How to Write a Year-End Performance Review for Your Team
A good year-end review holds no surprises. It sums up a year of conversations, recognises results with evidence, names one or two development areas clearly and sets goals the person can act on. Most reviews go wrong in the preparation, not the writing: they rely on the last few weeks and on the manager's view alone. This guide covers what to collect, how to structure the review, phrases you can adapt and how to bring in other people's views.
Before you write: gather evidence
- Go back through the whole year: goals set last time, one-to-one notes, project results, messages where you thanked or corrected the person.
- Ask for the person's self-evaluation first, so you can respond to their view rather than replace it.
- Collect input from people who see their work more than you do: peers, internal clients, and direct reports if they manage people.
- Write down two or three specific examples for each point you plan to make.
- Check your notes for recency bias: are most examples from the last two months?
A structure that works
- Summary (2–3 sentences): the year at a glance, including the main result.
- Results against goals: what was achieved, with numbers or outcomes, and what was not and why.
- Strengths: two or three, each with an example and its effect on the team or the business.
- Development areas: one or two, described as behaviour, with an example and the support you will give.
- Goals for next year: two to four, specific and checkable, agreed with the person rather than handed down.
Example phrases you can adapt
Recognising results
You led the move to the new booking system on time and with no lost data. Because you ran the training sessions yourself, support tickets about the system dropped by half within a month.
Describing a strength
You make complex topics easy to follow. Two directors told me your quarterly update was the clearest one they received, and the budget decision was made in one meeting instead of three.
Naming a development area
In meetings with senior stakeholders you tend to hold back your recommendation until someone asks. In the vendor review your analysis was right, but the decision went the other way before you spoke. Next year I would like you to open with your recommendation, and I will make room for it in our leadership meetings.
Setting goals
By June: run the monthly forecast without my review. By September: train one colleague to cover your role during holidays. Throughout the year: bring one improvement idea per quarter to the team meeting.
A short example review
Summary: a strong year in which you took over the key accounts and kept all of them. Results: renewal rate 96% (target 90%); two upsells that made up 18% of the team's growth. The partner portal project slipped by six weeks because the scope grew without a decision. Strengths: clients trust you, and two of them introduced you to other departments. You share what works with the team. Development: raise scope changes earlier. I will join the first scoping call on large projects. Goals: open three new accounts by Q3; lead one project end to end with a signed-off scope.
Mistakes to avoid
- Surprises: if a development area appears for the first time in the review, the feedback came too late.
- Recency bias: judging the whole year by the last few weeks.
- Halo or horns effect: letting one strong or weak trait colour everything else.
- Labels instead of behaviour: "not a team player" gives the person nothing to change; describe what they did and its effect.
- Comparing people in writing: assess each person against their goals and role, not against colleagues.
Use 360 feedback to make reviews fairer
As a manager you see part of someone's work. Peers, internal clients and direct reports see the rest. A short 360 before review season gives you examples you would otherwise miss, and the person hears feedback from several people, not just from you.
With AI360Feedback, anyone can run a free 360 on themselves: a self-assessment, anonymous answers from colleagues, and an AI report that compares the two. HR teams and coaches can use AI360Feedback PRO to run 360s for several people from one dashboard.
How to read a 360 report · 360 feedback questions for managers · AI360Feedback PRO for HR and coaches
Frequently asked questions
How long should a performance review be?
One to two pages is enough for most roles. Specific examples matter more than length.
Should employees see the review before the meeting?
Many managers share it a day before, so the meeting becomes a conversation rather than a reading. Follow your company's process.
How do I write a review for someone who struggled this year?
Stay factual: name the goals that were missed, the behaviour behind them and its effect, recognise what went well, and agree a concrete plan with support and check-in dates.
See how your team sees you, too
Before writing reviews, run a free 360 on yourself: rate yourself, invite your team and peers to answer anonymously, and get an AI report on where your view and theirs differ.
Start my free 360Related
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