A good appraisal is a two-way conversation, not a box-ticking exercise. This performance review and appraisal template gives people space to reflect honestly before the meeting, so the conversation is about growth rather than surprises.
It captures the person’s name, team and review period, then asks them to reflect on what they’re most proud of and what’s been challenging, rate how happy they are in their role, and say how well they met their goals. Looking ahead, it captures their goals for the next period, the support or training that would help, and where they want to grow — with a private space to raise anything confidentially.
Built for agencies and any team that runs regular reviews. Use it as a self-assessment ahead of appraisals, to prepare both sides for a better conversation. Customize the questions and review periods, add your branding, and embed it internally or share a link in minutes.
