Form
Performance Review
What this is: A regular, written review of a role's KPIs and conduct against the Role Description, turning "how are they doing?" into a checkable record, not a vague impression.
Used in: Volume 06, Chapter 8: Recruitment, Training, and Performance
Employee name: ______________________ · Role: ______________________ · Review period: ______________________
| KPI (from Role Description) | Target | Actual | Met? |
|---|---|---|---|
| Yes No | |||
| Yes No |
Strengths this period: ______________________________
Areas to improve, with a specific plan: ______________________________
Training needs identified: ______________________________
Overall rating: Exceeds Expectations Meets Expectations Below Expectations
Sign-Off
| Party | Signature | Date |
|---|---|---|
| Reviewer | ||
| Employee (signature confirms discussion, not necessarily agreement) |