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Performance Review

Learn how to set up a Performance Review in just a few clicks!

Tasos Efkarpidis avatar
Written by Tasos Efkarpidis
Updated today

Benefits

This template helps teams run structured reviews that combine manager and peer feedback, providing a balanced view of each person’s collaboration, communication and overall contribution. It turns feedback into clear, actionable growth plans and sets transparent expectations for future performance cycles.

How to set up an Performance Review survey

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  • Choose your Audience

    • Pick from two options to define who receives the survey:

      • Direct Users: Select individuals to receive the survey via DM

      • Slack Channel: Post the survey in a channel where all members can respond

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  • Schedule your survey:

    • Suggested recurrence: Every 6 months

    • Response duration: 14 days

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  • Determine who can see the Results:

Make responses visible to everyone in real time after a user votes (or only once the survey closes).

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💡 Tip: Keep in mind that Anonymous responses are enabled by default in this template and cannot be changed to ensure confidentiality and unbiased responses.

When you're all set, hit Publish. Geekbot will ping your team as per your delivery settings and responses will arrive soon enough. 🎉


Best practices

  • Use the "Welcome message" to inform participants what you’ll evaluate and how the results will be used

  • Close the loop with next-steps and a check-in date

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