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Template preview · Professional services

Performance review goals

Set review goals around observable outcomes and development.

A performance goal plan for a fictional team member.

Sample purpose

Set review goals around observable outcomes and development.

Audience: Manager, People operations
Structure
4 sections
Criteria
11
Sources
6
Watches
3
Default approach
Review first
See the sample

Set the purpose first. Then change every section, criterion, and agent setting before anything runs.

Fictional sample

Structure and criteria

Sample content shows the shape of a useful document. Copying it is optional.

  1. 01

    Review period and role

    For this performance review goals, states role expectations and review period.

    Review first

    Criteria

    • Gives exact review dates and the role scope, such as weekly handoff packets and meeting prep.
    • Records events that shaped results, such as leave or rush orders.

    Sources

    Sample content

    Grove Studio wants fictional goals that improve project handoffs and meeting preparation. Manager Sofia Reyes and coordinator Leo Martin review Jul–Sep 2026. Leo completed 18 of 20 handoff packets on time; the two late packets lacked a named backup.

  2. 02

    Outcome evidence

    For this performance review goals, compares outcomes with agreed measures and context.

    Review first

    Criteria

    • Each outcome shows the agreed measure and the result, such as 18 of 20 packets on time.
    • Separates factors in the coordinator control from external ones.
    • Names the record each figure comes from.

    Sources

    Watches

    • Follows Review period and role

    Sample content

    Agreed outcomeEvidenceContext
    Prepare weekly project packets18/20 on timeTwo delays during coordinator leave
    Improve meeting preparationAgenda sent 24 hours early for 9/10 meetingsOne client rescheduled same day
  3. 03

    Development goals

    For this performance review goals, sets specific growth goal, practice, and success signal.

    Manual

    Criteria

    • Each goal is a practice, such as backup-owner field on every packet from Oct 5.
    • Success is observable within the period.
    • Each links to a gap in the outcome evidence or to a next-level skill.

    Sources

    Watches

    • Follows Outcome evidence

    Sample content

    • ☐ Leo uses a backup-owner field on every packet starting Oct 5
    • ☐ Sofia observes one handoff and gives written feedback by Oct 23
    • ☐ Review completion and workload at Nov 6 check-in
  4. 04

    Support and check-ins

    For this performance review goals, records manager support and next check-in date.

    Review first

    Criteria

    • Each manager action is specific and dated, such as observe one handoff by Oct 23.
    • Each check-in has a date and names the development goal or outcome it reviews.
    • Employee and manager each have named commitments.

    Sources

    Watches

    • Follows Development goals

    Sample content

    1. 2026-10-05 · Start goalAdd backup owner to active project template.
    2. 2026-10-23 · Coaching checkSofia reviews one handoff with Leo.
    3. 2026-11-06 · Progress reviewCompare on-time packet rate and discuss support.