These templates can be used for employees, peers, teams, or even customers.
Purpose: Provide structured feedback during performance reviews or check-ins.
| Section | Details |
|---------------------------|-----------------------------------------------------------------------------|
| Employee Name: | [Insert employee name] |
| Role/Department: | [Insert role and department] |
| Review Period: | [Insert review period, e.g., Jan–June 2025] |
| Strengths: | - [E.g., "Strong problem-solving skills"]
- [E.g., "Consistently meets deadlines"] |
| Areas for Improvement:| - [E.g., "Needs to improve time management"]
- [E.g., "Should work on delegation"] |
| Specific Examples: | - [E.g., "Handled customer complaints effectively in Q2."]
- [E.g., "Missed 2 project deadlines in Q1."] |
| Goals for Next Period:| - [E.g., "Complete time management training by March."]
- [E.g., "Take ownership of a cross-functional project."] |
| Overall Feedback: | [Summarize performance, e.g., "A reliable team member who needs to work on leadership skills."] |
| Employee Comments: | [Optional: Include employee response or input.] |
Purpose: Facilitate constructive feedback among colleagues for personal and team growth.
| Section | Details |
|---------------------------|-----------------------------------------------------------------------------|
| Your Name: | [Insert your name] |
| Peer’s Name: | [Insert peer’s name] |
| Feedback Focus Area: | [E.g., Collaboration, communication, leadership] |
| What They Do Well: | [E.g., "You’re great at building consensus during team discussions."] |
| What They Can Improve:| [E.g., "It would be helpful if you responded to emails more promptly."] |
| Specific Example: | [E.g., "In the last team meeting, your input helped us finalize the project plan."] |
| Suggestions for Growth:| [E.g., "Consider using project management tools to organize tasks."] |
Purpose: Provide feedback to a team for overall performance and collaboration.
| Section | Details |
|---------------------------|-----------------------------------------------------------------------------|
| Team Name: | [Insert team name] |
| Project/Objective: | [Insert project name or objective, e.g., "Launch of XYZ product."] |
| Strengths: | - [E.g., "Strong collaboration during brainstorming sessions."]
- [E.g., "Excellent problem-solving during production delays."] |
| Areas for Improvement:| - [E.g., "Timelines slipped due to lack of proactive communication."] |
| Examples of Success: | [E.g., "The team delivered high-quality presentations to stakeholders."] |
| Actionable Suggestions:| - Improve task delegation to avoid overlap.
- Use weekly progress check-ins to stay aligned. |
| Appreciation Message: | [E.g., "Great work on achieving our sales target early!"] |
Purpose: Collect feedback from customers to improve products, services, or experiences.
| Section | Details |
|---------------------------|-----------------------------------------------------------------------------|
| Customer Name (Optional):| [Insert name or leave optional] |
| Service/Product Used: | [Insert product/service name] |
| How Would You Rate Your Experience (1-5): | [1: Poor, 5: Excellent] |
| What Did You Like Most?| [E.g., "The user-friendly interface and quick response time."] |
| What Could Be Improved?| [E.g., "More payment options and faster delivery."] |
| Additional Comments: | [E.g., "Overall, I had a good experience, but customer service response time can be better."] |
| Would You Recommend Us to Others (Yes/No)?| [Insert response] |
Purpose: Provide feedback to leaders or managers to enhance their effectiveness.
| Section | Details |
|---------------------------|-----------------------------------------------------------------------------|
| Leader’s Name: | [Insert leader’s name] |
| What They Do Well: | [E.g., "You communicate team goals clearly and encourage innovation."] |
| What They Can Improve:| [E.g., "Occasionally, the team feels that deadlines are unrealistic."] |
| Specific Example: | [E.g., "During the Q1 review, your detailed analysis helped identify growth areas."] |
| Suggestions for Growth:| [E.g., "Consider involving team members in decision-making more frequently."] |
| Overall Feedback: | [E.g., "You’re an inspiring leader with room for improvement in workload distribution."] |
Purpose: Collect multi-perspective feedback from employees, peers, and managers.
