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Annual Review Form

An annual review form is a reflective, conversation-led document in which the employee and manager look back on the year and plan the next one. It focuses on highlights, lessons learned, values and future goals rather than a detailed weighted score, making it suited to startups and small teams.

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[Company Logo][Company Name]

ANNUAL REVIEW FORM

Company:: [Company Name]
Review Year:: [YYYY–YY]
Meeting Date:: [Date]

Employee Name	[Employee Name]
Employee ID	[Employee ID]
Designation	[Designation]
Department	[Department]
Reporting Manager	[Reporting Manager]
Date of Joining	[Date of Joining]
Work Location	[Work Location]

Part 1: Year in Review (to be completed by the employee)

Three achievements I am most proud of this year	[Answer]
A challenge I faced and how I handled it	[Answer]
New skills or knowledge I gained	[Answer]
Something I would do differently	[Answer]
Support that would help me do my best work	[Answer]

Part 2: Objectives versus Outcomes

Objective Set Last Year	Outcome	Fully / Partly / Not Achieved	Manager Remarks
[Objective 1]	[Outcome]	[Status]	[Remarks]
[Objective 2]	[Outcome]	[Status]	[Remarks]
[Objective 3]	[Outcome]	[Status]	[Remarks]
[Objective 4]	[Outcome]	[Status]	[Remarks]

Part 3: Values Rating Scale

Rating	Label	Description
4	Exemplary	Performance well above the standard in every area reviewed
3	Proficient	Solid, reliable performance at the expected standard
2	Developing	Progressing, but support is still needed in some areas
1	Below Standard	Performance is not yet acceptable for the role

Company Value	Employee Rating	Manager Rating	Example Observed
[Value 1, e.g. Integrity]	[1–4]	[1–4]	[Example]
[Value 2, e.g. Customer First]	[1–4]	[1–4]	[Example]
[Value 3, e.g. Ownership]	[1–4]	[1–4]	[Example]
[Value 4, e.g. Collaboration]	[1–4]	[1–4]	[Example]

Part 4: Goals for Next Year

Goal	How Success Will Be Measured	Target Date
[Goal 1]	[Measure]	[DD/MM/YYYY]
[Goal 2]	[Measure]	[DD/MM/YYYY]
[Goal 3]	[Measure]	[DD/MM/YYYY]

Part 5: Career Conversation

Where the employee wants to be in 2–3 years	[Answer]
Skills to build next	[Answer]
Learning, mentoring or project support agreed	[Answer]
Manager’s overall summary of the year	[Comments]

Both parties confirm that the annual review discussion was held and the goals above were agreed.

Employee
[Employee Name]
Date: [Date]

Reporting Manager
[Reporting Manager]
Date: [Date]

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What this template includes

Year-in-review questions that prompt specific examples
Objectives versus outcomes table for the past year
Values rating on a simple scale with evidence
Lessons learned and obstacles faced
Goals for the next year with success measures
Career aspirations and support requested

When to use it

Year-end conversation in a startup or small business without a KRA system
Teams that separate the development conversation from the pay decision
Looking back on a year in a new role or after a major project
Setting goals and a career direction for the coming year

How to customise this template

1Replace the sample values with your company values
2Send Part 1 to the employee a week before the meeting
3Pull last year’s objectives from the previous annual review
4Decide whether you will add a final rating or keep it unrated

HR tips

Let the employee speak first in the meeting
Celebrate concrete wins before discussing gaps
Turn every lesson learned into a goal or a training action
Revisit the next-year goals at the half-year point

For HR & hiring managers

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Frequently asked questions

What is the difference between an annual review and an annual appraisal?+

An appraisal is usually a scored evaluation tied to increments, while an annual review is a broader conversation about the year, values and future goals. Many firms do both.

What questions are asked in an annual review?+

Typical questions cover your biggest achievements, challenges faced, skills developed, support needed and goals for the next year.

Can the annual review form be used without ratings?+

Yes. Many teams keep the review unrated to encourage honest discussion and decide pay separately using other inputs.

