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
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Goal 1: outcome and impact
Describe what was set, what was achieved, and the impact.
- Goal 1 self-rating
- 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
- Quality of work
- Productivity and time management
- Communication (written and verbal)
- Collaboration and teamwork
- Adaptability and learning
- Initiative and ownership
Manager Assessment
- Overall performance summary
- Strengths to leverage
- Areas for growth
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Overall rating
5 = Exceptional, 4 = Exceeds, 3 = Meets, 2 = Below, 1 = Unacceptable
Development Plan
- Top development area for next year
- Specific actions / training to support development
- Career aspirations / next role discussion
Common use cases
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Ready to use this template?
Every employee gets a seat. Request pricing for Performance & Learning and we quote into a workspace with Annual Performance Review 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.