Performance reviews in Australia demand more than a few scribbled notes on a page about how an employee has been doing lately.

Having accurate records of what was discussed in a review meeting is essential.

You may at some point need to revisit past review notes to facilitate improved performance management from one review to the next.

A performance review template can be used to record each staff member’s goals from their previous review, and the progress towards achieving these objectives.

To streamline the review process, Robert Half has provided a performance review template that addresses an employee’s goals – past and present, their performance characteristics, and an opportunity to rate how well employees are fulfilling the demands of their role.

The format of our performance appraisal template can be modified for your company and different employee roles.

Prior to the performance review

Consider what your employee has done well, and where they could improve, as well as any outstanding contributions to the company, such as suggesting key initiatives or innovations and involvement in successful projects.

Sample performance review questions:

  • What were highlight achievements of the past year?
  • What areas of improvement can you identify from the past year?
  • How would you assess your team collaboration over the past year?

During the performance review

Use the performance review template to record feedback from your employee and discuss goals for the future including training or professional development.

It is important to be as specific as possible – once the performance review is completed, the staff member needs to sign off on their performance review to confirm that you both agree on what was discussed and any action that needs to be taken in the future.

The information recorded in the performance review appraisal then provides a lasting record for you to measure future progress.

Sample performance review questions

  • What are your career goals for the year ahead?
  • What are your business goals for the year ahead?
  • How do you plan to collaborate better with your team for the year ahead?
  • What do you foresee as your biggest challenges for the year ahead?

Performance review template

This performance review template provides a starting point of factors to discuss during your meetings with employees – their skills, ability and performance across a number of workplace characteristics, with a rating from unsatisfactory to excellent.

As such, the performance appraisal template is a starting point for your conversations with staff members, and it allows room for comments.

These additional notes can be extremely helpful, allowing you to refer back to what was said when the next review period begins.

Below is a template of how you may assess and discuss each employee’s performance in regards to fulfilling their core duties.

For more information about performance management, click here.