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The ultimate performance review kit for startups

The performance review kit includes all the materials you need to run the employee assessments smoothly.

Template by Thao Nguyen Le
10 minutes to finish · English · PDF
Download nowIt's free
  • 154 already downloaded
  • Easy and simple to use

Performance review sessions are opportunities for managers and employees to have an analytical look over a working period, evaluate the progress, and look for improvement gaps. Download (for free) this kit with emails, forms, and guides needed to kickstart the review process and gear the team up for success.


Employees' performance assessment is crucial for the solid growth of modern businesses as it reflects and improves job performance. However, the review process could be daunting and meaningless, if managers and team members are not fully prepared for the occasion.

The performance review kit is a curated file of all our ready-made templates that support the process. It provides emails templates, assessment forms, and self-assessment guides you and your team will need to nail the review session.

What everyone should prepare for the performance review?

To better facilitate the process, HRs need to ensure clear communication on the performance review process. That will include: Who will involve, and what are their responsibilities? What are the steps? And the timeline? Plus, it would be best to have reminders upon the deadlines as someone is bound to miss them. 

As manager and reviewer, you need to think upfront about the aspects you would like to assess the team members on. The performance review forms template in the kit could really help you nail down this. Moreover, to 'host' the assessment meetings effectively, here are +200 phrases to smoothly guide the flow of such meetings.

And as employees, aside from preparing what you are going to show your bosses, make the review meeting a two-way discussion by preparing questions to ask your managers. These questions will get you insights into what is truly expected of you, and assist you in developing goals for the next period.

Must-have email templates for smoother performance review

📌 Email announcement of the performance review

Subject line: Time for Performance Review, here's all you need to know

Hi there,

I'm thrilled to announce that on we'd be starting our Performance Review Process. This process is crucial in determining what progress we've made individually in contribution to the company's objectives for the period in review.

Here's all you need to know:

Who is eligible: Full-time employees/All employees who joined us before {date}

The timeline for the performance review process is as follows

  • {Time period}: Employee self-evaluation. All eligible employees complete and submit self-evaluation performance review to managers.
  • {Time period}: Managers to review the self-evaluation forms of subordinates.
  • {Time period}: The HR team to evaluate all completed forms during the performance review process.

Please remember it is important that you complete and submit your self-evaluation on time.

If you have any questions or there's anything at all you're unclear about, don't hesitate to reach out to your manager, or you can contact the HR team directly.

Kind regards,

{Your name}

📌 Email tips to ace in the performance review

Subject line: Tips to ace in your Performance Review session

Hello there,

Here are a few tips to write your self-evaluation.

  • Take note of your achievements throughout the year— If you recorded your accomplishments as they happened, you could check through your work log document.
  • Be specific and use numbers to your advantage— E.g. "I exceeded my sales target for 2021 by 70%"
  • Provide evidence to back up and statements of the result— E.g. "During the second quarter, my marketing campaign gained 200% more visibility than expectation."
  • Reference your job description to account for the company's objectives— E.g. As a sales executive, your responsibility will be to improve sales by a certain percent. Find the specific numbers you contributed and highlight them.

Don't forget, your deadline to submit the completed self-evaluation forms on {date}

If you have any questions or concerns, don't hesitate to reach out to your manager, or the HR team.

Kind regards,

{Your name}

📌 Email request of providing feedback for team members

Subject line: Peer-review request for {team member’s name(s)}

Hello there,

As a part of the performance review process, we would like to have your peer-review on your colleague(s) – {team member’s name(s)}

Please kindly send your feedback and suggestion for your team member(s) by replying to this email on or before {date} – the same day your own self-evaluation submission is due.

If you have any questions or concerns, don't hesitate to reach out to your manager, or the HR team.

Kind regards,

{Your name}

📌 Email reminder for self-evaluation submission

Subject line: There are only [X] days left to submit your self-evaluation.

Hi {employee’s name},

The performance review process is in full flow now, and we hope you found our tips helpful in completing your self-evaluation form.

This is a friendly reminder that you have [X] days left until {date} to submit your completed self-evaluation form to your manager.

Performance review is an opportunity for you to show how well you've performed during the period in review, receive feedback and even compensation. Don't leave this for later, go ahead and do it now.

Please don't hesitate to reach out if you have any concerns.

Kind regards,

{Your name}

📌 Email reminder for managers’ evaluation

Subject line: [X] days left for you to review employees’ self-evaluation

Hi {manager's name},

The performance review process is in full flow now, and we hope your employees have begun to submit their self-evaluation forms.

This is a friendly reminder that you have [X] days until {date} to submit your evaluation of your subordinates.

Please schedule a 1 on 1 discussion with your employees individually to discuss their self-evaluation performance.

If you have any questions, feel free to contact me anytime.

Kind regards,

{Your name}

Want more templates? Download the full kit now 👉

What you'll get in this template

  • 8 essential email templates for performance review
  • 10+ impressive self-evaluation examples and guides for performance review
  • 5 role-based performance review templates for Software Engineer, Sales, Customer Service, HR, and Marketing.

How to use this template

  • ✂️
    The kit may include templates, guidelines and checklists. Feel absolutely free to edit, copy, and tailor them all to fit your needs.
  • 🖨️
    Export as PDF or print it out for easier handling and communication with your team.

Who this template is for

  • HR teams facilitating the performance review process at the company 
  • Managers who are looking for ways to make the best out of performance review sessions and guide his/her team members on self-assessment methods.
  • Employees searching for ways to ace in the next performance review.

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