Annual Performance Review Template
Improve employee performance with a clear and concise annual review template.
Why use this template?
If you manage a sales team at a B2B SaaS company, this annual employee performance review template is for you. You can instantly download the template in Microsoft Word or convert it to a Google doc if you prefer.
Coaching your team is one of the highest leverage activities you can do. But surprisingly, a lot of managers don’t do it. They get caught up in the day to day execution toward achieving quarterly and annual goals that they neglect to prioritize an annual performance review for their employees.
I’m guilty of this too! This is a good opportunity to download a simple employee performance review template that will set you on the right track for delivering effective feedback and improving individual performance across your team.
What's inside the template
The template is a simple one-pager, comparable to other free annual performance review templates. I find this format to be the most flexible in quickly making it your own versus being forced into a more rigid format.
At the end of each year, schedule about an hour to complete a performance review for each of the sales reps on your team. You can simply duplicate this template and customize it for each person on your team.
Once you have completed a written review for each of your reps, schedule a 1-hour long meeting with each of them to conduct an in-person review. You will use that time to walk through the document together.
Giving effective feedback as a manager is critical for team development. I recommend you read the book “High Output Management” by former President of Intel, Andy Grove. It’s a master-class in how to manage effectively and endorsed by go-to-market leaders at high-growth tech companies around the world.
How to use this template
Add this template to your cart to instantly receive a link to the Google Sheet of the Annual Performance Review Template.
Then let me know if you have any feedback. You may also like these templates below:
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“These are GOLD! I was having to build all of this from scratch.”
“This is exactly what I was looking for. A repeatable playbook I could plug-n-play for our business.”
“I feel more confident hitting our revenue goals now than I ever have.”
“My job just became so much easier! I’m all about working smarter, not harder.”
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