Quarterly OKR & Performance Review Evaluation Form

PERFORMANCE APPRAISAL & OKR EVALUATION FORM SECTION 1: EMPLOYEE DETAILS Employee Name: [_______________________] Employee ID: [___________] Designation: [_________________________] Department: [____________] Review Period: [ ] Q1 [ ] Q2 [ ] Q3 [ ] Q4 | Year: [______] Manager Name: [________________________] SECTION 2: OBJECTIVE & KEY RESULTS (OKRs) EVALUATION (70% Weightage) Goal 1: ___________________________________________________________________ Target Metric: ____________________ Actual Achieved: _____________________ Self Score (1-5): [___] Manager Score (1-5): [___] Weighted Score: [___] Goal 2: ___________________________________________________________________ Target Metric: ____________________ Actual Achieved: _____________________ Self Score (1-5): [___] Manager Score (1-5): [___] Weighted Score: [___] SECTION 3: CORE BEHAVIORAL COMPETENCIES (30% Weightage) 1. Ownership & Problem Solving: [ 1 | 2 | 3 | 4 | 5 ] 2. Collaboration & Teamwork: [ 1 | 2 | 3 | 4 | 5 ] 3. Execution Speed & Quality: [ 1 | 2 | 3 | 4 | 5 ] 4. Customer Focus & Innovation: [ 1 | 2 | 3 | 4 | 5 ] SECTION 4: OVERALL PERFORMANCE RATING [ ] 5 - Exceptional Performer (Significantly exceeded all objectives) [ ] 4 - Exceeds Expectations (Consistently delivered above target) [ ] 3 - Meets Expectations (Met all agreed key responsibilities) [ ] 2 - Needs Improvement (Partially met targets; PIP recommended) [ ] 1 - Unsatisfactory (Did not meet core expectations) SECTION 5: DEVELOPMENT & CAREER ACTION PLAN Strengths: ________________________________________________________________ Growth Areas: _____________________________________________________________ Training & Mentorship Goals: ______________________________________________