Annual Performance Review - Customer Success

Annual performance review template for Customer Success roles covering retention, expansion, adoption, customer health, and advocacy outcomes alongside core performance competencies and development planning.

Customer Success Goals

• Customer Success Goals Review
  Document annual goals, actual results, progress, and ratings for customer success outcomes.

Core Customer Success Competencies

No items.

Development Plan

• Key Strengths Demonstrated This Year
  Summarize strengths using specific behaviors and business impact.
• Priority Growth Areas
  Identify the most important development areas for the next cycle.
• Development Plan
  Create a development plan with actions, timeline, resources, and success criteria.
• Next-Cycle SMART Goals
  Set next-cycle goals that are specific, measurable, achievable, relevant, and time-bound.

Overall Summary

• Manager Overall Summary
  Summarize overall performance using evidence from goals, competencies, and development progress.
• Employee Comments
  Employee reflections on performance, support needed, and career aspirations.
• Employee Signature
  Employee acknowledgment of review completion.
• Manager Signature
  Manager acknowledgment of review completion.