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Performance Review Template

Free for 14 days on the Business plan, no credit card required.

Quarterly or annual performance review with goals, ratings, and development plan.

About This Template

Quarterly or annual performance review with goals, ratings, and development plan. This HR template is a customizable starting point: preview the sample document below, then fill in your own parties, dates, and terms.

What This Template Covers

  • Company
  • Review period
  • Review date
  • Employee
  • Manager
  • Goals
  • Strengths
  • Areas for growth
  • Overall rating
  • Development plan
  • Days the employee has to submit comments
  • Employee comments (optional)

Sample Performance Review

A sample document with example details. Your template opens with fields ready to fill in.

This template is a customizable starting point, not legal advice. Laws vary by state and situation, so have a qualified attorney review any agreement before you rely on it.

Read the sample as text

!DOCTYPE html

Northwind Traders

Performance Review

2025 Q1

Performance Review

EmployeeJordan Reyes

RoleSenior Engineer

ManagerAlex Nguyen

Review Period2025 Q1

Review DateApril 15, 2025

Overall Rating4 / 5

Goals

Goal

Status

Notes

Migrate billing reports to the new data warehouse

In progress

10 of 12 reports migrated.

Mentor two junior engineers

Exceeded

Mentored three.

Reduce P0 incidents

Met

Zero P0s this quarter, down from two.

Strengths

Strong technical leadership; consistently mentors junior engineers; ships high-quality work on time.

Areas for Growth

Project planning and cross-functional communication; opportunity to delegate more deliberately.

Overall Rating

4 / 5 — Exceeds expectations

Rating scale: 5 Significantly exceeds expectations · 4 Exceeds expectations · 3 Meets expectations · 2 Partially meets expectations · 1 Does not meet expectations.

Development Plan

Lead one cross-team project in Q2 with weekly written status updates. Attend the leadership communication workshop in May. Identify two delegation opportunities per sprint.

Employee Comments

No comments submitted.

This review summarizes performance for the period shown. It is not a contract, does not promise any change in compensation, promotion, bonus, or continued employment, and does not change the terms of employment, including at-will status where it applies. The employee's signature confirms only that the employee received and discussed this review, not that the employee agrees with it. The employee may submit written comments within 10 days after receiving this review, and they will be kept with it.

Manager

Alex Nguyen

Employee acknowledgment

Jordan Reyes

How It Works

  1. Step 1

    Preview The Template

    Review the sample document and the list of details it captures, so you know what you will fill in.

  2. Step 2

    Start A Free 14-Day Trial

    Choose Use this template and sign up with Google or a 6-digit email code. The trial is on the Business plan, and no credit card is required to start.

  3. Step 3

    Fill In, Generate, And Send

    The template opens in Propper Gen ready to fill in. Generate your document as a PDF, then send it for eSignature with Propper Sign when you are ready.

Frequently Asked Questions

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Free for 14 days on the Business plan, no credit card required.