Feedback is the foundation of growth for individuals, teams, or entire organizations. As a manager, you understand this.
Companies that prioritize employee performance see up to 30% higher revenue growth and five percentage points lower attrition. That’s the power of effective performance management.
But you also know that not all feedback drives improvement. The difference lies in how you gather, structure, and act on it. This is where the right evaluation form template can make a huge difference.
This blog post explores the top twelve evaluation form templates, which can help you collect feedback more effectively and drive improvements across your organization.
Summarize this article for me pleaseWhat Are Evaluation Form Templates?
Evaluation form templates are pre-designed templates used to collect feedback, assess performance, or evaluate various processes.
They’re useful in various settings, from gathering relevant employee data through performance review templates and collecting customer feedback efficiently to measuring customer satisfaction and assessing professional development and training throughout.
These templates often include customizable question fields, scoring systems, automated calculations, and visual data reports to simplify the evaluation process.
Here are a few types of evaluation form templates:
- Employee evaluation templates: Help HR professionals review every employee’s performance, growth, and future potential
- Project evaluation templates: Used to measure a project’s success and identify areas for improvement
- Evaluation plan templates: Guide you in creating a comprehensive evaluation plan by outlining key sections and components
- Questionnaire templates: Used to gather insights for research studies, surveys, and assessments
12 Best Evaluation Form Templates for Effective Feedback
- What Are Evaluation Form Templates?
- What Makes a Good Evaluation Form Template?
- 12 Evaluation Form Templates
- 1. ClickUp Evaluation Form Template
- 2. ClickUp Product Evaluation Form Template
- 3. ClickUp Evaluation Form Task Template
- 4. ClickUp Heuristic Evaluation Template
- 5. ClickUp Evaluation Report Template
- 6. ClickUp Form Template
- 7. The ClickUp Performance Reviews Template
- 8. ClickUp Feedback Form Template
- 9. ClickUp Product Evaluation Feedback Survey Template
- 10. ClickUp Customer Satisfaction Evaluation Survey Template
- 11. ClickUp Employee Feedback Evaluation Template
- 12. ClickUp Voice Of The Customer Evaluation Template
Summarize this article for me pleaseWhat Makes a Good Evaluation Form Template?
Not all evaluation form templates will solve your purpose. Well-designed evaluation form templates should meet specific criteria to be effective, such as:
- Clarity: The questions should be easy to understand, leaving no room for confusion
- Purpose-driven design: Every section should directly align with your evaluation criteria goals, ensuring that respondents provide relevant information
- Customizability: The template should be flexible enough to be tailored to the specific needs of your organization’s evaluation criteria
- Ease of use: A simple and intuitive interface encourages participants to provide detailed responses without feeling overwhelmed
- Actionable insights: The form questions should gather feedback that can directly inform decisions or improvements
For example, a good customer satisfaction survey template will help you understand user behavior, evaluate your NPS (net promoter score), and improve customer experience.
Now that you know evaluation form templates, let’s review some scenario-specific templates.
👀 Did You Know? Microsoft used a very controversial “stack ranking” method to evaluate employees. It involved managers grading employees against each other on a scale of one to five during annual reviews.
Summarize this article for me please12 Evaluation Form Templates
Imagine a tool that keeps all your evaluations, feedback, and performance reviews organized and stress-free. And it doesn’t end at that.
The dashboard, snapshots, and views are so user-friendly that you can get the insights right without breaking a sweat.
ClickUp is the everything app for work that combines project management, knowledge management, and chat in one place—all powered by the world’s most cohesive AI.
Here’s what Martha Kumi of Akkadian Labs says about using ClickUp for performance improvement.
Here are twelve ClickUp evaluation form templates based on your use case.
1. ClickUp Evaluation Form Template
Are you all over the place when it comes to feedback collection? Well, the ClickUp Evaluation Form Template is what you’re looking for to make feedback gathering less chaotic.
Whether you are assessing employee performance, collecting event feedback, or evaluating projects, this template will cover all of them. Its Custom Fields allow you to capture both quantitative and qualitative data in the format you want.
You can set up rating scales for quick assessments, include open-ended questions for deeper insights, and create dedicated sections for detailed evaluations—all in one place. With the right structure, your feedback management process becomes efficient and effective.
