Template

Manager Performance Review

by James Doyle, from the Community

10+

This manager performance review template helps supervisors and HR evaluate leadership performance and plan development actions. Capture employee and manager details, document areas of concern, define actions and support needed, and assign deadlines. Include SOPs or policies to review, record outcomes for unsuccessful reviews, and schedule a follow-up review date. Adaptable across industries, it standardizes evaluations, promotes accountability, and streamlines documentation for continuous improvement.

With SafetyCulture you can

Digitize any process, procedure or policy

Eliminate mistakes made by paper-based processes

Create and share professional reports instantly

Confirm accountability and compliance with a digital log

With SafetyCulture you can

Digitize any process, procedure or policy

Eliminate mistakes made by paper-based processes

Create and share professional reports instantly

Confirm accountability and compliance with a digital log

About author

Community

This community page makes available free workplace checklists and templates created by other users within the SafetyCulture community. SafetyCulture has re-published this content and where possible, has credited the original author. SafetyCulture has not verified the accuracy, reliability or suitability of any community content. You agree that your use of any of this content is in accordance with SafetyCulture’s Terms and Conditions.

Template
Performance Discussion Record Template
This performance discussion record template helps managers document unsatisfactory performance or conduct, set clear expectations, capture employee comments, agree on corrective actions, and schedule follow-up reviews. Use it to record warnings, counseling outcomes, and consequences for continued issues, with signature lines for the employee, manager, witness, and HR. Ideal for consistent HR documentation and compliance across teams.
by Matt Nelson, from the Community
Downloads: 0
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Template
WWHaikou Performance Discussion Record
Use this Performance Discussion Record template to document employee performance discussions in a clear, consistent format. Capture reasons for discussion, history, and policy breaches; record counseling outcomes, warning levels, and agreed actions; set review dates and outline consequences for continued issues. Includes sections for team member comments, manager and HR signatures, and follow-up review notes. Ideal for HR teams and supervisors managing performance, conduct, and corrective action processes.
by Matt Nelson, from the Community
Downloads: 10+
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Template
Manager Training Review
Use this manager training review template to evaluate a manager's performance and training status. Capture dates, manager details, level, and responsibilities. Record completion of online training, objectives achieved, and any live formal actions. Note training issues, courses booked, workbook completion, and last review scores. Summarize main issues, set new objectives, and document action points to support ongoing development and compliance.
by James Doyle, from the Community
Downloads: 10+
Get
Template
Performance Review
This performance review template helps assess employee competency and on-the-job conduct. It covers pre-start checks such as uniform and PPE, punctuality, and equipment readiness; role understanding; task completion under supervision; attitude scoring; and detailed notes. Close with overall performance, areas for improvement, corrective actions, additional notes, and signatures. Use it to standardize appraisals, document feedback, and support development planning across teams and roles.
by Ethan Jenyns, from the Community
Downloads: 10+
Get

Performance Discussion Record Template

This performance discussion record template helps managers document unsatisfactory performance or conduct, set clear expectations, capture employee comments, agree on corrective actions, and schedule follow-up reviews. Use it to record warnings, counseling outcomes, and consequences for continued issues, with signature lines for the employee, manager, witness, and HR. Ideal for consistent HR documentation and compliance across teams.

by Matt Nelson, from the Community

Get

Template

WWHaikou Performance Discussion Record

Use this Performance Discussion Record template to document employee performance discussions in a clear, consistent format. Capture reasons for discussion, history, and policy breaches; record counseling outcomes, warning levels, and agreed actions; set review dates and outline consequences for continued issues. Includes sections for team member comments, manager and HR signatures, and follow-up review notes. Ideal for HR teams and supervisors managing performance, conduct, and corrective action processes.

by Matt Nelson, from the Community

10+

Get

Template

Manager Training Review

Use this manager training review template to evaluate a manager's performance and training status. Capture dates, manager details, level, and responsibilities. Record completion of online training, objectives achieved, and any live formal actions. Note training issues, courses booked, workbook completion, and last review scores. Summarize main issues, set new objectives, and document action points to support ongoing development and compliance.

by James Doyle, from the Community

10+

Get

Template

Performance Review

This performance review template helps assess employee competency and on-the-job conduct. It covers pre-start checks such as uniform and PPE, punctuality, and equipment readiness; role understanding; task completion under supervision; attitude scoring; and detailed notes. Close with overall performance, areas for improvement, corrective actions, additional notes, and signatures. Use it to standardize appraisals, document feedback, and support development planning across teams and roles.

by Ethan Jenyns, from the Community

10+

Get

Manager Performance Review

About author

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Performance Discussion Record Template

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Performance Discussion Record Template

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