HR / Free editable template

Performance review process flowchart template

A performance review process flowchart shows when each part of the review cycle happens and how a rating is agreed. This example sets out a calendar year on a Gantt chart, from goal setting and monthly check-ins to calibration, then follows the year-end steps from self-assessment to the review conversation and a development plan.

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Performance review process flowchart example showing annual cycle on a gantt chart, year-end flow with calibration decision, evidence and fairness checks
Everything in this example is editable. Replace the labels, move the shapes and adapt the layout to your work.

How to use this template

  1. Fit the cycle to your calendar

    Move the bars to match your financial year and busy periods. Avoid placing self-assessments in the same month as year-end targets, when people have little time to reflect.

  2. Decide what calibration can change

    Agree whether the panel can change ratings or only flag them for review. The decision branch shows what happens when a rating moves, so the employee hears a consistent explanation.

  3. Link reviews to next year’s goals

    Make the development plan feed the next goal-setting round. A review that ends with a rating but no plan gives the employee little reason to engage next time.

Questions about this template

Can I change the dates on the Gantt chart?

Yes. Drag each bar to match your review year, such as a mid-year check-in in a different month, and the year-end flow below stays the same.

Do I need an account to use it?

No. Open the template and edit it in your browser. Your work saves on this device. An account is optional if you want to sync your workspace.

Can I export the finished diagram?

Yes. Use Export in the editor to save a PNG, SVG or PDF, or download an editable .epicdraw backup.

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