Employee Performance Report for Education

# Employee Performance Report - Education

## Purpose
Use during quarterly reviews to document performance objectively and support development conversations with team members.

## When to Use
A quarterly employee performance report covering goal achievement, competency ratings, development progress, and manager commentary.

## Instructions
1. Review the template below and familiarise yourself with the structure
2. Replace all [bracketed placeholders] with your education business details
3. Customise the tone and formatting to match your brand
4. Save in your preferred tool (Employment Hero or Notion)

---

## Employee Performance Report

**Employee:** [Employee Name]
**Position:** [Job Title]
**Department:** [Department]
**Manager:** [Manager Name]
**Review Period:** [Start Date] - [End Date]
**Review Type:** [Quarterly / Annual]

---

### Performance Summary

**Overall Rating:** [Exceeds Expectations / Meets Expectations / Developing / Below Expectations]

[2-3 sentence summary of overall performance during the period. E.g. "[Employee Name] has had a strong quarter, consistently meeting delivery targets and demonstrating growing capability in client management. Their contribution to [specific project/initiative] was particularly valuable."]

### Goal Achievement

| Goal | Target | Actual | Rating | Notes |
|------|--------|--------|--------|-------|
| [Goal 1, e.g. Revenue target] | $[Amount] / [X] units | $[Amount] / [X] units | [Exceeded / Met / Partially Met / Not Met] | [Brief commentary] |
| [Goal 2, e.g. Client satisfaction] | [X] NPS / [X]% retention | [X] NPS / [X]% retention | [Exceeded / Met / Partially Met / Not Met] | [Brief commentary] |
| [Goal 3, e.g. Project delivery] | [X] projects on time | [X] projects on time | [Exceeded / Met / Partially Met / Not Met] | [Brief commentary] |
| [Goal 4, e.g. Process improvement] | [Specific target] | [Actual result] | [Exceeded / Met / Partially Met / Not Met] | [Brief commentary] |
| [Goal 5, e.g. Professional development] | [Specific target] | [Actual result] | [Exceeded / Met / Partially Met / Not Met] | [Brief commentary] |

### Competency Assessment

Rate each competency: 1 (Developing) - 2 (Competent) - 3 (Proficient) - 4 (Expert)

| Competency | Self-Rating | Manager Rating | Commentary |
|------------|------------|----------------|------------|
| Technical / Role Skills | [1-4] | [1-4] | [Specific examples] |
| Communication | [1-4] | [1-4] | [Specific examples] |
| Problem Solving | [1-4] | [1-4] | [Specific examples] |
| Teamwork & Collaboration | [1-4] | [1-4] | [Specific examples] |
| Initiative & Ownership | [1-4] | [1-4] | [Specific examples] |
| Client / Stakeholder Focus | [1-4] | [1-4] | [Specific examples] |
| Time Management | [1-4] | [1-4] | [Specific examples] |
| Leadership (if applicable) | [1-4] | [1-4] | [Specific examples] |

### Key Achievements

1. [Achievement 1 with specific example and impact, e.g. Led the onboarding of [X] new clients, generating $[Amount] in new revenue]
2. [Achievement 2 with specific example and impact]
3. [Achievement 3 with specific example and impact]

### Areas for Development

1. **[Development area 1]**
   - Current state: [Where they are now]
   - Target state: [Where they need to be]
   - Support needed: [Training, mentoring, practice, etc.]

2. **[Development area 2]**
   - Current state: [Where they are now]
   - Target state: [Where they need to be]
   - Support needed: [Training, mentoring, practice, etc.]

### Development Plan

| Activity | Objective | Timeline | Support / Resources | Status |
|----------|-----------|----------|---------------------|--------|
| [Activity 1, e.g. Complete [Course/Certification]] | [Skill to develop] | [Target date] | [Budget: $[Amount] / Mentor: [Name]] | [Not Started / In Progress / Complete] |
| [Activity 2, e.g. Shadow senior colleague on [task]] | [Skill to develop] | [Target date] | [Arranged with [Name]] | [Not Started / In Progress / Complete] |
| [Activity 3, e.g. Lead a [project/initiative]] | [Skill to develop] | [Target date] | [Manager support] | [Not Started / In Progress / Complete] |

### Goals for Next Period

| Goal | Measure of Success | Target Date | Aligned To |
|------|--------------------|-------------|------------|
| [Goal 1] | [Specific, measurable target] | [Date] | [Business objective] |
| [Goal 2] | [Specific, measurable target] | [Date] | [Business objective] |
| [Goal 3] | [Specific, measurable target] | [Date] | [Business objective] |
| [Goal 4 - Development goal] | [Specific, measurable target] | [Date] | [Career development] |

### Manager Commentary

[Provide 3-5 sentences of honest, constructive feedback. Acknowledge strengths, recognise specific contributions, and provide clear guidance on areas for growth. Be specific and use examples.]

### Employee Commentary

[Space for the employee to add their own reflections, feedback, or concerns.]

---

**Signatures:**

Employee: _______________ Date: _______________

Manager: _______________ Date: _______________

---

**Complexity:** intermediate | **Setup time:** 20 minutes | **Tools:** Employment Hero, Notion

Note: This template has been tailored for education businesses in Australia. Adjust terminology and compliance references to match your specific context.