---
title: Performance Review Question Bank
slug: performance-review-question-bank
docTags: 
createdAt: 2025-10-15T15:39:05.258Z
---

# Performance Review Question Bank

Use these proven questions as a starting point for building your performance review forms in ChartHop. Customize them to align with your company values, competencies, and performance framework.

## Self Review Questions

### Reflection & Self-Assessment

**Open-Ended Questions (Long Text):**

- What are your most significant accomplishments this review period? Please provide specific examples.
- What challenges did you face, and how did you address them?
- What are 2-3 areas you'd like to develop or improve?
- What support or resources would help you be more successful in your role?
- What aspects of your role energize you most?
- What aspects of your role do you find challenging or frustrating?
- How have you demonstrated our company values this period? Please provide specific examples.
- Looking ahead 3-5 years, what does career success look like for you?

**Rating Questions (Numeric Scale or Single Select):**

- Overall, how would you rate your performance this period? (1-5 scale: Does Not Meet Expectations to Exceeds Expectations)
- How effectively did you demonstrate \[Company Value]? (1-5 scale for each value)
- Rate your performance in the following areas:&#x20;
  - Technical Knowledge & Expertise
  - Problem Solving & Critical Thinking
  - Autonomy & Ownership
  - Collaboration & Communication
  - Impact & Results Delivery
  - Leadership & Influence (for senior roles)

**Multiple Choice Questions:**

- Which company values do you feel you most strongly embodied this period? (Multi-select)
- What type of development would be most valuable to you? (Options: Technical skills, Leadership development, Cross-functional exposure, Mentorship, etc.)

## Manager Review (Downward Review) Questions

### Performance Evaluation

**Open-Ended Questions (Long Text):**

- What are this employee's most significant accomplishments this review period? Please provide specific examples.
- What are 2-3 areas where this employee can develop or improve? Be specific and actionable.
- How has this employee grown or developed since the last review period?
- What support, resources, or development opportunities would help this employee be more successful?
- What are this employee's greatest strengths?
- How does this employee demonstrate our company values? Please provide specific examples.
- Is this employee ready for promotion or increased responsibilities? Why or why not?
- What are this employee's career goals, and how can we support their growth?

**Rating Questions (Numeric Scale or Single Select):**

- Overall, how would you rate this employee's performance? (1-5 scale: Does Not Meet Expectations to Exceeds Expectations)
- Rate this employee's performance in the following areas:&#x20;
  - Technical Knowledge & Expertise
  - Quality of Work & Attention to Detail
  - Problem Solving & Critical Thinking
  - Autonomy & Ownership
  - Collaboration & Communication
  - Impact & Results Delivery
  - Adaptability & Learning Agility
  - Leadership & Influence (for senior roles)
  - People Management & Team Development (for managers)

**Multiple Choice Questions:**

- Which company values does this employee most strongly embody? (Multi-select)
- What is this employee's promotion readiness? (Options: Ready now, Ready within 6 months, Ready within 1 year, Not ready - needs development, Not interested in promotion)
- What is this employee's flight risk? (Options: Low, Medium, High)
- Performance trend: (Options: Improving, Consistent, Declining)

## Peer Review Questions

### Collaboration & Impact Assessment

**Open-Ended Questions (Long Text):**

- What are this colleague's greatest strengths? Please provide specific examples.
- What is one area where this colleague could improve or develop further?
- Describe a specific situation where this colleague contributed positively to a project or team goal.
- What should this colleague START doing to be more effective in their role?
- What should this colleague CONTINUE doing to be effective in their role?
- What should this colleague STOP doing to be more effective in their role?
- How does this colleague demonstrate our company values in their daily work?
- What makes this colleague an effective collaborator?

**Context Questions (Short Text or Single Select):**

- Which projects or initiatives have you collaborated with this colleague on? (Short Text)
- How frequently do you work with this colleague? (Options: Daily, Weekly, Monthly, Occasionally, Rarely)
- In what capacity do you work with this colleague? (Options: On the same team, Cross-functional projects, Company-wide initiatives, Indirectly, etc.)

**Rating Questions (Numeric Scale or Single Select):**

- How would you rate your collaboration with this colleague? (1-5 scale: Unsuccessful to Highly Successful)
- Rate this colleague's effectiveness in the following areas:&#x20;
  - Communication & Transparency
  - Collaboration & Teamwork
  - Reliability & Follow-Through
  - Quality of Work
  - Problem Solving & Innovation
  - Responsiveness & Availability
  - Knowledge Sharing & Support

**Multiple Choice Questions:**

- Which company values does this colleague most strongly demonstrate? (Multi-select)

## Peer Selection Questions

**For the Peer Selection Form:**

- Select 3-5 colleagues who can provide meaningful feedback on your work this review period. (Person Value field with min/max limits)
- Please select peers who: (Add this as guidance text)&#x20;
  - You've worked closely with this review period
  - Can speak to your contributions and collaboration
  - Represent different perspectives (cross-functional partners, project teammates, etc.)

