- informal or formal HR led reviews
- time on secondment e.g. for project work
- quarterly, sixth monthly or yearly reviews
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:
Progress on objectives that haven't been completed (include any challenges, or special circumstances).
List objectives for the current review period. For example, Current objectives are:
- Achieve at least 75% billable utilization.
- Manage at least 5 projects aiming for delivery to schedule and budget.
- Assist in pre-sales cycles as directed by your line manager.
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.
Learning and Development Plan
Align these with the business objectives for the department/team and the requirements of the role.
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:
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)
Staff Performance Improvement Plan Template
Project Performance Plan Template
Project Templates to download
- Sample Project Charter - FREE example from a real software project
- Excel Project Plan - FREE excel Gantt Chart template for project planning
- WBS Checklist - Download a Free checklist for reviewing Work Breakdown Structures
- Project Management Templates - View our collection of FREE templates for Project Managers
- MS Project schedules - Get a ready made Microsoft Project Plan for your Project.
- Risk Register template - Download a free Risk Register Template for managing your risks.
- Software Project Plan - Get a ready Made Microsoft Project Plan for your Software Implementation Project.
- Sample Statement of Work - Writing a SOW is challenging! That is why we are sharing this free example!
- WBS examples - 22 Examples of real world Work Breakdown Structures.