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Annual Performance Review
A simple template to help managers conduct annual performance evaluations with their reports. Works well on its own as an annual routine, or, as a supplement to our “Quarterly Performance Review” and/or “Mid-Year Performance Review” templates.
Annual Performance Review
MeetingAction itemsDecisions
What are your thoughts on your job performance this year? Are you happy with how you've progressed, or do you feel like you could have done better?
How do you feel you've contributed to the team/company this year? What are some things you're proud of?
What do you feel you could have done better this year? Is there anything you would have liked to have accomplished but didn't?
What are your goals for next year? What do you hope to achieve?
What do you feel are your strengths? Where do you feel you excel?
What do you feel are your weaknesses? Where do you feel you need to improve?
What are your thoughts on the company's performance this year? Are you happy with its progress, or do you feel like it could have done better?
How do you feel the company has treated you this year? Fairly, poorly, or somewhere in between?
What are your thoughts on your coworkers? Do you feel like you have a good working relationship with them, or could it be improved?
Is there anything else you would like to discuss?
More 1-on-1s
Peer 1-on-1
What projects are you focused on right now?
Do we have any overlaps where we could collaborate?
How might my team help your team over the next few weeks?
What’s something we could change that would help your team?
What's something I could start doing to make your job easier?
Do you have any positive or constructive feedback about my team?
Peer 1-on-1
As traditional hierarchies become less dominant in organizational structures, lateral support becomes more and more important. This template can help build those bridges as a way to structure conversations between you and a team member, or you and a member of another team.
View template Your First 1-on-1 with a new Team Member
How do you prefer to communicate?
What does your ideal, productive work day look like to you?
Is there anything about your role or the tasks you're working on that needs clarification?
How do you respond to stress, and how do you prefer to be supported?
What’s most important to you in your career?
Is there anything else on your mind you would like to discuss?
Your First 1-on-1 with a new Team Member
Set the right tone and create mutual understanding with your new team member using this 1-on-1 template.
View template New Employee Check-In
How is your onboarding coming?
How’s your experience been working with the team? Can we do anything to improve our team culture?
How could we improve our team’s level of communication/collaboration?
How might we improve our meeting routines?
Is there anything you would like me to do differently regarding our relationship (more or less direction, how I provide feedback, things I should start/stop doing, etc)?
Is there anything I could do as a manager to make your work experience better?
Do you have any feedback for myself or for the team?
Are there any problems or issues that I should know about?
Is there anything else you want to talk about?
New Employee Check-In
Onboarding can be tricky. By using this 1-on-1 template on a weekly basis for the first 2-4 weeks of your new team member joining, you can provide them with the necessary support they need as well as obtain fresh feedback on your onboarding process.
View template