Mid-Year Review Form

A focused halfway check on objectives, behaviours, development and wellbeing – so that problems are spotted early and nothing is a surprise at year end.

Editable Word document
5
10pages
Guidance notes included
aml consultancy solutions

People & HR

Mid-Year Review Form

About this document

What it’s for

A shorter review held about halfway through the review year. It checks progress against each objective using a simple on-track rating, reviews behaviours and development, updates objectives where priorities have changed, and records any early concerns and the support agreed.

When to use it

  • At the mid-point of the review year
  • For a progress check after a change of role or return from leave
  • Not for formal capability meetings – use the Performance Improvement Plan

What’s inside

The document is laid out in the sections below. Each one comes with a plain-English guidance note explaining what it does and what to change.

  • Status key
  • 1. Progress against objectives
  • 2. Values and behaviours
  • 3. Development
  • 4. Wellbeing, workload and support
  • 5. Changes to objectives
  • 6. Early concerns
  • 7. Agreed actions
  • 8. Comments and sign-off

How to complete it

  • Employee completes the left-hand column before the meeting
  • Manager adds comments and the status for each objective
  • Agree any changes to objectives and record them on the Objective Setting Form
  • Both sign and keep a copy

Key points to check

  • Raise any risk of not meeting the standard clearly now, with support
  • Adjust objectives for leave, hours or adjustments
  • No overall rating is given at mid-year

Our templates are professionally structured starting points for UK businesses, not legal advice. For anything complex, unusual or high-value, have your final version checked by a solicitor.

Included in the pack

People & HR

£20

for every document in this category

Editable Microsoft Word files

Guidance notes in every document

Written for UK businesses

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