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24 min read

The Best 11 Performance Review Templates: Evaluate and Grow Your People

Global HR

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Author

Lorelei Trisca

Last Update

December 17, 2025

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Table of Contents

Annual performance review template

Mid-year performance review template

Competency-based performance review template

End-of-probation review template

Employee self-evaluation template

Peer review template

9-box grid spreadsheet template

Performance calibration template

Bonus: Performance improvement plan template

Bonus: Goal tracking template

How to choose the right performance review template for your team

Drive performance and growth with Deel

Key takeaways

  1. Performance review templates for managers and employees bring consistency and fairness to evaluations by guiding goal-setting, evidence collection, and development planning.
  2. They help standardize criteria, prompt meaningful dialogue, and ensure feedback leads to action—not just a form filed away. Used effectively, templates also align employee contributions to company objectives and create a shared language for performance.
  3. Deel’s performance management tools bring these templates to life for global teams, connecting reviews to HR data, compensation decisions, and growth, for compliant, seamless operations across borders.

Performance reviews can make or break employee motivation. With the right questions, you set yourself up to build a highly motivated team aligned with the business goals. Poorly run, however, a performance review is a major turnoff that has your employees go from polishing the project presentations to marking themselves available for work on LinkedIn profile.

Whether you manage a growing team or an international workforce, well-designed performance review templates turn feedback into clarity, action, and growth. The right formats streamline conversations, reduce bias, and align goals across levels—while saving managers hours per cycle.

With our free performance review templates, you set yourself up for solid employee performance reviews that everyone on the team anticipates. Browse to find the one you need, and feel free to adapt it to your company's unique profile. All templates are downloadable and ready for you to use and create meaningful employee feedback and two-way conversations.

Annual performance review template

Annual appraisals are comprehensive evaluations that happen once a year, providing a holistic view of an employee's accomplishments, challenges, and growth over the entire year.

The advantage of annual performance reviews is that they offer a cumulative reflection, allowing employees and managers to assess yearly progress and set clear objectives for the upcoming year.

We designed this annual review template to simplify and unify the evaluation process across an organization. Using this template will ensure consistency and reduce manual work. This template encourages introspection on:

  1. Skills, work quality and productivity
  2. Overall performance
  3. Achievements
  4. Challenges faced
  5. Areas of enhancement
  6. Goal setting for the future

We included an optional rating scale with three levels: exceeds expectations, meets expectations, and below expectations). Feel free to remove, or adjust it according to your organization's performance management system.

To foster in-depth and actionable and helpful feedback, our template includes detailed examples, and multiple tips for managers to ensure the review process is a dialogue and not judgement day.

This annual performance review template will facilitate more constructive, actionable, and supportive reviews to promote employee development.

Free template

Streamline annual performance reviews
Get our annual performance review template, perfect for both quantitative and qualitative assessments. Empower your team with actionable and meaningful reviews.

Mid-year performance review template

Mid-year performance reviews are formal performance check-ins halfway through the year. Their purpose is to evaluate an employee’s progress toward their annual goals. However, this review type is less about final judgment and more about course correction, encouragement, and realignment.

With this template, you can turn employee reviews into productive, motivating conversations, not just status updates. It gives managers and employees a clear framework for:

  1. Reviewing progress toward annual goals
  2. Celebrating wins and identifying improvement areas
  3. Realigning priorities for the next six months, and ensuring individual goals align with larger team and company objectives
  4. Documenting feedback, updated goals, and development plans

Free template

Turn mid-year check-ins into year-end wins
Make every mid-year review a launchpad for end-of-year success. Download our free mid-year performance review template and run consistent, impactful reviews that align your team and boost engagement.

Competency-based performance review template

In a competency-based performance appraisal process, the focus is on helping employees develop the behaviors they need to be successful in their jobs. Therefore, you'd evaluate job performance with a focus on competencies (relevant for the role).

Our competency-based performance review template takes a focused and in-depth approach to evaluating an employee's proficiency across various skills and competencies.

Its well-structured sections offer opportunities to assess key areas such as technical competencies, communication, teamwork, strategic planning, etc. The emphasis on specific examples ensures the feedback is tangible and actionable, while rating systems add a quantitative aspect to the review.

We also included detailed instructions for reviewers. The template ensures the review process is constructive and beneficial for the employee and the manager.

Free template

Unlock employee potential with competency-based performance reviews
Start giving your employees tailored feedback and development opportunities to achieve their full potential. Enhance your performance management process today.

Since we know that defining and leveling competencies is a complex task, we have compiled a competency framework template with 140+ individual contributor competencies leveled from basic to expert mastery. Use this resource to pave the way for comprehensive, growth-oriented reviews.

