30/60/90 Day Performance Review

Most organizing businesses don't have a formal review process. They hire someone, hope it works out, and have an awkward conversation six months later when things aren't quite right. This template fixes that.

The 30/60/90 Day Performance Review gives you a structured check-in system for every new hire, built specifically for the pace and nature of organizing work. Each milestone has a clear focus, so conversations stay productive and both sides know what to expect.

What's included:

Three complete review sections — 30-day, 60-day, and 90-day — each with:

• Employee self-review questions (completed first)
• Manager review questions (completed after receiving self-review)
• 7-area performance rating table (1–5 scale)
• Overall rating and summary comments field
• Agreed-upon goals and focus areas for the next period
• Dual signature block

The three milestones:

• 30 days — getting settled, first impressions, early questions and gaps
• 60 days — consistency, team fit, growth trajectory
• 90 days — full assessment, long-term role confirmation, compensation discussion

How it works:

Purchase this template and you'll receive a PDF with a direct link to your own editable Google Doc copy. Add your logo and company name, then use it for every new hire going forward.

Perfect for:

You're a professional organizer who's done hiring on gut feeling and handshake agreements, and you're ready for something more structured. Whether you're onboarding your first contractor or your fifth employee, this review system gives your team clarity on where they stand and gives you the documentation to back up every decision you make.