All 50 performance appraisal & reviews →

[Company Logo][Company Name]

ANNUAL PERFORMANCE APPRAISAL FORM

Company:: [Company Name]
Appraisal Year:: April [YYYY] – March [YYYY]
Form Ref.:: [Reference Number]

Part A: Employee Details

Employee Name	[Employee Name]
Employee ID	[Employee ID]
Designation	[Designation]
Department	[Department]
Reporting Manager	[Reporting Manager]
Date of Joining	[Date of Joining]
Work Location	[Work Location]
Reviewer (Skip-level Manager)	[Reviewer Name]

Part B: Rating Scale

Rating	Label	Meaning
5	Outstanding	Consistently exceeds all expectations; a role model for others
4	Exceeds Expectations	Frequently goes beyond targets and standards
3	Meets Expectations	Fully delivers what the role requires
2	Needs Improvement	Meets some expectations; clear gaps to close
1	Unsatisfactory	Does not meet the basic requirements of the role

Part C: Key Result Areas (70% weightage)

Form · Word

Annual Performance Appraisal Form

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[Company Logo][Company Name]

EMPLOYEE PERFORMANCE REVIEW FORM

Company:: [Company Name]
Review Date:: [Date]
Review Period:: [DD/MM/YYYY] to [DD/MM/YYYY]

1. Employee Details

Employee Name	[Employee Name]
Employee ID	[Employee ID]
Designation	[Designation]
Department	[Department]
Reporting Manager	[Reporting Manager]
Date of Joining	[Date of Joining]
Work Location	[Work Location]
Review Type: Mid-year / Ad-hoc / Transfer / Employee-requested

2. Rating Scale

Rating	Label	Description
4	Exemplary	Performance well above the standard in every area reviewed
3	Proficient	Solid, reliable performance at the expected standard
2	Developing	Progressing, but support is still needed in some areas
1	Below Standard	Performance is not yet acceptable for the role

3. Core Job Factors

Form · Word

Employee Performance Review Form

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[Company Logo][Company Name]
PEER REVIEW FORM
Company:
[Company Name]
Review Cycle:
[YYYY–YY]
Return to HR by:
[DD/MM/YYYY]
Employee Being Reviewed
Employee Name [Employee Name]
Designation [Designation]
Department [Department]
About Your Working Relationship
How do you work with this colleague? (same team / cross-team project / internal customer) [Answer]
For how long have you worked together? [Months]
Rating Scale
Form · Word
Peer Review Form
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How do you work with this colleague? (same team / cross-team project / internal customer)	[Answer]
For how long have you worked together? [Months]

[Company Logo][Company Name]

PERFORMANCE REVIEW MEETING FORM

Meeting Details

Company	[Company Name]
Meeting type: Annual / Mid-year / Quarterly / PIP Review / Other
Date and time	[Date], [Time]
Mode: In person at [Work Location] / Video call
Employee	[Employee Name], [Employee ID], [Designation]
Reporting Manager	[Reporting Manager]
HR representative	[HR Name]
Note-taker	[Name]

Agenda

Purpose of the meeting
Employee’s view of their performance
Manager’s assessment and evidence
Ratings / outcome
Development and support
Agreed actions and next review

Discussion Summary

Agenda Item	Key Points Discussed
Employee’s view	[Notes]
Manager’s assessment	[Notes]
Ratings / outcome shared	[Rating or Outcome]
Development and support	[Notes]

Form · Word

Performance Review Meeting Form

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[Company Logo][Company Name]

TALENT REVIEW FORM

Company:: [Company Name]
Talent Review Date:: [Date]
Classification:: Confidential

Employee Name	[Employee Name]
Employee ID	[Employee ID]
Designation	[Designation]
Department	[Department]
Reporting Manager	[Reporting Manager]
Date of Joining	[Date of Joining]
Work Location	[Work Location]
Time in Current Role	[Years]
Critical Role: Yes / No

Performance History

Year	Final Rating (1–5)	Key Achievement
[YYYY–YY]	[Rating]	[Achievement]
[YYYY–YY]	[Rating]	[Achievement]
[YYYY–YY]	[Rating]	[Achievement]

Talent Indicators

Indicator	Assessment	Notes
Potential	High / Medium / Limited	[Notes]
Flight risk	Low / Medium / High	[Notes]
Impact of loss	Low / Medium / High	[Notes]
Readiness for next role	Ready now / 1–2 years / 3+ years	[Notes]
Mobility	Open to relocation / Limited / Not open	[Notes]

Form · Word

Talent Review Form

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[Company Logo][Company Name]

HALF-YEARLY (H1) APPRAISAL FORM

Company:: [Company Name]
Review Period:: April [YYYY] – September [YYYY]
Review Date:: [Date]

