20 Annual Review Templates & Examples for Year-End Reviews (2023)

20 Annual Review Templates & Examples for Year-End Reviews (1)

Annual reviews are an excellent way for companies to gauge employees' existing contributions and relay future expectations for the benefit of the company.

If you’re looking to strengthen your brand's performance appraisal process, we suggest you use ready-made annual review templates to get a head start.

Here’s a short selection of 8 easy-to-edit annual review templates you can edit, share and download with Visme. View more templates below:

In this article, we’ll show 20 of the best annual review templates you can find on the internet to effectively evaluate the performance of your employees.

Table of Contents

  • What Is an Annual Review?
  • How to Write a Year-End Review
  • 20 Annual Review Templates You Can Customize
  • 3 Tips for Effective Annual Reviews

What Is an Annual Review?

An annual review, or a year-end review, is the process of evaluating employee performance over the past year. Annual reviews are typically done by managers, but can also be self-conducted.

Generally, an annual performance assessment includes:

  • Tracking employee KPIs
  • Identifying employee's strengths and weaknesses
  • Measuring employee quality of work
  • Providing feedback on potential areas of improvement

Needless to say, an annual review is a critical part of any successful business.

It helps businesses identify high-performing employees, boost employee engagement, relay expectations, and help foster a progressive environment of growth and progress.

On the other hand, employees can also use this time to communicate their future expectations to the company; be it their next year's KPIs, personal goals, monetary compensation, bonus structure breakdown, or expected promotions.

At the end of an annual review, managers evaluate whether the company's future goals align with employees' objectives, and decide if they should be recommended for a raise or promotion in the coming year.

How to Write a Year-End Review

When it comes to preparing for a year-end review, there isn’t any one-size-fits-all approach.

This is majorly due to the type of industry you’re in, and the fact that every employee has unique goals for which they’re being evaluated. But that doesn't mean that you can’t create a generic layout for all performance reviews.

In this section, we look at some of the most common sections you can add to your annual review templates:

  • Header. The header is the first thing that the reviewer and reviewee will notice on the annual review document, so it's a good idea to add your company’s name, logo and branding to give it an overall professional outlook. In Visme, you can upload your logo with a few clicks and add it to any project.

20 Annual Review Templates & Examples for Year-End Reviews (10)

  • Employee’s basic information. For identification and analysis purposes, it is also important that you add a section where the employee’s basic information can be written, including their name, ID, and position in the company.
  • Review period. To streamline the entire annual review process, it is critical that you add a section that states the period for which the review is being conducted.
  • Tasks to be evaluated. This is the main section of the annual review template, so mention all the yearly goals for which the employee is being evaluated.
  • Performance score rating. For each task mentioned earlier, make sure you leave adequate space where the reviewer can rate the employee's quality of work. You can do this through a 5-star review system, Likert scale or even by adding an empty box where reviewers can describe their evaluation. Some of Visme's templates come with a pre-designed rating scale you can use for your own company.

20 Annual Review Templates & Examples for Year-End Reviews (11)

  • Future goals and expectations. Once the evaluation phase is complete, you can now add a section where employees’ future expectations can be written down.
  • Comments and feedback. An annual review process is incomplete without a feedback section. Add it to your template so the reviewer can comment on employees’ performance, and recommend them for a raise or promotion.
  • Signatures. Lastly, include a section where both parties can add their signatures and acknowledge the entire performance appraisal process.

Hey executives!
Looking to cut design costs?

  • Spend less time on presentations and more time strategizing
  • Ensure your brand looks and feels visually consistent across all your organization's documents
  • Impress clients and stakeholders with boardroom ready presentations

Sign up. It’s free.

(Video) Performance Review Tips, Templates + Best Practices | How to Run an Employee Evaluation

20 Annual Review Templates & Examples for Year-End Reviews (12)

20 Annual Review Templates You Can Customize

Creating an annual review template from scratch can be a bit overwhelming. Our library of ready-to-use performance review templates that you can easily customize and use can help.

