{"id":6435,"date":"2016-06-06T09:24:12","date_gmt":"2016-06-06T09:24:12","guid":{"rendered":"https:\/\/www.process.st\/templates\/performance-review-template\/"},"modified":"2024-02-28T17:25:28","modified_gmt":"2024-02-28T17:25:28","slug":"performance-review-template","status":"publish","type":"post","link":"https:\/\/www.process.st\/templates\/performance-review-template\/","title":{"rendered":"Performance Review Template"},"content":{"rendered":"<section id=\"introduction\">\n<h2>Introduction<\/h2>\n<div class=\"image-content\">\n<figure>\n   <a href=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/gZNFck4y8FD_qxg9wplBKQ.png\" alt=\"Introduction\" target=\"_blank\" rel=\"noopener\"> <img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/gZNFck4y8FD_qxg9wplBKQ.png\"> <\/a><br \/>\n  <\/figure>\n<\/p><\/div>\n<div class=\"text-content\">\n<p>You need to give your employees constructive feedback to make sure the business is working to the best of its abilities. Yearly, semi-yearly or quarterly performance reviews give you the best opportunity to praise employees for what they've done well, put right what they're doing wrong, and discuss your plans for their growth and the growth of the business.<\/p>\n<p>That's why, over at <a href=\"https:\/\/www.process.st\/\" rel=\"nofollow noopener\" target=\"_blank\">Process Street,<\/a>&nbsp;we've created this Performance Review Template.<\/p>\n<p>Ensure your employees' performance never drops again!<\/p>\n<\/p><\/div>\n<\/section>\n<section id=\"gather-material\">\n<h2>Gather Material:<\/h2>\n<\/section>\n<section id=\"record-employee-details\">\n<h2>Record employee details<\/h2>\n<div class=\"text-content\">\n<p>First thing's first you're going to want to <strong>record the details of&nbsp;employee you are going to be reviewing the performance of<\/strong>. Do so using the form fields below.<\/p>\n<\/p><\/div>\n<div class=\"text-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Employee name <\/label><br \/>\n   <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\">\n  <\/div>\n<\/p><\/div>\n<div class=\"text-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Employee role <\/label><br \/>\n   <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\">\n  <\/div>\n<\/p><\/div>\n<div class=\"date-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Performance review date <\/label> <\/p>\n<div class=\"date-container\">\n    <button type=\"button\" disabled class=\"btn btn-default\"> <i class=\"fa fa-calendar btn-icon\"><\/i> Date will be set here <\/button>\n   <\/div>\n<\/p><\/div>\n<\/p><\/div>\n<\/section>\n<section id=\"retrieve-employees-performance-plan\">\n<h2>Retrieve employee's performance plan<\/h2>\n<div class=\"image-content\">\n<figure>\n   <a href=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/kkOgHB77czBHTZgyIodC0Q.png\" alt=\"Retrieve employee's performance plan\" target=\"_blank\" rel=\"noopener\"> <img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/kkOgHB77czBHTZgyIodC0Q.png\"> <\/a><br \/>\n  <\/figure>\n<\/p><\/div>\n<div class=\"text-content\">\n<p><strong>Once you have the employee's details recorded<\/strong> you are going to <strong>have to retrieve a copy of the employee's performance plan or activity report<\/strong> from the relevant manager. You can do this by asking the hiring manager for a copy.<\/p>\n<p>Once you have this, you are going to need to <strong>read through it<\/strong> and see where they're going right and going wrong.<\/p>\n<\/p><\/div>\n<div class=\"file-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Performance Report <\/label> <\/p>\n<div class=\"file-container\">\n    <button type=\"button\" disabled class=\"btn btn-default\"> <i class=\"fa fa-upload btn-icon\"><\/i> File will be uploaded here <\/button>\n   <\/div>\n<\/p><\/div>\n<\/p><\/div>\n<\/section>\n<section id=\"review-information\">\n<h2>Review Information:<\/h2>\n<div class=\"text-content\">\n<p class=\"style-info\">In this section, there's an approval task (task #11). This will allow the employee's manager to look at the review you've written, then approve or reject it before your meeting with the employee.<\/p>\n<p>The manager will be automatically assigned if you included their email in the \"Their manager's email\" field in task #3.<\/p>\n<p>To learn more about how approvals works, <a href=\"https:\/\/www.process.st\/approvals\/\" rel=\"nofollow noopener\" target=\"_blank\">read our informative blog post<\/a>.