SHRM Performance Review Examples: Mastering Employee Evaluations

Montreal Jul 09, 2026

Performance reviews are a critical component of human resources management, serving as a tool for employee growth, engagement, and retention. The Society for Human Resource Management (SHRM) provides guidelines and best practices for conducting effective performance reviews. Let's delve into SHRM performance review examples and understand how to implement them in your organization.

seven great questions managers should ask during performance reviewes infographical image below is an example
seven great questions managers should ask during performance reviewes infographical image below is an example

SHRM emphasizes the importance of regular, meaningful conversations between employees and their managers. These discussions should focus on goal setting, progress tracking, and providing constructive feedback. Here, we'll explore two key aspects of SHRM performance reviews: the performance review process and common rating scale examples.

200+ Performance Review Examples [Copy & Customize]
200+ Performance Review Examples [Copy & Customize]

SHRM Performance Review Process

The SHRM performance review process is designed to be fair, transparent, and focused on employee development. It typically involves the following steps:

How to Conduct a Performance Review for Growth | Sudeep Varghese John posted on the topic | LinkedIn
How to Conduct a Performance Review for Growth | Sudeep Varghese John posted on the topic | LinkedIn

  1. Setting clear expectations and goals at the beginning of the review period.
  2. Regularly tracking and documenting employee performance throughout the period.
  3. Conducting a formal performance review meeting to discuss achievements, areas for improvement, and future goals.
  4. Providing feedback and agreeing on a development plan for the next review period.

Goal Setting

Performance Evaluation Template: Free Form and Examples [2025] • Asana
Performance Evaluation Template: Free Form and Examples [2025] • Asana

Goal setting is a crucial aspect of the SHRM performance review process. Goals should be SMART: Specific, Measurable, Achievable, Relevant, and Time-bound. They should align with the organization's objectives and be agreed upon by both the employee and their manager.

For example, a SMART goal could be: "By the end of Q2, I will complete two training modules on data analysis to improve my proficiency in this area by 50%."

Performance Tracking

a poster with the words 25 key skills to highlight in performance review
a poster with the words 25 key skills to highlight in performance review

Regularly tracking performance helps both employees and managers stay on course towards achieving their goals. This can be done through periodic check-ins, progress reports, or using performance management software.

For instance, a manager might schedule monthly check-ins to discuss progress, provide feedback, and address any obstacles the employee is facing.

SHRM Rating Scale Examples

12 Perfect Employee Evaluation Templates [FREE] - TemplateLab
12 Perfect Employee Evaluation Templates [FREE] - TemplateLab

Rating scales are used to evaluate employee performance against pre-determined criteria. SHRM suggests using a scale that is clear, objective, and easy to understand. Here are two common SHRM rating scale examples:

5-Point Rating Scale

Performance Review Phrases to Use for High Performing Employees - Middle:Managed
Performance Review Phrases to Use for High Performing Employees - Middle:Managed
SHRM-CP Exam Outline
SHRM-CP Exam Outline
FREE 27+ Performance Review Samples in PDF | MS Word
FREE 27+ Performance Review Samples in PDF | MS Word
shrm performance review examples
shrm performance review examples
12 Perfect Employee Evaluation Templates [FREE] - TemplateLab
12 Perfect Employee Evaluation Templates [FREE] - TemplateLab
Smart Performance Review Questions for Your Next Employee Review
Smart Performance Review Questions for Your Next Employee Review
Client Challenge
Client Challenge
the general performance evaluation form is shown in this file, it shows that there are many important
the general performance evaluation form is shown in this file, it shows that there are many important
Performance Review Form Template, Editable Employee Evaluation Form, Appraisal, HR Manager Tool, Instant Download
Performance Review Form Template, Editable Employee Evaluation Form, Appraisal, HR Manager Tool, Instant Download
Boost Team Performance with These Leadership Development Tools
Boost Team Performance with These Leadership Development Tools
A Guide to Performance Reviews
A Guide to Performance Reviews
a person typing on a laptop with the words tips to conduct meaningful remote performance review
a person typing on a laptop with the words tips to conduct meaningful remote performance review
a poster with the words pass shrm exam written in different colors and font on it
a poster with the words pass shrm exam written in different colors and font on it
the 25 key skills to highlight in performance review
the 25 key skills to highlight in performance review
Performance Review Template + Employee Feedback Scripts for Managers | Employee Evaluation Toolkit | Printable Worksheet | Annual Review Kit
Performance Review Template + Employee Feedback Scripts for Managers | Employee Evaluation Toolkit | Printable Worksheet | Annual Review Kit
How To Write A Performance Review When You Hate Selling Yourself
How To Write A Performance Review When You Hate Selling Yourself
Performance Review Templates
Performance Review Templates
Free Employee Performance Review Templates
Free Employee Performance Review Templates
an employee's job description sheet with the words employee evaluation from measuring intangible trusts
an employee's job description sheet with the words employee evaluation from measuring intangible trusts
hris vs hrm vs shrm what's the difference? info poster
hris vs hrm vs shrm what's the difference? info poster

A 5-point rating scale is simple and widely used. It typically ranges from 'Needs Improvement' to 'Exceeds Expectations'. Here's an example:

Rating Description
1 Needs Improvement
2 Meets Expectations
3 Exceeds Expectations

Behaviorally Anchored Rating Scale (BARS)

BARS is a more detailed rating scale that uses specific, observable behaviors to describe each rating level. This makes it easier for employees to understand what is expected of them. Here's an example of a BARS scale for the criterion 'Problem Solving':

Rating Description
1 Avoids problems and seeks help for minor issues.
2 Takes responsibility for solving minor problems but may need guidance for complex issues.
3 Actively seeks out and solves complex problems independently.

As you implement SHRM performance review examples in your organization, remember that the process is about more than just ratings. It's about fostering a culture of continuous learning, growth, and engagement. Encourage open communication, provide regular feedback, and use performance reviews as a tool to help your employees reach their full potential.