| Section | Details |
|---------------------------|-----------------------------------------------------------------------------|
| Employee Name: | [Insert name] |
| Reviewer’s Role: | [E.g., Manager, Peer, Direct Report] |
| Strengths: | - [E.g., "Very approachable and supportive to the team."] |
| Areas for Improvement:| - [E.g., "Needs to prioritize tasks better to meet deadlines."] |
| Collaboration Feedback:| [E.g., "Works well with peers but can involve others earlier in projects."] |
| Leadership Feedback (If Applicable): | [E.g., "Motivates the team well but should delegate more."] |
| Suggestions for Development: | [E.g., "Take a project management course to enhance organizational skills."] |
Purpose: Deliver specific and constructive feedback using the Situation-Behavior-Impact (SBI) framework.
| Section | Details |
|---------------------------|-----------------------------------------------------------------------------|
| Situation: | [Describe the context, e.g., "During yesterday’s team meeting"] |
| Behavior: | [Describe the behavior, e.g., "You interrupted others frequently."] |
| Impact: | [Explain the impact, e.g., "This made it hard for others to share their ideas."] |
| Suggestion for Improvement: | [E.g., "Next time, let others finish before jumping in."] |
Purpose: Acknowledge and celebrate achievements to boost morale and motivation.
| Section | Details |
|---------------------------|-----------------------------------------------------------------------------|
| Recipient’s Name: | [Insert name] |
| Achievement: | [E.g., "Exceeded the quarterly sales target by 20%."] |
| Why It Matters: | [E.g., "This directly contributed to the company’s revenue growth."] |
| Appreciation Message: | [E.g., "Your hard work and dedication are truly appreciated. Great job!"] |
| Impact: | [E.g., "Your efforts have inspired others to step up their game."] |
Purpose: Request feedback from others to identify personal or professional growth opportunities.
| Section | Details |
|---------------------------|-----------------------------------------------------------------------------|
| Your Name: | [Insert your name] |
| Feedback Focus: | [E.g., Leadership style, communication skills, task management] |
| What You’d Like to Know: | - [E.g., "What do I do well?"]
- [E.g., "What areas should I improve?"] |
| Preferred Format: | [E.g., Written, verbal, anonymous survey] |
| Additional Notes: | [E.g., "Feel free to share specific examples to help me understand better."] |
Purpose: Collect honest, anonymous feedback for sensitive situations or unbiased opinions.
| Section | Details |
|---------------------------|-----------------------------------------------------------------------------|
| Purpose of Feedback: | [E.g., Team culture, leadership performance, organizational changes] |
| What’s Working Well: | [E.g., "Clear communication and teamwork are our strengths."] |
| Areas for Improvement:| [E.g., "Workload distribution can be more balanced."] |
| Suggestions for Improvement: | [E.g., "Introduce flexible work hours or reduce meeting frequency."] |
| Additional Comments: | [Insert comments] |
Having structured feedback templates for 1:1 feedback sessions can help ensure conversations are clear, constructive, and productive. These templates can be customized based on the nature of the feedback (positive, constructive, or developmental) and tailored for specific scenarios.
