Performance Review Directory

A centralized, fill-in-the-blank template to manage performance reviews across teams.

Performance Review Directory

Preview

Performance Review Directory

Performance Review Directory is a centralized template for HR teams and managers to plan, record, and grow talent across the organization.

What's inside

  • Employee Directory with structured fields for quick lookup

  • Review Cycle & Scheduling to set cadence and ownership

  • Individual Review Template to capture goals, outcomes, and growth

  • Calibration & Feedback to consolidate input from multiple sources

  • Action Items tracker to follow up on development plans

How to use this template

  1. Populate the Employee Directory with all staff in scope, using [Employee Name], [Role], [Team].

  2. Define the review cadence in Review Cycle & Scheduling, setting [Start Date] and [End Date].

  3. For each employee, run the Individual Review Template during or after the meeting and fill sections on Goals, Results, and Development.

  4. Collect calibration feedback from stakeholders and store it in Calibration & Feedback.

  5. Update the Action Items with owners and due dates, then review progress in the next cycle.

Why it works

How does this template stay aligned with organizational goals?

The Employee Directory links people to teams and goals, while the Review Cycle ensures reviews happen on a regular schedule, enabling consistent development across the company.

Who should use it?

HR teams, managers, and team leads who own performance conversations or create growth plans will benefit from a single source of truth.

Can teams customize fields?

Yes. The sections are designed to be extended with additional fields like Competencies, 360 Feedback, or localization for regional teams.

Ready to use Performance Review Directory?

Start from this template in your workspace. Free to use, no setup required.