{"id":12171,"date":"2019-11-01T21:28:40","date_gmt":"2019-11-01T15:58:40","guid":{"rendered":"https:\/\/grosum.com\/blog\/?p=12171"},"modified":"2022-02-01T20:28:14","modified_gmt":"2022-02-01T14:58:14","slug":"performance-review-templates","status":"publish","type":"post","link":"https:\/\/grosum.com\/blog\/performance-review-templates\/","title":{"rendered":"5 Templates To Make Your Performance Review Process Easier in 2020"},"content":{"rendered":"<p><span style=\"font-weight: 400;\">Employees around the world are loathed to hear these two words: performance review. It is an unsettling prospect for both reviewers and those being reviewed.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Nobody wants to deliver bad news, and employees definitely don\u2019t want to receive it\u2014a poor review could lead to altered job prospects within the company, or worse, termination.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">But most of the time, a performance review is quite a standard process\u2014your achievements are measured against the goals set and you work towards improving yourself every year.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">It\u2019s the fear of that rare worst-case scenario that makes the procedure so terrifying.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">How can employers and HR managers make the process better for everyone involved? By using <\/span><a href=\"https:\/\/venngage.com\/templates\/reports\/human-resources\" target=\"_blank\" rel=\"noopener\"><span style=\"font-weight: 400;\">human resources templates<\/span><\/a><span style=\"font-weight: 400;\"> that will put everyone at ease.<\/span><\/p>\n<p>We look at five performance review templates that will make the review process easier and less worrisome for all involved:<\/p>\n<ol>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Simple Performance Review<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Self Performance Review<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Monthly Performance Review<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Quarterly Performance<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Annual Performance Review\u00a0<\/span><\/li>\n<\/ol>\n<p><span style=\"font-weight: 400;\">We describe how best to use these templates and why they work to ease the worries of employees.<\/span><\/p>\n<h1>1.Simple Performance Review<\/h1>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter size-large wp-image-12175\" src=\"https:\/\/grosum.com\/blog\/wp-content\/uploads\/2019\/11\/Simple-Performance-Review-1024x791.png\" alt=\"Simple Performance Review\" width=\"840\" height=\"649\" srcset=\"https:\/\/grosum.com\/blog\/wp-content\/uploads\/2019\/11\/Simple-Performance-Review-1024x791.png 1024w, https:\/\/grosum.com\/blog\/wp-content\/uploads\/2019\/11\/Simple-Performance-Review-150x116.png 150w, https:\/\/grosum.com\/blog\/wp-content\/uploads\/2019\/11\/Simple-Performance-Review-300x232.png 300w, https:\/\/grosum.com\/blog\/wp-content\/uploads\/2019\/11\/Simple-Performance-Review-768x593.png 768w, https:\/\/grosum.com\/blog\/wp-content\/uploads\/2019\/11\/Simple-Performance-Review-594x459.png 594w, https:\/\/grosum.com\/blog\/wp-content\/uploads\/2019\/11\/Simple-Performance-Review.png 1056w\" sizes=\"auto, (max-width: 840px) 100vw, 840px\" \/><\/p>\n<p><span style=\"font-weight: 400;\">For companies conducting <a href=\"https:\/\/www.grosum.com\/\" target=\"_blank\" rel=\"noopener\">regular performance reviews<\/a>\u2014weekly or bi-weekly\u2014a simple performance review template will be sufficient to examine the performances of an employee.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Employees aren\u2019t expected to reach huge targets in a short period of time, and the simple template effectively keeps track of the limited goals and achievements for small durations.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">A simple review template isn\u2019t meant to handle large amounts of data and information\u2014which is why it works as a study of achievements over a short period of time.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">At the end of the month or quarter, these review sheets can be collated to make a thorough examination of what has been achieved and what areas require improvement.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">This template also works as a method of record-keeping for employers\u2014one doesn\u2019t need to be overly goal-oriented with the simple review.