Title Page

  • Purpose

  • If Others, please specify.

  • Conducted on

  • Facilitated by

  • Location

Performance Management

Employee Details

  • Employee Name

  • Job Title

  • Department

  • Mentor/Manager Name

Performance Goal Setting and Expectations

  • 1. List specific, measurable, achievable, relevant, and time-bound (SMART) performance goals for the employee.
    2. Put N/A on fields that aren't relevant during the time of review or session.

  • Performance Goal and Expectation
  • Goal and Expectation

  • Due Date/Next Review Date

  • Weight or Importance

Performance Measurement

  • Put N/A on fields that aren't relevant during the time of review or session.

  • KPIs and Other Metrics
  • KPI/Metric

  • Target or Expected Performance Level

  • Measurement/Assessment Method

Feedback and Coaching

  • Put N/A on fields that aren't relevant during the time of review or session.

  • Mode of Feedback

  • Frequency of Feedback

  • Coaching and Development Opportunities

Performance Review

  • Put N/A on fields that aren't relevant during the time of review or session.

  • Performance Review Date

  • Method/Format (e.g., self-assessment, manager assessment, etc.)

  • Upload or note any performance review forms or documents to be used/referred to.

Documentation

  • Method/Format of Performance-Related Documentation and Submission

Development and Improvement Plan

  • Development Goals:
    1. List specific developmental goals that focus on the employee's professional growth and skill development.
    2. Put N/A on fields that aren't relevant during the time of review or session.

  • Specific Developmental Goals
  • Developmental Goal

  • Due Date/Next Review Date

  • Weight or Importance

Completion

  • Other Notes and Recommendations

  • Employee Signature

  • Mentor/Manager Signature

The templates available in our Public Library have been created by our customers and employees to help get you started using SafetyCulture's solutions. The templates are intended to be used as hypothetical examples only and should not be used as a substitute for professional advice. You should seek your own professional advice to determine if the use of a template is permissible in your workplace or jurisdiction. You should independently determine whether the template is suitable for your circumstances.