Performance Review Pack — Self & Manager Review, Goals + 1:1 Templates (Excel)

Run a fair, structured performance review — without starting from a blank page.

A complete performance review system in one editable Excel file, built by an HR professional with 20 years' experience. No formulas to build, no software to learn.

What you get

• A Self-Review for the employee — 7 rated areas plus reflection on achievements and development
• A Manager Review — the same 7 areas, an overall rating, and agreed development actions
• A Goal Setting tab for clear, measurable SMART goals
• A 1:1 Meeting Log to track check-ins, wins, blockers and actions
• An automatic Summary that compares the self-rating and manager-rating side by side, highlights the gaps, and charts them — so you walk into the review knowing exactly what to talk about
• Sample entries included, so it works the moment you open it

Perfect for managers, team leads, small businesses and HR teams who want a professional review process that's quick to run and fair to everyone.

Download instantly, reuse it for every employee and every cycle.