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">A few notes are enough to reflect an employee\u2019s progress in improving <\/span><a href=\"https:\/\/pitchbox.com\/blog\/how-to-leverage-influencer-outreach-to-build-a-better-blog-post\/\" target=\"_blank\" rel=\"noopener\"><span style=\"font-weight: 400;\">influencer outreach<\/span><\/a><span style=\"font-weight: 400;\"> or reaching sales targets\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">The simple review looks less intimidating to employees, which makes the review process a more positive experience for everyone involved.<\/span><\/p>\n<h1>2. Self Performance Review<\/h1>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter size-large wp-image-12177\" src=\"https:\/\/grosum.com\/blog\/wp-content\/uploads\/2019\/11\/Self-Performance-Review-1024x791.png\" alt=\"Self Performance Review\" width=\"840\" height=\"649\" srcset=\"https:\/\/grosum.com\/blog\/wp-content\/uploads\/2019\/11\/Self-Performance-Review-1024x791.png 1024w, https:\/\/grosum.com\/blog\/wp-content\/uploads\/2019\/11\/Self-Performance-Review-150x116.png 150w, https:\/\/grosum.com\/blog\/wp-content\/uploads\/2019\/11\/Self-Performance-Review-300x232.png 300w, https:\/\/grosum.com\/blog\/wp-content\/uploads\/2019\/11\/Self-Performance-Review-768x593.png 768w, https:\/\/grosum.com\/blog\/wp-content\/uploads\/2019\/11\/Self-Performance-Review-594x459.png 594w, https:\/\/grosum.com\/blog\/wp-content\/uploads\/2019\/11\/Self-Performance-Review.png 1056w\" sizes=\"auto, (max-width: 840px) 100vw, 840px\" \/><\/p>\n<p><span style=\"font-weight: 400;\">One way of improving the performance review process is by removing outside interference, such as a manager or department head.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">They could be unintentionally making the situation more stressful for the employees by either being too eager, too forceful or by expecting feedback the employee feels they can\u2019t give.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Instead, ask employees to fill in a <a href=\"https:\/\/grosum.com\/blog\/self-appraisal\/\" target=\"_blank\" rel=\"noopener\">self-performance review<\/a> like in the above example, and pair it with a <\/span><a href=\"https:\/\/surveyanyplace.com\/how-to-make-a-personality-quiz\/\" target=\"_blank\" rel=\"noopener\"><span style=\"font-weight: 400;\">personality quiz<\/span><\/a><span style=\"font-weight: 400;\"> to make the process more stimulating.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Employees will feel more confident about writing a thorough assessment of their own than if they felt pressurized by their managers.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">With a self-performance review template, the organization could offer employees certain benchmarks to compare their performance too, which will further simplify the process.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">And for managers concerned about the truthfulness of a self-assessment, they might be surprised by how honest people can be.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Plus, the self-assessment could be followed up with a discussion with the manager about their perception of the employee\u2019s achievements in that period.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Such a feedback session will be more palatable to employees and managers, making the process more streamlined and comfortable.<\/span><\/p>\n<h1>3. Monthly Performance Review<\/h1>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter size-large wp-image-12178\" src=\"https:\/\/grosum.com\/blog\/wp-content\/uploads\/2019\/11\/Monthly-Performance-Review-791x1024.png\" alt=\"Monthly Performance Review\" width=\"791\" height=\"1024\" srcset=\"https:\/\/grosum.com\/blog\/wp-content\/uploads\/2019\/11\/Monthly-Performance-Review-791x1024.png 791w, https:\/\/grosum.com\/blog\/wp-content\/uploads\/2019\/11\/Monthly-Performance-Review-116x150.png 116w, https:\/\/grosum.com\/blog\/wp-content\/uploads\/2019\/11\/Monthly-Performance-Review-232x300.png 232w, https:\/\/grosum.com\/blog\/wp-content\/uploads\/2019\/11\/Monthly-Performance-Review-768x994.png 768w, https:\/\/grosum.com\/blog\/wp-content\/uploads\/2019\/11\/Monthly-Performance-Review-594x769.png 594w, https:\/\/grosum.com\/blog\/wp-content\/uploads\/2019\/11\/Monthly-Performance-Review.png 816w\" sizes=\"auto, (max-width: 791px) 100vw, 791px\" \/><\/p>\n<p><span style=\"font-weight: 400;\">Numerous organizations have begun conducting <a href=\"http:\/\/luclevesque.com\/post\/1\/made-managing-teams-piece-cake-monthly-performance-reviews\" target=\"_blank\" rel=\"noopener\">monthly performance reviews<\/a> for their employees and teams.