Staff performance review
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Staff performance review

Organization: [ORGANIZATION NAME]

Employee: [NAME]

Job title: [JOB TITLE]

Supervisor: [NAME AND TITLE]

Review period: [START DATE] to [END DATE]

Date of meeting: [DATE]

Part 1. Goals for the review period

| Goal | What happened | Rating |
|---|---|---|
| [GOAL 1] | [RESULTS AND EXAMPLES] | [EXCEEDED, MET, PARTLY MET OR NOT MET] |
| [GOAL 2] | [RESULTS AND EXAMPLES] | [EXCEEDED, MET, PARTLY MET OR NOT MET] |
| [GOAL 3] | [RESULTS AND EXAMPLES] | [EXCEEDED, MET, PARTLY MET OR NOT MET] |
| [GOAL 4] | [RESULTS AND EXAMPLES] | [EXCEEDED, MET, PARTLY MET OR NOT MET] |

Part 2. The employee's own review

To be completed by the employee before the meeting.

1. What are you most proud of from this period?
2. What was hardest, and why?
3. Which goals did you meet, and which not? What got in the way?
4. What support, training or resources would help you do your best work?
5. What would you like to learn or take on next year?
6. Is there anything about how we work together that you would like to change?

Part 3. Main areas of the job

Rate each area from the job description: strong, solid, developing or needs improvement. Give one example for each.

| Area of the job | Rating | Example |
|---|---|---|
| [MAIN DUTY 1] | [RATING] | [EXAMPLE] |
| [MAIN DUTY 2] | [RATING] | [EXAMPLE] |
| [MAIN DUTY 3] | [RATING] | [EXAMPLE] |
| Working with colleagues, volunteers and the people we serve | [RATING] | [EXAMPLE] |
| Reliability and communication | [RATING] | [EXAMPLE] |
| Following our policies, including safeguarding and confidentiality | [RATING] | [EXAMPLE] |

Part 4. Supervisor's summary

Strengths: [TWO OR THREE SPECIFIC STRENGTHS]

Areas to grow: [ONE OR TWO SPECIFIC AREAS, WITH WHAT GOOD LOOKS LIKE]

Overall: [EXCEEDS EXPECTATIONS, MEETS EXPECTATIONS OR NEEDS IMPROVEMENT]

Part 5. Goals for the next period

| Goal | How we will know it's met | Target date |
|---|---|---|
| [GOAL 1] | [MEASURE] | [DATE] |
| [GOAL 2] | [MEASURE] | [DATE] |
| [GOAL 3] | [MEASURE] | [DATE] |

Part 6. Support and development

Training or learning agreed: [TRAINING]

Support from the supervisor or organization: [SUPPORT]

Check-in schedule: [FOR EXAMPLE, 30 MINUTES EVERY TWO WEEKS]

Part 7. Pay

Pay change, if any: [NONE, OR NEW RATE AND EFFECTIVE DATE]

Approved by: [NAME AND ROLE, OR "BOARD, ON DATE"]

Part 8. Comments and signatures

Employee's comments: [ANYTHING THE EMPLOYEE WANTS TO ADD]

Signing shows that the employee has seen this review, not that they agree with all of it.

Employee: [NAME] Signature: [SIGNATURE] Date: [DATE]

Supervisor: [NAME] Signature: [SIGNATURE] Date: [DATE]