Free template

Create actionable competency frameworks effortlessly
Download our competency framework template and select the most relevant competencies from over 140 core, functional, and technical competencies across five mastery levels.

End-of-probation review template

As the probation period ends, typically six months after the hire date, a new hire should understand whether they passed the probation review or not.

Our template is designed to thoroughly assess a new hire's performance and decide their future in the organization. The focus is on creating a well-rounded understanding of the employee's experiences during the probationary period and setting the stage for their further journey within the organization. It covers key themes such as:

  1. Role alignment
  2. Key achievements and contributions
  3. Areas where performance did/did not not meet expectations
  4. Potential for growth
  5. Action items post-review and follow-up (for new hires successful in their probation review)

A manager would fill in this review before meeting the new hire and communicating their final decision.

Free template

Evaluate new hire performance
Download the probation review template for a constructive review that sets the stage for long-term employee performance, development, and engagement.

To help you make the most out of probation meetings, we also created a complementary resource, a bundle of three meeting agendas covering three possible outcomes of a probationary period:

  1. Successful candidates
  2. Unsuccessful candidates to be terminated
  3. Candidates that require an extension to the probation review before a final decision.

Free template

Conduct productive probation meetings
Download the probation review meeting bundle, an essential resource for HR professionals and managers to conduct effective and fair probationary meetings.

Employee self-evaluation template

Employee self-evaluations have grown into an invaluable tool for evaluating performance and helping employees become more self-aware. They can also give managers an idea of how conscious each employee is about their behaviors and the difference between how each person perceives themselves vs. how others see them.

Our template includes step-by-step instructions, tips, and examples to guide users, encouraging measurable, thoughtful responses to highlight achievements and identify growth opportunities. It collects qualitative and quantitative input with open and rating questions, using the following scale:

  • Very poor
  • Poor
  • Average
  • Good
  • Excellent

The template covered key themes such as:

  1. Performance objectives
  2. Role fulfillment
  3. Key achievements
  4. Goals for the next period

Complementary resource

Customize this template with any of these sample self-evaluation questions.

Free template

Simplify self evaluations
Designed for HR leaders and employees alike, this self-evaluation template helps streamline the review process with clear instructions, helpful tips, and growth-focused planning.

Peer review template

Unlike manager-led reviews, peer reviews capture real, day-to-day interactions, helping individuals grow in their roles and improving team collaboration.

Our structured and comprehensive peer review template allows you to collect structured, insightful feedback while saving time and effort. Our template includes:

  1. Structured questions covering collaboration, communication, accountability, leadership, technical skills, and problem-solving
  2. A clear rating scale to ensure consistency in evaluations—with explanation for what each rating stands for to ensure consistent evaluations across reviewers
  3. Guidelines for reviewers to provide constructive and professional feedback
  4. Optional HR sections for summarizing key themes and next steps

Complementary resource

Customize this template with any of these sample peer review questions.

Free template

Run better peer reviews
Tired of inconsistent peer feedback? Our structured peer review template ensures meaningful insights, clear evaluation criteria, and actionable development plans. Improve collaboration and performance with better feedback today.

9-box grid spreadsheet template

The 9-box grid is a visual representation of employees' performance and potential, based on a set of predefined criteria. It uses a 3x3 matrix that divides employees into nine categories, based on their performance and potential.

The horizontal axis represents an employee's performance, while the vertical axis represents an employee's potential.

The nine categories are:

  1. High potential - High performer
  2. High potential - Average performer
  3. High potential - Low performer
  4. Average potential - High performer
  5. Average potential - Average performer
  6. Average potential - Low performer
  7. Low potential - High performer
  8. Low potential - Average performer
  9. Low potential - Low performer

This template comes with 2 versions:

  • Simple 9-box assessment: Evaluate employees based on two key questions: "Assess this employee's potential" and "Assess this employee's performance," both on a 1-3 rating scale
  • Advanced 9-box assessment: Use different rating scales for performance, which are then converted to a 3-point system for the 9-box grid

Regardless of the version you choose (simple or advanced), once you've assessed employee potential and performance, the 9-box grid will automatically populate with your employees' names.

Free template

Understand your workers' performance and potential
Get a visual representation of your workforce's performance and potential. This 9-box grid template comes with step-by-step instructions, detailed rating scales, automatic worker distribution, and results interpretation and follow-up guidance.

Performance calibration template

Performance calibrations help even out ratings and reduce evaluator bias, to get as fair a picture as possible. In a performance review calibration, managers get together to discuss ratings and find consensus. 

But doing performance calibration manually means handling an avalanche of data and countless meetings to navigate.

Preparation and a structured framework for collecting and calibrating performance data are key as a solid foundation for a successful calibration meeting.

