Monthly Performance Report

Employee Name

Have each of your team members fill out this report each month to see an overview of where your projects and your team stands. Keep an ongoing record and make adjustments to your team's workflow to improve efficiency.

JANUARY 2021

Department

Job Title

Employee ID #

Goal #1

Goal #2

Goal #3

Goal #4

Monthly Overview

Explain what you accomplished this month and how that aligns with the project or team's overall goals. Focus on 1-3 main goals with measurable KPIs.

Highlight key takeaways from this month's work and what you need to complete next month's tasks. If you're a sales manager and your goal is to bring in X number of new customers per month, what actions did you take last week towards achieving this goal? What's on the agenda for this month and next? Or maybe you're a marketer launching a major campaign - what tasks were completed? Any roadblocks?

Items completed last month

Project #1

What is the main goal of this project? What is your role in the project? Focus on specific OKRs that you can report on over time.

Write your task number one in this section

Completed

Any notes, questions, comments?

Task number #2 goes in here

Any notes, questions, comments?

Rejected

Project #2

What is the main goal of this project? What is your role in the project? Focus on specific OKRs that you can report on over time.

Your task #1 in here

Any notes, questions, comments?

Completed

Items in-progress this month

Project #1

What is the main goal of this project? What is your role in the project? Focus on specific OKRs that you can report on over time.

The 2nd task here

Write the task number 3 in this line

Work in progress

Any notes, questions, comments?

Pending schedule

Any notes, questions, comments?

Late task!

Any notes, questions, comments?

Project #2

What is the main goal of this project? What is your role in the project? Focus on specific OKRs that you can report on over time.

Completed

Work in progress

Any notes, questions, comments?

This is the first task of this second project

Task number #2 goes in here

Items assigned for next month

Project #1

What is the main goal of this project? What is your role in the project? Focus on specific OKRs that you can report on over time.

Place the first task in this line

Pending schedule

Any notes, questions, comments?

Pending schedule

The 2nd task here