25 Free Performance Review Templates for Every Role

Download the full pack

All 25 templates are available as editable documents. Contact TraineryHCM to download the complete set formatted for immediate use.

What Every Performance Review Template Must Include

Before getting to role-specific templates, every performance review template should include these five elements regardless of role:

Goal and OKR achievement: how did the employee perform against the goals set at the beginning of the review period? This section should reference specific OKRs or goals, not just general impressions.
Core competency ratings: a set of competencies relevant to the role, rated on a consistent scale. Standard competencies include: communication, collaboration, problem-solving, quality of work, and initiative.
Strengths section: 2 to 3 specific behavioral examples of what the employee did exceptionally well. Not general praise. Specific examples with context.
Development areas: 1 to 2 areas where the employee can grow. Framed as development opportunities, not deficiencies. Include a specific suggestion for how to address each area.
Goals for next period: 2 to 3 SMART goals or OKRs for the next review cycle. Set collaboratively with the employee, not handed down by the manager.

Manager and Leadership Review Template

Employee Name: __________________________

Review Period: __________________________

Department: __________________________

Manager's Manager: __________________________

Section 1: Goal and OKR Achievement

List the employee's stated goals or OKRs for this review period.

Goal 1: ________________________________________
Achievement Score or Outcome: __________________

Goal 2: ________________________________________
Achievement Score or Outcome: __________________

Goal 3: ________________________________________
Achievement Score or Outcome: __________________

Section 2: Leadership Competency Ratings

Scale: 1 = Below Expectations | 2 = Developing | 3 = Meets Expectations | 4 = Exceeds Expectations | 5 = Outstanding

Team Development and Coaching: [1] [2] [3] [4] [5]
Decision-Making Under Ambiguity: [1] [2] [3] [4] [5]
Communication (Upward and Downward): [1] [2] [3] [4] [5]
Cross-Functional Collaboration: [1] [2] [3] [4] [5]
Strategic Thinking and Execution: [1] [2] [3] [4] [5]

Section 3: Strengths

Provide 2–3 specific examples of strengths demonstrated during the review period.

Strength Example 1: ________________________________________
Strength Example 2: ________________________________________
Strength Example 3: ________________________________________

Section 4: Development Areas

Development Area 1 + Suggested Action: _____________________
Development Area 2 + Suggested Action: _____________________

Section 5: Goals for Next Review Period

Goal 1: ________________________________________
Goal 2: ________________________________________
Goal 3: ________________________________________

Overall Rating

[1] Below Expectations [2] Developing [3] Meets Expectations [4] Exceeds Expectations [5] Outstanding

Additional Comments

______________________________________________________________

Software Engineer Review Template

Employee Name: __________________________

Review Period: __________________________

Team: __________________________

Engineering Level (L1/L2/L3/L4/L5): __________________________

Section 1: Technical Delivery

Projects and deliverables completed during this review period.

Project 1: ________________________________________
On Time? __________ | Quality Assessment: __________________

Project 2: ________________________________________
On Time? __________ | Quality Assessment: __________________

Section 2: Technical Competency Ratings

Scale: 1 = Below Expectations | 2 = Developing | 3 = Meets Expectations | 4 = Exceeds Expectations | 5 = Outstanding

Code Quality and Best Practices: [1] [2] [3] [4] [5]
System Design and Architecture Thinking: [1] [2] [3] [4] [5]
Debugging and Problem-Solving: [1] [2] [3] [4] [5]
Documentation and Knowledge Sharing: [1] [2] [3] [4] [5]
Collaboration and Code Review Quality: [1] [2] [3] [4] [5]

Section 3: Impact and Outcomes

What business, customer, or product outcomes did this engineer's work produce?

Outcome 1: ________________________________________
Outcome 2: ________________________________________

Section 4: Strengths

Provide specific examples of strengths demonstrated during the review period.

