Performance Review Template, Employee Evaluation Forms in Word, 90 Day Review and Self Assessment

Performance review templates for a small business: 7 editable employee review forms in one Word document, all on the same 1 to 5 rating scale, so goals, check-ins and reviews fit together all year.

WHAT'S INSIDE
- How to use the forms, with a 1 to 5 rating scale you can share with your team
- Goal setting worksheet: up to 5 goals with how you will measure each one, deadlines and support needed
- One-on-one meeting notes: progress, roadblocks, feedback both ways, training and next steps
- 90-day review for new employees: 6 areas rated 1 to 5, strengths, next steps and the outcome (completed, extended or not continuing)
- Employee self-assessment: 7 questions plus a self-rating with examples
- Annual performance review: 10 core areas rated 1 to 5 with comments, goal results, strengths, areas to develop, development plan, overall rating and signatures
- Performance improvement plan: what needs to improve, what is expected, action plan with support and deadlines, check-ins and outcome
- Every form starts on its own page. Fill it in on screen or print it and write by hand

WHAT YOU GET
- Performance-Review-Templates.docx (editable, 10 pages)
- Performance-Review-Templates-Preview.pdf (see every form before you edit)
- Quick-start guide (PDF)

HOW YOU GET IT
Digital download. Your files are available right after purchase from your Etsy Purchases page. Nothing is shipped.

COMPATIBILITY
- Microsoft Word (.docx), on Windows, Mac or Word for the web
- Google Docs: upload the .docx to Google Drive and open it (File > Save as Google Docs for a native copy)
- LibreOffice Writer
- Needs a computer or tablet with a word processor, or a printer. This is a document template, not HR software

GOOD FOR
Small business owners, managers and team leads who want a simple, consistent way to set goals, check in and review their team.

PLEASE NOTE
- These are forms, not legal or HR advice. Before you rely on a 90-day review or an improvement plan to end someone's employment, check your local employment law and get advice
- For use within your own business; please don't resell or share the files

DISCLAIMER
This template is a planning tool and does not replace advice from a qualified or licensed professional (such as an accountant, financial advisor, lawyer or certified tradesperson). Check the results before you rely on them. Sold as is: because this is an instant digital download, all sales are final, with no returns, exchanges or refunds. If a file is damaged or won't open, message us and we'll send you a working copy.

HOW IT WAS MADE
Designed by VARS Digital with AI-assisted tools. Every page is checked before release, and the preview PDF shows every form.

QUESTIONS
Message us through Etsy and we'll help you get set up.