Performance review template
Self-assessment questions, a scale for competencies, the final rating and the 9-box grid of potential and performance — the parts of a review on facts, ready to use.
The template below is free. Performance reviews in PapaHR are in Pro: $1.50 per employee a month.
- Take the questions and the scales below.
- In PapaHR, start a review cycle: the employee fills in the self-assessment, the manager — the assessment.
- The results go to the 9-box, development plans and pay decisions.
The template
Self-assessment questions
- Main results of the period
- What got in the way of doing better?
- What I want to learn next period
Competency scale
- Not shown1
- Shown rarely, needs help2
- Shown in usual situations3
- Shown consistently, also in hard situations4
- A role model, develops it in the team5
Final rating
- Below expectations1
- Partly meets expectations2
- Meets expectations3
- Exceeds expectations4
- Far exceeds expectations5
9-box: potential × performance
- Riskpotential 1 · performance 1
- Effectivepotential 1 · performance 2
- Trusted professionalpotential 1 · performance 3
- Dilemmapotential 2 · performance 1
- Core playerpotential 2 · performance 2
- High performerpotential 2 · performance 3
- Enigmapotential 3 · performance 1
- Growth employeepotential 3 · performance 2
- Starpotential 3 · performance 3
A review on facts, not on memory
A manager remembers the last month, not the half-year. A review cycle with a self-assessment, the manager's assessment by the same scale and goals of the period makes the result fair and shows where the views differ.
What happens after the review
The rating and potential place a person in the 9-box: who grows, who is a reliable professional, who is at risk. From there — development plans, successors and pay decisions.
Questions
What is in a performance review?
Goals of the period, competencies, the employee's self-assessment, the manager's assessment, the final rating and the decision: development, a raise, a PIP.
What is the 9-box?
A grid of performance and potential, three levels each. It shows stars, key players, reliable professionals and people at risk.
How much does it cost in PapaHR?
Reviews are in Pro: $1.50 per employee a month when paid for a year. The template on this page is free.
A review cycle in a day
Sign up: the free plan opens the core of PapaHR, and reviews, 9-box and talents come with Pro.