How to Conduct Monthly Performance Review
Review
🎯 Objective:
To evaluate individual performance on a monthly basis, track progress against KPIs, and provide structured feedback for growth, alignment, and development.
👥 Roles & Responsibilities:
|
Role |
Responsibility |
|---|---|
|
Department Head |
Conducts review, evaluates performance, gives feedback |
|
HR |
Maintains review sheet and tracks submission status |
🛠️ Tools Required:
-
Google Sheets – Performance Review Tracker
-
Performance Review Format (Checklist or Scorecard)
📅 Step-by-Step Process:
✅ Step 1: Prepare Review Sheet (by HR)
-
Create monthly sheet with the following fields:
-
Employee Name
-
Role / Department
-
KPIs / Targets
-
Attendance Score
-
Soft Skills (Attitude, Collaboration)
-
Overall Score / Comments
-
Suggested Action (e.g., Continue, Needs Improvement, Promote)
-
✅ Step 2: Conduct Monthly Review (by Department Head)
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Block time with each team member (15–30 min)
-
Use the standardized checklist or scorecard for discussion
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Discuss:
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Performance vs KPIs
-
Wins & challenges
-
Soft skills & team behavior
-
Suggestions for improvement or upskilling
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✅ Step 3: Document Outcomes
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Fill in the review tracker with:
-
Key feedback
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Score or grade (if applicable)
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Any actions: PIP, training, bonus eligibility, promotion flag
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✅ Step 4: Share Feedback with Employee
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Offer constructive feedback in person or via call
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Be specific about expectations and any course correction
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If needed, assign follow-up tasks (e.g., training, project ownership)
✅ Step 5: Submit & Track Completion
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HR ensures all departments submit reviews by the 5th of the next month
-
Missing reviews are followed up via Slack or email
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Sheets are versioned and stored by month:
Google Drive > Performance Reviews > 2025 > [Month]
✅ Notes:
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For underperformers, a separate improvement plan can be created
-
Quarterly reviews can include deeper discussion on promotions and role changes
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Keep tone balanced — appreciation + areas of improvement
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Protect confidentiality of feedback