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Create a clear, consistent, and repeatable performance review process for your growing team.
The Performance Review SOP Template gives business owners, managers, and team leaders a ready-to-customize process for preparing, conducting, documenting, and following up on employee performance reviews—so reviews aren't dependent on what each manager remembers to cover.
Inside, you'll get a structured process for:
Planning and scheduling employee performance reviews
Defining manager, employee, and HR responsibilities
Preparing employee self-assessments and manager evaluations
Using a consistent 1–5 performance rating scale
Conducting productive performance review conversations
Addressing performance gaps and development opportunities
Creating measurable SMART goals
Documenting review outcomes
Establishing 30-, 60-, and 90-day follow-up
Reducing common performance review biases
Tracking review completion and accountability
Instead of starting from a blank page, customize the template to your business, assign ownership, and create a performance management process your leadership team can consistently follow.
Best for: Small business owners, growing teams, managers, operations leaders, and entrepreneurs building more structure and accountability into their people-management processes.
Format: Editable Microsoft Word document
Create a clear, consistent, and repeatable performance review process for your growing team.
The Performance Review SOP Template gives business owners, managers, and team leaders a ready-to-customize process for preparing, conducting, documenting, and following up on employee performance reviews—so reviews aren't dependent on what each manager remembers to cover.
Inside, you'll get a structured process for:
Planning and scheduling employee performance reviews
Defining manager, employee, and HR responsibilities
Preparing employee self-assessments and manager evaluations
Using a consistent 1–5 performance rating scale
Conducting productive performance review conversations
Addressing performance gaps and development opportunities
Creating measurable SMART goals
Documenting review outcomes
Establishing 30-, 60-, and 90-day follow-up
Reducing common performance review biases
Tracking review completion and accountability
Instead of starting from a blank page, customize the template to your business, assign ownership, and create a performance management process your leadership team can consistently follow.
Best for: Small business owners, growing teams, managers, operations leaders, and entrepreneurs building more structure and accountability into their people-management processes.
Format: Editable Microsoft Word document