| Template | Example |
|-------------------------------|--------------------------------------------------|
| 1. Start with the context | "In last week's client presentation…" |
| 2. Describe the positive action or behavior | "…you delivered a well-structured, engaging, and professional pitch that clearly highlighted the value of our product." |
| 3. Share the impact of their actions | "…the client was impressed and agreed to move forward with the next stage, which was a major milestone for the team." |
| 4. Acknowledge their strengths | "Your confidence, preparation, and ability to connect with the audience really stood out." |
| 5. Encourage them to continue or expand on this behavior | "Keep up this level of preparation and attention to detail for future presentations, and consider mentoring a teammate on delivering impactful pitches." |
| Template | Example |
|-------------------------------|--------------------------------------------------|
| 1. Start with the context | "During the last project submission on [specific date]…" |
| 2. Describe the behavior or issue | "…I noticed that the final report contained some formatting errors and incomplete data points." |
| 3. Explain the impact | "…this delayed the review process and required additional time from the team to make corrections." |
| 4. Offer actionable suggestions for improvement | "For the next report, I suggest using a checklist to ensure all key sections are reviewed before submission. Also, consider asking a peer to proofread for quality assurance." |
| 5. Offer support | "If you’d like, I can share a report template that has worked well in the past or schedule a quick review before submission." |
| Template | Example |
|-------------------------------|--------------------------------------------------|
| 1. Highlight their strengths | "You’ve consistently delivered strong results in your role, especially in managing client relationships." |
| 2. Identify areas for growth | "To further enhance your career trajectory, I think developing leadership skills, like mentoring others, would be valuable." |
| 3. Share specific development opportunities | "I’d recommend leading a small project next quarter where you can guide the team, and we can use it as an opportunity to strengthen your project management skills." |
| 4. Offer resources or support | "I’d also suggest attending the upcoming leadership workshop or connecting with [specific leader] for mentorship. Let me know how I can support you in this process." |
| 5. Set a follow-up plan | "Let’s check in during our next 1:1 to review potential projects and resources that align with this goal." |
| Template | Example |
|-------------------------------|--------------------------------------------------|
| 1. Start with a positive observation | "Your recent efforts to streamline the onboarding process have been impressive. The new training materials you created were clear and saved the team a lot of time." |
| 2. Transition to an area for improvement | "One area we could refine is the consistency in follow-up communication with new hires, as a few missed updates caused some confusion." |
| 3. Explain the impact | "Ensuring timely communication would help new hires feel supported and improve their experience during onboarding." |
| 4. Provide actionable suggestions | "You could create a follow-up checklist for key touchpoints during the first week to ensure no updates are missed." |
| 5. End with encouragement | "You’re already doing great work on this project, and small adjustments like this will take it to the next level!" |
| Template | Example |
|-------------------------------|--------------------------------------------------|
| 1. Start with the context | "I noticed that the marketing proposal was submitted two days after the agreed deadline last week." |
| 2. Acknowledge the behavior and impact | "This delay caused the design team to push back their work, which impacted the overall project timeline." |
| 3. Ask for their perspective | "Can you share what challenges or blockers you encountered that led to the delay?" |
| 4. Provide suggestions to improve | "For future deadlines, I recommend updating the team as soon as a delay seems likely so we can adjust priorities or provide support." |
| 5. Offer support | "Let me know if there’s anything I can do to help with time management or prioritization for similar projects moving forward." |
| 6. End on a collaborative note | "I appreciate your effort on the proposal overall, and I’m confident we can align better on timelines for the next project." |
| Template | Example |
|-------------------------------|--------------------------------------------------|
| 1. Acknowledge their contributions | "You’ve been delivering great individual results in your role, especially your work on [specific task/project]." |
| 2. Transition to a collaborative area | "However, I’ve noticed that updates from your end are not consistently shared with the team during our group check-ins." |
| 3. Explain the impact | "This has caused some confusion around task dependencies, which could lead to delays." |
| 4. Suggest specific improvements | "I recommend sharing updates during our team meetings or posting progress in our shared Trello board. This will help everyone stay aligned and improve collaboration." |
| 5. Reinforce team goals | "Strong collaboration is key to achieving our goals, and I know your expertise will make a big impact when fully integrated into the team’s workflow." |
| Template | Example |
|-------------------------------|--------------------------------------------------|
| 1. Start with recognition | "I can see the effort you put into preparing the client presentation. Your dedication and attention to detail were evident." |
| 2. Address the shortfall | "However, the presentation ran over time, and we weren’t able to cover the final recommendations before the client had to leave." |
| 3. Explain the impact | "This left the client without a clear understanding of our proposed next steps." |
| 4. Suggest actionable steps | "For future presentations, I suggest practicing to stay within the allotted time and ensuring that the key points are addressed early on." |
| 5. End on a positive note | "Your hard work is appreciated, and I’m confident that with small adjustments, your next presentation will be even more effective." |
| Template | Example |
|-------------------------------|--------------------------------------------------|
| 1. Recap the discussion | "To summarize, we discussed [specific feedback] and agreed on [actionable next steps]." |
| 2. Outline next steps | "Over the next month, focus on [specific task or improvement], and we’ll review progress in our next 1:1 meeting." |
| 3. Set a follow-up date | "Let’s schedule a check-in on [specific date] to discuss how things are going." |
| 4. Offer ongoing support | "If you need guidance or face any challenges, feel free to reach out to me anytime." |