Templates Business Operations Employment Quarterly Review Form Template

Quarterly Review Form Template

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Your name

Employee details

Employee name


Did the employee meet their goals for the quarter?


The Quarterly Review Form Template is designed to conduct a structured and effective performance review process in companies and organizations. This customizable template serves as a tool for managers and HR professionals to help them assess, discuss, and plan the performance of employees every quarter.

How Does the Quarterly Review Form Template Work?

The Quarterly Review Form template includes multiple fields to help conduct a detailed review. Here’s a brief description of the fields included:

  • Personal and Employee Details: To fully capture the details, the form requires both your details and those of the employee under review, ensuring clarity on the participants.
  • Department and Review Period: Individuals can specify the department and select the quarter for which the review is being conducted, allowing for focused discussions on the specified timeframe.
  • Performance Evaluation: Through open-ended comments, assessment of goal achievement, highlights, and areas for improvement, this section dives deep into the employee’s performance, offering both praise and constructive feedback.
  • Future Goal Setting: Determine the number of goals to be set for the upcoming quarter, fostering a clear direction for the employee’s development and contributions.

The form comes with the form locker addon for WPForms so only verified accounts an can access this form.

Implementing the Quarterly Review Form Template is a step towards cultivating a culture of continuous improvement and accountability within your team. It not only simplifies the review process but also enhances the quality of feedback, making it actionable and focused on growth.

For organizations aiming to optimize their performance review practices, this template offers a structured approach that can be tailored to fit the unique dynamics of your team. Start leveraging the Quarterly Review Form Template today, and transform your quarterly reviews.