Here are some of the best annual review templates you can pick from:

1. Lawyer Performance Review Template

20 Annual Review Templates & Examples for Year-End Reviews (13)

Customize this template and make it your own!Edit and Download

This lawyer performance review template has all the important sections you'd need, including an eye-catching header, a dedicated section for task evaluation, and signatures.

This annual review template is ideal for businesses offering legal services, but it can also be customized for any other industry or business type.

2. Temp Performance Review Template

20 Annual Review Templates & Examples for Year-End Reviews (14)

Customize this template and make it your own!Edit and Download

Got a temporary employee working in your firm? Rate their performance with the help of this stunning performance review template.

It even has a rating system added to it that shows what each number means. For example, a rating of 5 means the performance is excellent, 4 means good, 3 is fair and so on.

3. Sales Annual Review Template

20 Annual Review Templates & Examples for Year-End Reviews (15)

Customize this template and make it your own!Edit and Download

Review the performance of your sales staff using this professional annual review template.

It includes data visualization to represent the individual and overall performance score of the employee and has plenty of space for feedback and comments for each task.

4. Customer Service Annual Review Template

20 Annual Review Templates & Examples for Year-End Reviews (16)

Customize this template and make it your own!Edit and Download

Figure out the strengths and weaknesses of your customer service employees with the help of this fully-customizable annual review template.

The template uses a 3-star rating system to evaluate employee performance and even includes a legend for what each colored star represents.

5. Agency Performance Review Template

20 Annual Review Templates & Examples for Year-End Reviews (17)

Customize this template and make it your own!Edit and Download

Review the performance of your partner agencies using this professional annual review template. It uses data widgets to represent agency scores for their tasks and also has a dedicated comments section at the end for potential future goals.

(Video) PERFORMANCE REVIEW TIPS FOR EMPLOYEES | How to Prepare for a Performance Review

6. KPI Performance Review Template

20 Annual Review Templates & Examples for Year-End Reviews (18)

Customize this template and make it your own!Edit and Download

Stay on top of your sales team's performance by using this KPI review template. It features a colorful design with high-quality vector icons that sets this template apart from others.

7. Food Service Annual Review Template

20 Annual Review Templates & Examples for Year-End Reviews (19)

Customize this template and make it your own!Edit and Download

Running an online food delivery business?

Identify high achievers with this performance review template. The template has ample space to record employee information and even has a rating scale for ease of evaluation.

8. Student Internship Year-End Review Template

20 Annual Review Templates & Examples for Year-End Reviews (20)

Customize this template and make it your own!Edit and Download

Evaluate the performance of student interns in your firm with this colorful annual review template.

The best part about this year-end review template is it features plenty of space for comments and feedback. Supervisors can use this to recommend work-related improvements.

9. Nurse Performance Review Template

20 Annual Review Templates & Examples for Year-End Reviews (21)

Customize this template and make it your own!Edit and Download

This multi-paged annual review template is an excellent pick for medical professionals looking to evaluate the performance of their staff.

It comes with a legend for a 5-star rating scale and a list of goals on which medical staff is evaluated. Incorporate your branding elements into the template and make it your own.

10. Tech Shop Performance Review Template

20 Annual Review Templates & Examples for Year-End Reviews (22)

Customize this template and make it your own!Edit and Download

Measure the accomplishments of your sales managers with this professional annual review template. It features high-quality icons and data widgets to represent employee ratings.

This visual annual review template is a great pick for all business types — simply add your company logos, images, colors and fonts to this template to make it your own.

11. Team Leader Annual Review Template

20 Annual Review Templates & Examples for Year-End Reviews (23)

Customize this template and make it your own!Edit and Download

(Video) Employee Performance Review Template Excel

If you’re looking to dive deep into the performances of your employees, then this annual review template is perfect for you.

It features plenty of space to write down employee goals and even comes with a rating scale that supervisors can use to rate the work of team leaders.

