Performance Review Form for Managers

PERFORMANCE EVALUATION: MANAGEMENT PERSONNEL

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I. EMPLOYEE AND REVIEWER INFORMATION

Employee Name: [___________________________]
Job Title: [___________________________]
Department: [___________________________]
Review Period: From [____/____/____] to [____/____/____]
Reviewer Name: [___________________________]
Reviewer Title: [___________________________]
Date of Evaluation: [____/____/____]

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II. PERFORMANCE RATING SCALE

• 5 – Exceptional: Consistently exceeds expectations and performs at a mastery level.
• 4 – Exceeds Expectations: Often performs above requirements.
• 3 – Meets Expectations: Fully competent and meets all core job requirements.
• 2 – Needs Improvement: Inconsistent performance; requires development in specific areas.
• 1 – Unsatisfactory: Performance is consistently below standards; immediate improvement required.

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III. CORE MANAGEMENT COMPETENCIES

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IV. KEY PERFORMANCE INDICATORS (KPIs) & OBJECTIVES

Review of previously established goals for the current period.

1. Goal: [________________________________________________]
   • Result: [_____________________________________________]
2. Goal: [________________________________________________]
   • Result: [_____________________________________________]

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V. SUMMARY OF PERFORMANCE

Strengths:
[__________________________________________________________________________]
[__________________________________________________________________________]

Areas for Improvement / Developmental Needs:
[__________________________________________________________________________]
[__________________________________________________________________________]

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VI. FUTURE OBJECTIVES & PROFESSIONAL DEVELOPMENT PLAN

Outline goals for the upcoming review period.

1. [________________________________________________]
2. [________________________________________________]
3. [________________________________________________]

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VII. EMPLOYEE COMMENTS

The employee may provide feedback regarding this evaluation.
[__________________________________________________________________________]
[__________________________________________________________________________]

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VIII. ACKNOWLEDGMENT AND SIGNATURES

The signatures below indicate that this performance review has been discussed. It does not necessarily imply agreement with the ratings, but acknowledges the completion of the formal review process.

Manager’s Signature:

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Date: [____/____/____]

Employee’s Signature:

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Date: [____/____/____]

Human Resources Representative:

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Date: [____/____/____]