Performance Review Templates (Word)

Performance review templates for a small business: 7 editable employee review forms in one Word document, all on the same 1 to 5 rating scale, so goals, check-ins and reviews fit together all year.

WHAT'S INSIDE

• How to use the forms, with a 1 to 5 rating scale you can share with your team
• Goal setting worksheet: up to 5 goals with how you will measure each one, deadlines and support needed
• One-on-one meeting notes: progress, roadblocks, feedback both ways, training and next steps
• 90-day review for new employees: 6 areas rated 1 to 5, strengths, next steps and the outcome (completed, extended or not continuing)
• Employee self-assessment: 7 questions plus a self-rating with examples
• Annual performance review: 10 core areas rated 1 to 5 with comments, goal results, strengths, areas to develop, development plan, overall rating and signatures
• Performance improvement plan: what needs to improve, what is expected, action plan with support and deadlines, check-ins and outcome
• Every form starts on its own page. Fill it in on screen or print it and write by hand

WHAT YOU GET

• Performance-Review-Templates.docx (editable, 10 pages)
• Performance-Review-Templates-Preview.pdf (see every form before you edit)
• Quick-start guide (PDF)

HOW YOU GET IT

Digital download. After checkout you get a download page right away, plus a receipt by email. Nothing is shipped.

COMPATIBILITY

• Microsoft Word (.docx), on Windows, Mac or Word for the web
• Google Docs: upload the .docx to Google Drive and open it (File > Save as Google Docs for a native copy)
• LibreOffice Writer
• Needs a computer or tablet with a word processor, or a printer. This is a document template, not HR software

GOOD FOR

Small business owners, managers and team leads who want a simple, consistent way to set goals, check in and review their team.

PLEASE NOTE

• These are forms, not legal or HR advice. Before you rely on a 90-day review or an improvement plan to end someone's employment, check your local employment law and get advice
• For use within your own business; please don't resell or share the files

DISCLAIMER

This template is a planning tool and does not replace advice from a qualified or licensed professional (such as an accountant, financial advisor, lawyer or certified tradesperson). Check the results before you rely on them.

HOW IT WAS MADE

Designed by VARS Digital with AI-assisted tools. Every page is checked before release, and the preview PDF shows every form.

QUESTIONS

Email varsdigitals@gmail.com and we'll help you get set up.