M360 COMPASS — SMB PERFORMANCE REVIEW TEMPLATE
Original adaptable resource • EN-CA • October 18, 2026
Human leadership. Sustainable performance.

HOW TO USE
Copy this document into your working tool. Adapt the criteria to the role
and expectations already communicated. Record relevant evidence in context.
This template produces no overall score or automated decision.

1. CONTEXT AND EXPECTATIONS
Employee and role:
Manager:
Review period:
Meeting date:
Main responsibilities (up to three for this review):
Expectations and criteria previously explained — when and how:
Changes in priorities during the period:

2. EVIDENCE AND ASSESSMENT
Repeat this section for each relevant criterion: results, quality,
collaboration, expected independence or development.

Selected criterion:
Agreed expectation and evidence of success:
Dated example — situation, observed work and effect:
Another example from the review period:
Context, dependencies and available support:
Explained assessment:
[ ] Expectation met
[ ] Expectation partly met
[ ] Expectation requires clarification
[ ] Insufficient information to conclude
Reason for the assessment:
Employee's perspective:
Information to check, owner and date:

3. CONVERSATION SUMMARY
Contributions to recognize — specific examples:
Strengths or practices to continue:
Difficulties to understand:
Points of agreement:
Different views and agreed checks:

4. DEVELOPMENT PLAN — ONE OR TWO PRIORITIES
Priority 1:
Expected result and time frame:
Practice or action for the employee to try:
Manager's practical support:
Resources, time or decisions needed:
Evidence that would show progress:
Review date and owner:

Priority 2 (only if useful):
Expected result and time frame:
Practice or action for the employee to try:
Manager's practical support:
Resources, time or decisions needed:
Evidence that would show progress:
Review date and owner:

5. FOLLOW-UP AND ADJUSTMENTS
Next conversation date:
Actions completed:
Observed changes with examples:
Remaining obstacles or dependencies:
Support to maintain or adjust:
Decision and next action, owner and due date:
Additional employee comments:

ARTICLE AND PLATFORM
https://www.m360compass.com/en/resources/blog/performance-reviews-smbs/
https://www.m360compass.com/en/platform/performance-and-development/