What’s inside
- Review details and a defined 1 to 5 rating scale
- Goals from the last period with evidence
- Seven core competencies with employee and manager comments
- Self-assessment questions
- Next-period goals, development plan and signatures
How to use it
- Share it with the employee to complete the self-assessment first.
- Add ratings and comments as the manager.
- Discuss it together and agree the new goals.
- Both sign and keep a copy.
FAQ
Should the employee see the ratings before the meeting?
Many teams share the draft a day ahead so the meeting is a discussion, not a surprise.
Can I change the competencies?
Yes. Replace them with the skills that matter for the role.
Does signing mean the employee agrees?
No. Signing confirms the review took place; there is space for the employee’s own comments.
