Performance Review & KPI Template Pack | Annual Review, Mid-Year Check-In & Goal Setting Forms

Stop doing performance reviews from memory. Start running them with structure, consistency, and evidence.

This complete performance management pack gives you everything you need to evaluate your team fairly, set clear goals, and have productive review conversations, every time.

WHAT'S INSIDE:

✅ Annual Performance Review Form — KPI scoring table, core competency ratings, overall score interpretation, achievements section, development plan, goals for next period, and employee comments

✅ Rating scale guide — 1 to 5 scale with clear definitions for each level

✅ Score interpretation table — what each total score means and what action to take

✅ Goals for next period table — up to 5 goals with measurable outcomes and target dates

✅ Mid-Year Check-In Form — a lighter, conversational halfway check on goal progress, blockers, and support needed

✅ Professional dual signature blocks — manager, HR, and employee sign-off on every form

PERFECT FOR:

→ HR managers running annual or bi-annual performance cycles

→ Small business owners reviewing staff for the first time formally

→ Line managers who want structured, fair, and defensible reviews

→ Any organisation moving from informal feedback to a proper performance system

INSTANT DOWNLOAD | FULLY EDITABLE IN WORD OR GOOGLE DOCS | READY TO USE THIS REVIEW CYCLE

Need this customised with your company KPIs, rating scale, or brand? Available on request.

Contact: [email protected]

Acacia VA Studio — Rooted in Reliability. Built for Growth.

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