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">A monthly review works for companies with employees on short-term contracts and for new employees in their probationary period.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Once the employees&#8217; transition into full-time contracts\u2014because their <\/span><a href=\"https:\/\/www.candybar.co\/blog\/customer-loyalty-program\/\" target=\"_blank\" rel=\"noopener\"><span style=\"font-weight: 400;\">customer loyalty<\/span><\/a><span style=\"font-weight: 400;\"> numbers have improved\u2014their review formats can be updated to quarterly or annual, depending on the organization\u2019s processes.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Monthly performance reviews are also a great way to assess employee progress with regard to new projects.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">These kinds of projects have the potential to suffer errors that could become catastrophic if not caught early enough.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">A monthly review system will ensure that employees are on track and that their skills are at the level they need to be at.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Employees may also prefer the monthly system as they get regular reports on their progress, instead of finding out at the end of the year how well, or badly, they have conducted themselves.<\/span><\/p>\n<h1>4. Quarterly Performance\u00a0Review<\/h1>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter size-large wp-image-12180\" src=\"https:\/\/grosum.com\/blog\/wp-content\/uploads\/2019\/11\/Quarterly-Performance-Review-Template-791x1024.png\" alt=\"Quarterly Performance Review Template\" width=\"791\" height=\"1024\" srcset=\"https:\/\/grosum.com\/blog\/wp-content\/uploads\/2019\/11\/Quarterly-Performance-Review-Template-791x1024.png 791w, https:\/\/grosum.com\/blog\/wp-content\/uploads\/2019\/11\/Quarterly-Performance-Review-Template-116x150.png 116w, https:\/\/grosum.com\/blog\/wp-content\/uploads\/2019\/11\/Quarterly-Performance-Review-Template-232x300.png 232w, https:\/\/grosum.com\/blog\/wp-content\/uploads\/2019\/11\/Quarterly-Performance-Review-Template-768x994.png 768w, https:\/\/grosum.com\/blog\/wp-content\/uploads\/2019\/11\/Quarterly-Performance-Review-Template-594x769.png 594w, https:\/\/grosum.com\/blog\/wp-content\/uploads\/2019\/11\/Quarterly-Performance-Review-Template.png 816w\" sizes=\"auto, (max-width: 791px) 100vw, 791px\" \/><\/p>\n<p><span style=\"font-weight: 400;\"><a href=\"https:\/\/torchlighthire.com\/quartlery-employee-performance-reviews\/\" target=\"_blank\" rel=\"noopener\">Quarterly performance reviews<\/a> are the most popular format in most organizations, as businesses tend to divide their business by quarters in the year.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">In other words, it only makes sense for every quarter\u2019s goals to be examined against the achievements of employees.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Quarterly performance reviews can be conducted during <a href=\"https:\/\/grosum.com\/blog\/one-on-one-meetings\/\" target=\"_blank\" rel=\"noopener\">face-to-face meetings<\/a> between employees and managers.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Alternatively, the quarterly report can be created based on monthly or bi-weekly reviews in that quarter.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">The reason why quarterly reviews work and are so popular is that there is concrete data to judge\u2014there has been sufficient time for employees to achieve their goals and make progress.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">This helps put the employee at ease\u2014they don\u2019t feel an unnecessary burden to achieve large <\/span><a href=\"https:\/\/www.shipbob.com\/blog\/order-fulfillment\/\" target=\"_blank\" rel=\"noopener\"><span style=\"font-weight: 400;\">order fulfillment<\/span><\/a><span style=\"font-weight: 400;\"> targets within too short a period.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">The layout of the template also makes the process more comfortable\u2014percentages show how well the employee has done. There is also room for <a href=\"https:\/\/grosum.com\/blog\/prioritize-employee-feedback\/\" target=\"_blank\" rel=\"noopener\">more detailed feedback<\/a> which makes the document easy to refer to later on.