ISO 9001 Employee Evaluation & Performance Review Form Template - Editable Word Doc

Support ISO 9001:2015 Clause 7.2 (Competence) and ongoing employee development with this clean, professional Employee Evaluation Record template in Microsoft Word format. Ideal for HR managers, supervisors, or quality teams in small to mid-sized businesses needing structured, auditable performance reviews tied to training needs and continual improvement.

Key Features:

• Comprehensive Sections:
  • Employee details (Name, Position, Date, Evaluator)
  • Clear overall assessment checkboxes: Meets/Exceeds Requirements OR Requires Improvement (with linked Personnel Improvement Plan)
  • Employee Strengths
  • Personnel Improvement Plan (document issues, training needs, action steps, and re-evaluation timeline)
  • Future Goals
  • Status of Previous Goals (great for tracking progress over time)
  • Employee Concerns/Comments
  • Wage/Salary or Benefit Modifications discussion
  • Signature blocks for Employee and Evaluator with dates
• ISO 9001-Aligned: Captures evidence of competence evaluation, identification of training gaps, and performance-linked improvement plans – essential for demonstrating employee awareness, training effectiveness, and QMS contribution during audits.
• Fully Editable: .docx format with placeholders ([Short Client Name], [Rev Number]) – add your company branding, logo, or customize fields easily. Works for annual reviews, probationary evaluations, or post-training assessments.
• Professional & User-Friendly: Simple, printable layout encourages constructive dialogue; includes space for detailed plans without overwhelming the user.
• Audit-Ready Records: Provides traceable documentation of performance, development actions, and employee input – perfect for maintaining personnel files and supporting management reviews.

No advanced formatting skills required – fill digitally or print for in-person reviews. Instant download, lifetime access, and free updates for future revisions.

Great addition to your ISO 9001 toolkit alongside the Training Matrix, Calibration Log, Design Control Form, and others!