Team Performance Assessment Template

---
title: "Team Performance Assessment Template"
methodology: "traditional"
complexity: "intermediate"
owner: "mirichard"
updated: "2025-08-05"
primary_principles: ["continuous-learning", "collaborative-leadership"]
secondary_principles: ["evidence-based-decisions"]
principle_rationale: "Uses agreed performance criteria and observations to discuss team strengths and assign concrete development actions."
---

# TEAM PERFORMANCE ASSESSMENT

## When to Use

- When a team needs an evidence-based review of performance and improvement needs.
- When reviewers can agree criteria, discuss observations, and assign development actions.

## When NOT to Use

- To make employment decisions from unverified template ratings alone.
- Do not report sample values, unsupported ratings, or missing data as verified performance. See [Metric without source](../../../../../../../docs/principles/anti-patterns.md#metric-source).

## Pairs Well With

- [Skills Matrix Template](../../../../../../../domains/team/project-lifecycle/02-planning/resource-planning/skills-matrix-template.md).
- [Team Charter Template](../../../../../../../domains/team/project-lifecycle/02-planning/resource-planning/team-charter-template.md).

Selection context: Team domain; traditional methodology; intermediate complexity. Match the situations above to project phase, risk, team size, and industry using the [decision-engine context model](../../../../../../../meta/architecture-research/800-801-context-assessment-model.md).

## Document Control Information
**Document Title:** Team Performance Assessment
**Project Name:** *[Project Name]*
**Document Version:** 1.0
**Prepared By:** *[Name], [Title]*
**Preparation Date:** *YYYY-MM-DD*
**Last Updated By:** *[Name], [Title]*
**Last Revision Date:** *YYYY-MM-DD*

---

## 1. Purpose
*Outline the objectives of assessing team performance during the project execution phase. Include why this assessment is important for the project's success and continuous improvement.*

---

## 2. Assessment Criteria
List the key criteria used to evaluate individual and team performance. Examples include:
- Achievement of project objectives
- Collaboration and communication
- Quality of deliverables
- Adherence to schedule and budget
- Problem-solving and innovation

---

## 3. Rating Scale
Define the rating scale that will be applied consistently across all criteria, for example:
| Rating | Description |
| ------ | ----------- |
| 5 | Outstanding performance |
| 4 | Exceeds expectations |
| 3 | Meets expectations |
| 2 | Needs improvement |
| 1 | Unsatisfactory |

---

## 4. Team Member Evaluation
Create a table for evaluating individual team members.

| Team Member | Role | Rating | Comments |
|-------------|------|--------|---------|
| *[Name]* | *[Role]* | *[1-5]* | *[Summary of performance]* |
| *[Name]* | *[Role]* | *[1-5]* | *[Summary of performance]* |
| *[Name]* | *[Role]* | *[1-5]* | *[Summary of performance]* |

---

## 5. Overall Team Assessment
Provide a summary of the team's overall performance, highlighting strengths, areas for improvement, and recommended actions.

*Example: The development team consistently met sprint goals and collaborated effectively, earning an overall rating of 4. To further improve, additional cross-training is recommended to reduce single points of failure.*

---

## 6. Action Plan
Document follow-up actions based on the assessment results, including who is responsible and target completion dates.

| Action Item | Owner | Target Date | Status |
|-------------|-------|-------------|-------|
| *[Training on new tools]* | *[Name]* | *YYYY-MM-DD* | *Not Started/In Progress/Complete* |
| *[Improve communication channels]* | *[Name]* | *YYYY-MM-DD* | *Not Started/In Progress/Complete* |

---

## 7. Sign-Off
Include sign-off from relevant stakeholders acknowledging the assessment results and agreed-upon actions.

| Name | Title | Signature | Date |
|------|-------|-----------|------|
| *[Name]* | *[Project Sponsor]* | | |
| *[Name]* | *[Project Manager]* | | |