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Annual reviews alone do not drive performance. This template gives HR teams and managers a complete continuous performance management system — from OKR setting and quarterly check-ins through to year-end calibration.
Includes: OKR / goal-setting framework with worked examples, structured 1:1 template with performance and development threads, mid-year check-in process, annual review form, calibration guidance, and rating scale definitions. Built to work alongside the Career Progression Guide and Professional Competency Bank.
FAQS
Q What is continuous performance management and why is it better than annual reviews alone?
Continuous performance management replaces the single annual review with an ongoing cycle of goal setting, regular structured check-ins, real-time feedback, and periodic calibration. Employees who receive regular specific feedback perform better, stay longer, and report higher engagement than those who only receive feedback once a year. It also means performance issues are identified and addressed early, before they accumulate to a formal process.
Q How does the OKR framework in this template work?
The template is built around OKRs (Objectives and Key Results) for goal setting, with worked examples showing how to write a good objective and define measurable key results. It includes guidance on goal alignment (connecting individual OKRs to team and company objectives), appropriate goal quantity (three to five per quarter), and how to handle goals that become irrelevant mid-cycle due to business change.
Q Can this template be used for remote or distributed teams?
Yes. The check-in template includes specific guidance for remote 1:1s, including the question frameworks that work best in a distributed context and how to maintain documentation when conversations happen over video rather than in person.
Q How does this template connect to the Annual Performance Review?
The two documents work together as a complete system. The Performance Management Template governs the continuous cycle — quarterly goals and regular check-ins. The Annual Review Template provides the structured year-end summary, rating framework, and development plan. Running both means the annual review is never a surprise because the continuous cycle has kept both manager and employee informed throughout.
Annual reviews alone do not drive performance. This template gives HR teams and managers a complete continuous performance management system — from OKR setting and quarterly check-ins through to year-end calibration.
Includes: OKR / goal-setting framework with worked examples, structured 1:1 template with performance and development threads, mid-year check-in process, annual review form, calibration guidance, and rating scale definitions. Built to work alongside the Career Progression Guide and Professional Competency Bank.
FAQS
Q What is continuous performance management and why is it better than annual reviews alone?
Continuous performance management replaces the single annual review with an ongoing cycle of goal setting, regular structured check-ins, real-time feedback, and periodic calibration. Employees who receive regular specific feedback perform better, stay longer, and report higher engagement than those who only receive feedback once a year. It also means performance issues are identified and addressed early, before they accumulate to a formal process.
Q How does the OKR framework in this template work?
The template is built around OKRs (Objectives and Key Results) for goal setting, with worked examples showing how to write a good objective and define measurable key results. It includes guidance on goal alignment (connecting individual OKRs to team and company objectives), appropriate goal quantity (three to five per quarter), and how to handle goals that become irrelevant mid-cycle due to business change.
Q Can this template be used for remote or distributed teams?
Yes. The check-in template includes specific guidance for remote 1:1s, including the question frameworks that work best in a distributed context and how to maintain documentation when conversations happen over video rather than in person.
Q How does this template connect to the Annual Performance Review?
The two documents work together as a complete system. The Performance Management Template governs the continuous cycle — quarterly goals and regular check-ins. The Annual Review Template provides the structured year-end summary, rating framework, and development plan. Running both means the annual review is never a surprise because the continuous cycle has kept both manager and employee informed throughout.
