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Annual Performance Review

Year-end review — goals, competencies, manager assessment, development plan. 5-point scale.

Every employee gets a seat — priced per employee in Performance & Learning, quoted with this template ready.

Rolled out to every employee at AutoZone (125,000), PetSmart (50,000+), A.S. Watson and Raley's (20,000) — and at larger retailers we are not permitted to name.

What's inside this template

Goal Achievement

  • Goal 1: outcome and impact (required)

    Describe what was set, what was achieved, and the impact.

  • Goal 1 self-rating (required)
  • Goal 2: outcome and impact
  • Goal 2 self-rating
  • Goal 3: outcome and impact
  • Goal 3 self-rating

Core Competencies

  • Job knowledge and technical skills (required)
  • Quality of work (required)
  • Productivity and time management (required)
  • Communication (written and verbal) (required)
  • Collaboration and teamwork (required)
  • Adaptability and learning (required)
  • Initiative and ownership (required)

Manager Assessment

  • Overall performance summary (required)
  • Strengths to leverage (required)
  • Areas for growth (required)
  • Overall rating (required)

    5 = Exceptional, 4 = Exceeds, 3 = Meets, 2 = Below, 1 = Unacceptable

Development Plan

  • Top development area for next year (required)
  • Specific actions / training to support development
  • Career aspirations / next role discussion

Common use cases

Annual review cycle
Compensation calibration input
Promotion readiness assessment

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Every employee gets a seat. Request pricing for Performance & Learning and we quote into a workspace with Annual Performance Review ready.

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Rolled out to every employee at AutoZone (125,000), PetSmart (50,000+), A.S. Watson and Raley's (20,000) — and at larger retailers we are not permitted to name.