How to Create Effective Employee Review & Check-In Forms
During this webinar, you will learn:
- The principles of simple and effective review forms
- How to design review questions that create value
- Real life examples of organizations that perfected their review forms
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One Platform · Every Employee Touchpoint
Your Complete Performance and Development Toolkit
Performance Reviews

Performance Reviews
Run Performance Reviews That Actually Drive Growth
- Employee appraisals
- 360 degree feedback
- Quarterly check-ins
- Annual reviews
- Project-based reviews
- Review cycles built around your timeline
- One-on-ones
PerformYard AI
PerformYard AI
Tell the Platform What You Want
- Build review forms through conversation
- Create goals by chatting, not clicking
- Generate any report from a plain-language request
- AI summaries of reviews, meetings, and cycles
Goal Management

Goal Management
Set Goals People Actually Follow Through On
- Individual, team, and company goals
- Cascading and aligned objectives
- Progress check-ins and updates
- Goals tied directly into reviews
Continuous Feedback

Continuous Feedback
Make Feedback a Habit, Not an Event
- Real-time recognition and feedback
- Public or private visibility options
- Feedback that feeds review cycles
- Simple enough that people actually use it
Reporting & Analytics

Reporting & Analytics
Turn Performance Data Into Decisions
- Cycle completion and participation tracking
- Rating distributions and trend lines
- Nine-box and calibration views
- Exportable, shareable reports
Employee Engagement
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Employee Engagement
Know How Your People Are Really Doing
- Anonymous engagement surveys
- Benchmark and trend tracking
- Drill-downs by team and department
- Action planning from results
Meetings

Meetings
Run One-on-Ones Worth Showing Up For
- Shared agendas and talking points
- Notes and action items in one place
- Ties into goals and feedback
- Meeting history at your fingertips
Surveys

Surveys
Get Answers From Your Whole Org
- Custom surveys in minutes
- Anonymous or attributed responses
- Automated reminders
- Results reporting built in
Ask PerformYard AI
PerformYard AI
Put Your Performance Data to Work
- One intelligence layer, connected to your reviews, goals, meetings, and feedback
- Recommendations built from your data, in your company's context
- Meeting notes inform goals; review outcomes feed comp and growth plans
- Every cycle makes the next one smarter
Coaching
Coaching
Insights that Find You
- Employee Insights: a complete view of each person's performance and development.
- Meetings Coach: Pre-meeting prep and post-meeting analysis
- Goal Quality Coach: Ensures every goal is aligned with your organization's philosophy.
- Review Feedback Coach
Compensation
Compensation
Pay Decisions Backed by Performance Data
- Comp reviews connected to performance
- Transparent, defensible pay decisions
- Budget and approval workflows
- Merit cycles without the spreadsheets
Skills & Competencies
Skills & Competencies
Give Every Employee a Blueprint for Growth
- Define competencies by role and level
- Assess skills in reviews and check-ins
- Show employees the path forward
- Career pathing built on real data
ROI Calculator
2025 State of Performance Management Report
See the data behind emerging trends, proven best practices, and measurable organizational impact.

The Salvation Army NZFTS Transforms Paper-Based Reviews into a People-First System

The Salvation Army NZFTS Transforms Paper-Based Reviews into a People-First System
- Quarterly developmental conversations
- Summarized & simplified competency framework
- Developmental check-ins
- Transparent goal tracking
Cline Family Cellars Drives a New Culture of Growth


Cline Family Cellars Drives a New Culture of Growth
- Monthly 1 on 1's
- Annual reviews
- Goal monitoring
- Private performance notes
DG3 Goes from Paper Reviews to Streamlined Process


DG3 Goes from Paper Reviews to Streamlined Process
- Quarterly check-ins
- Custom review cycles
- Qualitative feedback
- Goal monitoring