Ideal for: Managers, HR teams, and event planners who need a simple and customizable evaluation form
Also Read: Ten Performance Review Tips For Managers
2. ClickUp Product Evaluation Form Template
Did You Know that Elon Musk advised CEOs to “seek negative feedback from all corners” to make their products “as awesome as possible.” And when the Tesla CEO recommends something, you follow it.
The ClickUp Product Evaluation Form Template helps you collect actionable feedback on your products.
The template lets you gather usability, functionality, and overall satisfaction insights. It includes structured rating scales for measurable data and open-ended sections for detailed comments, ensuring a well-rounded understanding of customer opinions.
With Customizable Statuses, Fields, and Views, you can track progress, capture key details, and get a complete view of the product evaluation process. This template and your product feedback surveys are perfect for a comprehensive feedback collection system.
Ideal for: Product managers and teams looking to improve or launch products
3. ClickUp Evaluation Form Task Template
If task management has become an overwhelming chore, the ClickUp Evaluation Form Task Template is what you need. It simplifies the evaluation process with features such as statuses for tracking progress and fields to detail task-related metrics like deadlines, priority levels, and completed milestones.
The template helps teams identify bottlenecks, simplify workflows, and ensure tasks align with project goals, making it a valuable resource for optimizing productivity.
Additionally, the template includes features like dynamic Views (List, Board, and Document) for better task visualization and facilitates collaboration by gathering feedback from relevant stakeholders.
Ideal for: Project managers, collaborative teams, and team leaders who need a straightforward tool for evaluating individual task completion and team progress
4. ClickUp Heuristic Evaluation Template
An empirical study found that heuristic evaluation was more efficient than user testing in finding usability problems. While it doesn’t replace user research, it’s a reliable way to assess usability and sharpen your UX instincts.
Perfect for a web application, mobile app, or website, the ClickUp Heuristic Evaluation Template helps ensure a smooth and intuitive user experience. Its focus on usability principles like error prevention, visual clarity, and system feedback sets this template apart.
It includes structured sections to evaluate important areas such as system visibility, user control, and consistency. This makes it easier to spot usability flaws and design inconsistencies that could affect users’ interactions with your product. It also allows teams to identify bugs, mismatches, and inconsistencies early in development.
Fixing these issues at the right time saves effort later and results in a user-friendly and reliable product.
Ideal for: UX designers, product developers, and digital teams who need to evaluate and optimize the usability of their digital products
5. ClickUp Evaluation Report Template
Ever feel like data is just a pile of numbers and words without a clear story? That is where the ClickUp Evaluation Report Template steps in. It is ideal for summarizing and presenting evaluation data, including performance reviews, customer feedback, or project metrics.
This template helps you organize your findings into a concise report, making it perfect for sharing results with stakeholders or presenting data-driven insights in meetings.
The template includes features like Custom Fields for tracking metrics and multiple Views (such as Gantt and List) for better visualization.
Ideal for: Supervisors, HR professionals, or project managers looking to maintain transparency, consistency, and precision in documenting and sharing evaluation outcomes
6. ClickUp Form Template
Planning a webinar, workshop, or LinkedIn Live? The ClickUp Form Template is what you need to gather attendee information in the least time-consuming manner.
This one is all about making forms super easy and efficient—everyone uses the same format, so data stays accurate, and it’s quicker to fill out. It even ensures you stick to industry standards. Plus, it saves both time and money!
You can choose from multiple question types, including rating scales, dropdowns, and text boxes, to ensure you’re collecting the right data. And Voila! Quickly build custom forms, collect secure responses, and organize submissions, all hassle-free!
Ideal for: Teams or businesses needing a flexible, general-purpose feedback form for various use cases
7. The ClickUp Performance Reviews Template
The ClickUp Performance Reviews Template combines rating scales, competency assessments, and open-ended feedback sections.
With built-in features for tracking progress and highlighting achievements, it is easy to measure performance, improve productivity, and boost team morale.
You can rate employees based on various competencies, such as their knowledge, communication, teamwork, and problem-solving. It also provides tools to document feedback, set performance goals and benchmarks, and track progress.
This is perfect for measuring performance during annual reviews, probation assessments, or goal tracking.
