Manager performance feedback gathered through informal conversations, annual review discussions, or unstructured email surveys produces data that cannot be aggregated, compared, or acted on systematically. When assessment criteria vary between evaluation cycles or between teams, the responses are not comparable. When feedback is not recorded in a structured format, identifying patterns — recurring strengths, persistent development areas, changes in team sentiment over time — requires manual interpretation of qualitative notes rather than analysis of consistent data.
The Manager Evaluation template for SharePoint, built with Infowise Ultimate Forms, provides a structured evaluation form that collects consistent, comparable feedback on a manager's performance across the key dimensions of effective leadership — with every response stored in SharePoint as a searchable, aggregatable record that HR and senior leadership can use to identify development priorities and track improvement over time.
How it works
Manager and evaluator details
The form captures the name and details of the manager being evaluated alongside the evaluator's role and relationship to the manager — whether a direct report, a peer, or a senior stakeholder. Recording the evaluator's relationship to the manager enables HR to segment feedback by source, distinguishing between how direct reports and peers perceive the same manager's effectiveness.
Leadership and management competency ratings
The core of the evaluation is a structured rating framework covering the key competencies that define effective management — communication clarity, team leadership, decision-making, delegation, development of team members, conflict resolution, and overall management effectiveness. Each competency is assessed on a consistent rating scale, ensuring that feedback is structured and comparable across evaluators, managers, departments, and review periods. Consistent rating scales are what transform individual opinions into organizational data.
Open-ended feedback sections
Alongside the structured ratings, the form includes open-ended sections where evaluators can provide specific examples, observations, and recommendations. A strengths section captures what the manager does particularly well. A development areas section captures specific behaviours or practices the evaluator believes the manager should work on. An overall comments section gives evaluators the space to provide broader context that the structured questions may not fully capture.
Anonymous submission support
The evaluation form can be configured to support anonymous submissions — allowing team members to provide candid feedback without identifying themselves. Honest upward feedback is significantly more likely to be provided when anonymity is assured, making the data collected through an anonymous evaluation more representative of the team's actual experience than feedback gathered through identified submissions.
A centralized evaluation record
Every completed evaluation is stored as a structured record in a standard SharePoint list. HR and organizational development teams have a single, searchable view of all manager evaluations — filterable by manager, department, evaluation period, or rating — enabling meaningful analysis of manager performance across the organization without manual data consolidation.
What you get
- A structured manager evaluation form covering leadership competencies, communication, decision-making, team development, and overall effectiveness
- Consistent rating scales across all competencies enabling aggregation and comparison across evaluators and review periods
- Open-ended sections for strengths, development areas, and overall comments alongside the structured ratings
- Anonymous submission capability to encourage candid, representative feedback from direct reports
- Every evaluation stored as a structured, comparable record in a standard SharePoint list
- Configurable competencies, rating scales, and open-ended questions to match your organization's leadership framework
- Free for all Ultimate Forms customers, installed automatically with a single click
Built on standard SharePoint lists
The Manager Evaluation system is built entirely on standard SharePoint lists. There is no external data storage and no custom interface. All evaluation records stay inside your SharePoint environment, governed by your existing permissions and data policies. The system can be extended or adapted at any time in the browser by the administrator who manages the site.
Read detailed installation instruction.
