WorkReviews
Corporate self-assessment & performance review templates

Own your review.
Walk in with evidence.

Fillable workbooks and a year-round Accomplishments Log that help you capture wins and praise as they happen, then turn them into a clear, confident self-assessment.

Instant download · Fillable PDF (US Letter + A4) · Excel & Google Sheets log · 14-day money-back guarantee

WorkReviews Self-Assessment Workbook cover and pages
Instant download
Type-in fields & dropdowns
Excel + Google Sheets log
Your data stays yours
The collection

Pick the workbook for where you are in the review cycle

Every product includes the Accomplishments Log spreadsheet, the Praise File guide and AI write-up prompts.

Self-Assessment Workbook
Review season

Self-Assessment Workbook

  • Accomplishments & evidence log
  • Goals recap and competency self-rating
  • Statement builder with weak vs strong examples
  • Self-assessment draft & review conversation prep
$12.99one-time · 15 fillable pages
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Secure checkout by Stripe
Performance Review Prep & Tracker
All year

Performance Review Prep & Tracker

  • Weekly wins log and KPI tracker (Q1–Q4)
  • Feedback log with dropdowns
  • Quarterly check-ins for your manager
  • Annual summary & review meeting prep
$14.99one-time · 14 fillable pages
Buy now
Secure checkout by Stripe
Annual Goals & Development Planner
Start of year

Annual Goals & Development Planner

  • SMART goal worksheets with quarterly milestones
  • Development goals & career direction
  • Monthly check-ins and mid-year review
  • Year-end reflection that feeds your review
$12.99one-time · 15 fillable pages
Buy now
Secure checkout by Stripe
Included with every product

An Accomplishments Log you’ll actually keep

One row per win, about 10 minutes every Friday. By review season, your evidence is already organized.

  • Wins Log, Praise & Feedback, Feedback Requests and Goals & KPIs tabs
  • Dropdowns for competency, relationship, source and status
  • Review Summary that flags wins without numbers and quiet quarters
  • Works in Excel, Google Sheets and Apple Numbers
Accomplishments Log spreadsheet and Review Summary
The Praise File

Never lose a compliment again

Most praise disappears within days. The Praise File guide shows you why, where and how to keep it, from emails and chats to things said in meetings, from peers, supervisors, leadership and clients.

  • What to save from each source, the same day
  • When to ask for feedback: after a win, at project wrap-up, quarterly, and before review season
  • Three ready-to-send request templates and a request tracker
Praise File guide pages
Optional AI write-up prompts

AI that drafts your review, without making things up

Copy-and-paste prompts for ChatGPT, Claude and Gemini. Every prompt tells the AI to use only your evidence and to flag gaps instead of guessing.

“…Use ONLY the evidence I paste below. Do not invent, estimate or embellish any numbers, dates, names or results. If a point needs support I have not provided, write [NEEDS EVIDENCE: what is missing]…”

Everything works without AI. Remove confidential company details before using any AI tool.

AI write-up prompts page
How it works

A simple system, about 10 minutes a week

1

Log your wins

Every Friday, add what you did, the result, and where the proof lives.

2

Keep your Praise File

Save compliments from email, chat, meetings and clients the same day.

3

Check your gaps

The Review Summary shows missing metrics and quiet quarters.

4

Write it up

Use the workbook pages or the AI prompts to draft your self-assessment.

Fillable, printable, done

Type right in. Pick from dropdowns.

Open the PDF in Adobe Acrobat Reader (free), Apple Preview or your browser, then type into the fields and choose from dropdowns like Met / Partial / Missed. Prefer paper? Print it.

  • US Letter and A4 versions
  • Completed example with a fictional employee
  • Start Here guide with setup steps
Filled-in accomplishments page
Custom apps

Run a team or a business? Get it as an app.

Don’t see your exact workflow? We build WorkReviews apps around how your business actually runs: your fields, tabs, forms, reports and branding. You get the same one-file app that works offline, with no monthly fee, and you own it outright.

  • Intake & case tracking
  • Equipment rentals
  • Inspections & compliance
  • Membership & dues
  • Quote-to-invoice for trades
  • Grants & reporting
  • Volunteer scheduling
  • Your spreadsheet, as an app
  1. Tell us how you workSend your spreadsheet, forms or a quick description of the process.
  2. We build and brand itYou get a first version to try with your own data, then we fine-tune it with you.
  3. You own itOne file, your logo, no subscription. Your data stays on your computer.
FAQ

Questions, answered

How do I get my files?

Right after checkout you’re taken to your download page. Bookmark it; it keeps working. Stripe also emails your receipt. If you lose the link, email hello@workreviews.co with your receipt and we’ll send it again.

What’s included?

Each product includes the fillable workbook in US Letter and A4, the WorkReviews Accomplishments Log spreadsheet (.xlsx) and a Start Here guide, delivered as one ZIP file.

Does the spreadsheet work in Google Sheets?

Yes. Upload the .xlsx file to Google Drive and open it with Google Sheets; dropdowns and formulas carry over. It also works in Excel and Apple Numbers.

Do I need AI to use it?

No. Everything works on its own. The AI prompts are optional and work with ChatGPT, Claude or Gemini. Remove confidential company information and other people’s personal details before using any AI tool, and follow your employer’s AI policy.

Is this for managers reviewing their team?

WorkReviews is designed for employees preparing their own self-assessment and review. Managers use it for their own reviews too, but it isn’t a tool for rating or making decisions about other people.

What if it’s not right for me?

We offer a 14-day money-back guarantee. See our refund policy.

Is it also on Etsy?

Yes, the same products are available in our WorkReviews Etsy shop.

Your next review, already organized

Start logging wins this Friday. By review season, your evidence, praise and draft will be ready.