Anniversary Performance Review Form
March 10, 2008
This Anniversary Performance Review form is used to accurately assess an employee’s strengths, accomplishments, and areas of improvement opportunities, as well as his or her interpersonal dynamics. It lays out short-term and long-term goals. Finally, it is used to help determine the employee’s future career development path.
Manager/Individual list strengths: (refer to backup sheet for suggestions)
Major accomplishments in the past year:
Manager/Individual list improvement opportunities: (refer to backup sheet)
Development areas for the next 12 months:
Continuing education planned:
Manager/Individual rating of overall performance during past 12 months’ review period (check one):
Marginal, continuance in position questionable
Mostly adequate, some areas need improvement
Meets all job requirements, continued improvement desirable
Exceeds position requirements
Now ready for additional responsibilities
Individual’s future career goals (to be filled in by both the individual and the manager, separately and together). Be as specific as possible.
Short Range (6-12 months)
Medium Range (1-3 years)
Long Range (5 years plus) (optional)
Manager’s Manager ___________________________
Manager/Individual Backup Sheet
Manager/ Individual performance feedback: Career development depends on identifying and explaining areas of both current strength and improvement opportunity. Some possible topics are listed below. Also discuss any others that seem appropriate.
|Current Strength||Improvement Opportunity|
|Positive attitude toward career|
|Productivity and work efficiency|
|Relationships with others:|
|Maturity and tact|
|“Working smart” vs. working hard|
|Getting help when needed|
|Taking responsibility and initiative|
|Getting and using information|
|Being responsible for own career development|
Signatures: (Sign only if form has been filled out completely)
Date Performance Interview Conducted
Note to individual: Your signature does not mean you necessarily agree with everything stated on the form, only that you have seen the completed form. You may submit a response to the review, which will be placed in your personnel file with your review.
Note to manager: Give copy of signed review to individual; keep original for individual’s personnel file.