Our user-friendly, automated performance calibration spreadsheet is designed to simplify data input, instantly transforming your data into a comprehensible graph. It provides immediate access to vital statistics across departments, saving you valuable time and offering key insights at a glance.

Free template

Struggling to run fair and consistent performance reviews?
Ensure objective, data-driven performance reviews with our free performance calibration template. Get automated calculations, department-level insights, and built-in calibration tracking—all in one easy-to-use spreadsheet.

Bonus: Performance improvement plan template

You've evaluated employee performance. What happens with those falling short on expectations? A performance improvement plan offers a structured framework for constructive dialogue between managers and team members who do not meet predetermined work performance standards.

This PIP template is a supportive tool to enhance employee performance and align workers with organizational goals. It includes instructions to guide managers and employees when filling in and implementing the plan.

Note: Tailor this free PIP template to adhere to local labor laws and organizational policies. We advise consulting with your HR team or legal experts to ensure compliance and effectiveness in applying this plan.

Free template

Address performance issues
A structured performance improvement plan with transparent expectations and clear milestones is the best way to address poor employee performance.

Bonus: Goal tracking template

For many organizations, goal setting and attainment are critical for performance evaluations.

This goal tracker template is a free, intuitive, multi-sheet resource for Microsoft Excel and Google Sheets. The template uses automation and color coding to help organizations, departments, teams, and individuals track and easily visualize their progress toward their objectives and key results (OKRs).

Using this template will give stakeholders in your organization visibility over approaching deadlines, targets, expectations, and relevant or linked projects. It empowers your teams to set, track, and achieve specific goals. This improves workplace efficiency and enhances organizational productivity and strategic alignment.

Free template

Track your teams' goal progress
Spend less time tracking your goals with inefficient tools and more time working toward reaching them with this free goal tracker.

How to choose the right performance review template for your team

Choosing the right template ensures your performance reviews fit your structure, roles, growth strategy, and company culture, so feedback is meaningful and actionable.

The best template depends on your team size, how people work, your management style, and how often you evaluate performance. Use the table below as a simple decision guide.

Template name Best for team size Worker location Management structure Review frequency
Annual performance review Mid to large teams (50+), good for holistic, year‑long reflection Works for all locations, but needs added check‑ins for distributed teams Structured/hierarchical. This template aligns well with top-down goal cycles Annual. Annual reviews are best for high‑level assessment and year planning
Mid‑year performance review Growing teams (50–500), instrumental for keeping goals on track Helpful for hybrid/remote work to reset expectations Flat or agile. This template enables course correction without full cycle Semi‑annual. Mid-year check-ins can remedy drift and keep alignment
Competency‑based review Teams with diverse roles, this template focuses on behaviors, not just outcomes Useful for all work models where competencies matter equally Cross-functional or agile organizations. This template fits orgs focusing on skill development Quarterly or semi‑annual. The competency-based approach is great for skill progression focus
End‑of‑probation review Company-size agnostic, this review type ensures new hires fit Useful for all work models, but particularly beneficial in remote/hybrid onboarding Any structure. This template is useful across teams to validate early role fit At the end of probation (e.g., 3–6 months). This review type clears early performance expectations
Employee self‑evaluation Growing teams, 50+, to promote individual reflection Works in all settings to promote transparency and Flat or collaborative. Self-reviews promote shared responsibility for growth Used as part of other templates or quarterly check‑ins.
Peer review template Scaling orgs with deep collaboration work Especially powerful in hybrid environments where peer interaction matters Cross-functional or agile. Peer review supports feedback from those closest to the reviewee’s work Quarter or project cycle. This type of review is beneficial for continuous improvement
9‑box grid Scaling orgs with growing leadership pipelines Useful globally for talent segmentation Structured or maturing orgs. The 9-box framework supports long-term talent strategy Annual or semi‑annual cycles. This template links performance to potential
Performance calibration template Multi‑team orgs, especially +100 employees Helps maintain fairness across distributed teams Structured/hierarchical organizations. Calibration ensures fairness across teams and departments Typically before compensation or promotion cycles
Performance improvement plan (PIP) Any size, especially helpful with high turnover or development focus Works wherever due process is needed Any type. PIPs often involve both the manager and HR in a structured process As needed, triggered when expectations aren’t met
Goal tracking template Any size that sets OKRs/KPIs Helps teams stay aligned in any work model Agile or flat organizations. This template supports dynamic goal alignment and review Continuous or aligned with performance check‑ins
Deel HR
Build high-performing teams with half the work
Retain top talent and foster a culture of high performance with our AI-powered people suite to manage development, performance, and training programs from one single place.

Drive performance and growth with Deel

Spreadsheets and online forms will never be as efficient as a fully integrated review system that can automate your performance cycle.