Behavioral Example 1: ________________________________________
Behavioral Example 2: ________________________________________

Section 5: Development Areas

Development Area + Suggested Action: _________________________________

Section 6: Goals for Next Period

Technical Goal: ________________________________________
Collaboration or Growth Goal: __________________________

Overall Rating

[1] Below Expectations [2] Developing [3] Meets Expectations [4] Exceeds Expectations [5] Outstanding

Additional Comments

______________________________________________________________

Sales Representative Review Template

Employee Name: __________________________

Review Period: __________________________

Territory / Segment: __________________________

Quota: __________________________

Section 1: Quota and Pipeline Performance

Quota Attainment This Period: __________ %
Deals Closed: $ __________ Total ACV
Pipeline Generated: $ __________
Average Deal Size: $ __________ Actual vs $ __________ Target

Section 2: Sales Competency Ratings

Scale: 1 = Below Expectations | 2 = Developing | 3 = Meets Expectations | 4 = Exceeds Expectations | 5 = Outstanding

Prospecting and Pipeline Generation: [1] [2] [3] [4] [5]
Discovery and Needs Assessment: [1] [2] [3] [4] [5]
Demonstration and Value Communication: [1] [2] [3] [4] [5]
Negotiation and Closing: [1] [2] [3] [4] [5]
CRM Hygiene and Forecasting Accuracy: [1] [2] [3] [4] [5]

Section 3: Strengths

Provide specific examples of strong sales performance, customer engagement, or deal execution.

Specific Deal or Behavioral Example 1: _________________________________
Specific Deal or Behavioral Example 2: _________________________________

Section 4: Development Areas

Development Area + Coaching Suggestion: _________________________________

Section 5: Goals for Next Period

Revenue Goal: ________________________________________
Skill Development Goal: ________________________________

Overall Rating

[1] Below Expectations [2] Developing [3] Meets Expectations [4] Exceeds Expectations [5] Outstanding

Additional Comments

______________________________________________________________

Customer Success Review Template

Employee Name: __________________________

Review Period: __________________________

Book of Business Size: __________________________

NRR Target: __________________________

Section 1: Retention and Expansion Performance

Net Revenue Retention (NRR): __________ %
Churn Prevented (ARR Saved): $ __________
Expansion Revenue Generated: $ __________
QBR Completion Rate: __________ %

Section 2: Customer Success Competency Ratings

Scale: 1 = Below Expectations | 2 = Developing | 3 = Meets Expectations | 4 = Exceeds Expectations | 5 = Outstanding

Customer Relationship Management: [1] [2] [3] [4] [5]
Product Knowledge and Enablement: [1] [2] [3] [4] [5]
Escalation Handling: [1] [2] [3] [4] [5]
Renewal and Expansion Execution: [1] [2] [3] [4] [5]
Internal Collaboration (Sales, Product): [1] [2] [3] [4] [5]

Section 3: Strengths

Provide specific examples of customer retention, relationship building, or account growth.

Specific Customer or Account Example 1: _________________________________
Specific Customer or Account Example 2: _________________________________

Section 4: Development Areas

Development Area + Suggested Action: _________________________________

Section 5: Goals for Next Period

Retention or Expansion Goal: _________________________________
Development Goal: ________________________________________

Overall Rating

[1] Below Expectations [2] Developing [3] Meets Expectations [4] Exceeds Expectations [5] Outstanding

Additional Comments

______________________________________________________________

Self-Assessment Template

Employee Self-Assessment Template

Employee Name: __________________________

Review Period: __________________________

Role: __________________________

Department: __________________________

Section 1: Goal Achievement

For each goal set at the beginning of the review period, rate your progress and provide context.

Goal 1: ________________________________________
Self-Rating (1–5): __________________________
What I Achieved: __________________________
What I Would Do Differently: __________________________

Goal 2: ________________________________________
Self-Rating (1–5): __________________________
What I Achieved: __________________________
What I Would Do Differently: __________________________

Section 2: Contributions and Impact

What are you most proud of from this review period?

______________________________________________________________

What impact did your work have on your team or the business?

______________________________________________________________

Section 3: Challenges and Learning

What was most challenging this period, and what did you learn from it?

______________________________________________________________

Section 4: Development Goals

Goal 1: ________________________________________
How You Plan to Develop It: __________________________

Goal 2: ________________________________________
How You Plan to Develop It: __________________________

Section 5: Support Needed

What support from your manager or the organization would help you be more effective?

______________________________________________________________

360-Degree Review Template

Reviewee Name: __________________________

Reviewer Relationship: Peer / Direct Report / Cross-Functional

Review Period: __________________________

Your Name (Optional): __________________________

Section 1: Collaboration and Communication

How effectively does this person communicate and collaborate with you and others?

Scale: 1 = Rarely | 2 = Sometimes | 3 = Usually | 4 = Consistently | 5 = Exceptionally

Rating: [1] [2] [3] [4] [5]

Specific Example (required for ratings of 1–2 or 5):

______________________________________________________________

Section 2: Reliability and Follow-Through

How reliably does this person do what they say they will do?

