Could you drive a car without ever checking the dashboard? You wouldn’t know if you’re low on fuel or speeding toward trouble. The same goes for managing a team.
Without a mid-year review, you’re navigating blind, risking missed goals, disengaged employees, and unaddressed challenges.
That’s where a mid-year review template comes in. They streamline your performance review cycle by making processes like assessing employee progress, setting expectations, and tracking improvement easier.
This guide explores 12 free and customizable mid-year review templates to help you conduct effective employee performance reviews, provide actionable insights, and boost engagement.
🔍 Did You Know 84% of employees feel more motivated when recognized for their work?
Free Mid Year Review Templates to Track Performance and Productivity
- What Are Mid-Year Performance Review Templates?
- 12 Mid-Year Review Templates to Boost Employee Performance
- 1. ClickUp Employee Feedback Template
- 2. ClickUp Performance Review Template
- 3. ClickUp Comprehensive Performance Review Template
- 4. ClickUp Quarterly Performance Review Template
- 5. ClickUp Employee Weekly Report Template
- 6. ClickUp Start Stop Continue Template
- 7. ClickUp Performance Report Template
- 8. ClickUp Employee Action Plan Template
- 9. PDF Mid-Year Performance Review Template by PerformYard
- 10. PDF Mid-Year Review Template by Primalogik
- 11. Word & Excel Mid-Year Employee Review Template by Employee Review Templates
- 12. Spreadsheet Mid-Year Review Template by PeopleGoal
- What Makes a Good Mid-Year Review Template?
- Streamline Your Mid-Year Reviews for Success with ClickUp!
Summarize this article for me pleaseWhat Are Mid-Year Performance Review Templates?
Mid-year performance review templates simplify the process, making it easier to track and assess progress, create performance expectations, and provide constructive criticism.
But first—what’s a mid-year review? It’s a structured review process halfway through the performance review cycle. Unlike an annual performance review, it’s a chance to assess employee performance, discuss goal setting, and adjust strategies before the year ends.
So, when you use a performance review template, you can:
- Streamline the evaluation process
- Ensure managers and employees stay aligned
- Provide helpful feedback backed by specific examples
- Boost employee engagement and career development
A mid-year review template is ideal for HR teams, managers, and freelancers who need a structured job performance assessment.
Whether reviewing direct reports in a one-on-one meeting or conducting a team-wide performance evaluation, a well-designed template keeps everything on track!
➡️ Read More: Best Employee Monitoring Software
Summarize this article for me please12 Mid-Year Review Templates to Boost Employee Performance
The right mid-year performance review template can help you measure success, boost employee engagement, and ensure a smoother review process.
Here are 12 performance review templates to help you streamline your efforts:
1. ClickUp Employee Feedback Template
The ClickUp Employee Feedback Template simplifies collecting, tracking, and analyzing feedback to build a culture of transparency and continuous improvement.
It helps managers encourage open communication, boost engagement, and ensure meaningful discussions on performance and growth. Its evaluation questions, automated tracking, and custom views enable teams to gather actionable insights and drive better decision-making.
🎉 Here’s why you’ll like it:
- Use structured forms and surveys to gather feedback from employees
- Monitor feedback trends and analyze employee sentiment in real-time
- Use 16 custom fields like Role Clarity, Development Opportunities, and Manager Communication to categorize responses
💡 Ideal for: HR professionals, team leads, and managers who want a structured, data-driven approach to employee evaluation and professional development.
💡 Bonus Tip: Want to set new hires up for success? 🚀 Learn how to set onboarding goals to help employees succeed and create a smooth, productive start for your team! ✅
2. ClickUp Performance Review Template
The ClickUp Performance Review Template makes the process structured, efficient, and transparent—helping you track performance, set goals, and provide actionable feedback.
This template allows you to streamline evaluations, conduct 360° feedback, and ensure your team stays aligned with company objectives. Be it annual reviews or regular check-ins, this tool helps you create a seamless, data-driven performance review process.
🎉 Here’s why you’ll like it:
- Schedule review sessions easily using ClickUp’s Calendar view
- Track key performance metrics with custom fields and detailed attributes
- Enhance collaboration with notifications, tagging, and AI-powered insights
💡 Ideal for HR professionals and managers across industries who focus on employee development, goal alignment, and continuous feedback.
➡️ Read More: Performance Review Examples (Phrases + Comments)
3. ClickUp Comprehensive Performance Review Template
The ClickUp Comprehensive Performance Review Template simplifies managing complex performance reviews. It helps HR teams and managers conduct structured reviews, track employee progress, and encourage professional growth.
With built-in self-appraisals, manager reviews, and collaborative career conversations, this template promotes transparent communication. It ensures employees receive meaningful feedback, set clear goals, and stay aligned with company objectives.
🎉 Here’s why you’ll like it:
- Organize performance reviews using Board and List views efficiently
- Track employee progress with Custom Fields like Quarter, Department, and Region
- Streamline performance evaluations with Self Appraisals and Manager Reviews
💡 Ideal for: HR professionals, managers, and recruiters to assess performance, provide feedback, and support career growth.
