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Staff Review and Growth Check-In

This form helps you think clearly about how each person on your team is doing and where they're headed. Be honest and specific. Your ratings will be compared with other managers' ratings in a calibration meeting so that every staff member gets a fair review. This form is confidential and is not shared with the staff member as written.

Section 1: Basics

Your name

Staff member name

Staff member role or title

Review type

Review period covered

Section 2: Category Ratings

4 = Great: consistently goes above the bar in this area
3 = Good: meets the bar fully and reliably
2 = OK for now: below the bar but improving. Not OK long term.
1 = Not OK: well below the bar. Needs to change soon.
Rate the work, not the person. There's no middle option on purpose. Decide whether the work is above or below the bar.

Results: Did they deliver what their role requires?

Give one specific example that supports this rating.

Teamwork: How do they work with others? Do people want to work with them?

Give one specific example that supports this rating.

Ministry Impact: Does their work move our mission forward and make a difference in people's lives?

Give one specific example that supports this rating.

Stewardship: Do they use time, volunteers, and resources wisely?

Give one specific example that supports this rating.

Section 3: Overall Rating (Calculated)

Overall Rating:
4 = Great
3 = Good
2 = OK for now
1 = Not OK
The overall rating is never higher than the lowest category. A person is rated Great overall only if they're Great in every area.

Section 4: Growth Trajectory

Growth trajectory over the next 12 months

What does this person want next?

Section 5: Placement

Placement:
This placement describes this season, not who the person is. Never share the label with the staff member or the team.

Section 6: Next Steps

Section 7: Manager Reflection

Have you had a direct conversation with this person about everything on this form?

What's one thing you could do, or stop doing, to help this person succeed?

Section 8: Calibration (For leadership use)

Rating confirmed in calibration?

If adjusted, new Overall Rating (1 to 4) and reason

Calibration notes