{"id":1459,"date":"2026-01-02T10:25:20","date_gmt":"2026-01-02T16:25:20","guid":{"rendered":"https:\/\/www.zoomshift.com\/blog\/?p=1459"},"modified":"2026-03-31T10:38:52","modified_gmt":"2026-03-31T15:38:52","slug":"performance-review","status":"publish","type":"post","link":"https:\/\/www.zoomshift.com\/blog\/performance-review\/","title":{"rendered":"Performance Review Examples and Best Practices (with Free Template)"},"content":{"rendered":"<p>Whether your business model is measured in gigabytes, <a href=\"https:\/\/www.zoomshift.com\/blog\/food-cost-percentage\/\">food cost percentage<\/a>, or appointments booked, every company ultimately depends on people \u2013 some a lot more than others.<\/p>\n<p data-start=\"144\" data-end=\"313\">Every team has its top performers who consistently deliver strong results, as well as those who may need guidance. What they all share is the performance review process.<\/p>\n<p data-start=\"315\" data-end=\"476\">Performance reviews play a key role in employee development. Done well, they engage your team, give employees a voice, and support growth and career progression.<\/p>\n<p data-start=\"478\" data-end=\"539\">Unfortunately, many employees don\u2019t experience them that way.<\/p>\n<p>According to <a href=\"https:\/\/www.gallup.com\/workplace\/249332\/harm-good-truth-performance-reviews.aspx\" target=\"_blank\" rel=\"noopener noreferrer\">Gallup research<\/a>, a mere 14% of employees strongly agree that their performance reviews inspire them to improve. Too often, they find them one-sided and too infrequent to make a difference. Unsurprisingly, few people look forward to a performance review any more than a root canal.<\/p>\n<p>It\u2019s clear that change is needed\u2014and that\u2019s where this guide comes in. Here are performance review best practices and examples that are more effective and relevant in 2026.<\/p>\n<h2><span class=\"ez-toc-section\" id=\"find-opportunities-to-give-feedback-throughout-the-year\"><\/span>Find Opportunities To Give Feedback Throughout The Year<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>Many employees find the annual performance review interval soul-crushing and widely inaccurate when gauging their overall performance. A lot can change in a matter of months \u2013 not to mention a full year \u2013 which is why a quarterly cadence at a minimum is advisable.<\/p>\n<p>If you pair your performance reviews with merit increase or promotions, then consider the quarterly reviews \u201ccheck-ins\u201d or \u201cpulse-checks\u201d to ensure that everyone is on the same page with their expectations.<\/p>\n<p>The great thing about regular check-ins is that they prevent any surprises come annual review time. Chances are you\u2019re talking about what\u2019s working and what\u2019s not several times a year, and either they\u2019re making improvements or they&#8217;re not.<\/p>\n<p>To get you started, put a <a href=\"https:\/\/blog.ticktick.com\/2020\/11\/30\/ticktick-calendar-quickstart\/\" target=\"_blank\" rel=\"noopener noreferrer\">quarterly check-in on the calendar<\/a> and send them a survey or doc with some relevant questions so you can have a productive conversation.<\/p>\n<p><img decoding=\"async\"  src=\"https:\/\/www.zoomshift.com\/blog\/wp-content\/uploads\/2020\/06\/Performance-review-2-300x200.jpeg\" alt=\"\" width=\"569\" height=\"380\" srcset=\"https:\/\/www.zoomshift.com\/blog\/wp-content\/uploads\/2020\/06\/Performance-review-2-300x200.jpeg 300w, https:\/\/www.zoomshift.com\/blog\/wp-content\/uploads\/2020\/06\/Performance-review-2-768x512.jpeg 768w, https:\/\/www.zoomshift.com\/blog\/wp-content\/uploads\/2020\/06\/Performance-review-2-453x302.jpeg 453w, https:\/\/www.zoomshift.com\/blog\/wp-content\/uploads\/2020\/06\/Performance-review-2-91x61.jpeg 