Performance Review Template in EXCEL

PERFORMANCE EVALUATION AND DEVELOPMENT REVIEW

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I. EMPLOYEE INFORMATION

Employee Name: [___________________________]
Employee ID: [___________________________]
Job Title: [___________________________]
Department: [___________________________]
Reporting Manager: [___________________________]
Review Period: From [___________] to [___________]
Review Date: [___________________________]

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II. PERFORMANCE RATING SCALE

• 5 – Exceptional: Consistently exceeds expectations.
• 4 – Exceeds Expectations: Often exceeds established goals.
• 3 – Meets Expectations: Fully meets requirements and objectives.
• 2 – Needs Improvement: Inconsistent performance; requires development.
• 1 – Unsatisfactory: Fails to meet core requirements.

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III. KEY PERFORMANCE INDICATORS (KPIs) & CORE COMPETENCIES

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IV. MANAGER EVALUATION SUMMARY

Strengths:
[__________________________________________________________________________]
[__________________________________________________________________________]

Areas for Development:
[__________________________________________________________________________]
[__________________________________________________________________________]

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V. EMPLOYEE SELF-ASSESSMENT

Reflections on Performance:
[__________________________________________________________________________]
[__________________________________________________________________________]

Professional Development Goals for Next Period:
[__________________________________________________________________________]
[__________________________________________________________________________]

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VI. GOALS AND OBJECTIVES (UPCOMING PERIOD)

1. [Goal Name]: [________________________________] | Due Date: [___________]
2. [Goal Name]: [________________________________] | Due Date: [___________]
3. [Goal Name]: [________________________________] | Due Date: [___________]

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VII. FORMAL ACKNOWLEDGMENT AND SIGNATURES

The signatures below acknowledge that this evaluation has been discussed between the Manager and the Employee. It does not necessarily indicate agreement with the contents, but confirms that the review has been conducted and discussed.

Employee Signature: ___________________________ Date: [___________]

Manager Signature: ___________________________ Date: [___________]

HR Representative: ___________________________ Date: [___________]

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VIII. CONFIDENTIALITY NOTICE

This document is intended for internal use and contains sensitive personnel information. Unauthorized disclosure or reproduction is strictly prohibited in accordance with company policy and applicable privacy regulations.

Performance Review: Spreadsheet Template

Copy this grid into Google Sheets or Excel and fill in the blank cells with your own figures. Subtotals, totals and calculated cells carry live spreadsheet formulas, so the sheet updates itself as you type.