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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.

Anniversary Performance Review


Date: ______________________________

Name: ______________________________

Position: ______________________________

Company: ______________________________

Department: ______________________________

Date: ______________________________

Manager: ______________________________

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 ____________________________________

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 StrengthImprovement Opportunity
Positive attitude toward career
Productivity and work efficiency
Time management
Relationships with others:
   Clients
   Upper Management
   Peers
   Subordinates








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
Technical ability
Leadership ability
Role performance
Flexibility
Communication

Others: _____________________________________________________________________________________



Signatures: (Sign only if form has been filled out completely)


Manager


Date Performance Interview Conducted


Individual’s Signature

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.


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