This Professional Development Review Template is designed to support employees in reflecting on their recent growth, tracking learning goals, and planning for future development. It facilitates collaborative conversations between employees and managers around skills, career progression, and mentorship.
Fully integrated with Microsoft Teams and Outlook through Teamflect, this review ensures development conversations happen regularly and transparently, right within your existing workflow.
Goal Progress Check-In
Review completed development goals, including certifications, learning paths, and skill-building efforts—along with reflections from both employee and manager.
Training & Growth Reflection
Encourage employees to identify which learning activities contributed to their progress and which were most impactful in their role.
Future Development Interests
Ask about desired training opportunities, skill areas to strengthen, or educational goals for the next period.
Mentorship & Manager Support
Explore how managers can provide better guidance and what mentorship support might be helpful moving forward.
Growth-Oriented Review Questions
Thoughtfully structured prompts help identify areas for deeper learning, curiosity, and untapped potential.
Performance Rating Summary
Add an overall development rating to contextualize the employee’s learning and growth during the review period.
Linked Development Plan
Add clear, trackable development goals to the employee’s roadmap directly from the review, with optional due dates and progress tracking.
Digital Sign-Off
Document the conversation and next steps through a secure, in-template signature section within Microsoft Teams.
This template makes it easy to build development into your performance culture:
1. Customize based on role, department, or level
Tailor the learning goals and questions for early-career employees, technical specialists, or leadership-track professionals.
2. Use during quarterly check-ins or mid-year reviews
Deploy this template as a standalone development review or incorporate it into regular performance cycles.
3. Keep everything inside Microsoft Teams or Outlook
Employees and managers can complete the performance review process without switching tools or searching for documents—everything stays in the flow of work.
4. Monitor development across teams
Track learning goals, spot development gaps, and evaluate training impact using Teamflect’s HR analytics tool.
5. Link development to promotions and mobility
Use data from this review to inform promotion readiness, role expansions, and succession planning conversations.
This template is ideal for companies committed to employee growth, internal mobility, and career development.
Best suited for:
Why employee development plans should be part of performance appraisals
50 professional development goal examples
Best practices to help HR run more effective performance reviews
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