Free agenda template
Annual Performance Review
A simple template to help managers conduct annual performance evaluations with their reports. Works well on its own as an annual routine, or, as a supplement to our “Quarterly Performance Review” and/or “Mid-Year Performance Review” templates.
Annual Performance Review
MeetingAction itemsDecisions
What are your thoughts on your job performance this year? Are you happy with how you've progressed, or do you feel like you could have done better?
How do you feel you've contributed to the team/company this year? What are some things you're proud of?
What do you feel you could have done better this year? Is there anything you would have liked to have accomplished but didn't?
What are your goals for next year? What do you hope to achieve?
What do you feel are your strengths? Where do you feel you excel?
What do you feel are your weaknesses? Where do you feel you need to improve?
What are your thoughts on the company's performance this year? Are you happy with its progress, or do you feel like it could have done better?
How do you feel the company has treated you this year? Fairly, poorly, or somewhere in between?
What are your thoughts on your coworkers? Do you feel like you have a good working relationship with them, or could it be improved?
Is there anything else you would like to discuss?
More Meeting Templates for Leadership Team Meetings
These templates are designed to help leadership teams structure their meetings to create focus around what's important and urgent.
Leadership Meeting
Company updates
Wins
Goals and metrics review
Roadblocks
Cross-departmental feedback
Action items
Leadership Meeting
View template Leadership Team Meeting
Company updates: News and announcements
Wins: Share recent victories and positive news from your teams
Goals and metrics review: How are we performing against our goals and targets? How are we feeling about the next few weeks?
Roadblocks: What challenges are we facing that need to be addressed?
Cross-departmental feedback: How can our teams we work and collaborate together more effectively?
Leadership Team Meeting
Leadership teams can use this collaborative meeting structure to help them facilitate effective leadership team meetings.
View template Quarterly Performance Review
How do you think you performed this quarter? Overall, are you satisfied with your performance?
What are some things you did well this quarter?
What are some areas you would like to improve upon next quarter?
What are some goals you have for next quarter?
What are some things your manager can do to help you improve your performance?
Are there any training or development opportunities you would like to pursue?
What do you think are your strengths and weaknesses?
How do you think your team contributed to your success or failure this quarter?
What do you think you could have done better to help your team this quarter?
Is there anything else you would like to discuss about your performance this quarter?
Quarterly Performance Review
A simple template to get any manager to start having great, conversational performance reviews with their team members.
View template 
