Yes, 100% free. No credit card, no trial expiry. Download it and use it as long as you like.

How often should I run reviews?

We recommend at least twice a year, with informal check-ins (1:1s) in between. The form works for any cadence.

Can I use a different rating scale?

Absolutely. The template uses a 1–5 scale by default, but you can change it to any format that works for your team.

Will you spam me after I download?

No. You'll receive the download link and 1–2 practical follow-up emails. Unsubscribe with one click.

What if I have different review criteria per department?

Duplicate the form and customise competencies per department or role. For automated role-based templates, Factorial handles this natively.

[Free template] Performance Review Form for SMEs

Run meaningful performance reviews without the corporate bloat. A lightweight form covering self-review, manager feedback, goals, and development actions — ready to use today.

Built by certified Factorial experts

FREE DOWNLOAD

Performance Review

faqtic.co

If performance reviews happen once a year (or never), your best people are guessing where they stand — and looking elsewhere.

The problem

No formal review process — feedback is ad hoc, inconsistent, and easily forgotten.

Enterprise review forms are too complex for SMEs — 10-page templates that nobody completes.

Without documented reviews, promotion decisions feel arbitrary and demotivating.

What you'll get

A simple, two-page review form that covers everything an SME needs — nothing more.

Self-review and manager review sections so both perspectives are captured.

Goal setting and development actions that create a clear path forward for every employee.

What's inside

Self-review section: achievements, challenges, and self-assessment against goals.
Manager review section: performance rating, strengths, areas for development.
Goal setting for the next review period — SMART format with guidance.
Development actions: training, mentoring, stretch assignments.
Works in Word, Google Docs, or as a printable form.

Get your free template

Instant download. No spam. You'll also get 1–2 practical emails on how other SMEs solve this.

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Your role

Number of employees

Current HR system

Biggest HR headache right now

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How smarter HR teams use this

Download and customise

Adjust the rating scale, competencies, and sections to match your company. Add your logo. Takes about 15 minutes.

Run your first review cycle

Distribute to managers, collect completed forms, and use the results to inform development plans and promotions.

Scale with Factorial

When paper forms can't keep up, move to Factorial's 180° and 360° performance reviews with automated workflows and analytics.

When forms become a filing nightmare, software takes over

Automated review cycles with reminders, deadlines, and completion tracking.
360° feedback from peers, managers, and reports — all in one dashboard.
Performance analytics and 9-box grid to identify top talent and flight risks.

See this workflow in Factorial