🤯 Fun Fact: The word feedback comes from cybernetics. 🤖 Originally, it wasn’t about people at all! It was used to describe how systems (like machines) regulate themselves.
4. ClickUp Quarterly Performance Review Template
The ClickUp Quarterly Performance Review Template helps you assess performance, track goals, and provide timely feedback—all in one place.
With this template, you can set clear expectations, monitor OKRs, and analyze real-time data to improve employee growth. It streamlines feedback collection, making performance evaluations more structured, actionable, and fair.
🎉 Here’s why you’ll like it:
- Track progress easily with custom fields like OKRs, departments, and milestones
- Collect structured feedback from employees and managers using custom feedback forms
- Document results efficiently with ClickUp Docs for organized record-keeping
💡 Ideal for: HR teams, managers, and business leaders for tracking employee progress and giving feedback for career development.
5. ClickUp Employee Weekly Report Template
The ClickUp Employee Weekly Report Template helps you monitor achievements, track goals, and identify areas for improvement—all in one place. It lets you collect real-time data, analyze productivity trends, and effortlessly create reports in an organized manner.
The template maintains transparency, improves team communication, and streamlines weekly check-ins. Whether managing a small team or an entire department, this template keeps you informed and in control.
🎉 Here’s why you’ll like it:
- Track progress effortlessly with custom fields for tasks, goals, and performance
- Collect structured data using Table view for organized reporting
- Analyze key metrics to identify trends and areas for improvement
💡 Ideal for: Managers and HR teams of growing startups and organizations to track employee performance and progress.
💡 Bonus Tip: Struggling to keep your best employees? 🤔 Discover how to retain top talent employees: techniques for HR teams and build a workplace where top performers thrive!
6. ClickUp Start Stop Continue Template
The ClickUp Start Stop Continue Template helps you and your team assess what’s working, what needs improvement, and what should be discontinued.
Organizing insights into Start, Stop, and Continue helps refine workflows, boost efficiency, and align team efforts with strategic goals. This template offers a structured approach to improving customer experience, team collaboration, and internal processes.
🎉 Here’s why you’ll like it:
- Organize feedback in the Start, Stop, and Continue sections for clarity
- Visualize priorities with ClickUp Whiteboards and interactive sticky notes
- Track progress by setting automated task reviews and updates
💡 Ideal for: Project managers, team leads, and business strategists to conduct performance reviews, process improvement, and brainstorm new initiatives for organizational success.
💡 Friendly Hack: Want to help new hires hit the ground running? 🚀 Learn how to create an effective 30-60-90 day plan for onboarding for a structured, goal-driven onboarding experience. It outlines key milestones, ensures clarity, and accelerates productivity.
Here’s why it works:
- Boosts productivity: 61% of new hires feel more prepared with structured onboarding 📈
- Sets clear expectations: Helps employees manage workloads and prioritize tasks ✅
- Strengthens team cohesion: Encourages early relationship-building and collaboration 🤝
- Supports performance tracking: Ensures regular appraisals and goal alignment 🎯
- Provides essential resources: Offers easy access to company policies and tools 📂
Turn your 30-60-90-day plan into actionable tasks with ClickUp for seamless onboarding success! 🎉
7. ClickUp Performance Report Template
The Performance Report Template by ClickUp helps you monitor key metrics, analyze trends, and generate reports—all in one place. No more manual data entry or scattered insights.
This template gives real-time visibility into your team’s progress, making it easier to make informed decisions. It is designed for efficiency and lets you set performance goals, categorize data, and automate reports.
🎉 Here’s why you’ll like it:
- Customize views with Lists, Gantt charts, and Workload tracking for clarity
- Tag team members, add comments, and attach files for seamless collaboration
- Schedule regular performance reviews with recurring tasks and reminders
💡 Ideal for: HR professionals and team leads who need to track performance, measure KPIs, and improve accountability.
🔍 Did You Know? The feedback sandwich (positive-negative-positive) can be a surprisingly effective way to deliver constructive feedback! It can help make the message more palatable and encourage the recipient to be more receptive to areas for growth. Give it a try and see if it works for you! 👍
8. ClickUp Employee Action Plan Template
The ClickUp Employee Action Plan Template helps you create, manage, and measure individual objectives in real time. It simplifies performance tracking, ensuring your team stays focused on clear, measurable goals that align with your company’s mission.
No more scattered notes or lost progress updates—this template keeps everything organized in one place. You can monitor progress, provide timely feedback, and adjust action plans as needed for professional development.
🎉 Here’s why you’ll like it:
- Schedule regular performance check-ins with Calendar and Workload views
- Share action plans with stakeholders using ClickUp’s collaboration tools
- Monitor progress using custom statuses and real-time tracking features
💡 Ideal for: HR professionals who need to track employee progress, set measurable goals, and improve productivity.
9. PDF Mid-Year Performance Review Template by PerformYard
The Mid-Year Performance Review Template by PerformYard includes an employee self-evaluation form, a manager evaluation section, and a review meeting agenda. These elements ensure productive discussions on performance, goals, and areas for improvement.
