Annual Performance Review

Comprehensive year-end review covering goal achievement, competency ratings, manager assessment, and development planning. Industry-standard 5-point rating scale.

Goal Achievement

• Annual Goals Review
  Document each goal, target date, progress, outcome, and rating based on SMART criteria.

Core Competencies

No items.

Manager Assessment

• Overall Performance Summary
  Summarize performance using evidence from goals, competencies, and business impact.
• Overall Performance Rating
  Select the overall rating based on documented performance evidence.
• Promotion Readiness
  Indicate current readiness for promotion or expanded scope.

Development Plan

• Top Development Priorities
  List 2-3 development areas tied to observed performance gaps or growth opportunities.
• Development Plan
  Define actions, timelines, resources, and success criteria for the next review cycle.

Employee and Manager Summary

• Employee Comments
  Employee may add context, accomplishments, or concerns about the review.
• Manager Final Comments
  Provide final summary, calibration notes, or follow-up actions.
• Employee Signature
• Manager Signature