Ideal for: HR professionals, managers, and team leads conducting employee performance reviews
🧠 Fun Fact: In the Agora of ancient Athens, unfavorable feedback about merchants could result in public ridicule or being shunned.
8. ClickUp Feedback Form Template
Collecting proper feedback from customers, users, or employees is time-consuming. The ClickUp Feedback Form Template offers customizable questions, including rating scales, multiple-choice, and open-ended options, helping you capture meaningful data,
You are in the right place if you want to give customers a voice to express opinions, increase their loyalty and engagement, identify potential issues, and improve your end product.
This fully customizable template allows you to formulate a feedback loop and use those valuable insights to improve your offerings.
Ideal for: Employee feedback surveys, customer satisfaction surveys, or product feedback forms
9. ClickUp Product Evaluation Feedback Survey Template
What good is a product if it doesn’t bridge the gap between customer pain points and your offering? The ClickUp Product Evaluation Feedback Survey Template will help you gather in-depth feedback about your products. It goes beyond simple research and testing and captures your customer’s concerns.
Its Customizable Fields, Views, and Statuses, including satisfaction ratings and product usage data, allow you to tailor surveys to your needs. The survey format makes it easy to analyze responses and track customer satisfaction over time.
This valuable insight helps you pinpoint areas for improvement, strengthening your product development efforts. After all, there’s no better way to create a product that truly makes your customers feel heard.
Ideal for: Marketing professionals and product managers looking to collect feedback on product features and user experiences
Also Read: Ten Best Customer Feedback Tools
10. ClickUp Customer Satisfaction Evaluation Survey Template
The customer is always right, so ditch the ad-hoc strategies and guesswork and hear it right from the horse’s mouth. Roll out the ClickUp Customer Satisfaction Evaluation Survey Template so you and your team can better gauge how content and satisfied your customer is.
This template allows you to customize surveys to ask the right questions and track responses through customizable Statuses, ensuring you stay informed.
With multiple View options, you can efficiently manage, analyze, and take action on survey data. Be quick to assess areas for improvement and take immediate steps to improve.
Ideal for: Businesses looking to improve customer experiences by identifying what’s going well and understanding areas of improvement in their service or products
11. ClickUp Employee Feedback Evaluation Template
Employee feedback is super important. There are no two ways about that. It helps create a better work environment and keeps everyone more engaged. If you want to get to know your employees better, the ClickUp Employee Feedback Evaluation Template is for you.
With sections covering work-life balance, team dynamics, and job satisfaction, this template provides valuable insights that reflect your organizational culture.
It focuses on things like communication, leadership, and job satisfaction, too, so you can figure out what’s working and what needs tweaking. Adding self-evaluation performance reviews to the mix will give you a complete picture of how everyone’s doing—it’s a win-win!
Ideal for: HR professionals and managers who want to collect employee feedback to improve workplace culture
12. ClickUp Voice Of The Customer Evaluation Template
The ClickUp Voice of the Customer Evaluation Template helps you collect and analyze customer feedback in a structured way.
This evaluation tool lets you gather insights from different sources, helping you understand customer needs, identify issues, and track sentiment. The organized feedback helps you improve products and services by making informed decisions.
The free evaluation forms template includes Custom Fields, Views, and Statuses to categorize and manage customer feedback easily. It also boasts time-tracking capabilities, dependency warnings, tags, and emails, among other features, to improve feedback tracking.
Ideal for: Customer experience teams, marketing professionals, and product managers who want to make the customer journey special
Summarize this article for me pleasePower up your Evaluation Forms with ClickUp
According to Gallup, employees who strongly agree they get valuable feedback about their performance from their coworkers are five times as likely to be engaged. How awesome is that?
That’s where the two E’s come in: Evaluation and Effectiveness. First, performance evaluation forms allow us to assess how everyone’s performing and spot areas where they can level up, leading to a more productive team.
Then, the effectiveness of feedback ensures that employees improve, feel valued and engaged, and know that their efforts truly matter.
ClickUp’s feedback form templates are what your company needs to get everyone on the same page, work together as a team, and aim for the same goals.
Ready to level up your evaluation? Try ClickUp today for free!
Everything you need to stay organized and get work done.
