Perfomance Plan and Review Template

Performance plan and review

TEMPLATE

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Performance plan and review

Employee name: | | Review period: :---- | :---- | :---- | :---- Job title: | | Reviewer: Employment start date: | | Reviewer job title:

Key performance indicators (KPIs) or goals

Type | KPI \# | Description | Feedback :---- | :---- | :---- | :---- Customer | KPI 1 | | Employee feedback: Manager feedback: KPI 2 | | Employee feedback: Manager feedback: Process | KPI 3 | | Employee feedback: Manager feedback: KPI 4 | | Employee feedback: Manager feedback: Team | KPI 5 | | Employee feedback: Manager feedback: KPI 6 | | Employee feedback: Manager feedback: Financial | KPI 7 | | Employee feedback: Manager feedback: KPI 8 | | Employee feedback: Manager feedback:

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Behaviours

Treats everyone with courtesy and respect | Employee feedback: :---- | :---- Manager feedback: Displays Professionalism | Employee feedback: Manager feedback: Displays a positive attitude to work | Employee feedback: Manager feedback:

Individual development plan

Activity/step 1 :---- | :---- Activity/step 2 Activity/step 3 Activity/step 4 Activity/step 5

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Mid-year summary

Employee: :---- | :---- Manager:

End-of-year summary

Employee: :---- | :---- Manager:

End-of-year rating

☐ | Outstanding :---- | :---- ☐ | Exceeds expectations ☐ | Meets expectations ☐ | Needs improvement ☐ | Does not meet expectations

Employee name :---- | :---- Signature

Manager name :---- | :---- Signature

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