Employee Name	[Employee Name]
Employee ID	[Employee ID]
Designation	[Designation]
Department	[Department]
Reporting Manager	[Reporting Manager]
Date of Joining	[Date of Joining]
Work Location	[Work Location]

Rating Scale for H1 Performance

Rating	Label	Meaning
5	Outstanding	Consistently exceeds all expectations; a role model for others
4	Exceeds Expectations	Frequently goes beyond targets and standards
3	Meets Expectations	Fully delivers what the role requires
2	Needs Improvement	Meets some expectations; clear gaps to close
1	Unsatisfactory	Does not meet the basic requirements of the role

Section 1: Progress on Annual Goals

Annual Goal	Annual Target	Achieved in H1	% Completed	H1 Rating	Comments
[Goal 1]	[Target]	[Achieved]	[%]	[1–5]	[Comments]
[Goal 2]	[Target]	[Achieved]	[%]	[1–5]	[Comments]
[Goal 3]	[Target]	[Achieved]	[%]	[1–5]	[Comments]
[Goal 4]	[Target]	[Achieved]	[%]	[1–5]	[Comments]

Form · Word

Half-Yearly Appraisal Form

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[Company Logo][Company Name]

QUARTERLY PERFORMANCE REVIEW

Company:: [Company Name]
Financial Year:: [YYYY–YY]
Quarter:: Q1 / Q2 / Q3 / Q4 ([DD/MM/YYYY] to [DD/MM/YYYY])

Employee Name	[Employee Name]
Employee ID	[Employee ID]
Designation	[Designation]
Department	[Department]
Reporting Manager	[Reporting Manager]
Date of Joining	[Date of Joining]
Work Location	[Work Location]

Quarterly Rating Scale

Rating	Label	Meaning
5	Outstanding	Consistently exceeds all expectations; a role model for others
4	Exceeds Expectations	Frequently goes beyond targets and standards
3	Meets Expectations	Fully delivers what the role requires
2	Needs Improvement	Meets some expectations; clear gaps to close
1	Unsatisfactory	Does not meet the basic requirements of the role

A. Quarterly Targets / OKRs

Objective / Target	Planned	Actual	Achievement %	Rating	Q-on-Q Trend
[Objective 1]	[Planned]	[Actual]	[%]	[1–5]	[Up / Same / Down]
[Objective 2]	[Planned]	[Actual]	[%]	[1–5]	[Up / Same / Down]
[Objective 3]	[Planned]	[Actual]	[%]	[1–5]	[Up / Same / Down]
[Objective 4]	[Planned]	[Actual]	[%]	[1–5]	[Up / Same / Down]

Form · Word

Quarterly Performance Review

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[Company Logo][Company Name]

MONTHLY PERFORMANCE REVIEW

Company:: [Company Name]
Month / Year:: [Month] [YYYY]
Working Days in Month:: [Number]

Employee Name	[Employee Name]
Employee ID	[Employee ID]
Designation	[Designation]
Department	[Department]
Reporting Manager	[Reporting Manager]
Date of Joining	[Date of Joining]
Work Location	[Work Location]
Shift / Process (if applicable)	[Shift]

Monthly Rating Scale

Rating	Label	Description
4	Exemplary	Performance well above the standard in every area reviewed
3	Proficient	Solid, reliable performance at the expected standard
2	Developing	Progressing, but support is still needed in some areas
1	Below Standard	Performance is not yet acceptable for the role

1. Monthly Targets

Metric	Monthly Target	Actual	Achievement %	Rating (1–4)
[Metric 1, e.g. Sales Value ₹]	[Target]	[Actual]	[%]	[Rating]
[Metric 2, e.g. Calls / Visits]	[Target]	[Actual]	[%]	[Rating]
[Metric 3, e.g. Quality Score %]	[Target]	[Actual]	[%]	[Rating]
[Metric 4, e.g. Customer Complaints]	[Target]	[Actual]	[%]	[Rating]

Form · Word

Monthly Performance Review

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Annual Review Form

Preview of the form

Part 1: Year in Review (to be completed by the employee)

Part 2: Objectives versus Outcomes

Part 3: Values Rating Scale

Part 4: Goals for Next Year

Part 5: Career Conversation

What this template includes

When to use it

How to customise this template

HR tips

Hire top talent from BetterJobs

Frequently asked questions

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