Annual Performance Review - Finance

Annual performance review template for finance roles covering accuracy, controls, business partnership, scope management, and team collaboration.

Goal Achievement

• Annual Goals Review
  Document each goal, expected outcome, actual results, progress, and rating.

Finance Competencies

No items.

Team Collaboration

No items.

Development Plan

• Key Strengths
  Summarize the most important strengths demonstrated during the review period.
• Development Focus Areas
  Identify 1-3 development areas tied to future role needs or performance improvement.
• Next-Cycle Development Plan
  Define actions, timeline, resources, and success criteria for the next cycle.

Overall Summary

• Overall Performance Summary
  Summarize performance using evidence from goals and competencies.
• Employee Comments
  Employee reflections, context, or additional comments.
• Employee Signature
• Manager Signature