Review template for Performance Evaluation

As a manager one of my tasks is to do yearly performance evaluations of the employees in my team. I take this very seriously, as although I speak regularly with my people about tasks and behaviours, this yearly review gives me time to pause and reflect deeper about the stuff I (and the company) find important and how does the employee measure against that. During the year I keep notes of all 1:1 meetings we have and also of stuff that happens between them that catch my eye, positive as well as possible improvement points. During the yearly review preparations, I sit down and go thru all the notes in order to consolidate the feedback I want to give to the employee.

In the company I work, we have multiple systems where I need to fill out parts of the performance review:

• There is a system where I need to document some high level work and behaviour goals for the year. I can also do some basic commenting there, but the system feels like it's from 1985 😀.
• Then we have a system where employees can document their concrete contributions during the year. This really feels modern and limited in functionality 🤣.
• Additionally to that there are 2 different systems where we manage their monthly salary and performance bonuses. Don't ask me why 🤨.
• Then we have some special new contracts where everything is kind of free flying, as the software systems are not yet up and running 😁.

In order to be able to structure my thoughts as well as the feedback, I decided to create a custom template. This way I have one document that I can use to structure my preparation, guide the employee thru the feedback meeting and share with him/her afterwards. The document also includes the links to all the system above and provides more context to the information documented there.

Where did I create it? In Emacs/Org of course 😁. I export it to HTML (../assets/Leistungsbeurteilung_template.html) to show to the employee and afterwards I provide him/her a PDF of it. You can find the source here. And … yes, I work in a German company.

Use it, adapt it and make your employees happy!