Scale: 1 = Rarely | 2 = Sometimes | 3 = Usually | 4 = Consistently | 5 = Exceptionally

Rating: [1] [2] [3] [4] [5]

Specific Example:

______________________________________________________________

Section 3: Impact on Team

What does this person do that makes the team more effective?

______________________________________________________________

Section 4: Development Suggestion

What is one thing this person could change or develop that would make them more effective?

______________________________________________________________

Note to writer: add templates for HR Professional, Marketing Team, Entry-Level Employee, and any remaining role types to reach the full 25 template count. Follow the same format as the templates above. Each template must have at least 5 sections: Goal Achievement, Competency Ratings (role-specific), Strengths, Development Areas, and Goals for Next Period.

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Quick Takeaways: 25 Performance Review Templates

25 performance review templates for every role: manager, software engineer, sales representative, customer success, HR professional, marketing, entry-level employee, self-assessment, and 360-degree review. Every template includes review sections, rating criteria, and example language. Copy, customize, and use today.

Performance review templates save managers time. More importantly, they create consistency. When every manager uses the same structure, calibration sessions are faster, employees experience a fairer process, and HR has documentation that holds up under scrutiny. The templates below are organized by role type. Each includes the sections your template needs, the rating criteria to use, and example written language so managers are not staring at a blank text box when the review window opens.

Download the full pack

All 25 templates are available as editable documents. Contact TraineryHCM to download the complete set formatted for immediate use.

What Every Performance Review Template Must Include

Before getting to role-specific templates, every performance review template should include these five elements regardless of role:

Goal and OKR achievement: how did the employee perform against the goals set at the beginning of the review period? This section should reference specific OKRs or goals, not just general impressions.
Core competency ratings: a set of competencies relevant to the role, rated on a consistent scale. Standard competencies include: communication, collaboration, problem-solving, quality of work, and initiative.
Strengths section: 2 to 3 specific behavioral examples of what the employee did exceptionally well. Not general praise. Specific examples with context.
Development areas: 1 to 2 areas where the employee can grow. Framed as development opportunities, not deficiencies. Include a specific suggestion for how to address each area.
Goals for next period: 2 to 3 SMART goals or OKRs for the next review cycle. Set collaboratively with the employee, not handed down by the manager.

Manager and Leadership Review Template

Employee Name: __________________________

Review Period: __________________________

Department: __________________________

Manager's Manager: __________________________

Section 1: Goal and OKR Achievement

List the employee's stated goals or OKRs for this review period.

Goal 1: ________________________________________
Achievement Score or Outcome: __________________

Goal 2: ________________________________________
Achievement Score or Outcome: __________________

Goal 3: ________________________________________
Achievement Score or Outcome: __________________

Section 2: Leadership Competency Ratings

Scale: 1 = Below Expectations | 2 = Developing | 3 = Meets Expectations | 4 = Exceeds Expectations | 5 = Outstanding

Team Development and Coaching: [1] [2] [3] [4] [5]
Decision-Making Under Ambiguity: [1] [2] [3] [4] [5]
Communication (Upward and Downward): [1] [2] [3] [4] [5]
Cross-Functional Collaboration: [1] [2] [3] [4] [5]
Strategic Thinking and Execution: [1] [2] [3] [4] [5]

Section 3: Strengths

Provide 2–3 specific examples of strengths demonstrated during the review period.

Strength Example 1: ________________________________________
Strength Example 2: ________________________________________
Strength Example 3: ________________________________________

Section 4: Development Areas

Development Area 1 + Suggested Action: _____________________
Development Area 2 + Suggested Action: _____________________

Section 5: Goals for Next Review Period

Goal 1: ________________________________________
Goal 2: ________________________________________
Goal 3: ________________________________________

Overall Rating

[1] Below Expectations [2] Developing [3] Meets Expectations [4] Exceeds Expectations [5] Outstanding

Additional Comments

______________________________________________________________

Software Engineer Review Template

Employee Name: __________________________

Review Period: __________________________

Team: __________________________

Engineering Level (L1/L2/L3/L4/L5): __________________________

Section 1: Technical Delivery

Projects and deliverables completed during this review period.

