Goals and Values Performance Review

About the goals and values performance review template

There are many ways to review performance. This template focuses on whether someone has achieved their goals. It then explores organisational culture by asking whether your values are lived and demonstrated. This simple approach looks at both effectiveness and culture in a simple and easy-to-understand way. Download the template to see how it works.

How does this review help HR managers and HR leaders?

A performance process that focuses on reviewing success against goals and values can help HR professionals do their job more effectively in several ways, such as:

• More accurate performance assessments: By focusing on goals and values, the performance process can provide a more accurate assessment of an employee's performance. This can help HR professionals to identify areas where employees are excelling and where they need improvement, leading to targeted training and development opportunities that can improve employee performance.
• More effective talent management: A performance process that focuses on goals and values can provide HR professionals with a better understanding of the skills, strengths, and development needs of employees. This can help to inform talent management decisions such as promotions, transfers, and succession planning.
• Better employee engagement: By focusing on goals and values, the performance process can help to foster greater employee engagement. When employees understand how their work aligns with the organisation's overall goals and values, they are more likely to be motivated and engaged in their work. This can lead to a more productive and satisfied workforce.
• Improved communication: A performance process that focuses on goals and values can facilitate better communication between HR professionals and employees. By setting clear goals and expectations, and regularly reviewing progress against them, employees can receive timely and actionable feedback, helping to improve communication and build stronger relationships between HR professionals and employees.
• More effective alignment with business objectives: By focusing on goals and values, the performance process can help to ensure that employee goals and objectives are aligned with the overall goals of the business. This can help to improve business performance and increase profitability, which is a key objective of HR professionals.

Overall, a performance process that focuses on reviewing success against goals and values can help HR professionals do their job more effectively by providing a more accurate assessment of performance, informing talent management decisions, fostering greater employee engagement, improving communication, and ensuring effective alignment with business objectives.

The review experience

This review can be used as part of your performance review cycle. It could also be used as part of a quarterly goals check-in. The review will take 10-15 minutes to complete, depending on the number of goals and values you are reviewing.

Sample questions from this review:

For each performance goal, reflect on the supporting data to support your rating and for each value consider the observed behaviours you have seen or experienced.

The goals and values are then listed.

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