A free Excel performance review template with weighted goals, competency ratings and a development plan — so the conversation has structure before it starts.
Open it, fill in the employee details, and work through it in order. The formulas, dropdowns and scoring are already built in.
Goal count, average achievement, overall rating and open development actions — a one-screen summary you can show leadership.
Employee details, review period, overall rating on a 1–5 scale, and space for the summary that ties everything together.
Weighted goals with success measures, employee self-rating next to manager rating, and achievement percentage calculated for you.
Six ready-made competencies with definitions — ownership, communication, collaboration, problem solving, customer focus, adaptability.
Turns review findings into actions with an owner, deadline and status, so the review doesn't end when the meeting does.
Plain-language walkthrough of the whole cycle, from preparing the review to agreeing next steps.
This spreadsheet gives one manager structure for one conversation. It won't remind anyone in March that a goal was set in January, and it won't tell you how ratings compare across teams. Clovert runs the whole cycle — self-assessment, manager review, calibration and development — and keeps the context between conversations.
See Clovert live →This template is genuinely free to keep and use — no email required. If your review process outgrows a spreadsheet, that's what Clovert is for.
Also free: Skill Matrix Template →