This Goal Evaluation Review Template is designed to help managers and employees assess progress toward performance goals at any stage of the review cycle. Whether it’s a quarterly OKR check-in or a mid-project performance pulse, this template offers a structured space to evaluate achievements, challenges, and future alignment.
Integrated directly into Microsoft Teams and Outlook via Teamflect, it’s a frictionless way to ensure accountability, transparency, and growth—all from within the flow of work.
Goal Progress Review
Analyze performance across multiple goals—track completion percentages, review updates, and discuss what's on or off track.
Job Performance Questions
Reflect on contributions, outcomes, and key wins related to recent work. Managers and employees can discuss what went well and what could improve.
Self-Evaluation & Performance Rating
The employee shares reflections on their performance, while the manager provides complementary input and a performance score.
Goal-Oriented Reflection
Compare current performance to past goal cycles. What’s been accomplished? What still needs attention? Where should focus shift next?
Radar Chart Performance Summary
Visualize performance across Leadership, Goal Progress, Communication, Cultural Fit, and Quality of Work for a well-rounded evaluation.
Development Plan
Align on specific, measurable action items for future goal-setting, skill-building, or project contributions.
Digital Sign-Off
Finalize the review with mutual acknowledgment between manager and employee—all tracked and stored within Teamflect.
Here’s how to make this template a seamless part of your performance review strategy:
1. Tailor the template to match the review period
Adjust the goals, competencies, or evaluation questions to reflect your current team or organizational priorities.
2. Launch reviews for individuals or project teams
Trigger the review manually when a milestone is reached or assign it across the team during a goal cycle check-in.
3. Complete the review inside Microsoft Teams or Outlook
No exporting, printing, or switching tools—everything is done inside the Microsoft environment using Teamflect.
4. Monitor review status and follow-ups
Track which reviews are complete, send reminders, and assign 1:1s or development actions directly through the dashboard.
5. Analyze and report results
Export results into Power BI or use Teamflect’s native reporting to identify high performers, blockers, or goal misalignment.
This template is ideal for teams and managers conducting structured evaluations at any point in the performance cycle—especially in goal- and OKR-driven environments.
Best suited for:
With this Goal Evaluation Review Template, you can ensure every performance conversation stays focused, forward-looking, and goal-aligned—without disrupting your team’s workflow.
How often should you evaluate employee goals?
12 free goal-setting templates for structured goal setting and tracking
Best practices to help HR run more effective performance reviews
.svg){kind=small}
.svg){kind=small}
