Goals and Values Performance Review

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Published on
22 January 2021

Goals and Values Performance Review

Review employees based on WHAT was achieved and HOW they achieved it

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 survey help HR managers and HR leaders?

By focusing on goals and behaviours this survey will help to understand both the individual's and the organisation's effectiveness and culture. This review gives a rich spectrum of feedback that allows the HR team to effectively plan and prioritise their strategies.

When to use this survey

This survey can be used as part of your performance review cycle. It could also be used as part of a quarterly goals check-in.

The survey experience

The survey will take 10-15 minutes to complete, depending on the number of goals and values you are reviewing.

Sample questions from this survey

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.

Create your own Survey Template

Customising your own team performance survey is easy, with Crewmojo's simple template builder. Our platform includes a library of questions and templates to allow you to quickly build and shape the survey's and pulse tools you need. This survey is one of many that comes in the Crewmojo platform ready to get you up and running in no time. Too easy.

Book a demo to explore our platform and preloaded templates & ask how to customise the templates and workflows to match the experience you want to create. There's a button at the top right of your screen. All you need to do is click that. We like it when things are easy.


Get your template here.

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