<\/span><\/p>\n<h1>5. Annual Performance Review<\/h1>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter size-large wp-image-12185\" src=\"https:\/\/grosum.com\/blog\/wp-content\/uploads\/2019\/11\/Annual-Performance-Review-791x1024.png\" alt=\"Annual Performance Review\" width=\"791\" height=\"1024\" srcset=\"https:\/\/grosum.com\/blog\/wp-content\/uploads\/2019\/11\/Annual-Performance-Review-791x1024.png 791w, https:\/\/grosum.com\/blog\/wp-content\/uploads\/2019\/11\/Annual-Performance-Review-116x150.png 116w, https:\/\/grosum.com\/blog\/wp-content\/uploads\/2019\/11\/Annual-Performance-Review-232x300.png 232w, https:\/\/grosum.com\/blog\/wp-content\/uploads\/2019\/11\/Annual-Performance-Review-768x994.png 768w, https:\/\/grosum.com\/blog\/wp-content\/uploads\/2019\/11\/Annual-Performance-Review-594x769.png 594w, https:\/\/grosum.com\/blog\/wp-content\/uploads\/2019\/11\/Annual-Performance-Review.png 816w\" sizes=\"auto, (max-width: 791px) 100vw, 791px\" \/><\/p>\n<p><span style=\"font-weight: 400;\"><a href=\"https:\/\/grosum.com\/blog\/annual-performance-reviews\/\" target=\"_blank\" rel=\"noopener\">Annual reviews<\/a> are par for the course in most organizations.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">But to make the annual performance review process better for employees, it is best to pair it with monthly or quarterly reviews.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">An annual review on its own will have too much information to examine\u2014which can be complicated and lead to mistakes.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Instead, the annual review can compile the data from the entire year\u2019s reviews to present one comprehensive report.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">In other words, the annual performance review is the cliff notes version of an employee\u2019s performance over the year.\u00a0<\/span><\/p>\n<p>This method makes the annual review process less daunting for employees\u2014they have a fair idea of what they have been achieving over the year, and how they have improved.<\/p>\n<p><span style=\"font-weight: 400;\">The annual review won\u2019t come as a shock to employees who have not been informed of their achievements or failures until the end of the year.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">As a document to help improve the review process, the annual review can be painless and even comforting if organizations are transparent with their employees.<\/span><\/p>\n<h2><strong>Conclusion<\/strong><\/h2>\n<p><span style=\"font-weight: 400;\">The performance review process need not be as unnerving as most employees, and even managers, expect.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">With the right human resource templates, the process can be invigorating and helpful, giving employees the information they need in a way that is respectful and understanding.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">These five performance review templates can all be customized to reflect the branding of the business and used for a number of years without needing too many updates.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Now that you have these templates for your organization, you can conduct thorough performance reviews that will put your teams at ease.<\/span><\/p>\n<p><i><span style=\"font-weight: 400;\">All performance review templates sourced from Venngage.<\/span><\/i><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Employees around the world are loathed to hear these two words: performance review. It is an unsettling prospect for both reviewers and those being reviewed. Nobody wants to deliver bad news, and employees definitely don\u2019t want to receive it\u2014a poor review could lead to altered job prospects within the company, or worse, termination. But most [&hellip;]<\/p>\n","protected":false},"author":8,"featured_media":12187,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_yoast_wpseo_title":"5 Templates To Make Your Performance Review Process Easier in 2020","_yoast_wpseo_metadesc":"Look at five performance review templates that will make the review process easier and less worrisome for all involved. Let's dig in.","footnotes":""},"categories":[40],"tags":[],"class_list":["post-12171","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-performance-review"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.6 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>5 Templates To Make Your Performance Review Process Easier in 2020<\/title>\n<meta name=\"description\" content=\"Look at five performance review templates that will make the review process easier and less worrisome for all involved. 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