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Performance Appraisal Form – MS Word Template

Performance appraisal · US Letter · Microsoft Word · Editable .docx

Conduct annual, mid-year, or probationary reviews with an editable Word form covering competencies, goal progress, development plans, feedback, ratings, and sign-off. Make employee performance reviews structured, clear, and actionable.

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Performance Appraisal Form Doc141.1 KB

Performance Appraisal Form – Editable Word Template (US Letter)

A professional, editable performance appraisal form for annual, mid-year, and probationary employee reviews. Open the Word document, add your company details, and use it digitally or print it for a review meeting.

The form organizes the review process into clear sections, from employee information and competency ratings to goal progress, development planning, and sign-off. A 1–5 rating scale runs from Unsatisfactory to Outstanding, with dedicated space for manager comments and employee feedback.

The template also supports forward planning with next-period goals, measures of success, target dates, and training or development actions. It concludes with an overall rating, the manager’s summary, employee comments, and signature lines for the employee, manager, and HR.

The .docx file is formatted for US Letter paper. Text is editable, checkboxes are clickable, and page numbers appear in the footer. Customize the form to fit your organization’s review process before use.

Key features

Flexible review typesUse for annual, mid-year, or probationary reviews.
Competency ratingsRate nine core competencies using a 1–5 scale from Unsatisfactory to Outstanding.
Goal progressRecord whether previous goals were achieved, partially achieved, or not achieved.
Development planningIdentify strengths, development areas, training needs, and goals for the next review period.
Measurable goalsAdd a measure of success and target date for each next-period goal.
Review summary and feedbackDocument the overall rating, manager’s summary, and employee comments.
Sign-offSignature lines for the employee, manager, and HR.
Editable Word formatCustomize text and company details in Microsoft Word.
Digital or print useIncludes clickable checkboxes and footer page numbers; formatted for US Letter paper.

What's inside

Customize the company name and review fields to match your organization’s process. This template is a general HR document and may need adaptation to local policies and requirements.
01
Employee information and review type
02
Rating scale and nine core competencies
03
Previous goals review
04
Strengths and development areas
05
Goals for the next period
06
Training and development plan
07
Overall rating and manager’s summary
08
Employee comments
09
Employee, manager, and HR signatures

Who it's for

HR teamsStandardize employee appraisal documentation.
People managersPrepare structured performance review meetings.
Small businessesUse a practical review form without building one from scratch.
StartupsEstablish a consistent employee feedback and development process.
ConsultantsAdapt a review form for client HR workflows.

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