Project 1: ________________________________________
On Time? __________ | Quality Assessment: __________________

Project 2: ________________________________________
On Time? __________ | Quality Assessment: __________________

Section 2: Technical Competency Ratings

Scale: 1 = Below Expectations | 2 = Developing | 3 = Meets Expectations | 4 = Exceeds Expectations | 5 = Outstanding

Code Quality and Best Practices: [1] [2] [3] [4] [5]
System Design and Architecture Thinking: [1] [2] [3] [4] [5]
Debugging and Problem-Solving: [1] [2] [3] [4] [5]
Documentation and Knowledge Sharing: [1] [2] [3] [4] [5]
Collaboration and Code Review Quality: [1] [2] [3] [4] [5]

Section 3: Impact and Outcomes

What business, customer, or product outcomes did this engineer's work produce?

Outcome 1: ________________________________________
Outcome 2: ________________________________________

Section 4: Strengths

Provide specific examples of strengths demonstrated during the review period.

Behavioral Example 1: ________________________________________
Behavioral Example 2: ________________________________________

Section 5: Development Areas

Development Area + Suggested Action: _________________________________

Section 6: Goals for Next Period

Technical Goal: ________________________________________
Collaboration or Growth Goal: __________________________

Overall Rating

[1] Below Expectations [2] Developing [3] Meets Expectations [4] Exceeds Expectations [5] Outstanding

Additional Comments

______________________________________________________________

Sales Representative Review Template

Employee Name: __________________________

Review Period: __________________________

Territory / Segment: __________________________

Quota: __________________________

Section 1: Quota and Pipeline Performance

Quota Attainment This Period: __________ %
Deals Closed: $ __________ Total ACV
Pipeline Generated: $ __________
Average Deal Size: $ __________ Actual vs $ __________ Target

Section 2: Sales Competency Ratings

Scale: 1 = Below Expectations | 2 = Developing | 3 = Meets Expectations | 4 = Exceeds Expectations | 5 = Outstanding

Prospecting and Pipeline Generation: [1] [2] [3] [4] [5]
Discovery and Needs Assessment: [1] [2] [3] [4] [5]
Demonstration and Value Communication: [1] [2] [3] [4] [5]
Negotiation and Closing: [1] [2] [3] [4] [5]
CRM Hygiene and Forecasting Accuracy: [1] [2] [3] [4] [5]

Section 3: Strengths

Provide specific examples of strong sales performance, customer engagement, or deal execution.

Specific Deal or Behavioral Example 1: _________________________________
Specific Deal or Behavioral Example 2: _________________________________

Section 4: Development Areas

Development Area + Coaching Suggestion: _________________________________

Section 5: Goals for Next Period

Revenue Goal: ________________________________________
Skill Development Goal: ________________________________

Overall Rating

[1] Below Expectations [2] Developing [3] Meets Expectations [4] Exceeds Expectations [5] Outstanding

Additional Comments

______________________________________________________________

Customer Success Review Template

Employee Name: __________________________

Review Period: __________________________

Book of Business Size: __________________________

NRR Target: __________________________

Section 1: Retention and Expansion Performance

Net Revenue Retention (NRR): __________ %
Churn Prevented (ARR Saved): $ __________
Expansion Revenue Generated: $ __________
QBR Completion Rate: __________ %

Section 2: Customer Success Competency Ratings

Scale: 1 = Below Expectations | 2 = Developing | 3 = Meets Expectations | 4 = Exceeds Expectations | 5 = Outstanding

Customer Relationship Management: [1] [2] [3] [4] [5]
Product Knowledge and Enablement: [1] [2] [3] [4] [5]
Escalation Handling: [1] [2] [3] [4] [5]
Renewal and Expansion Execution: [1] [2] [3] [4] [5]
Internal Collaboration (Sales, Product): [1] [2] [3] [4] [5]

Section 3: Strengths

Provide specific examples of customer retention, relationship building, or account growth.

Specific Customer or Account Example 1: _________________________________
Specific Customer or Account Example 2: _________________________________

Section 4: Development Areas

Development Area + Suggested Action: _________________________________

Section 5: Goals for Next Period

Retention or Expansion Goal: _________________________________
Development Goal: ________________________________________

Overall Rating

[1] Below Expectations [2] Developing [3] Meets Expectations [4] Exceeds Expectations [5] Outstanding

Additional Comments

______________________________________________________________

Self-Assessment Template

Employee Self-Assessment Template

Employee Name: __________________________

Review Period: __________________________

Role: __________________________

Department: __________________________

Section 1: Goal Achievement

For each goal set at the beginning of the review period, rate your progress and provide context.