Deel Engage is a talent management solution that massively enhances the performance management process by providing tools for:

  1. Setting performance goals at individual, team, department, and organizational levels
  2. Defining role-based expectations and competency models serving as benchmarks for performance evaluations
  3. Collecting and analyzing feedback from multiple sources (peers, managers, and self-evaluations)
  4. Automating performance review workflows (automatically adding employees according to criteria such as hire date or belonging to specific departments or groups)
  5. Anonymizing feedback collection (if needed)
  6. Calibrating performance scores
  7. Streamlining notifications and reminders for all participants
  8. Identifying skill gaps and areas for improvement
  9. Creating training programs that address performance gaps with a wide range of learning resources

Deel Engage ensures that performance reviews are fair, consistent, and aligned with organizational goals. Use it to support employee development and business success. Schedule a call with our consultants to see how your can automate your performance processes.

FAQs

A performance review template is a standardized form or framework that guides how performance evaluations are conducted across your organization. It typically includes structured sections like goal progress, strengths, development areas, and future plans—along with rating scales or qualitative feedback prompts.

Using a template is important because it:

  • Ensures consistency: Everyone is evaluated using the same structure, which promotes fairness and comparability.
  • Saves time: Managers don’t have to reinvent the wheel each cycle; they follow a ready-made framework.
  • Improves quality: A good template prompts more thoughtful, evidence-based feedback from both managers and employees.
  • Supports legal and compliance needs: Standardized documentation helps you maintain accurate records of performance over time.
  • Facilitates better conversations: With clear expectations and shared language, performance reviews become more meaningful and focused.

For growing companies, templates are especially valuable because they help you scale your performance processes without sacrificing quality or equity.

A solid performance review template should strike a balance between structure and flexibility. Typical sections include:

  1. Employee details: Name, title, department, manager, and review period.
  2. Key goals and results: A review of individual goals or KPIs, including status and outcomes.
  3. Strengths and contributions: Where the employee excelled, including team impact, leadership, innovation, or collaboration.
  4. Areas for improvement: Specific growth areas, skill gaps, or behaviors to address.
  5. Rating scale (if applicable): Standardized performance levels to ensure consistency across teams.
  6. Manager feedback and comments: Qualitative input supported by examples.
  7. Development plan: Concrete next steps, training needs, stretch opportunities, or role evolution.

To create performance review templates that serve both managers and employees, HR teams should focus on clarity, balance, and usability. Here's how:

  1. Start with the purpose: Define what your reviews aim to achieve—development, alignment, decisions about compensation or promotion—and design accordingly.
  2. Include shared sections: Incorporate goals, strengths, areas for improvement, and development plans to create a holistic view of performance.
  3. Keep language accessible: Avoid jargon so employees at all levels can understand and engage with the template.
  4. Use rating scales sparingly: If included, clearly define each level to avoid ambiguity and reduce bias.
  5. Prompt for evidence: Ask for specific examples to support both positive feedback and constructive criticism.
  6. Make self-assessment a core part: It helps surface employee perspectives early and creates a two-way dialogue.
  7. Pilot and iterate: Test templates with a small group of managers and employees to refine before full rollout.

A good performance review template works for both sides when it:

  • Is easy to navigate: Clear structure, logical flow, and minimal jargon.
  • Balances structure and flexibility: Includes standardized questions while allowing room for context or nuance.
  • Encourages dialogue: Prompts thoughtful feedback that supports two-way conversations, not just evaluation.
  • Ties performance to development: Ends with a forward-looking development plan or growth conversation.
  • Fits your culture: A fast-paced tech company may prefer lightweight check-ins, while a regulated firm might need more formal structure.

To promote fairness and minimize bias:

  • Use standardized evaluation criteria across teams, so all employees are assessed against the same definitions.
  • Train managers on how to recognize and avoid common biases (recency, similarity, leniency, etc.).
  • Require specific examples to support ratings or qualitative feedback.
  • Introduce calibration sessions to normalize ratings across teams and functions.
  • Offer a self-assessment option so employees have a voice in the process and can correct misconceptions early.

Yes. Self-assessments play a valuable role in:

  • Improving self-awareness: They prompt employees to reflect on their performance, growth, and challenges.
  • Creating alignment: Self-reviews surface differences in perception between employees and managers before the review meeting.
  • Fostering ownership: Employees take more responsibility for their performance when they participate actively in the process.

Keep the self-assessment structured (e.g., 3–5 questions or prompts) to avoid fatigue or vague answers.

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Lorelei Trisca is a content marketing manager passionate about everything AI and the future of work. She is always on the hunt for the latest HR trends, fresh statistics, and academic and real-life best practices. She aims to spread the word about creating better employee experiences and helping others grow in their careers.