Performance Management Forms

BRAND NEW! Simplified Performance Review form

Note: We recommend using Chrome to download as there have been reports that Firefox does not work with these forms.

Performance Planning and Review form

Sample Performance Review Form for Director of Finance and Strategic Planning
Sample Performance Review Form for Financial Analyst 3

For help with Goal Setting, use the Goal Planning Worksheet

For help with Development Planning, use the Individual Development Plan form

These forms can also be found on the Forms page.

Forms for Non-represented Staff

  • Supervisors and Managers  (Word)
  • Professional Staff  (Word)
  • Operational and Technical Staff  (Word)

    To aid in performance review of the competencies in Part II-B of the above Performance Management forms, we have added behavioral anchors for the ten core competencies listed. These behavioral anchors are available for download as a PDF here: Behavioral Anchors Matrix  (PDF).

  • Performance Review Input  (Word)

    Performance Review input from colleagues and peers is used for developmental purposes. It is information that in summary form can be useful in discussing strengths and opportunities for growth. It is not factored into a performance rating.

Instructions for Represented Staff

For represented staff, supervisors and employees should use the current forms approved by their respective bargaining units. These forms may include:

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Click on the appropriate item below for more information.
Performance Review #1

This is a comprehensive appraisal which could be used for any classification, but would be very appropriate for professional, analytical, technical, and research staff classifications. This form was adapted by the Berkeley campus with the approval of the UC Irvine campus. This form should not be used for employees covered by the Teamsters 2010 contract (Clerical Unit).

Performance Review #2

This form has been available for a long time on the Berkeley campus. Its layout is simple; the reviewer can write in the duties that are being appraised, and then comment on the ratings.

Other Resources

If you have questions about the forms, please contact your Employee Relations Consultant.

You may also contact Employee Relations Customer Service at 642-7163 or via e-mail at