Performance & Reviews

Performance review templates, self-evaluations, 360 reviews, PIPs, write-up forms, and employee recognition resources.

Employee Goal Setting Worksheet Template

Free employee goal setting worksheet template with SMART goals framework, action steps, progress tracking, and example goals for common small business roles.

Employee Satisfaction Survey Template: 25 Questions for Small Teams

Free employee satisfaction survey template with 25 questions organized by theme. Includes rating scales, anonymity tips for small teams, and action guidance.

360 Review Template

Free 360 review template for small businesses. Includes self-assessment, manager evaluation, peer feedback, and direct report sections with rating scales.

90-Day Review Template

Free 90-day review template for small businesses. Structured new hire evaluation with 30, 60, and 90 day milestones, goals, and manager assessment.

Corrective Action Plan Template

Free corrective action plan template for small businesses. Includes sections for issue description, expected behavior, action steps, and follow-up dates.

Employee Discipline Form Template

Free employee discipline form template for small businesses. Document violations, disciplinary level, prior actions, employee response, and signatures.

Employee Performance Review Template

Free employee performance review template for small businesses. Includes rating scales, competency areas, goal tracking, and overall assessment sections.

Employee Recognition Program Template

Free employee recognition program template for small businesses. Includes recognition types, nomination process, criteria, budget guidance, and program structure.

Employee Write-Up Form Template

Free employee write-up form template for small businesses. Printable corrective action form with fields for incidents, warnings, and employee signatures.

How to Recognize Employees (Without a Budget)

Learn how to recognize employees with low-cost and free ideas that boost morale and retention. 20 practical recognition strategies for small businesses.

How to Write Up an Employee: A Step-by-Step Guide

Learn how to write up an employee properly. Covers when to issue a write-up, what to include, tone tips, delivery advice, and documentation best practices.

Mid-Year Review Template

Free mid-year review template for small businesses. Covers goal progress, accomplishments, development areas, and updated objectives for the second half.

One-on-One Meeting Template

Free one-on-one meeting template for managers at small businesses. Includes agenda sections for wins, challenges, priorities, feedback, and career growth.

Peer Review Template

Free peer review template for small businesses. A structured 360 feedback form with rating scales and open-ended questions for colleague evaluations.

Performance Improvement Plan (PIP) Template

Free performance improvement plan template for small businesses. Includes goals, timelines, support resources, and measurable outcomes for employee PIPs.

Self-Evaluation Template with Examples

Free self-evaluation template with example phrases and sentences employees can adapt. Covers achievements, skills, goals, and areas for improvement.

Skip-Level Meeting Questions: What to Ask and Why

25 skip level meeting questions organized by category. Learn what to ask, why skip-levels matter, and how to run them effectively at your small business.

Stay Interview Questions: Retain Your Best Employees

25 stay interview questions organized by theme to help you retain top employees. Learn when to conduct stay interviews and what to do with the responses.

Succession Planning Template

Free succession planning template for small businesses. Identify key roles, assess potential successors, and build development plans to protect your team.

Supervisor Evaluation Form Template

Free supervisor evaluation form template for small businesses. Collect upward feedback on leadership, communication, fairness, and team development.

Verbal Warning Template

Free verbal warning template for small businesses. Document employee performance or conduct issues with this ready-to-use verbal warning form.

What to Talk About in a 1-on-1 with Your Manager

Not sure what to talk about in a one on one with your manager? Here are the best topics, preparation tips, and a framework for productive check-ins.