12. CEO Performance Review Template

20 Annual Review Templates & Examples for Year-End Reviews (24)

Customize this template and make it your own!Edit and Download

Assess the performance of your company CEO with this stunning annual review template. It features high-quality icons, a rating scale for ease of evaluation and space for feedback.

13. Clinical Psychologist Annual Review Template

20 Annual Review Templates & Examples for Year-End Reviews (25)

Customize this template and make it your own!Edit and Download

Keep track of your staff performance with the help of this annual review template. It comes with a rating scale, a list for goal evaluation, and dedicated space for comments and feedback.

14. Internship Performance Review Template

20 Annual Review Templates & Examples for Year-End Reviews (26)

Customize this template and make it your own!Edit and Download

Got an intern working for your firm? Evaluate their performance with the help of this colorful annual review template.

It features four different sections to conduct a SWOT analysis of the intern, and a star rating system to rate their work.

15. Manager Performance Review Template

20 Annual Review Templates & Examples for Year-End Reviews (27)

Customize this template and make it your own!Edit and Download

Measure the performance of managers at your firm with the help of this stunning annual review template.

It uses creative data widgets to evaluate performance scores and has a bulleted list underneath to mention the goals for which the manager is being evaluated.

16. Executive Director Annual Review Template

20 Annual Review Templates & Examples for Year-End Reviews (28)

Customize this template and make it your own!Edit and Download

Ensure that all your company staff is on the same page by using this professionally-designed annual review template.

It has a simple yet effective design that ticks all the boxes for a well-rounded performance appraisal template. Simply add your brand kit to the template to make it your own.

17. Teacher Performance Review Template

20 Annual Review Templates & Examples for Year-End Reviews (29)

Customize this template and make it your own!Edit and Download

(Video) Mid Year Performance Review in 4 easy steps

Evaluate the strengths, weaknesses and general quality of work of your teaching staff with this creative performance review template.

It comes with a pre-designed rating scale that peers and supervisors can use to evaluate performance and a dedicated section for task lists and signatures.

18. Self-Evaluation Performance Review Template

20 Annual Review Templates & Examples for Year-End Reviews (30)

Customize this template and make it your own!Edit and Download

Evaluate your own work performance with the help of this fully customizable, self-evaluation annual review template.

It features an eye-catching design with the top half dedicated to employee details and the bottom half for task evaluation and feedback.

19. Quarterly Employee Performance Review Template

20 Annual Review Templates & Examples for Year-End Reviews (31)

Customize this template and make it your own!Edit and Download

Stay on top of your employee goals throughout the year by using this quarterly performance review template. It features a simple design that’ll help you conduct your evaluations quickly.

Upload your brand elements to the template, or create a branding kit from scratch in Visme to make this template your own.

20. Mid-Year Employee Performance Review Template

20 Annual Review Templates & Examples for Year-End Reviews (32)

Customize this template and make it your own! Edit and Download

Effectively track your employee performances by using this mid-year performance review template.

It features a beautiful design with an eye-catching color combination, vector icons for main headings, and a dedicated section for comments at the end. Each section of the template is fully editable, so with just a few clicks, it can easily be ready for any business type.

3 Tips for Effective Annual Reviews

If a year-end performance appraisal is done right, it can help the company identify its high achievers, so they can be guided on a path of sustained personal and professional development.

Here are 3 key tips to ensure your annual reviews yield maximum positive results:

1. Make it a two-way communication.

The last thing you want in an annual review is to have one-sided communication, without any room for dialogue for growth and exchange of creative ideas.

So make sure you listen to everything your employee has to say and then share your own goals and ideas to reach a common ground.

2. Offer actionable feedback.

The best performance reviews are ones where the managers don’t just evaluate employees' past performances but also relay expectations for the future.

But make sure your employees are invested and determined to reach their goals for the next year.

