5 Great Annual Review Email Templates To Copy & Paste

Your annual review email is a chance to reconnect with your audience, reflect on the past year, and look ahead to what's next.

Using a template provides a clear starting point for your message. It helps you craft a thoughtful and well-designed email without starting from scratch.

Tips for Writing Annual Review Emails

• Make it about them. Instead of just listing your company's milestones, show your subscribers how those achievements directly benefited them. Did a new feature save them time? Did your content help them reach a goal? Frame your wins through their success.
• Show, don't just tell. Annual reviews often involve numbers and data. Instead of dense paragraphs, use simple visuals to present key stats. It makes the information easier to digest and adds a nice design touch to your email.
• Get personal with data. Use merge tags to include details specific to each subscriber, like their name or how long they've been a customer. This small touch makes a mass email feel like a one-on-one conversation.
• Give a glimpse of what's next. While it's a review of the past year, end by looking forward. Tease a new product, share a goal for the community, or hint at an upcoming feature. It gives your audience something to be excited about.

Types of Annual Review Email Templates We Will Cover

1. Performance Summary Email Template
2. Goal Setting Email Template
3. Feedback Request Email Template
4. Achievements Highlight Email Template
5. Development Plan Email Template

5 Annual Review Email Templates

1) Performance Summary Email Template

<template>

Subject: Your [*Year*] Performance Summary

Hi [*Employee Name*],

This email summarizes your performance for [*Year*]. It covers your key achievements and identifies areas for future growth, serving as a foundation for our upcoming review meeting.

This past year, you made notable contributions. Specifically, your work on the [*Project or Initiative Name*] led to [*specific, quantifiable result*]. We also recognized your effort in [*another area of responsibility*], which resulted in [*positive outcome*].

Looking ahead, we see opportunities for development in [*specific skill or competency*]. To support your growth, we can explore resources like [*training course, mentorship program, or specific project*].

We will discuss this summary and your goals for [*Next Year*] in more detail during our meeting on [*Date*] at [*Time*]. Please come prepared to share your perspective.

Best regards,

[*Your Name*]

[*Your Position*]

[*Company Name*]

</template>

2) Goal Setting Email Template

<template>

Subject: Setting Your Goals for [*Next Year*]

Hi [*Employee Name*],

As we look toward [*Next Year*], it's time to define the goals that will shape your professional journey. This email is to help you start thinking about what you want to achieve so we can build a clear plan together.

Before our meeting, please consider your objectives in a few key areas:

• Professional Growth: What new skills do you want to acquire or what existing talents do you want to deepen? Think about specific projects or responsibilities that could help you get there.
• Performance Objectives: What measurable outcomes do you want to achieve in your role? Consider how your contributions can align with the team's broader targets for [*Next Year*].
• Career Aspirations: Where do you see your career heading long-term? Let's discuss how your role at [*Company Name*] can support that path.

Please come to our meeting on [*Date*] at [*Time*] prepared to discuss your ideas. Your input is essential for creating a meaningful plan for the year ahead.

Best,

[*Your Name*]

[*Your Position*]

[*Company Name*]

</template>

3) Feedback Request Email Template

<template>

Subject: Your Feedback on [*Employee Name*]'s Performance

Hi [*Recipient Name*],

We're preparing for [*Employee Name*]'s annual review, and your perspective is important. This email is to request your feedback on their performance over the past year.

Your insights will help us build a complete picture of their contributions and identify opportunities for growth. When you share your thoughts, please consider the following:

• Strengths: Where has [*Employee Name*] made the most significant impact? Please provide specific examples of their key contributions or skills.
• Areas for Development: Are there any areas where you see potential for growth or improvement? Constructive feedback is valuable for their development.
• Collaboration: How would you describe your experience working with [*Employee Name*]? Please comment on their communication and teamwork.

Please provide your feedback by [*Date*] so we can include it in our review discussion. Your input is confidential and will be used to support [*Employee Name*]'s professional development.

Thank you,

[*Your Name*]

[*Your Position*]

[*Company Name*]

</template>

4) Achievements Highlight Email Template

<template>

Subject: Celebrating Your Achievements in [*Year*]

Hi [*Employee Name*],

As we reflect on [*Year*], we want to take a moment to recognize your significant contributions. This email highlights some of your key achievements that have made a real impact on our team and [*Company Name*].

Your work this year has been instrumental in our success. Here are a few highlights we want to celebrate:

• [*Achievement 1*]: Your effort on the [*Project or Task*] directly led to [*specific, positive outcome*]. This was a major win for the team.
• [*Achievement 2*]: We were particularly impressed with how you handled [*Challenge or Responsibility*], resulting in [*quantifiable result*].
• [*Achievement 3*]: Your initiative in [*Area of Improvement or Innovation*] has set a new standard for [*related team or process*].

These accomplishments are a direct result of your dedication and skill. Thank you for your hard work and commitment throughout the year. We look forward to seeing what you accomplish in [*Next Year*].

Best,

[*Your Name*]

[*Your Position*]

[*Company Name*]

</template>

5) Development Plan Email Template

<template>

Subject: Your Development Plan for [*Next Year*]

Hi [*Employee Name*],

Following our conversation, this email outlines your professional development plan for [*Next Year*]. This plan is designed to support your growth and help you achieve your career goals at [*Company Name*].

Here are the key areas we will focus on together:

• Development Goal: [*Specific Skill or Competency*]. To achieve this, you will [*actionable step, e.g., lead the X project, complete Y certification*]. We will support you with [*resource, e.g., a budget for the course, dedicated mentorship time*].
• Development Goal: [*Another Skill or Competency*]. The plan here is to [*actionable step*]. We will measure progress by [*specific metric or outcome*].

This plan is a collaborative document. We will have regular check-ins to track your progress and make any adjustments. Let's schedule our first one for [*Date of first check-in*].

We are committed to your development and look forward to supporting you in the year ahead.

All the best,

[*Your Name*]

[*Your Position*]

[*Company Name*]

</template>

What About Using Flodesk?

Once you have your annual review templates ready, Flodesk provides the tools to bring them to life. We designed our platform to help small businesses grow and monetize their email lists without a steep learning curve. You can create, send, and automate emails that connect with your audience, all without needing any coding or design experience.

Trusted by thousands of businesses, Flodesk helps beginners and experts alike send emails that look good and get results. With our intuitive email builder, powerful automations, and clean forms, we give you everything you need for your email marketing. We handle the technical side so you can focus on your message.

Wrapping Up

These templates provide a clear structure for your year-end communications, helping you facilitate productive conversations. They handle the format so you can focus on the substance of your review.

When you’re ready to send your message, our platform makes it simple to create emails that look professional and connect with your audience. Get started with Flodesk to build and send your annual reviews.