Free form template · Word

Appraisal Discussion Form

An appraisal discussion form guides the one-to-one conversation between employee and manager after the ratings are drafted. It has preparation prompts for both sides, a set of discussion questions, a section to record the agreed rating and comments, and the focus areas for the next year.

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[Company Logo][Company Name]

APPRAISAL DISCUSSION FORM

Company:: [Company Name]
Appraisal Cycle:: [YYYY–YY]
Discussion 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]

1. Preparation Checklist

Self-appraisal received from employee
Manager draft ratings completed with evidence
Goal sheet and previous review notes available
Private room or video link booked for 45–60 minutes
Training and career options for the employee identified

2. Discussion Guide

Looking back, what are you most satisfied with this year?
Which goals were hardest to achieve and why?
How do you see your overall performance compared with the expectations set?
Here is my view of your performance and the reasons for it.
Where do our views differ, and what evidence should we consider?
What support or changes would help you perform better?
What would you like to learn or take on next year?

3. Ratings

Item	Self Rating	Manager Draft Rating	Rating After Discussion
Goals / KRAs	[1–5]	[1–5]	[1–5]
Competencies	[1–5]	[1–5]	[1–5]
Overall	[1–5]	[1–5]	[1–5]

Scale: 5 Outstanding, 4 Exceeds Expectations, 3 Meets Expectations, 2 Needs Improvement, 1 Unsatisfactory. The rating after discussion is subject to company calibration.

4. Outcome of Discussion

Points of agreement	[Notes]
Points of disagreement and reasons	[Notes]
Focus areas for next year	[Focus Areas]
Training / development agreed	[Training]

5. Acknowledgement

We confirm that the appraisal discussion took place on [Date] and that the points above were discussed.

Employee
[Employee Name]
Date: [Date]

Reporting Manager
[Reporting Manager]
Date: [Date]

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What this template includes

Preparation checklist for manager and employee
Opening, middle and closing discussion questions
Draft versus agreed rating comparison
Areas of agreement and disagreement
Focus areas for the next cycle
Acknowledgement of discussion

When to use it

Preparing managers for appraisal conversations
Making sure every appraisal discussion covers the same points
First-time managers holding their first appraisals
Recording that a discussion actually took place before ratings are finalised

How to customise this template

1Attach the completed self-appraisal and manager rating
2Add company-specific questions on values or compliance
3Decide whether the agreed rating can change after calibration and say so
4Translate questions for frontline staff if needed

HR tips

Book at least 45 minutes in a private room
Start with the employee’s self-assessment before giving your view
Discuss the future as much as the past
Explain that ratings may be adjusted in calibration

For HR & hiring managers

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Frequently asked questions

What is an appraisal discussion?+

It is the one-to-one meeting where the manager and employee discuss performance, ratings, development and goals for the next period.

What questions are asked in an appraisal discussion?+

Common questions include: what went well, what was challenging, what support would help, how ratings compare with your view, and what you want to focus on next year.

Can the rating change after the appraisal discussion?+

Yes. Many companies calibrate ratings across teams after discussions, so the final rating may differ. Managers should explain this upfront.

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

Download .docx

[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

Download .docx

[Company Logo][Company Name]

SELF-APPRAISAL FORM

Company:: [Company Name]
Appraisal Period:: [DD/MM/YYYY] to [DD/MM/YYYY]
Submit to Manager by:: [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]

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

Section 1: Self-Rating on KRAs

KRA	Weightage (%)	What I Achieved (with evidence)	Self Rating (1–5)
[KRA 1]	[%]	[Achievement]	[Rating]
[KRA 2]	[%]	[Achievement]	[Rating]
[KRA 3]	[%]	[Achievement]	[Rating]
[KRA 4]	[%]	[Achievement]	[Rating]

Form · Word

Self-Appraisal Form

Download .docx

[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

Download .docx

[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]

Form · Word

Annual Review Form

Download .docx

[Company Logo][Company Name]

EMPLOYEE SELF-EVALUATION FORM

Company:: [Company Name]
Date:: [Date]
Purpose:: One-to-one / Mid-year check-in / Career discussion

About You

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]

Reflection Questions

What piece of work are you most proud of recently, and why? [Answer]
Which tasks do you find most difficult or time-consuming? [Answer]
What feedback have you received from colleagues or customers? [Answer]
What would make you more effective in your role? [Answer]

Skills Self-Check Scale

Form · Word

Employee Self-Evaluation Form

Download .docx

[Company Logo][Company Name]
MANAGER EVALUATION FORM (UPWARD FEEDBACK)
Company:
[Company Name]
Manager Being Evaluated:
[Reporting Manager]
Department:
[Department]
Survey Closes:
[DD/MM/YYYY]
This form is anonymous. Do not write your name. Responses are collected by HR, combined with others and shared with your manager only as overall themes. Please answer honestly and respectfully, based on your own experience.
Agreement Scale
Score Meaning
5 Strongly agree
4 Agree
3 Neither agree nor disagree
2 Disagree
1 Strongly disagree
Section 1: Direction and Communication
Statement Score (1–5)
My manager sets clear goals and priorities for me [Score]
My manager keeps the team informed about changes [Score]
My manager is available when I need guidance [Score]
Form · Word
Manager Evaluation Form
Download .docx
[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
Download .docx

Score	Meaning
5	Strongly agree
4	Agree
3	Neither agree nor disagree
2	Disagree
1	Strongly disagree

Statement	Score (1–5)
My manager sets clear goals and priorities for me	[Score]
My manager keeps the team informed about changes	[Score]
My manager is available when I need guidance	[Score]

How do you work with this colleague? (same team / cross-team project / internal customer)	[Answer]
For how long have you worked together? [Months]

Appraisal Discussion Form

Preview of the form

1. Preparation Checklist

2. Discussion Guide

3. Ratings

4. Outcome of Discussion

5. Acknowledgement

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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