Quarterly Performance Review

Output-focused review for Team Leads and Managers. Rate each criterion 1–5 using evidence from the quarter; the weighted score updates automatically.

1. Review details

Employee name

Team

Quarter

Year

Reviewer

Review date

5 Outstanding – far above expectations 4 Exceeds – consistently above target 3 Meets – delivers what is expected 2 Needs improvement – gaps vs. target 1 Unsatisfactory – major shortfall

2. Output metrics (quarter data)

Fill in actuals before scoring. Edit metrics and targets to fit your team.

Metric	Target	Actual	Notes

4. Summary & development

Key achievements this quarter

Gaps and areas to improve

Goals for next quarter (specific, measurable, dated)

Support / training / resources needed

Employee comments

Reviewer signature / date

Employee signature / date

Next-level manager / HR

Weighted score (out of 5)

–

Not rated