# Performance Review Template to Simplify Team Development > Try this free performance review template to organize evaluations, track goals, and simplify feedback for every review cycle. Source: https://asana.com/templates/performance-review.md - [Create your template](https://app.asana.com/-/product_templates) - [Custom fields](/features/project-management/custom-fields) - [Goals](/features/goals-reporting/goals) - [Rules](/features/workflow-automation/rules) - [Workflows](/features/workflow-automation) - [JIRA Cloud](/apps/jiracloud) - [Google Workspace](/google-workspace) - [Time Doctor](/apps/timedoctor) - [Zoom](/apps/zoom) templates Hiring & Onboarding Performance review template Use a performance review template to organize evaluations, track goals, and simplify feedback for every review cycle. Hiring & Onboarding Employee engagement ## Performance review template Use this free performance review template to guide effective evaluations, track progress, and create actionable development plans for every team member. ### Create templates with Asana - [Sign up](/create-account) At the end of each performance review, [human resources teams](https://asana.com/templates/team/hr) often scramble to collect feedback from multiple sources, including spreadsheets, emails, and chats. Managers might struggle to remember specific examples, and employees wait anxiously for a conversation that feels more like a formality than a dialogue. Our performance review template centralizes evaluations, self-assessments, and development goals in one shared workspace. Whether you’re managing quarterly check-ins or annual performance appraisals, this template turns data into insights that help every team member grow. ## Who benefits from performance review templates [Performance review templates](https://asana.com/resources/employee-performance-review-template) help teams conduct more structured and meaningful evaluations. They give everyone a shared framework for discussing progress, [setting goals](https://asana.com/templates/goal-setting), and improving future performance. **Managers** Managers get a comprehensive view of each team member’s progress, from deliverables to development needs. The template provides space for notes, ratings, and next steps, which simplifies providing balanced, evidence-based feedback. **HR teams** Human resources teams use employee performance review templates to standardize evaluations across departments. Templates create a consistent process that supports data-driven [performance management](https://asana.com/resources/performance-evaluation-template) and reduces administrative overhead. **Team members** Templates provide team members with feedback and [self-assessment tools](https://asana.com/resources/self-evaluation-template) that promote reflection. By tracking progress and goals in one workspace, people can see how their efforts contribute to the team's and the company's success. **Executives and stakeholders** Templates also provide leadership teams with transparent data on performance trends, skill gaps, and opportunities for talent development. This type of data improves strategic workforce planning and succession management. ## Why use a performance review template [Performance reviews](https://asana.com/resources/actionable-performance-reviews) work best when they’re well defined, consistent, and easy to reference throughout the year. Without an organized process, teams can lose important feedback, which can stall a team member’s career development. Imagine a manager preparing for an annual review. They spend hours searching for notes, [performance metrics](https://asana.com/resources/success-metrics-examples), and emails, only to find gaps in the record. With this free employee performance review template, you can organize everything in a single Asana project. **Why use a performance review template:** - Visibility into goals, deliverables, and competencies - A repeatable structure for quarterly and annual reviews - Collaboration between HR teams, managers, and employees - Simple performance tracking and rating across review periods - Customizable sections for 90-day, self, and peer performance reviews ## How to use a performance review template Before you start, remember that the goal of this template is to make reviewing performance a conversation, rather than a chore. Each section of the template builds on the last, helping you track achievements, set new goals, and improve development plans over time. ### Step 1: Employee and reviewer information Begin by entering the basic details: employee name, ID, reviewer, and review period. Baseline performance information establishes a record for each review cycle. You can filter or search these entries by date, department, or reviewer to maintain consistency across cycles. Add relevant performance metrics, [KPIs](https://asana.com/templates/kpi-key-performance-indicators), or [OKRs](https://asana.com/templates/okr-objectives-key-results) to frame the discussion around measurable outcomes. If your company uses connected tools like Jira or Salesforce, link performance data directly in this section for context. ### Step 2: Self-assessment Team members begin the process by evaluating their own performance. [Self-evaluation](https://asana.com/resources/download-self-evaluation-template) encourages honest reflection on achievements, challenges, and areas for growth. Prompts can include questions about project outcomes, teamwork, and new skills developed. When employees take ownership of their self-performance review, they’re more likely to engage in productive goal-setting conversations. ### Step 3: Key deliverables and accomplishments List the major deliverables, [milestones](https://asana.com/templates/milestone-chart), or contributions during the review period. Managers and employees can attach project links, documents, or performance data to back up their evaluations. Using the columns for goal progress and training to determine where success started and where extra support could help. This approach makes each review more forward-looking, rather than just focusing on the past. ### Step 4: Goal achievement The goal achievement section connects day-to-day work with strategic objectives. Use it to document OKRs or personal development goals, noting whether they were achieved, in progress, or delayed. Add context around blockers or dependencies that affected progress. Over time, this creates a transparent record of how well individual goals support business objectives. ### Step 5: Strengths and areas for improvement Every team member has unique competencies and areas to develop. Use this section to document what’s going well and what