Free Performance Management Audit

Review Process

How your organization conducts performance reviews

How often does your organization conduct formal performance reviews?

Annually (1x/year) Semi-annually (2x/year) Quarterly (4x/year) Ad-hoc / When needed No formal reviews Continuous feedback only (no formal reviews)

What tools do you use for performance management?

Spreadsheets / Documents HRIS module (Workday, BambooHR, etc.) Dedicated PM software (Lattice, 15Five, Culture Amp, etc.) Other

What type of review process do you use?

Manager review only Manager + Self review Manager + Peer feedback Full 360° reviews Other

How would you describe employee sentiment toward performance reviews?

Dreaded — employees avoid or resist Time-consuming but accepted Efficient but not impactful Smooth and valued by most

Quality & Actionability

The quality and usefulness of your reviews

What percentage of employees leave their reviews with actionable development plans?

0% 50% 100%

Not sure

How consistent are reviews across your organization?

Consistent across the entire organization Consistent within functions/departments Inconsistent — varies by manager Not sure

What causes performance reviews to be delayed? (Select all that apply)

This is not a problem for us Manager bandwidth constraints Unclear processes or expectations Tool or system limitations Low organizational priority Other

How confident are you that reviews are fair and free from bias?

Not confident at all Somewhat not confident Somewhat confident Very confident

Goal Management

How goals are set and tracked

What percentage of employees have clear, documented goals?

0% 50% 100%

We don't manage individual goals

How are individual goals typically set?

We don't have individual goals Independently by employees Linked to company/functional goals Cascaded from top-down with clear line-of-sight Other

What goal-setting methodology do you use?

No formal methodology SMART goals KPIs / Metrics-based Balanced Scorecard OKRs Continuous/Agile goals Combination of methods Other

Engagement & Feedback

Ongoing development and feedback practices

What practices do you have beyond formal reviews? (Select all that apply)

None — reviews only Regular 1:1 meetings Development plans Pulse checks / Check-ins Engagement surveys Recognition programs Other

Business Impact & Governance

How performance management connects to business outcomes

Do you believe your performance management process drives real business impact?

Absolutely — it's a key driver Probably — but hard to measure It's more of a check-the-box exercise Definitely not

What metrics do you track related to performance management? (Select all that apply)

None Review completion rates Turnover / Retention Engagement scores Promotion rates Goal attainment Other

What governance practices support your performance management? (Select all that apply)

None Reviews are mandatory with deadlines Top-down accountability (exec sponsorship) Regular HR communications & reminders Managers are trained on reviews Other

What percentage of managers complete reviews on time?

0% 50% 100%

Not sure

Performance Audit

Performance Management Audit

Review Process

Quality & Actionability

Goal Management

Engagement & Feedback

Business Impact & Governance

Your Performance Management Audit Results

Where you're already winning

Where you can improve

Next steps with Perform360

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Performance Audit

Performance Management Audit

Review Process

Quality & Actionability

Goal Management

Engagement & Feedback

Business Impact & Governance

Your Performance Management Audit Results

Where you're already winning

Where you can improve

Next steps with Perform360

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