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Yearly performance appraisal form

Yearly performance appraisal form

Use this form to assess key performance areas, set measurable goals, and monitor employee development. Customize it to fit your organizational needs for thorough evaluations every time.

Use this template with Lumiform

The Lumiform application helps frontline teams uphold internal standards effortlessly.
  • Customize this template or build your own
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  • Get reports and analyse your data
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Yearly performance appraisal form

Use this form to assess key performance areas, set measurable goals, and monitor employee development. Customize it to fit your organizational needs for thorough evaluations every time.

Use this template with Lumiform

The Lumiform application helps frontline teams uphold internal standards effortlessly.
  • Customize this template or build your own
  • Fill out templates via mobile app
  • Assign and track corrective actions
  • Get reports and analyse your data
Prices start from ░░░ per month
Book a demo
Learn more
or Download template as PDF

The yearly performance appraisal form helps you conduct comprehensive employee evaluations that drive professional development and organizational success. This template provides a structured framework for assessing performance against established goals, identifying strengths, and addressing improvement areas. You can document achievements, set future objectives, and create actionable development plans all in one place.

According to the recent “From Praise to Profits” report by Gallup and Workhuman, organizations that acknowledge their employees’ achievements experience a notable boost in overall productivity. With this template, you transform annual reviews from dreaded obligations into valuable growth opportunities that align individual performance with company objectives.

Related categories

  • Operational excellence templates
  • Quality management templates
  • General templates
  • Professional services templates
  • Workforce management and HR templates
Preview of the template
Page 1
Employee Information
Employee Name
Employee ID
Department
Job Title
Review Period
Performance Evaluation
Quality of Work
Productivity
Dependability
Communication Skills
Problem Solving
Teamwork
Initiative
Overall Performance
Development Plan
Strengths
Areas for Improvement
Training and Development Needs
Career Goals
Action Items
Manager's Comments
Feedback and Observations
Employee Comments
Feedback and Observations
Signatures
Employee Signature
Manager Signature
Date

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Related resources

Access a complete set of resources aimed at maximizing safety, quality, and operational excellence, including detailed guides, related templates, and real-world use cases.

Topic guides

Read in-depth guides covering key topics related to this article.

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Template collections

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Other resources

Explore all the additional resources we offer to assist you in mastering this topic.

10 principles of operational excellenceHow to implement operational excellenceHow to use a mentorship program to develop your employeesHow to effectively hire employees and build a team

Frequently asked questions

What sections should I include in a yearly performance appraisal form?

A comprehensive yearly appraisal form should include employee information, performance ratings on key competencies, achievement of previous goals, areas for improvement, development plans, and future objectives. Consider adding sections for both manager and employee comments to ensure two-way communication and mutual agreement on the evaluation.

How can I make my yearly performance appraisal more objective?

To increase objectivity in your yearly appraisals, use specific examples and measurable metrics rather than vague statements. Incorporate multiple data sources, including self-assessment, peer feedback, and quantifiable results. Document performance consistently throughout the year rather than relying solely on recent events to avoid recency bias.

How do I address performance issues in the yearly appraisal form?

Address performance issues by focusing on specific behaviors rather than personality traits. Document concrete examples, explain the impact on the team or organization, and collaboratively develop an improvement plan with clear expectations and timelines. The form should provide space for both identifying issues and outlining solutions.

When should I conduct follow-ups after the yearly performance appraisal?

Schedule formal quarterly check-ins to review progress on goals established during the annual appraisal. The appraisal form should include a section for documenting these follow-up plans. More frequent informal conversations help ensure continuous feedback rather than saving everything for the annual review, making the yearly process more effective.


This template, developed by Lumiform employees, serves as a starting point for businesses using the Lumiform platform and is intended as a hypothetical example only. It does not replace professional advice. Companies should consult qualified professionals to assess the suitability and legality of using this template in their specific workplace or jurisdiction. Lumiform is not liable for any errors or omissions in this template or for any actions taken based on its content.
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