Performance Review & 1:1 Templates
Good performance management is structured, documented, and consistent across managers. These templates standardise how your team runs reviews, weekly 1:1s, goal-setting, and improvement plans — so feedback is fair and defensible.
12 templateseach as a branded PDF and an editable CSVmost downloaded first
All Performance & 1:1s templates
1-on-1 Meeting Agenda Template
A reusable 1-on-1 meeting agenda template that keeps weekly manager check-ins focused on the employee, blockers, growth, and clear action items.
agenda
360-Degree Feedback Template
A 360-degree feedback template that gathers balanced input from managers, peers, and reports using consistent, behaviour-based questions and a clear rating scale.
survey
9-Box Grid Template
A 9-box grid template for talent reviews that plots employees by performance and potential so you can plan development, succession, and retention.
tracker
Employee Self-Evaluation Template
A self-evaluation template that helps employees reflect on achievements, challenges, and goals before a performance review with honest, evidence-based prompts.
form
Manager Feedback Template
A manager feedback template using the SBI model to deliver clear, specific, and kind feedback — positive or constructive — that people can act on.
template
OKR Template
An OKR template for setting one ambitious objective with measurable key results, so teams align on outcomes and track progress every quarter.
template
Performance Calibration Meeting Template
A performance calibration meeting template that helps managers align ratings across a team, remove bias, and reach fair, consistent decisions.
agenda
Performance Improvement Plan (PIP) Template
A fill-in PIP form with a complete sales example, goal examples for attendance and quality, a 30/60/90-day check-in log and three closing letters.
plan
Performance Review Phrases by Competency and Rating
Behavior-based performance review phrases for 10 competencies at exceeds, meets and needs-improvement levels, plus vague-to-specific rewrites.
guide
Performance Review Template
A performance review form with goals, competencies, a 5-point rating scale and a filled-in example, plus mid-year, 90-day and quick-review versions.
form
Quarterly Performance Check-In Template
A lightweight quarterly performance check-in template to review goal progress, give feedback, and reset priorities between formal reviews.
form
SMART Goals Template
A SMART goals template that turns vague intentions into specific, measurable, achievable, relevant, and time-bound goals you can actually track.
template