Quarterly Performance Review

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Use this review template to evaluate your employees' performance and to exchange feedback.

Performance reviews are an essential part of the employee journey, helping to shape their growth and development. It's important to have a system in place for assessing performance and providing feedback that is both fair and actionable.

ClickUp's Quarterly Performance Review Template helps you do just that! With this template, you'll be able to:

  • Easily track goals, OKRs, and any other performance metrics
  • Provide constructive feedback for employees in an organized way
  • Monitor progress with real-time data so that everyone can learn and improve

From setting clear expectations to tracking key performance indicators, ClickUp's Quarterly Performance Review Template ensures your team has the tools they need to succeed!

Benefits of a Quarterly Performance Review Template

Quarterly performance reviews are a great way to track progress and ensure that employees are meeting their goals. Here are some of the benefits of using a quarterly performance review template:

  • Provides a measurable way to assess and track employee performance over time
  • Helps detect any areas of improvement or weaknesses in the organization
  • Enables managers to provide timely feedback and coaching, resulting in better employee engagement
  • Gives employees a sense of accomplishment and recognition for their efforts

Main Elements of a Quarterly Performance Review Template

ClickUp's Quarterly Performance Review Template is designed to help you keep track of performance reviews for your team. This Doc template includes:

  • Custom Statuses: Create tasks with various custom statuses to keep track of the progress of each review
  • Custom Fields: Categorize and add attributes to manage your reviews and easily track individual performance
  • Custom Views: Start with this Doc template and build out your ClickUp workflow which includes List, Gantt, Workload, Calendar, and more
  • Project Management: Improve performance reviews with collaborative editing, comment reactions, automations, AI, and more

How to Use a Quarterly Performance Review Template

Conducting a quarterly performance review is an important step in ensuring that your team is on track to achieve their goals. Here are 6 steps to help you make the most out of these evaluations:

1. Set expectations

Start by establishing performance expectations for each team member. This will help you measure progress later on and determine whether or not employees are meeting the goals you have set for them.

Create a Doc in ClickUp to document the expectations for each team member and review it regularly.

2. Collect feedback

Once expectations have been set, it’s time to collect feedback from team members and their supervisors. Ask them to assess their performance over the past quarter and provide any additional comments or suggestions.

Create custom fields in ClickUp to collect feedback from team members and their supervisors.

3. Analyze performance

Once you have all the feedback, it’s time to analyze it and determine whether or not team members are meeting their goals. This is an important step in the process, as it will help you identify areas for improvement and recognize successes.

Use the Table view in ClickUp to create a spreadsheet that will allow you to easily analyze data and evaluate performance.

4. Document results

Once you have finished analyzing the data, it’s time to document the results. Create a document that outlines the performance of each team member and any areas where improvement is needed.

Use Docs in ClickUp to document the results of each team member's performance review.

5. Create an action plan

Now that you have identified areas for improvement, it’s time to create an action plan. Outline the steps you will take to help team members reach their goals and set deadlines for each step.

Create tasks in ClickUp to list out the action steps and assign them to team members.

6. Follow-up & celebrate success

Finally, follow-up with team members regularly to check on their progress and make sure that they are on track to meeting their goals. It’s also important to recognize successes and celebrate when goals are achieved.

Set Milestones in ClickUp to keep track of progress and set reminders to follow-up with team members.

Get Started with ClickUp's Quarterly Performance Review Template

Human resources can use this Quarterly Performance Review Template to help everyone stay on the same page when it comes to evaluating and measuring employee performance.

First, hit “Add Template” to sign up for ClickUp and add the template to your Workspace. Make sure you designate which Space or location in your Workspace you’d like this template applied.

Next, invite relevant members or guests to your Workspace to start collaborating.

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Now you can take advantage of the full potential of this template to conduct quarterly performance reviews:

  • Create tasks for each employee performance review
  • Assign tasks to team members and designate a timeline
  • Collaborate with stakeholders to discuss performance goals and objectives
  • Organize tasks into categories to keep track of progress
  • Set up notifications to stay up-to-date on progress
  • Hold regular meetings to discuss progress and any issues
  • Monitor and analyze tasks to ensure maximum productivity

Get Started with Our Quarterly Performance Review Template Today

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