3. Continuous follow-up.

Year-end reviews shouldn’t be a once-in-a-while occurrence. Instead, you should be tweaking your appraisal strategy to conduct reviews on a weekly, monthly or quarterly basis instead.

This gives you the opportunity to track employee performances all year round and reach your company-wide goals more efficiently.

Improve Employee Performance With Annual Reviews

Annual reviews are great for measuring the yearly performance of team members. They help relay expectations, improve communication, progress and growth, and more.

(Video) Self Evaluation | Performance Review Tips to Slay Your Self Assessment At Work

To streamline the performance appraisal process and improve the internal communication of your brand, check out Visme’s tailored solutions and materials for HR teams.

There are tons of stunning annual review templates and features to take advantage of, and you can easily add your brand elements and make any template your own.

FAQs

How do you write a good year end performance review? ›

5 Steps for Writing Effective Performance Review Comments
  1. Be positive and comprehensive. ...
  2. Share specific feedback and provide examples. ...
  3. Pair constructive feedback with developmental suggestions. ...
  4. Use the right words. ...
  5. Organize your feedback.
22 Jan 2021

How do you structure a year end review? ›

What to cover in your end of year review
  1. 1 Accomplishments. First and foremost, start the annual review on a high. ...
  2. 2 Day-to-day responsibilities. ...
  3. 3 Areas to develop. ...
  4. 4 Strengths. ...
  5. 5 Priorities for the company. ...
  6. 1 Take time to reflect. ...
  7. 2 Inquire about how to get to the next level. ...
  8. 3 Follow up.
3 Nov 2020

What should I write in my year end review? ›

Areas to develop – skills and qualities

To this end, ask about specific skills – e.g., analysis, presentation, communication – as well as qualities -- e.g., attitude, enthusiasm – you should work on. Let your manager know that you would appreciate this candid information so you can improve.

What should I write in my annual performance review? ›

What to include in an employee performance review
  • Communication.
  • Collaboration and teamwork.
  • Problem-solving.
  • Quality and accuracy of work.
  • Attendance, punctuality and reliability.
  • The ability to accomplish goals and meet deadlines.

What are examples of performance evaluation? ›

Examples of employee performance evaluation phrases
  • Maintained good attendance throughout the year.
  • Respectful of their co-workers' time by arriving at team meetings on time.
  • Consistently arrived on time to company-wide meetings and training sessions.

How do you write a good structure for a review? ›

Include a few opening sentences that announce the author(s) and the title, and briefly explain the topic of the text. Present the aim of the text and summarise the main finding or key argument. Conclude the introduction with a brief statement of your evaluation of the text.

How do I present my year end accomplishments? ›

Write a single sentence statement about your year. Set forth three or four achievements and the detail to support each. Identify one area where you'd like to improve or develop. End with a “call to action” showing you'll continue to deliver.

How do you sell yourself in an end of year review? ›

Focus on the biggest, most impactful things you accomplished. Be sure to highlight the end result in relation to the unit/company's goals. Highlight those cases where you went well above and beyond your standard role.

What are 3 areas of improvement? ›

17 areas of improvement examples that you may have overlooked
  • Integrity. Integrity involves being honest and upholding strong ethics and morals. ...
  • Initiative. Initiative refers to a person's ability to take action without goading. ...
  • Ambition. ...
  • Time management. ...
  • Leadership. ...
  • Delegation. ...
  • Communication. ...
  • Teamwork and collaboration.

What do you say in an overall performance review? ›

Positive Feedback

You're a strong communicator and express your thoughts and ideas clearly and respectfully.” “You communicate directions and expectations effectively.” “Your peers appreciate your willingness to listen to others.”

How do you write a year end performance summary? ›

What you should cover in your end review summary
  1. Your accomplishments. ...
  2. Your everyday responsibilities. ...
  3. Skills and qualities areas to improve. ...
  4. Priorities of the company. ...
  5. Your career's next steps. ...
  6. Inquire about who to network with. ...
  7. Suggest new practices. ...
  8. Suggest tools you require to improve your work.