<\/p>\n<\/p><\/div>\n<\/section>\n<section id=\"review-employees-responsibilities\">\n<h2>Review employee's responsibilities<\/h2>\n<div class=\"text-content\">\n<p>Once you've gained a copy of the employee's performance plan <strong>you are going to need to look at the responsibilities they undertake within their role<\/strong>. Figure out what they perform better at than others. A factor to consider is if they have been given additional responsibilities and is that affecting their workload and productivity.&nbsp;<\/p>\n<p>Using the form fields below state the employee's duties and responsibilities.&nbsp;<\/p>\n<\/p><\/div>\n<div class=\"textarea-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Employees Responsibilities &amp; Duties <\/label><br \/>\n   <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n<\/p><\/div>\n<div class=\"textarea-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> High Performance Areas <\/label><br \/>\n   <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n<\/p><\/div>\n<div class=\"textarea-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Low Performance Areas <\/label><br \/>\n   <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n<\/p><\/div>\n<\/section>\n<section id=\"review-performance\">\n<h2>Review performance<\/h2>\n<div class=\"image-content\">\n<figure>\n   <a href=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/uhsfPcMDMnFk6p0yHiFLyw.jpg\" alt=\"Review performance\" target=\"_blank\" rel=\"noopener\"> <img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/uhsfPcMDMnFk6p0yHiFLyw.jpg\"> <\/a><br \/>\n  <\/figure>\n<\/p><\/div>\n<div class=\"text-content\">\n<p>When you've had a look at the employee's responsibilities and duties <strong>you can look at how their performance was when carrying out these tasks<\/strong>. The things you want to take into consideration are:&nbsp;<\/p>\n<ul>\n<li>How well the employee performed the assigned responsibilities and the quality and\/or timeliness of the employee's accomplishments<\/li>\n<li>Whether and how well the employee met performance goals<\/li>\n<li>Areas of performance that improved over the appraisal period<\/li>\n<li>Areas of performance that might need improvement<\/li>\n<\/ul><\/div>\n<div class=\"select-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Employee Performance <\/label><br \/>\n   <select disabled class=\"form-control\"><option value=\"An option will be selected here\">An option will be selected here<\/option><\/select>\n  <\/div>\n<\/p><\/div>\n<div class=\"textarea-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Additional Details <\/label><br \/>\n   <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n<\/p><\/div>\n<\/section>\n<section id=\"assess-their-strengths\">\n<h2>Assess their strengths<\/h2>\n<div class=\"text-content\">\n<p>You will <strong>run through the employee's performance<\/strong> that you the gathered material from their manager earlier on. Run through what they're doing right with their current role, where their <strong>strengths<\/strong> are and what you see for them in the future.<\/p>\n<\/p><\/div>\n<div class=\"textarea-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> State Their Strengths <\/label><br \/>\n   <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n<\/p><\/div>\n<\/section>\n<section id=\"figure-out-their-weaknesses\">\n<h2>Figure out their weaknesses<\/h2>\n<div class=\"text-content\">\n<p>When you've run through the things that the employee's is doing right, <strong>it is time to focus what they're not doing so well at<\/strong>.<\/p>\n<\/p><\/div>\n<div class=\"textarea-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> State Their Weaknesses <\/label><br \/>\n   <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n<\/p><\/div>\n<\/section>\n<section id=\"review-developmental-needs\">\n<h2>Review developmental needs<\/h2>\n<div class=\"image-content\">\n<figure>\n   <a href=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/hxF_TKYtS2xVYRP7j3hCzQ.png\" alt=\"Review developmental needs\" target=\"_blank\" rel=\"noopener\"> <img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/hxF_TKYtS2xVYRP7j3hCzQ.png\"> <\/a><br \/>\n  <\/figure>\n<\/p><\/div>\n<div class=\"text-content\">\n<p>In addition to the information in the narrative, <strong>prepare to talk to the employee about developmental needs<\/strong>. Identify skills and competencies that may enhance or improve the employee's performance. Look into ways of improving skills, such as the classroom or online training.<\/p>\n<p><strong>Enter the appraisal review with this information on hand<\/strong>, but during the review, be sure to ask the employee for input on development needs. If employees participate in creating their own development plans, those plans likely will be more successful.