Best Practices: Performance feedback forms – Personio

This article focuses on Performance feedback form best practices.

Performance feedback forms

Note
Only Administrators and employees with edit rights for Performance & Development settings can create and configure performance feedback forms.

Below you can find a range of forms that can be used for your performance management processes.

Tip
You can create a single form that can be used by both the supervisor and the employee when completing feedback. Alternatively, you can create two separate forms, one that can be used by the supervisor when completing feedback and one that can be used by the employee when completing feedback.

Click on the name of the template to view examples of questions and the types of answers that you can use in your own templates.

ANNUAL REVIEW

Questions	Types of answer
How did you experience the past year?	Open text
Overall, how would you rate your performance over the past year? Critical Needs improvement Matches expectations Exceeds expectations Outstanding Allow evaluators to provide a comment on the option they chose. Answering this question is mandatory.	Scale
What were your major achievements last year?	Open text
Where would you have needed support from your manager or team?	Open text
What topics do you want to tackle next year?	Open text
Where would you need support from your manager or team?	Open text

EMPLOYEE SELF-REFLECTION

Questions	Types of answer
Looking back over the past 6 months, where have you seen yourself excel, and in addition, how did you contribute to your team's success?	Open text
Looking back over the past 6 months, what were areas and situations which were challenging for you? Consequently, which skills would you like to improve?	Open text
Overall, how would you rate your performance over the past 6 months? Critical Needs improvement Matches expectations Exceeds expectations Outstanding Allow evaluators to provide a comment on the option they chose. Answering this question is mandatory.	Scale
How can your direct manager support you?	Open text
Do you need additional training for your role? (Please add a comment of what trainings you would like to undertake) Yes No Allow evaluators to provide a comment on the option they chose. Answering this question is mandatory.	Binary

PROBATION FEEDBACK

Questions	Types of answer
Summary of progress through probation Answering this question is mandatory.	Open text
Quality and Accuracy of Work Improvement required Acceptable Strong Exceptional Allow evaluators to provide a comment on the option they chose. Answering this question is mandatory.	Scale
Work relationships (teamwork and communication) Improvement required Acceptable Strong Exceptional Allow evaluators to provide a comment on the option they chose. Answering this question is mandatory.	Scale
Areas of improvement Answering this question is mandatory.	Open Text
Overall Standing	Traffic Light

SUPERVISOR FEEDBACK

Questions	Types of answer
How would you assess their collaboration and teamwork? Critical Needs improvement Matches expectations Exceeds expectations Outstanding Allow evaluators to provide a comment on the option they chose. Answering this question is mandatory.	Scale
How would you assess their motivation? Critical Needs improvement Matches expectations Exceeds expectations Outstanding Allow evaluators to provide a comment on the option they chose. Answering this question is mandatory.	Scale
How would you assess their problem-solving skills? Critical Needs improvement Matches expectations Exceeds expectations Outstanding Allow evaluators to provide a comment on the option they chose. Answering this question is mandatory.	Scale
Looking back over the past 6 months, what have they excelled at, and in addition, how did they contribute to the team's success? Answering this question is mandatory.	Open Text
Looking back over the past 6 months, where do you think are their areas of improvement? Answering this question is mandatory.	Open Text
Are there additional trainings that you would suggest? (Please add a comment of what trainings you would like to have) Yes No Allow evaluators to provide a comment on the option they chose. Answering this question is mandatory.	Binary

CAREER PATH PLANNING

Questions	Types of answer
Motivators in my current position	Open text
Strengths	Open text
Development opportunities	Open Text
Short-term career goals (1 year)	Open Text
Long and mid-term career goals (2-5 years)	Open Text

EXIT INTERVIEW

Questions	Types of answer
Why did you start looking for a different job?	Open text
What made you decide to leave?	Open text
How was your relationship with your manager? Poor Average Good Excellent	Scale
How was your relationship with your team? Poor Average Good Excellent	Scale
What could we have done better?	Open Text

1:1 MEETING

Questions	Types of answer
How are you doing? 😔 Not Great 😐 So-So 😃 Amazing Allow evaluators to provide a comment on the option they chose.	Scale
What would you like to talk about today?	Open Text
Do you need any support? How can I help you?	Open Text

DEVELOPMENT PLAN

Questions	Types of answer
What is your next job goal (what is the next role you are seeking)?	Open text
How does this goal relate to achieving your ultimate career goal (how will the next role lead to your dream job)?	Open text
What skills or experience do you need to learn to achieve this goal (what will you learn, for example, advanced Excel skills)?	Open Text
What resources are required (money, time, help from others)?	Open Text
What is your deadline to gain the skills (a realistic timeframe)?	Open Text

PEER REVIEW

Questions	Types of answer
Describe what they do best in their daily work.	Open text
Is there something they could improve?	Open text

UPWARD REVIEW

Questions	Types of answer
Is your manager providing you with clear expectations regarding your role? Yes No Allow evaluators to provide a comment on the option they chose.	Binary
How would you rate their communication skills? Poor Average Good Excellent Allow evaluators to provide a comment on the option they chose.	Scale
How would you rate their workload management and task allocation skills? Poor Average Good Excellent Allow evaluators to provide a comment on the option they chose.	Scale
Do you feel you can refer to them in case of need? Yes No Allow evaluators to provide a comment on the option they chose.	Binary
Do you think they are helping you advance in your career? Yes No Allow evaluators to provide a comment on the option they chose.	Binary
Going forward, what could they do to help you achieve your goals?	Open text

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Performance feedback forms