What are the 5 types of feedback? ›

Let's examine the five types of feedback, as presented by Rogers, in their order of frequency.
  • Evaluative Feedback. This type of feedback is the most common. ...
  • Interpretive Feedback. ...
  • Supportive Feedback. ...
  • Probing Feedback. ...
  • Understanding Feedback.

What are three positive feedback examples? ›

Let's take a look at some of the examples: clot formation, childbirth, fruit ripening, and menstrual cycle. Each one depicts what a positive feedback mechanism is like: Clotting factors are released to seal a wound.

What are two positive feedback examples? ›

Some examples of positive feedback are contractions in child birth and the ripening of fruit; negative feedback examples include the regulation of blood glucose levels and osmoregulation.

How do you write 10 performance goals examples? ›

You can also use these phrases in employee feedback:
  1. Intently listen to directions.
  2. Listen to and acknowledge customer feedback.
  3. Concentrate on discussions.
  4. Listen to guidance from leadership.
  5. Develop active listening skills.
  6. Be concerned with what colleagues say.
  7. Take the time to process what is said by others.
26 Jun 2020

What are six areas that are commonly evaluated on a performance review? ›

These appraisals are used to analyze seven major components of an employee's performance such as interpersonal skills, cognitive abilities, intellectual traits, leadership skills, personality traits, emotional quotient, and other related skills.

What are good words to use in a review? ›

Effective Performance Review Phrases for Your Next performance Review
  • Achieves optimal levels of performance and accomplishment with / for ...
  • Provides strong evidence of [specific accomplishment]
  • Excels at developing programs / strategies that have delivered X results.
  • Improved production by X% through [specific task]
27 Jul 2020

How do you start a review sentence? ›

How to do it
  1. opens with a topic sentence that says what the paragraph is about;
  2. has several detail sentences that prove the point you are trying to make;
  3. uses quotes or examples from the book or movie, if possible, to help prove your point.
15 Jan 2019

What makes a good review? ›

Your review should be clear, constructive and consistent. Clarity is important because authors will not be able to respond to your concerns if they don't fully understand what they are. Reviews are most helpful if they don't just criticise, but also make constructive suggestions for how concerns may be resolved.

What are the 4 parts of a review? ›

After analyzing many book reviews (most or all of which are from mainstream sources), Campbell suggests four elements of criticism: reaction, summary, aesthetic appraisal and historical appraisal.

What are the three parts of a review? ›

Consider organization. Just like most academic papers, literature reviews also must contain at least three basic elements: an introduction or background information section; the body of the review containing the discussion of sources; and, finally, a conclusion and/or recommendations section to end the paper.

What is a review checklist? ›

Definition: The Documentation Review Checklist helps you conduct a meaningful review of your documentation pieces, whether you hold technical review meetings and/or send the checklist to individual reviewers. You can customize each line item in the checklist to fit your specific document and review needs.

What are some accomplishments examples? ›

List of achievements
  • Re-organized something to make it work better.
  • Identified a problem and solved it.
  • Come up with a new idea that improved things.
  • Developed or implemented new procedures or systems.
  • Worked on special projects.
  • Received awards.
  • Been complimented by your supervisor or co-workers.

What are some examples of work accomplishments? ›

Examples of quantitative accomplishment statements:

Handled late accounts effectively, securing $5,000 in past-due accounts.” “Gained a reputation for working well on a team, receiving a 'Team Player' award.” “Raised more than $10,000 at annual fundraiser, increasing attendance and media coverage from previous years.”

How do you write a list of accomplishments? ›

How to write accomplishment statements
  1. Identify which accomplishments to highlight. When deciding which accomplishments to highlight, consider those that are most relevant to the job and company to which you're applying. ...
  2. Use the STAR answer technique. ...
  3. Use action verbs.

How do you brag yourself in a review? ›

Strike a balance between overconfident and hypercritical.

