Performance Review Pack | Australian Fair Work | Editable Word Templates

Regular, documented feedback is the difference between a performance decision that holds up and one that falls over. It's one of the first things the Fair Work Commission looks for. Most managers know they should be doing it. Few have the structure to make it happen the same way every time.

This pack gives you that structure. Seven editable Word documents that take you through a full review cycle, from preparing for the conversation to setting goals for the next one, so reviews are consistent, fair, and on the record. No HR department needed.

The quiet hero here is the Feedback Conversation Record. It's the small, dated note you make between formal reviews, and it's exactly what turns "I think we talked about that" into a clear, honest trail when it matters.

What's included

• Periodic Performance Review Record — the main review, ratings and all, captured properly
• Performance Review Discussion Plan — a five-minute prep tool so managers walk in ready
• Employee Self-Assessment Form — gives the employee a chance to reflect first
• Feedback Conversation Record — for the quick, any-time feedback between reviews
• Goal-Setting Agreement — clear, measurable goals for the next cycle
• Recognition and Achievement Record — so good work gets noticed and remembered
• Salary Review and Remuneration Record — documents a pay review and its outcome

Five design styles, your choice

Classic, Blueprint, Light, Sage, and Minimalist. Pick the look that suits your business. The Minimalist style is completely unbranded if you'd rather it carried none of our marks.

How it works

Instant download after purchase. Open in Microsoft Word, fill in your details, and you're set. Each document is locked so you can only type in the highlighted fields, which keeps the layout tidy no matter who's using it. A one-page How to Use guide shows you how the cycle fits together. Works in Word 2016 and later, Microsoft 365, and Google Docs.

Perfect for

Team leaders and managers who run regular performance reviews and want a consistent, documented process, one that holds up if a performance issue arises down the track, without paying a consultant to build it.

Frequently asked questions

Why does documenting reviews matter so much?
Because a fair, documented history is what makes a later performance decision defensible. If you ever need to manage someone out on performance grounds, a trail of honest, dated reviews and feedback is the single most important thing to have. This pack builds that trail as a matter of routine.

Is this compliant with Australian Fair Work laws?
It's grounded in the Fair Work Act 2009 and Fair Work Ombudsman best practice on managing performance. It gives you a fair, consistent process. It's general information, not legal advice.

Does it include a pay review document?
Yes. The Salary Review and Remuneration Record documents a pay decision, and it reminds you to check any new rate against the relevant award or agreement minimum, with super on top.

What format are the files, and can I edit them?
Editable Microsoft Word documents (.docx). Each is locked so you type into the highlighted fields while the layout stays put. To change anything else, use Word's Restrict Editing menu to turn protection off.

I have no HR background. Is this still for me?
Absolutely. Plain English throughout, the fields tell you what to fill in, and the How to Use guide walks you through the whole cycle.

What if I need help after buying?
Email us at feedback@teamgrid.com.au and we'll point you in the right direction.

Part of the TeamGrid People Lifecycle System. Grounded in the Fair Work Act 2009 and Fair Work Ombudsman best practice guidelines. General information only, not legal advice.