This monthly performance review template by Teamflect is designed for teams that want to stay continuously aligned and responsive to change. It helps managers and employees check in on short-term goal progress, evaluate role-specific responsibilities, and identify immediate development needs.
Ideal for fast-paced environments or teams working on short cycles, this template helps maintain a regular performance rhythm without the administrative burden.
Monthly Goal Tracking
Review employee progress on specific short-term goals with space for reflections and status updates from both the employee and manager.
Job Performance Questions
Evaluate task completion, core responsibilities, strengths, and improvement areas tied to day-to-day performance.
Company Values Assessment
Quickly assess how well the employee demonstrated organizational values during the review period.
Goal-Oriented Reflection
Reflect on past goals, identify what wasn’t accomplished, and set clear intentions for the coming month.
Visual Summary of Key Metrics
See a snapshot of how the employee performed in areas like leadership, goal completion, quality of work, and communication, presented through a radar chart and score breakdown.
Actionable Development Plan
Conclude the review by outlining measurable goals to support continued improvement, synced with Teamflect’s broader goal and performance modules.
Verification Sign-Off
A digital sign-off section confirms mutual understanding between employee and manager, fully documented inside Microsoft Teams.
Teamflect makes it easy to build monthly reviews into your regular performance workflows:
Tailor the template to your team’s monthly goals
Customize questions, select your preferred evaluation criteria, and choose from flexible formats like freeform, rating scale, or multiple choice.
Send reviews automatically or manually
Assign templates to individuals or teams. You can schedule monthly reviews to be sent automatically or trigger them manually as needed.
Review and collaborate inside Microsoft Teams or Outlook
No external tools required—both the manager and employee can complete the review entirely inside Microsoft Teams or Outlook via Teamflect.
Track submissions and schedule 1:1 follow-ups
Monitor who has completed their review and set up check-in meetings directly from the dashboard to keep conversations flowing.
Analyze results with built-in insights
Visualize trends and identify coaching opportunities by reviewing employee scores and radar chart summaries. Use Power BI for deep dives.
This template is perfect for teams that benefit from regular performance check-ins and want to stay agile in their employee development efforts.
Recommended for:
If your team thrives on consistency and clear communication, this monthly review template provides the structure you need without slowing things down.
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