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Annual Reviews

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Annual reviews take a big-picture look at an employee’s growth, impact, and career path within the company. They should focus on long-term achievements, development opportunities, and where the employee fits into the company’s future.

Resources

  • LM-420-T

    Template

    Employee Self-Assessment

    Two weeks before the scheduled annual review, employees should complete a self-assessment that prompts them to reflect on their accomplishments, challenges, and alignment with company values.
    Use the template

  • LM-421-T

    Template

    Manager Review

    Before a Annual Review meeting, managers should evaluate the employee's progress using self-assessments, ongoing feedback, and performance data. Identify key strengths, areas for improvement, and coaching opportunities to guide a productive, development-focused conversation.
    Use the template

  • LM-430-T

    Template

    Written Review Summary

    Managers should provide employees with a written summary within 48 hours. With key takeaways from the discussion, performance highlights and areas for improvement, and updated goals and an action plan for the next review cycle.
    Use the template