91w, https:\/\/www.zoomshift.com\/blog\/wp-content\/uploads\/2020\/06\/Performance-review-2.jpeg 800w\" sizes=\"(max-width: 569px) 100vw, 569px\" class=\" wp-image-1463 aligncenter no-lazyload\" \/><\/p>\n<h2><span class=\"ez-toc-section\" id=\"make-them-feel-heard\"><\/span>Make Them Feel Heard<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>Active listening requires focus and a commitment to determine the intent and emotion behind someone&#8217;s words. Make sure you&#8217;re fully engaged during every performance review and listen closely to what the other party has to say.<\/p>\n<p>To prevent the review from feeling one-sided, have them come up with a list of accomplishments and areas or opportunities for improvements they see for themselves. Let them know you\u2019ll do the same for them.<\/p>\n<p>Some examples of questions to prepare include:<\/p>\n<ul>\n<li>What have you accomplished since your last review?<\/li>\n<li>What are you most proud of and why?<\/li>\n<li>What would you like to accomplish in the next three months?<\/li>\n<li>Where would you like to improve or grow?<\/li>\n<li>Tell me about a situation you wished you\u2019d handled differently.<\/li>\n<li>Tell me about a situation you wish I\u2019d handled differently\/better.<\/li>\n<\/ul>\n<p>Not only will you find that they feel more invested and engaged in the process, but you\u2019ll also be able to see whether or not you come to similar conclusions.<\/p>\n<h2><span class=\"ez-toc-section\" id=\"provide-constructive-actionable-feedback\"><\/span>Provide Constructive &amp; Actionable Feedback<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>Sharp criticism without a clear answer as to how to correct their behavior will only further entrench bad behavior or poor performance. Avoid vague cookie-cutter responses and opt instead for direct feedback. Be straight with them about what you hired them for and what the company expects of them.<\/p>\n<p>If you feel the need to criticize, do so by <a href=\"https:\/\/tim.blog\/2020\/03\/17\/comfort-challenge-5-use-the-criticism-sandwich\/#:~:text=It's%20called%20the%20Criticism%20Sandwich,to%20exit%20the%20sensitive%20topic.\" target=\"_blank\" rel=\"noopener noreferrer\">sandwiching the criticism<\/a> between compliments to lessen the blow. This will prevent them from getting defensive and help them be more amenable to receiving negative feedback.<\/p>\n<p><img decoding=\"async\"  src=\"https:\/\/www.zoomshift.com\/blog\/wp-content\/uploads\/2020\/06\/Performance-review-1-300x200.jpeg\" alt=\"\" width=\"569\" height=\"380\" srcset=\"https:\/\/www.zoomshift.com\/blog\/wp-content\/uploads\/2020\/06\/Performance-review-1-300x200.jpeg 300w, https:\/\/www.zoomshift.com\/blog\/wp-content\/uploads\/2020\/06\/Performance-review-1-1024x683.jpeg 1024w, https:\/\/www.zoomshift.com\/blog\/wp-content\/uploads\/2020\/06\/Performance-review-1-768x512.jpeg 768w, https:\/\/www.zoomshift.com\/blog\/wp-content\/uploads\/2020\/06\/Performance-review-1-1536x1024.jpeg 1536w, https:\/\/www.zoomshift.com\/blog\/wp-content\/uploads\/2020\/06\/Performance-review-1-453x302.jpeg 453w, https:\/\/www.zoomshift.com\/blog\/wp-content\/uploads\/2020\/06\/Performance-review-1-91x61.jpeg 91w, https:\/\/www.zoomshift.com\/blog\/wp-content\/uploads\/2020\/06\/Performance-review-1.jpeg 1650w\" sizes=\"(max-width: 569px) 100vw, 569px\" class=\" wp-image-1464 aligncenter no-lazyload\" \/><\/p>\n<h2><span class=\"ez-toc-section\" id=\"regularly-update-the-role-scorecard\"><\/span>Regularly Update The Role Scorecard<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>Going over the job description or scorecard during the performance review is a must.<\/p>\n<p>They were hired to perform a specific set of duties, and it makes sense to tie their success back to the role\u2019s responsibilities. If possible, keep a scorecard for the role itself and a personal one for each employee with personalized goals.