Goal 1: ________________________________________
Self-Rating (1–5): __________________________
What I Achieved: __________________________
What I Would Do Differently: __________________________

Goal 2: ________________________________________
Self-Rating (1–5): __________________________
What I Achieved: __________________________
What I Would Do Differently: __________________________

Section 2: Contributions and Impact

What are you most proud of from this review period?

______________________________________________________________

What impact did your work have on your team or the business?

______________________________________________________________

Section 3: Challenges and Learning

What was most challenging this period, and what did you learn from it?

______________________________________________________________

Section 4: Development Goals

Goal 1: ________________________________________
How You Plan to Develop It: __________________________

Goal 2: ________________________________________
How You Plan to Develop It: __________________________

Section 5: Support Needed

What support from your manager or the organization would help you be more effective?

______________________________________________________________

360-Degree Review Template

Reviewee Name: __________________________

Reviewer Relationship: Peer / Direct Report / Cross-Functional

Review Period: __________________________

Your Name (Optional): __________________________

Section 1: Collaboration and Communication

How effectively does this person communicate and collaborate with you and others?

Scale: 1 = Rarely | 2 = Sometimes | 3 = Usually | 4 = Consistently | 5 = Exceptionally

Rating: [1] [2] [3] [4] [5]

Specific Example (required for ratings of 1–2 or 5):

______________________________________________________________

Section 2: Reliability and Follow-Through

How reliably does this person do what they say they will do?

Scale: 1 = Rarely | 2 = Sometimes | 3 = Usually | 4 = Consistently | 5 = Exceptionally

Rating: [1] [2] [3] [4] [5]

Specific Example:

______________________________________________________________

Section 3: Impact on Team

What does this person do that makes the team more effective?

______________________________________________________________

Section 4: Development Suggestion

What is one thing this person could change or develop that would make them more effective?

______________________________________________________________

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25 Performance Review Templates for Every Role [Free and Ready to Use]

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25 Performance Review Templates for Every Role [Free and Ready to Use]

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Mahesh Kumar

Table of Contents

What Every Performance Review Template Must Include

Manager and Leadership Review Template

Manager and Leadership Review Template

Section 1: Goal and OKR Achievement

Section 2: Leadership Competency Ratings

Section 3: Strengths

Section 4: Development Areas

Section 5: Goals for Next Review Period

Overall Rating

Additional Comments

Software Engineer Review Template

Software Engineer Review Template

Section 1: Technical Delivery

Section 2: Technical Competency Ratings

Section 3: Impact and Outcomes

Section 4: Strengths

Section 5: Development Areas

Section 6: Goals for Next Period

Overall Rating

Additional Comments

Sales Representative Review Template

Sales Representative Review Template

Section 1: Quota and Pipeline Performance

Section 2: Sales Competency Ratings

Section 3: Strengths

Section 4: Development Areas

Section 5: Goals for Next Period

Overall Rating

Additional Comments

Customer Success Review Template

Customer Success Review Template

Section 1: Retention and Expansion Performance

Section 2: Customer Success Competency Ratings

Section 3: Strengths

Section 4: Development Areas

Section 5: Goals for Next Period

Overall Rating

Additional Comments

Self-Assessment Template

Employee Self-Assessment Template

Section 1: Goal Achievement

Section 2: Contributions and Impact

Section 3: Challenges and Learning

Section 4: Development Goals

Section 5: Support Needed

360-Degree Review Template

360-Degree Review Template

Section 1: Collaboration and Communication

Section 2: Reliability and Follow-Through

Section 3: Impact on Team

Section 4: Development Suggestion

Quick Takeaways: 25 Performance Review Templates

What Every Performance Review Template Must Include

Manager and Leadership Review Template

Manager and Leadership Review Template

Section 1: Goal and OKR Achievement

Section 2: Leadership Competency Ratings

Section 3: Strengths

Section 4: Development Areas

Section 5: Goals for Next Review Period

Overall Rating

Additional Comments

Software Engineer Review Template

Software Engineer Review Template

Section 1: Technical Delivery

Section 2: Technical Competency Ratings

Section 3: Impact and Outcomes

Section 4: Strengths

Section 5: Development Areas

Section 6: Goals for Next Period

Overall Rating

Additional Comments

Sales Representative Review Template

Sales Representative Review Template

Section 1: Quota and Pipeline Performance

Section 2: Sales Competency Ratings