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Performance Feedback Form

A performance feedback form helps a manager give timely, specific feedback on a piece of work or behaviour, outside the formal appraisal. It uses the Situation–Behaviour–Impact (SBI) model so both positive and developmental feedback are concrete, and closes with agreed next steps.

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[Company Logo][Company Name]

PERFORMANCE FEEDBACK FORM

Company:: [Company Name]
Date:: [Date]
Feedback Given By:: [Reporting Manager]

Employee Name	[Employee Name]
Employee ID	[Employee ID]
Designation / Department	[Designation] / [Department]
Feedback type: Recognition / Development / Both

Feedback (Situation – Behaviour – Impact)

Element	Description
Situation – when and where	e.g. Client review meeting with [Client] on [DD/MM/YYYY]
Behaviour – what the employee did or said	[Observed behaviour]
Impact – the result for the team, customer or business	[Impact]

Rating of This Work / Behaviour

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

Rating (1–4)	[Rating]

What to Continue

[Specific strengths to keep using]

What to Do Differently

[Specific, practical suggestion for next time]

Employee Response

[Employee Comments]

Agreed Next Steps

Next Step	By When	Support
[Step 1]	[DD/MM/YYYY]	[Support]
[Step 2]	[DD/MM/YYYY]	[Support]

Employee
[Employee Name]
Date: [Date]

Manager
[Reporting Manager]
Date: [Date]

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What this template includes

Feedback type: recognition or development
SBI structure for clear, factual feedback
Quick four-point rating of the work or behaviour
Employee’s response section
Agreed next steps
Date and signatures for the record

When to use it

Giving feedback soon after a project, event or customer interaction
Recognising excellent work in writing
Addressing a recurring behaviour before it becomes a bigger issue
Building a record of feedback during the year for the appraisal

How to customise this template

1Use one form per situation to keep feedback focused
2Delete the rating if you prefer narrative-only feedback
3Add a section for customer or stakeholder quotes
4Save completed forms in the employee’s review folder

HR tips

Give feedback within a week of the event
Describe behaviour you saw, not assumptions about intent
Balance: record recognition as often as development points
Ask the employee for their view before agreeing next steps

For HR & hiring managers

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Frequently asked questions

What is the SBI feedback model?+

SBI stands for Situation, Behaviour, Impact. You describe when and where it happened, what the person did and the effect it had.

How often should managers give performance feedback?+

Feedback works best when given regularly and close to the event, not saved for the annual appraisal.

Should feedback be written down?+

Significant feedback, positive or developmental, is worth recording briefly so it can be referenced in reviews.

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]

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]

360-DEGREE FEEDBACK FORM

Company:: [Company Name]
Feedback For:: [Employee Name], [Designation]
Closing Date:: [DD/MM/YYYY]

Your Relationship to the Employee (tick one)

Self
Manager
Peer
Direct report
Internal / external customer

Rating Scale

Rating	Meaning
5	Always demonstrates this – a clear strength
4	Often demonstrates this
3	Sometimes demonstrates this
2	Rarely demonstrates this
1	Almost never demonstrates this
N/O	Not observed – I cannot comment

Competency Ratings

Form · Word

360-Degree Feedback Form

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[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]

MANAGER FEEDBACK FORM

Company:: [Company Name]
Period / Project:: [Period or Project Name]
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

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

Ratings on Key Behaviours

Behaviour	Rating (1–5)	Manager Comment
Plans and prioritises work	[Rating]	[Comment]
Delivers quality output on time	[Rating]	[Comment]
Takes ownership of problems	[Rating]	[Comment]
Communicates progress and risks early	[Rating]	[Comment]
Works well with others	[Rating]	[Comment]
Learns from feedback	[Rating]	[Comment]

Form · Word

Manager Feedback Form

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[Company Logo][Company Name]
EMPLOYEE FEEDBACK FORM
Company:
[Company Name]
Survey Period:
[Month] [YYYY]
Return by:
[DD/MM/YYYY]
Your feedback helps us make [Company Name] a better place to work. Writing your name is optional. Responses are read by HR and shared with management only as overall themes.
Name (optional) [Employee Name]
Department [Department]
Work Location [Work Location]
Length of service: Under 1 year / 1–3 years / 3–5 years / Over 5 years
Satisfaction Scale
Score Meaning
4 Very satisfied
3 Satisfied
2 Dissatisfied
1 Very dissatisfied
Your Views
Form · Word
Employee Feedback Form
Download .docx

Name (optional)	[Employee Name]
Department	[Department]
Work Location	[Work Location]
Length of service: Under 1 year / 1–3 years / 3–5 years / Over 5 years

Score	Meaning
4	Very satisfied
3	Satisfied
2	Dissatisfied
1	Very dissatisfied

[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]

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

Performance Feedback Form

Preview of the form

Feedback (Situation – Behaviour – Impact)

Rating of This Work / Behaviour

What to Continue

What to Do Differently

Employee Response

Agreed Next Steps

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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