Free performance review templates (Australia)

Keep track of your team’s performance with a quick and easy performance review.

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It's good practice for businesses to evaluate and manage employee performance.

But what's the best way to do it?

Many choose to use performance reviews as part of regular appraisals. Here's how to draft one of these documents so that it's tailored to your company's needs and how to use it effectively.

What is a performance review?

A performance review is a way of formally assessing how staff are performing in their jobs. Generally speaking, it's an open discussion between employees and their managers that provides feedback on an employee's work so far and sets goals for the future, all with an aim to improve overall performance. It also gives employees the chance to voice any concerns they might have about their work or the company.

A well-written performance review template can help to structure these meetings to ensure they are effective in providing feedback and setting performance goals.

performance review template from Lawpath

Download this template at Lawpath

When should I use a performance review?

A performance review document is typically used during an appraisal. How often these appraisals take place depends completely on your organisation and method of performance management. While some companies may choose to appraise an employee quarterly, others may prefer it to be a yearly or bi-annual event.

Once completed with the relevant information, a performance review document should be filed away and referred to at the next appraisal.

Performance review vs performance management

While the terms performance review and performance management tend to be used interchangeably, they are subtly different things.

Performance management refers to a process of monitoring that takes place throughout the year. It's an umbrella term that encompasses a performance review along with other activities that allow managers to set objectives with employees and offer development and training.

A performance review, on the other hand, is a document that can be used as part of yearly, quarterly or other regular appraisals.

What does a performance review include and not include?

While performance reviews are unique to each business, there are a few things to include and not include to make the process worthwhile.

What's included in a performance review?

  • A review of an employee's prior performance, including a discussion of their strengths and weaknesses.
  • Constructive criticism and advice for improvement.
  • Goals to achieve before the next appraisal.
  • Address any concerns or complaints an employee may have.

What's not included in a performance review?

  • Vague praises that don't refer to specific achievements.
  • Generalisations that could apply to anyone working in the company.

How effective is a performance review?

The effectiveness of a performance review depends entirely on how you conduct them. A performance review template will give you guidance and structure as to how to conduct the appraisal, which can help to improve the success of your performance management.

Do I need a lawyer for a performance review?

No, this is a casual document and does not require a lawyer to write. It's a good idea to check out a performance review example or template online to get some inspiration for your own.

Name Product Legal document services available Free legal documents available? Other legal services offered Price Document library size
Lawpath
Customisable document templates
You can view samples for free and you can create your first document for free.
Online document eSignatures, lawyer marketplace, on-demand legal advice, business setup services
$288 per year for unlimited documents
300+
Customise and download up to 300 legal documents for business or personal matters. Plus register a company, business name or ABN.
LawDepot
Customisable document templates
Free one week trial available which gives access to hundreds of documents.
Free legal articles and resources
$59.88 per year for unlimited documents or one-off documents available for $9.50 - $49
150+
Customise and download legal documents in as little as five minutes. Plus, LawDepot offers peace of mind with two service guarantees.
Legal123
Customisable document templates
No
Custom legal services available, free law change updates via email, legal packages for various professions
Individual templates start from $59 + GST
Legal123 offers a range of individual templates or document packages for consultants, app developers, personal trainers and more.
LegalVision
Customisable document templates & professionally drafted documents
No
Legal advice phone consultations, contract reviewing and amendments, trade mark applications, business structure assistance.
From $49 + GST per week for access to 40+ legal templates
40+
Take advantage of unlimited legal advice consultations, free legal templates and fast turnaround times for legal projects with LegalVision membership.
Law Central
Customisable document templates
You can view samples and create your own document for free with the Silver membership.
Legal advice specialised on commercial and estate planning
Between $18 - $625 per document.
~100
Law Central offers a large number of legal templates for super, trusts, estate planning, employment and commercial uses.
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How do I write a performance review?

A performance review can be as straightforward or as complicated as you like. At the very least it should include:

  • Employee's name and position in the company
  • Reviewer's name and position in the company
  • Date that the appraisal is taking place
  • Date of the last appraisal

Along with this, the performance review should address any qualities, characteristics or responsibilities that the company deems integral to the role and a place to assess the employee's ability to meet them. Some examples include:

  • Quality of work
  • Client relations
  • Punctuality
  • Technical skills
  • Productivity
  • Creativity
  • Ability to meet goals

A section of the performance review should reference an employee's professional goals. This gives the reviewer and the employee a chance to:

  • Reflect on any goals set in the last appraisal,
  • Set goals for the next review period.

Using a performance review example is a great starting point when it comes to writing up your own working document. Here are a few places to find one.

  • Lawpath. An online legal resource featuring plenty of free templates. You can browse their performance review template for free, but you'll need to pay to download and edit it.
  • Fair Work. An Australian government website with information and advice about rights and rules in the workplace.
  • LegalVision. Users can access unlimited legal templates for a monthly membership fee.
  • Wonder.Legal. Browse through hundreds of legal templates on Wonder Legal and download templates for a one-time fee.

How to hold a performance review during a pandemic?

As millions of us are working from home due to COVID-19, performance reviews are more important now than they have ever been.

Organising a remote appraisal isn't as difficult as it once was thanks to video conferencing platforms like Zoom, Google Hangouts and Microsoft Team. A well-written performance review template will help you to structure these online meetings and make them worth both yours and your employee's time.

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