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Essential Microsoft Project: The 20% You Need to Know
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Staff Review Form | FREE Download

by | reviewed 18/01/2023
This is a simple staff review form for documenting a performance review. It can be used for:
  • informal or formal HR led reviews
  • time on secondment e.g. for project work
  • quarterly, sixth monthly or yearly reviews
The template is fully editable with Word and can be converted or changed to suit your project. The contents of the template is shown below.
Staff Review Form - word template

The contents of the Staff Review Form

 
Document information
Enter:
  • Name
  • Job title
  • Department
  • Date
Review of Job-Related Objectives
Current objectives
List objectives for the current review period. For example, Current objectives are:
  1. Achieve at least 75% billable utilization.
  2. Manage at least 5 projects aiming for delivery to schedule and budget.
  3. Assist in pre-sales cycles as directed by your line manager.
Completed objectives

Progress on objectives that haven't been completed (include any challenges, or special circumstances).
 
Review of Learning and Development Plan
Review progress against development objectives and any training attended.
 
Support provided to you
List support provided e.g. by line manager, colleagues etc.
 
Any other comments
 
Performance standard
Enter the performance rating. Standards will be set by your HR department, for example, Needs improvement, Satisfactory, Good, Very good.
 
Objectives and Learning and Development for next period
Job related objectives for the next period (SMART)
Align these with the business objectives for the department/team and the requirements of the role.

Learn how to set and achieve your goals using the popular SMART framework. This guide includes a free downloadable template!

Learning and Development Plan
  • list the competencies required
  • agree learning and development objectives
  • identify any training required
 
Approvals
Staff member
Name:
Signature:
Date:
Comments:

Line manager
Name:
Signature:
Date:
Comments:

Department manager
Name:
Signature:
Date:
Comments:
 
 

Download the template!

Word download - Staff Review Form (.doc)

Word download - Staff Review Form (.docx)

OpenDocument Text download - Staff Review Form (.odt)

PDF download - Staff Review Form (.pdf)

Performance Improvement Plan Template

 

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