This marketing-focused monthly performance review template by Teamflect is built to help marketing leaders track campaign results, content delivery, collaboration, and professional growth on a recurring basis. By enabling short-cycle reviews, it allows managers to identify blockers early, align efforts across teams, and support marketers’ development in real time.
Designed to fit directly into Microsoft Teams and Outlook, this template makes ongoing feedback easy, actionable, and consistent across your marketing function.
Marketing Goal Progress Tracker
Review performance against monthly marketing goals—like campaign launches, lead targets, or content production deadlines—using progress indicators and open feedback fields.
Performance & Output Evaluation
Reflect on key responsibilities such as content quality, campaign impact, SEO or analytics contributions, and alignment with broader marketing objectives.
Brand & Messaging Consistency Check
Evaluate how effectively the employee upheld brand voice, messaging standards, and creative guidelines in their work.
Reflection on Past and Upcoming Goals
Discuss which marketing KPIs were met, which weren’t—and what steps will be taken to improve next month.
Radar Chart Review Summary
Visualize performance across key dimensions such as collaboration, communication, creativity, and goal progress with a dynamic scoring system.
Development Plan for Marketers
Identify specific areas for upskilling—such as campaign strategy, technical tools, or creative execution—and turn them into measurable development goals.
Digital Sign-Off and Review Finalization
A built-in verification section ensures each review is documented and acknowledged within Microsoft Teams.
Here’s how to make monthly performance conversations a natural part of your marketing operations:
1. Tailor the template to match your marketing team’s goals
Customize the review fields to align with campaign objectives, content KPIs, or branding responsibilities. Add rating scales or open-ended questions as needed.
2. Automate monthly check-ins
Send the review template out manually or set it to recur automatically each month for your marketing team. You can also segment reviews by role—SEO, content, social, etc.
3. Collaborate entirely inside Microsoft Teams or Outlook
Reviewees and managers fill out their responses without leaving their workflow—no PDFs, no third-party tools.
4. Monitor completions and schedule review meetings
See which team members have submitted their reviews, send nudges, and schedule follow-up 1:1s within Teamflect.
5. Use data to optimize team performance
Access review insights across the team or by individual marketer. Use built-in dashboards or export the data into Power BI for performance tracking and trend spotting.
This template is ideal for marketing teams that run fast-paced campaigns and need a consistent structure to track progress, coach team members, and maintain alignment.
It’s a great fit for:
Best practices to help HR run more effective performance reviews
Performance review questions to uncover progress and blockers
.svg){kind=small}
.svg){kind=small}