## Upward Review Questions

### Manager Effectiveness Assessment

**Open-Ended Questions (Long Text):**

- What does your manager do particularly well? Please provide specific examples.
- What is one area where your manager could improve or develop further?
- What should your manager START doing to be more effective?
- What should your manager CONTINUE doing as a manager?
- What should your manager STOP doing to be more effective?
- How does your manager support your professional development and career growth?
- How could your manager better support you or the team?
- Please share any additional feedback for your manager.

**Rating Questions (Numeric Scale or Single Select):**

- Overall, how effective is your manager? (1-5 scale: Not Effective to Very Effective)
- Rate your manager's effectiveness in the following areas:&#x20;
  - Day-to-Day Operations & Execution
  - Strategic Thinking & Alignment to Company Goals
  - Communication & Transparency
  - Providing Feedback & Coaching
  - Supporting Professional Development
  - Team Building & Morale
  - Decision Making
  - Advocacy & Support for Team Members
  - Creating Psychological Safety
  - Fostering Inclusion & Belonging

**Agreement Scale Questions (Yes/No/Sometimes or Strongly Disagree to Strongly Agree):**

- My manager communicates clear expectations and goals.
- My manager provides regular, actionable feedback on my performance.
- My manager provides the right level of autonomy and support.
- My manager cares about my wellbeing and career development.
- My manager advocates for me and the team.
- My manager makes fair and thoughtful decisions.
- My manager creates a positive and inclusive team environment.
- My manager creates psychological safety where I feel comfortable sharing ideas and concerns.
- My manager leads by example and demonstrates our company values.
- I would recommend my manager to others.

## Goal Setting & Future Planning Questions

**For Any Review Type:**

- What are your top 3 priorities or goals for the next review period? (Long Text)
- What skills or competencies do you want to develop? (Long Text or Multi-Select)
- What type of projects or responsibilities interest you for future growth? (Long Text)
- What resources or support would help you achieve your goals? (Long Text)

## Question Design Best Practices

### Writing Effective Questions

**Do:**

- Ask for specific examples and behaviors
- Use clear, simple language
- Focus on observable actions and outcomes
- Ask open-ended questions that encourage thoughtful responses
- Align questions to your company values and competencies
- Include both strengths and development areas
- Make questions actionable (feedback should lead to growth)

**Don't:**

- Ask leading questions that suggest a "right" answer
- Use vague or ambiguous language
- Ask questions that can be answered with yes/no when you want details
- Create questions that are too similar to each other
- Ask for opinions on things outside the respondent's knowledge
- Make questions overly complex or multi-part

### Balancing Question Types

**Long Text Questions:**

- Best for: Detailed feedback, examples, suggestions
- Limit to: 3-5 per form to avoid survey fatigue
- Use when: You need qualitative insights and specific examples

**Rating Scale Questions:**

- Best for: Quantifiable performance metrics, trending over time
- Use consistent scales: (e.g., always use 1-5, not mixing 1-3 and 1-5)
- Provide clear definitions: Label what each number means

**Multiple Choice Questions:**

- Best for: Categorization, values alignment, standardized options
- Ensure options are: Mutually exclusive and comprehensive
- Use when: You want structured, comparable data

### Recommended Form Length

- **Self Review:** 5-8 questions (mix of ratings and open-ended)
- **Manager Review:** 6-10 questions (more detailed assessment)
- **Peer Review:** 4-6 questions (focused on collaboration)
- **Upward Review:** 5-8 questions (focused on leadership effectiveness)

**Remember:** Quality over quantity. Fewer, well-crafted questions yield better feedback than lengthy forms that create survey fatigue.

## Customization Tips

### Align to Your Framework

If your organization uses a specific performance framework, map questions to it:

- **Competency-Based:** Create rating questions for each competency
- **OKR-Based:** Ask about goal achievement and outcomes
- **Values-Based:** Include questions about demonstrating each value
- **Level-Based:** Adjust question difficulty based on seniority

### Include Your Company Values

Replace generic questions with value-specific ones:

- Generic: "What did this person do well?"
- Value-Specific: "How did this person demonstrate \[Innovation/Collaboration/Ownership]?"

### Scale Appropriately

Adjust question complexity based on:

- **Entry-Level Roles:** Focus on learning, execution, collaboration
- **Mid-Level Roles:** Add autonomy, problem-solving, influence
- **Senior Roles:** Emphasize strategic thinking, leadership, impact
- **Manager Roles:** Include people development, team effectiveness

## Need Help?

Contact your Customer Success Manager for:

- Reviewing your custom questions before launch
- Mapping questions to custom fields
- Creating conditional logic for role-specific questions
- Analyzing response patterns and data quality
- Best practices for your industry or company size

