Performance review template
Boost employee growth with structured performance reviews. Set clear goals, provide feedback, and support development for long-term success
Key steps
- Set the review frequency - Choose a cadence that fits your business rhythm - quarterly, half-yearly, or annually. Use Mosaico’s built-in templates or customize your own.
- Define review objectives - Clarify what success looks like. Select an evaluation form, confirm the review period, and invite the employee with a personalised message.
- Gather performance insights - Collect feedback from self-assessment, previous reviews, and peer input. Upload relevant documents to keep everything in one place.
- Conduct the review conversation - Have a structured, two-way conversation. Reflect on achievements, identify areas for improvement, and align on goals moving forward.
- Document feedback and goals - Use shared fields to record manager's and employee's comments, key discussion points, and any agreed development areas.
- Set a development plan - Use the AI assistant to suggest next steps, like training, mentoring, or growth projects. Assign follow-up actions.
- Track progress over time - Keep a record of completed reviews, support provided, and goals achieved - ready to revisit at the next review cycle.
Advantages
- Replicate easily across departments, roles, and levels
- Keep it formal or flexible, depending on your culture and context
- Ideal for small to mid-sized teams that want structure, growth, and fairness, without paperwork overload
Why it matters
Improves retention
Keeps valuable talent longer and lowers hiring costs
Builds trust
Enhances credibility, safety, and confident decision-making
Supports growth
Enables scaling, readiness for change, and capability building
Strengthens compliance
Maintains records, reduces risk, and protects reputation
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Key workflow features
Meetings and agenda templates
Use ready-made agendas to guide any meeting or discussion
Track progress
See what’s done, what’s next, and keep everyone aligned
People first
Designed to support wellbeing, inclusion, and meaningful human connection
Smart reminders
Stay on track with prompts for actions, follow-ups, or prep
Document and file sharing
Upload contracts, training materials, or resources directly into the tasks