might need adjustment. You can categorize skills under [problem-solving](https://asana.com/resources/problem-solving-strategies), [communication](https://asana.com/resources/communication-styles), [leadership](https://asana.com/resources/leadership-styles), or [technical expertise](https://asana.com/resources/hard-skills-vs-soft-skills), depending on the role. These insights form the basis for personalized development plans. ### Step 6: Manager comments and feedback The final step is the conversation. Managers summarize overall performance ratings, highlight achievements, and outline next steps. Use this section to co-create an action plan. Together, the reviewer and employee can define training opportunities, new responsibilities, or mentorship pairings that support ongoing growth. - [Read: Grow your workforce with our free staffing plan template](https://asana.com/templates/staffing-plan) ## Asana performance review features Features are built-in Asana capabilities that help you customize your template. Features can transform this template into an annual performance review template, a sales performance review template, or any type of framework you need to evaluate and analyze performance metrics. You can find more inspiration at the [Asana features](https://asana.com/features) hub to further customize your workflow. [Custom fields](https://asana.com/features/project-management/custom-fields) Custom fields let you track competencies, goal progress, and performance ratings consistently. Fields helps you compare results across review periods and identify trends. [Automation](https://asana.com/features/workflow-automation) Automation saves time by automatically assigning review tasks, setting reminders, and scheduling due dates. It ensures that HR teams and managers never miss a check-in or review milestone. [Dashboards](https://asana.com/features/goals-reporting/reporting-dashboards) Dashboards transform individual data points into a big-picture view of team and company performance. These visual insights enable teams to monitor patterns and identify high performers. [Goals](https://asana.com/features/goals-reporting/goals) Built-in goal tracking links reviews directly to OKRs or team objectives. Managers can align individual outcomes with broader business goals. [Portfolios](https://help.asana.com/s/article/portfolios-overview) Portfolios allow HR teams to oversee multiple review cycles or departments at once. They simplify reporting for large organizations with distributed teams. ## Integrations that improve performance review templates Integrations connect your performance review template with tools your team already uses. Browse the [full integrations library](https://asana.com/apps?category=all-apps) to find the tools and platforms you regularly use. [Google Sheets](https://asana.com/apps/google-sheets) Sync review data with Google Sheets for detailed analysis or custom charts. It’s ideal for tracking performance metrics across review periods. [Slack](https://asana.com/apps/slack) Send automated reminders or feedback requests directly to Slack. Slack integrations keep reviews on schedule without adding more emails. [Jira](https://asana.com/apps/jiracloud) Link goals or accomplishments to Jira issues for teams that track project-based performance. [Google Drive](https://asana.com/apps/google-drive) Attach documents, certificates, or feedback summaries stored in Drive. You can store all performance documentation in one workspace. [Zoom](https://asana.com/apps/zoom) You can easily add video call links to schedule review discussions. Integrating meeting tools reduces friction during performance review cycles. ## FAQs about performance review templates #### What is a performance review template? A performance review template is a structured evaluation form used to assess job performance, competencies, and goals. It streamlines the performance review process so HR teams can better organize feedback and documentation. With this framework, you can track achievements, growth areas, and training needs throughout the year. #### How often should performance reviews be conducted? Most organizations conduct annual or mid-year performance reviews, with ongoing check-ins throughout the year. Using a simple performance review template, you can keep goals visible and feedback current between sessions. Templates also help coordinate new hires, direct reports, and managers during onboarding and beyond. #### How can this template be customized for different roles? You can tailor the template to match department-specific criteria or team performance indicators. For example, a sales performance review template might include revenue targets, while a developer’s version tracks problem-solving and collaboration. These adjustments turn a single framework into multiple performance evaluation templates fit for any role. #### What’s the difference between an Asana template and one built in Excel or Google Docs? Unlike Excel or Google Docs, Asana automates the review form, deadlines, and feedback cycles. You can link OKRs, performance metrics, and even employee IDs to each record for accuracy and context. Asana’s performance template not only saves time but also keeps a review history record for ongoing professional development. #### How do performance review templates support employee development? By combining self-evaluation with manager feedback, templates enable employees to identify their strengths and areas for improvement. Managers can assign follow-up actions, such as mentorship, workshops, or goal revisions, directly to a team member’s development plan. When you use a self-performance review template, you transform employee evaluations into actionable growth opportunities for long-term success. ### Employee onboarding An effective onboarding experience gives new hires an easy way to track their onboarding to-dos in one place. Set new hires on the path to success from day one with our template. - [Create your template](/templates/employee-onboarding) ### 30-60-90 day plan template A strong onboarding process is essential to help new hires succeed. Create a 30-60-90 day plan template to guide new hires through their first 3 months. - [Create your template](/templates/30-60-90-day-plan) ### New hire checklist Bringing on a new member of the team is exciting—but it does involve a bit of preparation. Take some of the busywork away with Asana’s new hire checklist template. - [Create your template](/templates/new-hire-checklist) ### Interview questions template and scorecard Conducting a successful interview with a potential candidate is important for both parties. 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