<\/p>\n<p>For example, if the employee is struggling to maintain 70% of their monthly goal, you could customize their goal to be 80% instead of the typical 100% with a sliding scale month-over-month to get to 100%. Or if punctuality is an issue each week, give them a goal of only being late twice the entire month.<\/p>\n<p>This is also where you\u2019ll find out if their role has shifted. Oftentimes, you\u2019ll want to address that in their review and make an effort to update their job description.<\/p>\n<p>If you find that they\u2019re spending an inordinate amount of time on tasks outside of the responsibilities you originally agreed upon, you can change the scorecard to reflect that, discussion compensation, or proactively find ways to reduce or eliminate these new tasks from their plate.<\/p>\n<p><!-- This site is converting visitors into subscribers and customers with OptinMonster - https:\/\/optinmonster.com --><\/p>\n<div id=\"om-nyvtylfcwrbrbmcrq7uh-holder\"><\/div>\n<p><script type=\"text\/javascript\" src=\"https:\/\/a.omappapi.com\/app\/js\/api.min.js\" data-campaign=\"nyvtylfcwrbrbmcrq7uh\" data-user=\"80518\" async><\/script><\/p>\n<h2><span class=\"ez-toc-section\" id=\"leverage-360-degree-feedback\"><\/span>Leverage 360 Degree Feedback<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>Another tool gaining popularity is the 360-degree survey that management sends to peers throughout the company who work closely with the employee being reviewed. It\u2019s a different approach that relies on gaining a broad set of perspectives to provide more holistic feedback.<\/p>\n<p>The beauty of the 360-feedback is that they\u2019re likely to take the criticism better since it\u2019s coming from anonymized survey results. Similar to sandwiching criticism, the survey threads in questions, giving the employee praise and positive feedback as well.<\/p>\n<p><a href=\"https:\/\/www.businessinsider.com\/goldman-sachs-on-giving-employees-feedback-2016-5\" target=\"_blank\" rel=\"noopener noreferrer\">Goldman Sachs, for example, uses a 360-review system<\/a> that involves ratings from six colleagues with an emphasis on qualitative feedback rather than numerical scores. The six employees range from seniors to peers and even direct reports. Feedback is collected and delivered earlier in the year, and Goldman Sachs is making strides to provide more real-time feedback.<\/p>\n<p>Performance evaluations are an imperfect solution that exist for the sole purpose of laying a foundation for a potentially great conversation. Ultimately, the best managers set the stage to provide continuous, valuable feedback to their staff.<\/p>\n<p><strong>When\u2019s the last time you updated your performance review process? Let us know in the comments below what unique approach you take or plan to take.<\/strong><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Whether your business model is measured in gigabytes, food cost percentage, or appointments booked, every company ultimately depends on people \u2013 some a lot more than others. Every team has its top performers who consistently deliver strong results, as well as those who may need guidance. What they all share is the performance review process. [&hellip;]<\/p>\n","protected":false},"author":26,"featured_media":1460,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"om_disable_all_campaigns":false},"categories":[5],"tags":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v19.10 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Performance Review Examples and Best Practices<\/title>\n<meta name=\"description\" content=\"Performance reviews are important for employee development. 