<\/p>\n<\/p><\/div>\n<div class=\"select-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Do they require developmental assistance? <\/label><br \/>\n   <select disabled class=\"form-control\"><option value=\"An option will be selected here\">An option will be selected here<\/option><\/select>\n  <\/div>\n<\/p><\/div>\n<div class=\"textarea-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Required training <\/label><br \/>\n   <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n<\/p><\/div>\n<\/section>\n<section id=\"approval-manager\">\n<h2>Approval: Manager<\/h2>\n<div class=\"approval-content\">\n<div class=\"header\">\n<div class=\"list-title\">\n    Will be submitted for approval:\n   <\/div>\n<\/p><\/div>\n<div class=\"approval-rule-subject-tasks-list\">\n<ul class=\"list\">\n<li>\n<div class=\"approval-rule-subject-tasks-list-item\">\n<div class=\"item\">\n<div class=\"container\">\n        <span class=\"title\">Review performance<\/span> <\/p>\n<div class=\"body\">\n         Will be submitted\n        <\/div>\n<\/p><\/div>\n<\/p><\/div>\n<\/p><\/div>\n<\/li>\n<\/ul><\/div>\n<\/p><\/div>\n<\/section>\n<section id=\"schedule-meeting\">\n<h2>Schedule meeting<\/h2>\n<div class=\"text-content\">\n<p><strong>It is time to schedule the employee's interview.<\/strong>&nbsp;Once the date has been arranged you will then use our <a href=\"https:\/\/app.process.st\/templates\/mqeeMadZvtb3Y8C_jHVN5Q\/view\/tasks\/t5Cww2H1ra_LSl0PTHZIqg\" rel=\"nofollow\">Performance Management Template<\/a> to help your employee maintain their performance.<\/p>\n<\/p><\/div>\n<div class=\"date-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Date of Interview <\/label> <\/p>\n<div class=\"date-container\">\n    <button type=\"button\" disabled class=\"btn btn-default\"> <i class=\"fa fa-calendar btn-icon\"><\/i> Date will be set here <\/button>\n   <\/div>\n<\/p><\/div>\n<\/p><\/div>\n<\/section>\n<section id=\"sources\">\n<h2>Sources:<\/h2>\n<div class=\"text-content\">\n<p><a href=\"https:\/\/www.opm.gov\/\" target=\"_blank\" rel=\"nofollow noopener\">Opm<\/a> -&nbsp;<a href=\"https:\/\/www.opm.gov\/policy-data-oversight\/performance-management\/performance-management-cycle\/rating\/supervisors-checklist-for-preparing-for-employee-performance-reviews\/\" rel=\"nofollow noopener\" target=\"_blank\">Supervisors Checklist For Employee Performance Review<\/a>&nbsp;<\/p>\n<p><a href=\"http:\/\/www.halogensoftware.com\/uk\" target=\"_blank\" rel=\"nofollow noopener\">Halogen<\/a> -&nbsp;<a href=\"http:\/\/www.halogensoftware.com\/blog\/six-helpful-tips-on-how-to-conduct-a-performance-review-meeting\" rel=\"nofollow noopener\" target=\"_blank\">Helpful Tips On How To Conduct A Performance Review<\/a>&nbsp;<\/p>\n<p><a href=\"http:\/\/managementhelp.org\/\" target=\"_blank\" rel=\"nofollow noopener\">Managementhelp<\/a> - <a href=\"http:\/\/managementhelp.org\/employeeperformance\/performance-appraisals.htm\" target=\"_blank\" rel=\"nofollow noopener\">Performance Appraisals <\/a><\/p>\n<p><a href=\"https:\/\/www.americanexpress.com\" target=\"_blank\" rel=\"nofollow noopener\">AmericanExpress<\/a> - <a href=\"https:\/\/www.americanexpress.com\/us\/small-business\/openforum\/articles\/how-to-give-employee-performance-reviews-like-a-pro-1\/\" target=\"_blank\" rel=\"nofollow noopener\">How To Give Employee Performance Reviews Like A Pro<\/a>&nbsp;<\/p>\n<\/p><\/div>\n<\/section>\n<section id=\"relevant-checklists\">\n<h2>Relevant Checklists:<\/h2>\n<div class=\"text-content\">\n<p><a href=\"https:\/\/www.process.st\/templates\/employee-background-check\/\" target=\"_blank\" rel=\"nofollow noopener\">Employee Background Check<\/a><\/p>\n<p><a href=\"https:\/\/www.process.st\/templates\/employee-relations\/\" target=\"_blank\" rel=\"nofollow noopener\">Employee Relations<\/a><\/p>\n<p><a href=\"https:\/\/www.process.st\/templates\/job-description-template\/\" target=\"_blank\" rel=\"nofollow noopener\">Job Description Template<\/a><\/p>\n<p><a href=\"https:\/\/www.process.st\/templates\/performance-management\/\" target=\"_blank\" rel=\"nofollow noopener\">Performance Management<\/a><\/p>\n<p><a href=\"https:\/\/www.process.st\/templates\/recruitment-process\/\" target=\"_blank\" rel=\"nofollow noopener\">Recruitment Process<\/a><\/p>\n<\/p><\/div>\n<\/section>\n","protected":false},"excerpt":{"rendered":"<p>Introduction You need to give your employees constructive feedback to make sure the business is working to the best of its abilities. 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