Part of the HR templates hub. It is free, printable and placeholder-based — read it here, copy the block, or use the print/save-as-PDF button. For the wider practice, see the related employer-operations guides and the HR metrics it supports.
Template overview
The template separates the situation, the observed behaviour and its impact, then turns to what to continue or change next time. It keeps feedback concrete and constructive rather than vague or personal.
When to use it
- Giving timely feedback after a specific situation.
- Preparing for a feedback conversation.
- Standardising how the team gives feedback.
Who it is for
- Managers giving regular feedback.
- Peers giving constructive input.
- Anyone preparing a feedback conversation.
Template structure
- Situation — when and where.
- Behaviour — what was observed, specifically.
- Impact — the effect it had.
- Forward — what to continue or do differently.
Printable template
Copy the block below and replace every [bracketed] placeholder. It contains no real names or data — adapt every part to your situation.
Example (placeholder version)
An illustrative version using placeholders only — it shows the kind of content each part holds, with no real employee or company data.
Customisation guidance
- Focus on observed behaviour, not personality or assumptions.
- Give feedback close to the event, while it is concrete.
- Balance what worked with what to change — both are useful.
- Make the “forward” part actionable, not a vague wish.
Common mistakes
- Vague or personal feedback that is hard to act on.
- Saving everything for the annual review.
- Only ever flagging problems, never reinforcing what works.
- Talking about impact without naming the behaviour.
Export, edit and share documents
Once you have filled in this template, you can export, edit, sign, store and share it as a PDF with the HELPERG PDF Editor — handy for sending a finished document or keeping a clean record.
Free, printable HR resources
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