4 pages, to download and share.
Download the PDFHow it works
- The team member fills out questions 1 to 3.
- The manager and the team member meet for a 45-minute conversation.
- The team member first shares how they feel about the past period and their self-assessment.
- The manager then shares their answers and feedback.
1Achievements and projects
Name and describe each achievement or project over the last period.
- Achievement or project 1
- Achievement or project 2
- Achievement or project 3
2Developmental feedback
What’s one thing you are doing well and should continue doing?
Give examples of when you did this.
What’s one thing you could improve to be more successful?
Give examples of what you plan to do to address this.
3Additional feedback
Think about your performance over the last review period. Rate it on the following attributes relative to expectations.
For each attribute, choose: below expectations, at expectations or above expectations.
| Theme | Attribute |
|---|---|
| Drive amazing work | Take ownership of my work |
| Drive amazing work | Prioritise and deliver outcomes |
| Lift yourself and others | Develop self and others |
| Lift yourself and others | Collaborate across the company |
| Lead with respect | Respect clients, partners, suppliers, etc. |
| Lead with respect | Respect each other |
Overall, how have you performed in your role since your last review?
Tips
- The content of the year-end review should come as no surprise to either the team member or the manager: don’t wait for this exercise to share clearly how you feel about the work.
- This template is simple and effective, but the way feedback is given is essential to make the most of the meeting.
