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Performance Review Evidence Kit / Action kit

Performance review evidence & development template

Gather concrete contributions, feedback, challenges, and development priorities.

Made for employees preparing for a review conversation.

Price and availability

Catalog price: $9 USD

One-time purchase · No subscription

  • FilesZIP with five editable Markdown documents, an offline HTML workbook, a reading edition. A worked example is included.
  • To useExtract the ZIP. Open the workbook in a current desktop browser; edit Markdown in a text editor. No account needed for the workbook or Markdown files.
  • LicenseUse for your own or client work; do not redistribute the original templates or tools. Full terms.
  • SupportProduct questions and corrections by email; no custom implementation or professional review. 14-day refund policy.
Read the free worksheet

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The task

What you'll make

A balanced review agenda with evidence and a practical development step.

Gather before you start

  • Review period
  • Contribution records
  • Feedback examples

Mark missing information so you can check it before using your work.

When to skip this kit

  • You need a native Excel, Canva, or Word template. This download contains Markdown documents and an offline HTML workbook.
  • You need autosave or cloud sync. Export Markdown or save a backup before closing the offline workbook.
  • You need someone to complete the work. These are worksheets to fill in yourself.

Read the first worksheet below to see whether its questions help with your task.

Included files

What's inside

  1. 01Period inventory
  2. 02Contribution evidence
  3. 03Challenge reflection
  4. 04Development plan
  5. 05Conversation agenda

Each document has instructions, questions, and space for your answers. The final document includes a common mistake to check for before using your work.

Your completion check

Examples distinguish personal contribution from team outcomes and support a useful forward-looking discussion.

Before you finish

Check this before you use it

Recent memorable events replace the full review period.

Build a dated evidence timeline and include both contributions and challenges.

Use the final worksheet to record what needs fixing and what you still need to check.

Free worksheet

Start with worksheet one

Free to inspect and copy
WORKSHEET 01 / 05
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Period inventory

Jump to a section

Worksheet 1 of 5. Period inventory Project: {{project}} Prepared by: {{business}} Review with: {{contact}} Target: {{deadline}}

Instructions

List major responsibilities and projects across the entire review period.

Worked example, fictional

Context: An employee prepares a review using project records instead of relying on the most recent week. Completed response: Inventory includes both routine service work and a seasonal launch.

Your decision

Does the inventory cover the whole review period? My answer: [ ] Source and date: [ ] Still to check: [ ] Next action, owner, and due date: [ ]

Before moving on

[ ] My answer uses my own facts. [ ] I have marked anything I still need to check.

Next worksheet: Contribution evidence.

Before you start

  • Review period: [Source or notes]
  • Contribution records: [Source or notes]
  • Feedback examples: [Source or notes]

What you will make

A balanced review agenda with evidence and a practical development step.

View plain worksheet text
Worksheet 1 of 5. Period inventory
Project: {{project}}
Prepared by: {{business}}
Review with: {{contact}}
Target: {{deadline}}

Instructions
List major responsibilities and projects across the entire review period.

Worked example, fictional
Context: An employee prepares a review using project records instead of relying on the most recent week.
Completed response: Inventory includes both routine service work and a seasonal launch.

Your decision
Does the inventory cover the whole review period?
My answer: [ ]
Source and date: [ ]
Still to check: [ ]
Next action, owner, and due date: [ ]

Before moving on
[ ] My answer uses my own facts.
[ ] I have marked anything I still need to check.

Next worksheet: Contribution evidence.

Before you start
- Review period: [Source or notes]
- Contribution records: [Source or notes]
- Feedback examples: [Source or notes]

What you will make
A balanced review agenda with evidence and a practical development step.

This is the complete first worksheet from the current edition. The full kit adds the remaining four documents, a worked scenario, and the offline editing workbook.

Before you choose

What should I have ready for this kit?

Bring review period, contribution records, feedback examples. Mark anything you still need to check.

How do I know the work is finished?

A balanced review agenda with evidence and a practical development step. Check your answers against the original records and note anything unresolved before sharing your work.

Does it include a spreadsheet or native app template?

No. You receive editable Markdown documents and an offline HTML workbook. These are not native Excel, Canva, Notion, or Word templates. Extract the whole ZIP before opening the HTML files. Mobile file managers may not run local scripts; the text files and reading edition remain available.

Will this do the work for me?

The kit supplies structure, questions, and examples. You provide the facts, make the decisions, and adapt the finished output. You are responsible for checking the finished work. Custom implementation and professional review are not included.

Created by Pagemage with AI-assisted writing and development. Read how the content and tools are checked. Questions or corrections: hello@pagemage.tech. 14-day refund policy.