Employee review template (Word & PDF) | Onboarding plan (Excel), onboarding checklist | Interview guide, goal setting

Is your next employee review coming up – or is a new colleague starting? This kit provides you with ready-made forms and guidelines: be well-prepared for the meeting, clearly define goals, and onboard new employees in a structured way.

Designed for team leaders, managers and small businesses – in every industry.

SYSTEM REQUIREMENTS
Word and Excel files for Microsoft Word and Excel 2016 or later, or Microsoft 365 (Windows or Mac). Also tested with LibreOffice. Excel file without macros – no security warning. All forms also available as printable PDFs.

PART A – EMPLOYEE INTERVIEW
- Preparation form for the manager and for the employee – with the same sections so you can place them side by side.
- Discussion guide: Introduction, review, collaboration, development, goals, conclusion – with suggested time, sample questions and helpful phrases
- Protocol with target agreement: target, metric, deadline, support, follow-up appointment

PART B – INTRODUCTION
- Checklists: before the first day, first day, first week
- Onboarding plan in Excel: 12 weeks, topics, contact person, completed yes/no, progress bar, start date freely selectable.
- Guidelines for feedback sessions after week 2, week 6 and before the end of the probationary period – feedback in both directions

YOU WILL RECEIVE (Instant Download, ZIP)
- 6 Word files + the same as PDFs
- Training plan (.xlsx)
- All files also available as a completed example with fictitious names
- Instructions as PDF + "Read first"

PRACTICAL
- Print-ready: all sheets also available as PDFs
- Word templates freely editable – with space for your logo
- Works with Word and Excel 2016 and later – no Microsoft 365 required
- Training plan with protected sheet protection (no password required) – you can customize everything
- All files also available as completed examples, plus instructions (PDF)

UPDATES
Minor updates (1.x) are free.

GOOD TO KNOW
The forms ask about work, results, and collaboration – deliberately not about personal matters and without rating personality. Word files are freely editable, e.g., for your logo. This is not legal advice: You should clarify with HR or the works council whether any rules apply in your company (e.g., company agreement).
I created this template with the support of AI tools and have personally reviewed it.

CHEAPER AS A SET
This template, along with a vacation planner, time tracking tool, and leadership kit, is available in the "Team & Leadership" set – cheaper than buying the items individually. You can find it in the shop under "Team & Leadership".

Digital article – nothing will be shipped. No subscription fees, your data stays with you.

Manufacturer(s):

MindOnDigital – Inhaber Dieter Strak
Strandbadstr. 18a
88090 Immenstaad am Bodensee
Deutschland
info [!at] mindondigital.de
https://mindondigital.de

Product safety:

Digital item: Word, PDF, and Excel files for download. No physical product is delivered. The files contain no macros or executable programs. No special security instructions are provided. The templates are for informational purposes only – not legal advice.