Annual Performance Review Form

• Review details, including time away so goals are judged fairly
• Employee self-assessment
• Goals from last year with ratings
• Key responsibilities and competencies with ratings
• Overall rating and comments
• Development plan and goals for next year
• Fair review check
• Signatures (signing means received, not agreed) and a Legal note on fair treatment
• Fillable Word document and a print-ready PDF (4 pages)

Ask the employee to complete the self-assessment before the meeting. Rate last year’s goals, key responsibilities and competencies against evidence, note any time away, and run the fair review check. Agree a development plan and next year’s goals, then both sign to show the review was received.

Small and growing Canadian businesses that want a consistent, fair yearly review. For managers, business owners and HR professionals. One national version for employers in every province and territory except Quebec, and for federally regulated employers.