5 performance review best practices that your business will find effective.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.zoomshift.com\/blog\/performance-review\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Performance Review Examples and Best Practices\" \/>\n<meta property=\"og:description\" content=\"Performance reviews are important for employee development. 5 performance review best practices that your business will find effective.\" \/>\n<meta property=\"og:url\" content=\"https:\/\/www.zoomshift.com\/blog\/performance-review\/\" \/>\n<meta property=\"og:site_name\" content=\"Zoomshift\" \/>\n<meta property=\"article:published_time\" content=\"2026-01-02T16:25:20+00:00\" \/>\n<meta property=\"article:modified_time\" content=\"2026-03-31T15:38:52+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/www.zoomshift.com\/blog\/wp-content\/uploads\/2020\/06\/Performance-Review.jpeg\" \/>\n\t<meta property=\"og:image:width\" content=\"1138\" \/>\n\t<meta property=\"og:image:height\" content=\"493\" \/>\n\t<meta property=\"og:image:type\" content=\"image\/jpeg\" \/>\n<meta name=\"author\" content=\"JD Spinoza\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:label1\" content=\"Written by\" \/>\n\t<meta name=\"twitter:data1\" content=\"JD Spinoza\" \/>\n\t<meta name=\"twitter:label2\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data2\" content=\"5 minutes\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\/\/schema.org\",\"@graph\":[{\"@type\":\"WebPage\",\"@id\":\"https:\/\/www.zoomshift.com\/blog\/performance-review\/\",\"url\":\"https:\/\/www.zoomshift.com\/blog\/performance-review\/\",\"name\":\"Performance Review Examples and Best Practices\",\"isPartOf\":{\"@id\":\"https:\/\/www.zoomshift.com\/blog\/#website\"},\"datePublished\":\"2026-01-02T16:25:20+00:00\",\"dateModified\":\"2026-03-31T15:38:52+00:00\",\"author\":{\"@id\":\"https:\/\/www.zoomshift.com\/blog\/#\/schema\/person\/e23c4b55eead5e752c5f361c9d670e63\"},\"description\":\"Performance reviews are important for employee development. 5 performance review best practices that your business will find effective.\",\"breadcrumb\":{\"@id\":\"https:\/\/www.zoomshift.com\/blog\/performance-review\/#breadcrumb\"},\"inLanguage\":\"en-US\",\"potentialAction\":[{\"@type\":\"ReadAction\",\"target\":[\"https:\/\/www.zoomshift.com\/blog\/performance-review\/\"]}]},{\"@type\":\"BreadcrumbList\",\"@id\":\"https:\/\/www.zoomshift.com\/blog\/performance-review\/#breadcrumb\",\"itemListElement\":[{\"@type\":\"ListItem\",\"position\":1,\"name\":\"Home\",\"item\":\"https:\/\/www.zoomshift.com\/blog\/\"},{\"@type\":\"ListItem\",\"position\":2,\"name\":\"Performance Review Examples and Best Practices (with Free Template)\"}]},{\"@type\":\"WebSite\",\"@id\":\"https:\/\/www.zoomshift.com\/blog\/#website\",\"url\":\"https:\/\/www.zoomshift.com\/blog\/\",\"name\":\"Zoomshift\",\"description\":\"SMB Management Blog\",\"potentialAction\":[{\"@type\":\"SearchAction\",\"target\":{\"@type\":\"EntryPoint\",\"urlTemplate\":\"https:\/\/www.zoomshift.com\/blog\/?s={search_term_string}\"},\"query-input\":\"required name=search_term_string\"}],\"inLanguage\":\"en-US\"},{\"@type\":\"Person\",\"@id\":\"https:\/\/www.zoomshift.com\/blog\/#\/schema\/person\/e23c4b55eead5e752c5f361c9d670e63\",\"name\":\"JD Spinoza\",\"image\":{\"@type\":\"ImageObject\",\"inLanguage\":\"en-US\",\"@id\":\"https:\/\/www.zoomshift.com\/blog\/#\/schema\/person\/image\/\",\"url\":\"https:\/\/secure.gravatar.com\/avatar\/5a95e64e4714f0d96cfab797f042000d?s=96&d=mm&r=g\",\"contentUrl\":\"https:\/\/secure.gravatar.com\/avatar\/5a95e64e4714f0d96cfab797f042000d?s=96&d=mm&r=g\",\"caption\":\"JD Spinoza\"},\"description\":\"JD enjoys teaching people how to use ZoomShift to save time spent on scheduling. 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