The template encourages employees and managers to reflect on achievements and challenges over the past six months. Using it can improve employee engagement, set clear goals, and ensure continuous growth within your team.
🎉 Here’s why you’ll like it:
- Improve manager-employee relationships with actionable feedback discussions
- Enhance employee support by identifying resources and development needs
- Encourage self-reflection with a structured employee evaluation process
💡 Ideal for: HR professionals, team leads, and managers conducting mid-year employee performance reviews to boost professional development, track progress, and enhance communication skills.
💡 Pro Tip: Want to grow professionally? You need to learn how to ask for feedback and reviews to improve your skills correctly! Here’s how to do it effectively:
- Check for availability: Use ClickUp Chat to find the best time
- Schedule a meeting: Set up calls easily with ClickUp Calendar & integration
- Prepare questions: Take notes and draft key prompts with ClickUp Notepad
- Learn from feedback: Organize insights in ClickUp Docs for future reference
- Track progress: Set actionable goals using ClickUp Goals & Custom Fields
Use ClickUp to turn feedback into growth opportunities and level up your skills!
10. PDF Mid-Year Review Template by Primalogik
The Primalogik Mid-Year Review Template helps managers assess employee progress over the past six months. You can rate overall performance, communication, and leadership skills, ensuring a balanced review process.
With detailed rating scales and guided feedback questions, this template makes it easy to identify strengths, areas for improvement, and actionable next steps before the year-end review.
🎉 Here’s why you’ll like it:
- Assess performance objectively using a structured one-to-five rating scale
- Measure key competencies like goal completion, work quality, and accountability
- Provide constructive insights to help employees improve ahead of the year-end review
💡 Ideal for: Team leads looking to conduct structured mid-year employee performance reviews for data-driven evaluations, employee development, and proactive goal-setting.
11. Word & Excel Mid-Year Employee Review Template by Employee Review Templates
The Mid-Year Employee Review Template by Employee Review Templates includes a self-review section where employees reflect on their contributions, challenges, and goals and a manager’s comments section for feedback and evaluation.
This template uses open-ended questions and rating scales to make performance reviews more meaningful. Plus, it allows managers to acknowledge accomplishments, track goal progress, and identify areas for professional growth.
🎉 Here’s why you’ll like it:
- Encourage self-reflection with open-ended questions about achievements and challenges
- Improve communication by discussing team dynamics and support needs
- Use rating scales to evaluate cultural fit, work quality, and communication
💡 Ideal for: Business leaders conducting structured mid-year reviews that combine self-reflection with manager feedback for a more holistic evaluation.
12. Spreadsheet Mid-Year Review Template by PeopleGoal
The PeopleGoal Mid-Year Review Template sets the stage for balanced feedback—employees assess themselves, and then managers weigh in. It’s a transparent, insightful way to keep performance on track.
With goal tracking, performance ratings, and a Start-Stop-Continue section, this template helps organizations measure success, identify areas for improvement, and set actionable goals for the next six months.
🎉 Here’s why you’ll like it:
- Evaluate performance levels using a structured 5-point rating scale
- Track goal progress by marking objectives as On Track or Off Track
- Provide meaningful feedback with dedicated employee and manager assessment sections
💡 Ideal for: HR teams and managers to track employee progress, provide transparent feedback, and create actionable development plans.
Summarize this article for me pleaseWhat Makes a Good Mid-Year Review Template?
Now that you’ve seen your options, here’s what to look out for when choosing a mid-year review template. A well-designed template helps guide discussions, tracks employee performance, and provides structure for goal progress. Here are the key features an ideal mid-year review template should include:
- Clear performance criteria: Define key employee performance metrics to assess progress, strengths, and areas for improvement
- Goal-setting framework: Establish measurable objectives to align employee development with organizational goals
- Constructive feedback prompts: Provide space for managers and employees to document feedback with specific examples for improvement
- Self-evaluation section: Encourage employees to reflect on their performance, past achievements, and challenges with a self-evaluation performance review
- Feedback session tracker: Log key discussion points from one-on-one meetings to keep records of previous reviews and agreements
- Peer feedback section: Gather insights from team members to gain a holistic view of an employee’s team success and collaboration skills
- Progress assessment: Track how employees have met expectations since their previous review and identify any gaps
- Performance improvement plan (PIP): Offer a structured plan for employees who need additional support to meet expectations
➡️ Read More: Best Employee Feedback Software Tools
Summarize this article for me pleaseStreamline Your Mid-Year Reviews for Success with ClickUp!
Mid-year reviews are more than just check-ins—they’re opportunities to recognize achievements, realign goals, and boost employee growth. For managers, they ensure performance stays on track. For employees, they provide constructive feedback and clear development paths.
ClickUp, the everything app for work, makes performance management effortless. Track goals, gather feedback, and streamline evaluations—all in one place. Automate workflows, set clear objectives, and ensure productive one-on-one meetings.
Plus, with 1,000+ customizable templates, you can optimize your review cycle and boost productivity.Sign up for ClickUp today to transform your mid-year performance reviews into actionable success! 🚀
Everything you need to stay organized and get work done.
