Deadlines, deliverables, feedback sessions—it’s a lot to keep track of, especially when you’re managing people across several projects or even locations. A performance management process template helps you organize the information and evaluate employee performance properly. You’ll be able to track progress while starting meaningful conversations that actually move things forward.
Save time and drive employee growth
A performance management process template helps you keep reviews focused and actionable. It’s divided into clear sections, from employee information to self-assessment and manager evaluation, so everyone knows what to expect and how to prepare.
You can use the template to align on goals, document progress, and identify development areas without starting from scratch every time. It prompts the right questions, so feedback stays relevant and useful.
One of the biggest benefits is it standardizes your process across teams. You’ll have a consistent format that supports fair, transparent evaluations. Regardless of how many people you manage, it helps you turn review time into something actually productive.
How to use the performance management process template
Here’s a step-by-step guide to getting started with the template:
- Customize the template to fit your process. Tailor the structure to match your company’s review cycle, role types, and specific goals. You can edit each section directly in the Lumiform app—add custom questions, adjust the rating scales, or include company-specific KPIs.
- Assign it to the right person. Once customized, assign the form to the manager responsible for the review. This person collects feedback and guides the conversation. You’ll always know who’s in charge of completing each review.
- Use it to guide the actual review session. The structured format helps steer the conversation, keeping it focused on results, strengths, challenges, and next steps. It ensures you don’t skip any important components.
- Track and document results: Completed templates are saved in the system and accessible for audits or follow-ups. This lets you compare performance over time and pull data for HR reports.
- Use results to plan next steps: Identify areas for training, promotions, or process changes. You can even create action tasks right in the app to follow up on development goals or improvement plans.
Download Lumiform’s performance management process template today
Get a streamlined approach to performance reviews that saves you time and supports better decision-making. With built-in fields for goals, self-reflection, manager input, and action steps, this template gives you a reliable format to work from every time. It’s flexible enough to suit your team’s style while keeping reviews consistent across the board.