This 90-day review template helps managers and employees reflect on the first three months of a new role or transfer. It’s designed to go beyond initial onboarding check-ins, offering a deeper look at performance, team integration, and long-term development potential.
Conducted entirely within Microsoft Teams or Outlook using Teamflect, this review ensures alignment on goals, feedback, and next steps—right when it matters most.
Key Contributions Reflection
Employees share the most impactful work they’ve delivered since joining—establishing a sense of ownership and momentum.
Readiness & Growth Check-In
Explore how confident the employee feels in their current responsibilities and what they’ve done to build toward long-term success.
Challenge Review & Support Needs
Discuss any challenges faced so far and what additional support could enhance performance and engagement.
Team & Collaboration Feedback
Assess how well the employee has integrated into the team and what can be improved in terms of communication or support.
Cultural Fit Evaluation
Managers rate how well the employee aligns with company values and team norms using a simple star rating scale.
Radar Chart Summary
A visual report summarizes key areas—Cultural Fit, Communication, Onboarding Speed, and Quality of Work—offering clarity at a glance.
Forward-Looking Development Plan
Close the review by setting clear, actionable development goals for the next quarter or growth cycle.
Final Verification & Sign-Off
Document mutual understanding between employee and manager using digital signatures—all within Microsoft Teams.
Bring structure and clarity to your 90-day performance conversations with this in-app review experience:
1. Adjust the template to reflect your long-term onboarding goals
Choose which reflection areas to include, and tailor the development focus based on your role expectations or team objectives.
2. Schedule or automate the review after 90 days
Deploy the review automatically at the 90-day mark or send it manually for internal transitions and role changes.
3. Complete reviews inside Microsoft Teams or Outlook
Avoid scattered documents—Teamflect keeps the full review workflow within your preferred Microsoft tools.
4. Track participation and schedule coaching sessions
Monitor who’s completed their reviews, send follow-up nudges, and book 1:1s directly from your Teamflect dashboard.
5. Use insights to enhance long-term success
Leverage built-in HR analytics tool to identify patterns in onboarding success and guide future development.
This template is perfect for organizations that prioritize successful onboarding and want to set up employees for long-term contribution.
It’s ideal for:
Onboarding checklist you can reference during early-stage reviews
Best practices to help HR run more effective performance reviews
Performance review questions to uncover progress and blockers
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