Performance Review Template

Annual or quarterly review with ratings, goals, and development plan.

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PERFORMANCE REVIEW

Employee:        Jordan Taylor
Title:           Senior Software Engineer
Reviewer:        Priya Patel
Review Period:   January 2026 – December 2026
Review Date:     May 4, 2026

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OVERALL RATING:  Exceeds expectations

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1. KEY ACHIEVEMENTS DURING REVIEW PERIOD

- Led the migration of the billing system to the new architecture, completed 2 weeks ahead of schedule.
- Mentored two junior engineers; both promoted by year-end.
- Reduced page-load time of the dashboard by 40% through caching improvements.
- Authored the engineering team's API design guide, now used company-wide.

2. STRENGTHS

- Strong technical depth in distributed systems.
- Excellent communication with non-technical stakeholders.
- Reliable on commitments and follow-through.
- Generous mentor; regularly elevates the team.

3. AREAS FOR GROWTH

- Develop public-speaking skills for conference talks (in line with promotion to Staff Engineer).
- Take on more cross-team architecture leadership.
- Build deeper familiarity with the data-platform stack to broaden technical range.

4. GOALS FOR NEXT PERIOD

1. Lead the design and implementation of the new event-streaming platform (target: production by Q2 2027).
2. Present at one external engineering conference.
3. Onboard and ramp two new senior hires; complete their 90-day reviews.
4. Deliver a company-wide tech talk on a topic of your choice.

5. EMPLOYEE COMMENTS

(For the employee to complete during their portion of the review.)

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ACKNOWLEDGEMENT

I have received and discussed this performance review with my manager. My signature does not necessarily indicate agreement with all content, but does confirm that the discussion took place.


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Employee signature

_______________________________            Date: _______________
Manager signature

_______________________________            Date: _______________
HR / Skip-level signature (if required)

About this template

A performance review is a structured conversation, not a paperwork exercise. The best reviews share three traits: they are based on specific, observed behaviour rather than vague impressions; they balance recognition of strengths with honest discussion of growth areas; and they end with concrete, measurable goals for the next period. Most performance review failures come from one of two extremes — pure positivity that masks issues until it is too late to address them, or pure criticism that demoralises and triggers turnover. The five-section template above is widely used in tech companies because it balances both. The "Employee Comments" section is also legally important: in many states, employee acknowledgement of the review (even with comments disagreeing) is required to use the review as documentation in a future performance-related termination.

When to use it

  • Annual or semi-annual performance reviews.
  • End of probationary period (90 days from hire).
  • Pre-promotion review.
  • Performance Improvement Plan (PIP) baseline review.

What to include

  • Review period and rating.
  • Specific achievements with measurable outcomes.
  • Strengths the employee should keep doing.
  • Growth areas with actionable feedback.
  • Goals for the next period (SMART format).
  • Employee comments section.
  • Signatures from employee, manager, and skip-level / HR.

Frequently asked

As specific as possible. "Communication needs improvement" is useless; "In three of the last six cross-team meetings, you presented our team's status without preparing the slide content shared in advance, leading to misalignment with the product team" is actionable. Specific feedback is the difference between a review that produces change and one that produces resentment.
⚠ Legal disclaimer. This template is provided for informational purposes only and is not a substitute for legal advice from a qualified attorney. Always consult a licensed professional before using this document for any binding agreement.

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