Yearly Review Template

Yearly Review Template

The xTiles Yearly Review Template is the perfect space for evaluating your previous experience and planning the next year accordingly to use your potential to the fullest. Look back at what you have already achieved and plan what you want to get in the next 12 months, turning these goals into actionable steps.

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xTiles Yearly Review Template

Regular performance review is an important step in planning for the next year and avoiding your previous mistakes. However, evaluating the whole year is no easy task, as our memory tends to fade over time, especially when it comes to mistakes and mishaps. The task becomes even harder if you have no yearly goals planner at hand to see how well you did during the past 12 months.

Performance improvement plans should start with an effective evaluation process of your previous achievements. It will help to set goals that will work and bring results, goals that can challenge you adequately. This template integrates evaluation and planning, recognizing that each process strengthens the other.

What is a yearly review template?

Yearly review templates can be of different kinds and have different names. You may know them as annual performance review templates or performance review templates, employee performance or team performance review templates, etc. However, they share a similar function – help you make the next year better than the previous one.

There are also templates that cover shorter periods of time, like a quarterly performance review template or even a monthly performance review template. These can be elements of regular evaluation or might be applied to new employees who don’t have a whole year in the company under their belts yet but still need constructive feedback to move on.

Performance reviews should be a part of companies’ strategies for providing positive reinforcement for their employees. However, sometimes this process is chaotic, with no distinguished structure, which makes transparent communication impossible and might have a negative impact on employee’s performance in the future. Establishing such a process is no easy task. It might become a burden for human resources and executive managers. A ready-to-use annual performance review template can significantly enhance the overall performance review process, allowing both sides to provide constructive feedback on their past year’s cooperation.

These templates help people objectively evaluate their or their employee performance during a review period. They may contain a rating system, key performance indicators, self-evaluation, direct reports, etc., everything that may be needed for creating an employee development plan for the next year.

However, sometimes, companies don’t do a performance review for their employees. In this case, if you want to grow and develop, you need to do it yourself. Also, this review doesn’t have to be only about your career development. Your personal development is worth evaluating and planning, too. You need measurable goals for your everyday life, and you need constructive criticism, even if it comes from you, to understand your failures and areas for improvement. In any case, who knows you better than you?

As you can see, performance evaluation is important for your professional development and personal growth. Without a thorough analysis of your past performance, it’s hard to understand what to do to achieve your goals. This review is a form of meditation to help you better understand your dreams.

Benefit of the xTiles Yearly Review Template

Annual reviews may designate a whole next year. That’s why it’s so important to have this process established from A to Z. Also, an annual performance review is quite hard. That’s why it’s so important to have a simple performance review template to ensure everything goes as smoothly as possible. No matter whether you’re doing an employee’s past performance review or setting a performance improvement plan for yourself, a ready-to-use template is your reliable way to conduct this process.

Since the planning process is the next step of evaluation, these two should be kept together. That is exactly what the xTiles template offers you. You can seamlessly switch between review and planning in one template.

This template can be used as a performance review form for your employees to collect information and get their positive feedback. Also, this will help you evaluate their own perception of how well they performed during a review period, which is another important point of job performance. Sometimes, people are too scared to acknowledge their wins or can’t see their failures. And such a form will help you understand with what you’re dealing with.

Yearly review can be done for professional or personal evaluation and further planning. However, these two aspects of our lives are tightly connected, even if your employer thinks otherwise. Employee performance often depends on how well they fulfill their personal aspirations. That’s why this template focuses on both at the same, allowing you to get the bigger picture.

How to plan your best year with the xTiles Yearly review template?

To start using this template for your personal growth review or employee performance review, add this planner to your workspace. We’re going to cover two possible ways of using this template – for your personal use and for professional performance review.

If there was some kind of plan for the previous year, you can start by going through it to see whether the person you evaluate exceeds expectations or not. However, if there’s no such thing because you decided to start annual planning only now, it’s a new employee, or your company hasn’t done anything like that before, you can start this professional development review directly in the template, adding the relevant information to every section.

Evaluate the communication skills, leadership skills, and whether the person is a good team member. Ask them how they think they can improve performance, what their career goals are, etc. These questions might be harder to answer if you ask yourself. That’s why the template allows you to focus on your milestones, what you liked, what you remembered, etc., rather than directly asking, “Do you communicate well with others?” This approach reduces pressure and allows us to understand the person being evaluated better.

If you’re using this template to support other employees in creating their personal development plan, you can easily add more sections if needed or delete those that don’t suit your purpose. The drag-and-drop interface will help you arrange the most suitable planner. Also, you can easily change the color palette of the planner and use your company’s color to keep everything professional.

When you’re done with reviewing your previous year, you can start planning the next one on the second page of the template. It has a designated space every month where you can add your main focus and actionable steps on how to reach your goals. Identify areas for improvement by analyzing the first page of your planner and start setting goals for your next year.

You can turn your goals into tasks directly from the planner and have them in your Calendar and task menu bar to make the plan work.

Why it’s worth upgrading your experience with xTiles

The xTiles Yearly Review Template is free, but you can enhance your evaluation process by upgrading your xTiles plan, which will be especially helpful if you’re using the template for corporate needs. Here are a few benefits you will get:

Premium templates: You will get access to dozens of premium templates for teams and companies to enhance your experience in project management, time management, onboarding process, giving feedback to your team members, etc. Users who prefer xTiles for their personal tasks will get access to many templates that cover different spheres of their life, too, from basic daily and weekly planning to fitness trackers, study templates, presentations, etc.

Unlimited spaces for cooperation: You can take your team performance to a new level by providing them with flexible, user-friendly workspaces to plan, track, ideate, take notes, and share.

Timeline view: You can visualize your development plan on a timeline view to see your progress and have a clear understanding of how well you’re doing.

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FAQ

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  • Can I use this template to evaluate my personal aspirations for last year?

    Absolutely! This template is perfectly suitable for personal and corporate use to provide a person with constructive feedback on their past achievements to plan the next 12 months accordingly.

  • Can this template help me with annual performance reviews if I am in human resources?

    Yes! This template will help you establish a clear and seamless performance review process for your team, allowing you to provide feedback and help create a personal development plan that will work.

  • Can I use this template to set my performance improvement plans?

    Yes! This template will have you look back at your previous year to understand better what you want to do and achieve. By allowing you to review and plan in the same space, it helps you preserve your focus and have everything you need at hand.