClickUp’s Performance Review Doc Template to ensure everyone gets the feedback they need.
First, hit “Get Free Solution” to sign up for ClickUp and add the template to your Workspace. Make sure you designate which Space or location in your Workspace you’d like this template applied.
Next, invite your team to your Workspace to start collaborating.
Take advantage of the multiple views to visualize deliverables in different categories.
Finally, have your team add important details to the pre-built Custom Fields, such as goals, project progress, and objectives to get the most complete details of your projects and tasks.
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Get started with ClickUp’s Performance Review Doc Template for free, no credit card required
2. ClickUp Quarterly Performance Review Template
ClickUp’s Quarterly Performance Review Template is great for providing and evaluating employee performance and feedback. It includes custom fields for awards, milestones, total hours worked, job responsibilities, and more. The template is designed to keep performance reviews short, simple, and to the point, and provides performance measurement codes to help analyze and organize thoughts. It can be used to assess employees' performance, identify areas for improvement, and set goals for the future. The template can be reviewed quarterly, bi-annually, or annually, and is intended to facilitate communication and collaboration between managers and employees.
Main Elements of this Quarterly Performance Review Template
- Customizable fields to input information such as awards, milestones, total hours worked, job responsibilities, and more
- Provides performance measurement fields to help analyze and organize thoughts regarding employees' performance
- Can be used for quarterly, bi-annual, or annual reviews
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Get this Quarterly Performance Review Template from ClickUp for free
3. ClickUp Performance Report Template
The ClickUp Performance Report Template is a pre-designed performance review tool used to create a professional report on the overall progress of several projects. This template allows project managers or team leaders to present a summary of project performance in an easy-to-understand format. One of the key benefits of the ClickUp Performance Report Template is the inclusion of graphs and charts to visualize project progress over time. This feature helps users evaluate progress and identify areas for improvement.
Main Elements of this Performance Report Template
- Customizable fields to input project-specific information such as project name, start and end dates, team members, and more
- Allows for easy comparisons between the current progress and previous reports
- Can be shared with team members for collaboration, allowing everyone to stay up-to-date on project status and progress
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Get started with ClickUp’s Performance Report Template for free, no credit card required
4. ClickUp Project Assessment Template
Use this ClickUp Project Assessment template if you want to quickly capture important details of any project outcome. This template saves time by providing a structured format for capturing essential project information. This feature ensures that nothing is missed during the assessment process and helps the team identify potential roadblocks or challenges early on. The ClickUp Project Assessment Template is designed to be easy to use, with clear instructions and intuitive design. The template is also flexible enough to accommodate different types of projects and can be customized to fit specific needs.
Main Elements of this Project Assessment Template
- Comprehensive overview of the project that can be used to inform decision-making and project planning
- Can be customized to be used for different types of projects
- Ensures that everyone is on the same page regarding project scope, goals, and risks
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Add this Project Assessment Template to your ClickUp Workspace
5. ClickUp Project Review Template
ClickUp Project Review Template is a comprehensive report examining how a project was carried out. Use this template for reviewing a project's performance and identifying areas for improvement. This template includes customizable fields to input project-specific information. This allows teams to tailor the review report to their specific needs and requirements.Its customizable fields, structured format, and intuitive design save time, ensure clear communication, and provide a comprehensive overview of the project.
Main Elements of this Project Review Template
- Add details such as project name, description, goals, outcomes, and milestones
- Tailor the review report to their specific needs and requirements
- Section to describe project brief and output
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Get ClickUp’s Project Review Template here for free
6. ClickUp Assessment Report Template
This Assessment Report Template by ClickUp is great for conducting assessments, ensuring consistency and accuracy in the evaluation process. The template promotes a thorough and objective evaluation, making it ideal for use in various applications such as recruitment, performance reviews, and organizational evaluations. Ensure consistency and accuracy in the evaluation process by using this flexible and customizable template.
Main Elements of this Assessment Report Template
- Customizable fields allow teams to tailor the assessment report to their specific needs and requirements
- Section for evaluating competencies, qualities, or attributes of a person or an organization
- Overview of the assessment results that can be used to inform decision-making and future plans
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Complete your ClickUp Workspace with this Template
7. ClickUp Project Management Review Template
Use this ClickUp template for determining whether the project is producing the expected results for the organization. This provides your business an excellent chance to get feedback on the course and success of a project. This ClickUp Project Management Review Template is designed to be flexible, with customizable fields that allow teams to tailor the review report to their specific needs and requirements. This makes it suitable for different types of projects and ensures that the report is relevant and useful.
Main Elements of this Project Management Review Template
- Add details such as project name, description, stakeholders, goals, risks, and outcomes
- Section to help identify potential roadblocks or challenges early on
- In-depth analysis of the project's progress, highlighting areas of success and areas that require improvement
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Complete your ClickUp Workspace with this Template
8. ClickUp Year in Review Template
This ClickUp template will help you plan and review your year. Use this Year in Review template to look back on all the important milestones you reached during the last 12 months. One of the key benefits of this document template is that it provides a page for reflecting on important events and activities throughout the year. This feature ensures that nothing is missed during the review process, and it helps users identify areas of success and areas that require improvement.
Main Elements of this Year in Review Template
- Dedicated page for reviewing activities for each month of the year
- Highlight personal accomplishments, professional achievements, financial goals met, relationships built, and more
- Includes space for goal-setting and planning for the upcoming year
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Get started with ClickUp’s Year in Review Template for free, no credit card required
9. Quarterly Performance Check-In Template
Use this template to layout the topics of discussion for quarterly performance conversations. It is a simple yet flexible document template for creating a future plan and identifying the things that can be improved from the previous quarters. This information can be used to inform decision-making around all aspects of your organization or business.
Main Elements of this Quarterly Performance Check-In Template
- Set goals for the upcoming quarter
- Highlight past performance to identify room for improvement
- Identify ways to measure and track performance
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10. Word Employee Performance Review Template
This simple Word performance review template provides a list of all your employees' skills and qualities. This template allows managers and employees to tailor the review report to their specific needs and requirements. This makes it suitable for different types of jobs and industries and ensures that employees are evaluated based on relevant criteria. This template is a valuable resource for HR professionals and managers alike.
Main Elements of this Employee Performance Review Template
- Simple and easy to use chart to evaluate employee performance
- Section for adding employee details and information
- Criteria such as job knowledge, work quality, productivity, technical skills, and more
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Tips on Using Your Performance Review Template
After finding the right performance review template, it's time to conduct an effective and meaningful performance review that helps employees grow and develop in their roles.
Here are some additional tips to make the most out of your performance review template:
Clearly communicate the expectations of the review process to the employee so that they understand how they will be evaluated and what areas are most important.
Gather all necessary information such as previous performance reviews, performance metrics, and feedback from colleagues and clients before conducting the review.
Provide constructive feedback that enables the employee to improve and develop their skills, rather than simply criticizing or praising their work.
Use the review as an opportunity to set goals for the employee to work on going forward. Ensure that any issues raised during the review are addressed and that the employee has the necessary support to achieve their goals.
Performance Review Templates and Other Tools from ClickUp
Aside from its flexible and feature-rich templates, ClickUp also offers tools and features such as dynamic Goals feature to help track and monitor your progress toward completion every step of the way.
Stay on track to hit your goals with clear timelines, measurable targets, and automatic progress tracking that you can connect directly with all templates from ClickUp. Discover more templates from ClickUp and sign-up for a free account today!