Avoid absolutes like “always,” “never” and “perfect” while touting your achievements, Mistal said, and frame shortcomings in forward-looking terms like “areas for improvement” or “what I'm looking to do better” -- not “weaknesses” or “problem areas.”

What are 5 areas of improvement? ›

What are areas of improvement? Areas of improvement are skills, qualities or abilities that an employee could develop or enhance. Areas of improvement could include time management, delegation, organization, communication and engagement. Many of these skills and abilities are those that employees use daily at work.

What should I put for areas of improvement? ›

Areas of improvement for employees
  • Time management. The better people can multitask, meet deadlines and manage their time, the more productive they will be at work. ...
  • Customer service. ...
  • Teamwork. ...
  • Interpersonal skills. ...
  • Communication. ...
  • Writing. ...
  • Organization. ...
  • Flexibility.

What are 3 things I can improve work performance? ›

— take a look at these tactics, and decide which ones apply best to you and your job.
  • Limit distractions. This is a tip many people know but rarely follow: limit your potential distractions. ...
  • Set milestones. ...
  • Avoid multitasking. ...
  • Do important tasks first. ...
  • Delegate tasks whenever possible. ...
  • Stay healthy.
26 May 2022

How do you stand out in a performance review? ›

Performance Review Tips
  1. Take control. ...
  2. Toot your horn. ...
  3. Remind your manager why she likes you. ...
  4. List your biggest accomplishments. ...
  5. List Your Strengths. ...
  6. Identify your weaknesses before your manager does. ...
  7. Have a fix. ...
  8. Make a list of SMART (Specific, Measurable, Attainable, Relevant, Time-Based) goals.
6 Dec 2019

What should an Annual performance Summary include? ›

Ideally, a performance summary should consist of four sections covering goals, competencies, overall performance, and areas of improvement indicating potential training needs.

What should I write in my performance review summary? ›

To write a self-performance review, you should first determine where you are in your professional career. A great way to approach this is to list out your positive attributes, unique qualities and professional skills you possess. Making a list of positive qualities alongside how you exhibit these in the workplace.

What should you not write in a performance review? ›

In a performance review, this might include statements like “you said I was going to get a raise,” “you didn't clearly outline expectations,” etc. “'You' statements can come across as accusatory and blame ridden,” says Jen Brown, Founder + Director, The Engaging Educator.

What are good goals for a performance review? ›

Top three performance goals:

To encourage focus on completing a task: "Establish a process for tracking progress on key projects including milestones and decision deadlines. Share with the manager by February 10. Provide weekly update reports." To foster leadership: "I think you have great leadership potential.

Videos

1. How to Deliver a Flawless Executive Business Review
(Gainsight)
2. My 2020 Annual Review in Notion + Free Review Template
(Daniel Canosa)
3. ​​​​How To Ask For A Raise During Your Performance Review | Tips From An HR Professional
(Janell Knows Money | Career & Pay Advice)
4. How to Write Your Employee Evaluation
(The Accounting Struggle)
5. Top 5 Performance Review Templates for Boosted Performance, Engagement & Retention
(emPerform)
6. How to Ask Your Boss for a Raise Example & Steps - BEFORE the Performance Review!
(Self Made Millennial)
Top Articles
Latest Posts
Article information

Author: Roderick King

Last Updated: 03/25/2023

Views: 6765

Rating: 4 / 5 (71 voted)

Reviews: 94% of readers found this page helpful

Author information

Name: Roderick King

Birthday: 1997-10-09

Address: 3782 Madge Knoll, East Dudley, MA 63913

Phone: +2521695290067

Job: Customer Sales Coordinator

Hobby: Gunsmithing, Embroidery, Parkour, Kitesurfing, Rock climbing, Sand art, Beekeeping

Introduction: My name is Roderick King, I am a cute, splendid, excited, perfect, gentle, funny, vivacious person who loves writing and wants to share my knowledge and understanding with you.