Review Prep · Free · No account
Prepare objectives and feedback for a review.
Build a workbook for preparing a performance review. An Objectives sheet lists each objective with how success is measured, a due date and a status. A Feedback sheet records what people said, from whom and when.
- Excel 2016 and later
- Calculations checked in LibreOffice and Google Sheets
- Name the areasEnter the headings your review uses, one per line, such as Delivery or Teamwork. They become the Area dropdown on the Objectives and Feedback sheets.
- Pick period and sheetsPick three months, six months or a year. Switch the Feedback sheet, the Development sheet and a self-rating on or off, and add up to eight columns of your own.
- Download and fill inDownload the workbook, list your objectives with how each is measured, and add feedback as you receive it. The Summary shows the days left to the review.
Build your workbook
Preview: Annual review. Change the selected dates, categories or layout to update the preview.
JavaScript is required to use the builder. The workbook is made in your browser.
What you get
Written as it happens
A row for each check-in: the date, what happened and the progress against the objective.
Linked to each objective
Check-ins count against their objective, and any objective with none yet is listed before the review.
Days to the review
Set the period and the review date on Settings, and the Summary counts down and prints on one page.
Your own record
For an annual review, probation, a promotion case or regular one-to-ones.
The Annual review example
Five areas (Delivery, Quality, Teamwork, Customers and Learning), a year-long review period, an Objectives sheet with a self-rating of Exceeded, Met, Partly met or Not met, a Feedback sheet and a Development sheet.
Sheets included (8)
- Start HereHow the workbook works, what each sheet is for and the settings used.
- Check-insDated progress notes linked to each objective.
- ObjectivesEach objective for the period, with how success is measured and the check-ins so far.
- FeedbackWhat others said, from whom and when.
- DevelopmentSkills to build, how, and by when.
- SummaryDays to the review, and objectives still without a check-in.
- ListsEdit the white lists to change dropdown choices. Shaded lists are fixed because formulas use those names.
- SettingsValues used by the workbook, such as reminder windows. Change them here.
File details
- Made for
- Excel 2016 and laterThe download is an .xlsx workbook.
- LibreOffice
- No calculation errors in our testLibreOffice recalculated every formula in the workbook with no error values, such as #VALUE! or #N/A.
- Google Sheets
- Calculations matched Excel in our testGoogle Sheets removes sheet protection and repeated print headings.
- Apple Numbers
- Some calculations do not workMany calculations on the Summary sheet and the Objectives sheet do not work in Apple Numbers. Numbers converts list-based dropdowns to plain cells and removes colour markers, sheet protection, frozen headings and number and date validation. Use Excel for these calculations and features.
- Calculations
- The Start Here sheet lists the calculations used in this workbook. Results update from the entries you add.
- Builder privacy
- The builder runs in your browser. The entries used to make the workbook stay on your device. How the utilities work
Examples
Annual review prep
Employees with a yearly appraisal who want a record built up month by month and a self-rating ready for the meeting.
Probation review
New starters whose manager will review them at three and six months and who want objectives and feedback written down from the first week.
Promotion case
People preparing a case for promotion who need objectives and what others said gathered under the headings their company promotes against.
One-to-one check-in tracker
Employees and managers who meet every few weeks and want a short running record of what was agreed instead of a yearly write-up.
Questions
Are my builder entries sent to Due Form?
No. The builder uses them in your browser to make the workbook on your device.
Information is sent to Due Form when you submit a form or use another service described on the How it works page.
Can I print the Objectives sheet for the meeting?
Yes. Each sheet is set to print landscape on A4 or US Letter, one page wide, so the objectives and how each is measured can go on the table in front of you.
Who sees what I write?
Access depends on where you save the file and your spreadsheet app’s sharing settings. Share a copy or printed sheets with your manager when needed.
What are the review period dates?
The period starts on the first of this month and ends after the months you chose. Change both dates on the Settings sheet, and the Summary counts feedback inside that period.
Can I link feedback to an objective?
Yes. On the Feedback sheet, pick the objective from a dropdown that lists the IDs and wording from the Objectives sheet, so each comment is linked to the objective it is about.
Related Due Form edition
The Professional Evidence File
Record completed work, supporting evidence and permission, then prepare selected examples for an appraisal, application or portfolio.
For the proof itself: records, letters and references
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