Performance Review Playbook

Performance Review Playbook is a ready-to-use template designed for managers and HR pros who want clear, actionable feedback that drives growth.

What's inside

• Employee Information and Review Period

• Performance Summary and Key Strengths

• Metrics & Achievements table

• Areas for Growth and Development Plan

• Self, Manager, and Peer Feedback

• Actionable Next Steps and Development Goals

How to use this template

1. Prep with placeholders: fill [Employee], [Manager], [Role], [Review Period] before the meeting.

2. During the review, capture notes in the appropriate sections using concise, specific language.

3. Complete the Metrics table with current data and supporting evidence.

4. Agree on 2–4 development goals with deadlines and attach any resources.

5. Finalize, share with HR, and set a reminder for the next review cycle.

Why it works

• The table-centric Metrics & Achievements section provides objective context for discussions.

• Clear sections help ensure balanced feedback (strengths, growth, and development plans).

• Square-bracket placeholders keep data ready to fill, speeding up the process.

FAQ

Can this template be customized for 360 reviews?

Yes. Add or remove sections to fit your organization’s review process and stakeholder set.

How should I handle confidential feedback?

Store sensitive comments in appropriate sections and use separate, access-controlled channels when distributing.

How do I keep goals time-bound?

Pair each goal with a specific due date and owner, and review progress at the next cycle.