{"product_id":"medarbetarsamtal-utvecklingssamtal-mall-2027","title":"Performance Review \u0026 Development Dialogue 2026\/2027 – Discussion Template, Competence Plan \u0026 Excel | Word\/PDF","description":"\u003csection lang=\"en\" class=\"mb-product-copy\" style=\"color:#17374c;line-height:1.75;max-width:1000px\"\u003e\n\u003ch2\u003eEmployee appraisals and performance reviews – complete template in Word, PDF and Excel\u003c\/h2\u003e\n\n\u003cp\u003eDo you want to conduct a professional \u003cstrong\u003eemployee appraisal\u003c\/strong\u003e and document clear expectations, skills development, and follow-ups? This package contains an editable \u003cstrong\u003eperformance review template\u003c\/strong\u003e, preparations for employees and managers, a skills development plan, and a follow-up template – along with a formula-based Excel register.\u003c\/p\u003e\n\n\u003cp\u003e\u003cstrong\u003e15 delivery files: 7 Word (DOCX), 7 searchable PDF (A4), and 1 Excel (XLSX) with nine tabs.\u003c\/strong\u003e The five main documents are in Swedish. A Swedish user guide and a separate English User Guide are included. The 2026\/2027 edition is a version designation and does not constitute a guarantee of future legislative changes.\u003c\/p\u003e\n\n\u003cnav style=\"padding:12px 18px;border:1px solid #cbdfe1;background:#f1f7f6;border-radius:10px\"\u003e\u003ca href=\"#mb-contents\"\u003eThe package\u003c\/a\u003e · \u003ca href=\"#mb-files\"\u003eFile contents\u003c\/a\u003e · \u003ca href=\"#mb-guide\"\u003eWorkflow\u003c\/a\u003e · \u003ca href=\"#mb-excel\"\u003eExcel\u003c\/a\u003e · \u003ca href=\"#mb-gdpr\"\u003eGDPR\u003c\/a\u003e · \u003ca href=\"#mb-faq\"\u003eFAQ\u003c\/a\u003e\u003c\/nav\u003e\n\u003cdiv id=\"mb-contents\" style=\"padding:22px;margin:22px 0;background:#e8f3f4;border:1px solid #c9dfe1;border-left:5px solid #197b7f;border-radius:13px\"\u003e\n\n\u003ch2 style=\"margin-top:0\"\u003e01. Package contents\u003c\/h2\u003e\n\n\u003cp\u003e\u003cstrong\u003e15 files: 7 DOCX + 7 PDF + 1 XLSX.\u003c\/strong\u003e The files have two dedicated framed information boxes: an overview of the entire delivery and a separate box describing the function of the files.\u003c\/p\u003e\n\n\u003cul\u003e\n\n\u003cli\u003e\n\n\u003cstrong\u003e7 editable Word documents:\u003c\/strong\u003e five Swedish working templates, one Swedish user guide, and one English User Guide.\u003c\/li\u003e\n\n\u003cli\u003e\n\n\u003cstrong\u003e7 searchable A4 PDFs:\u003c\/strong\u003e matching versions of each Word file for archiving, printing, and review.\u003c\/li\u003e\n\n\u003cli\u003e\n\n\u003cstrong\u003e1 Excel with nine tabs:\u003c\/strong\u003e register for meetings, goals, skills initiatives, measures, and actual follow-ups, with formulas and data validation.\u003c\/li\u003e\n\n\u003cli\u003e\n\n\u003cstrong\u003eDelivery:\u003c\/strong\u003e digital ZIP after purchase once the file connection in Shopify is confirmed. \u003cstrong\u003eEdition:\u003c\/strong\u003e 1.0 – 2026\/2027; source review October 18, 2026.\u003c\/li\u003e\n\n\n\u003c\/ul\u003e\n\n\n\u003c\/div\u003e\n\n\u003cdiv id=\"mb-files\" style=\"padding:22px;margin:22px 0;background:#fff;border:1px solid #cbdfe1;border-radius:13px\"\u003e\n\n\u003ch2 style=\"margin-top:0\"\u003e02. What the files contain\u003c\/h2\u003e\n\n\u003cdiv style=\"overflow-x:auto\"\u003e\u003ctable style=\"width:100%;border-collapse:collapse;font-size:.93em\"\u003e\n\n\u003cthead\u003e\u003ctr style=\"background:#17374c;color:#fff\"\u003e\n\n\u003cth style=\"text-align:left;padding:12px\"\u003eFile\u003c\/th\u003e\n\n\u003cth style=\"text-align:left;padding:12px\"\u003eWhat do you get?\u003c\/th\u003e\n\n\u003cth style=\"text-align:left;padding:12px\"\u003eFormat\u003c\/th\u003e\n\n\n\u003c\/tr\u003e\u003c\/thead\u003e\n\n\u003ctbody\u003e\n\n\u003ctr\u003e\n\n\u003ctd style=\"padding:10px;border-bottom:1px solid #d4e1e3\"\u003e\u003cstrong\u003e01. Employee appraisal – meeting minutes\u003c\/strong\u003e\u003c\/td\u003e\n\n\u003ctd style=\"padding:10px;border-bottom:1px solid #d4e1e3\"\u003eWork tasks, workload, dialogue, agreements, resources, and follow-up dates.\u003c\/td\u003e\n\n\u003ctd style=\"padding:10px;border-bottom:1px solid #d4e1e3;white-space:nowrap\"\u003eDOCX + PDF\u003c\/td\u003e\n\n\n\u003c\/tr\u003e\n\n\u003ctr\u003e\n\n\u003ctd style=\"padding:10px;border-bottom:1px solid #d4e1e3\"\u003e\u003cstrong\u003e02. Employee preparation\u003c\/strong\u003e\u003c\/td\u003e\n\n\u003ctd style=\"padding:10px;border-bottom:1px solid #d4e1e3\"\u003eQuestions ahead of the meeting regarding tasks, development opportunities, support, and priorities.\u003c\/td\u003e\n\n\u003ctd style=\"padding:10px;border-bottom:1px solid #d4e1e3;white-space:nowrap\"\u003eDOCX + PDF\u003c\/td\u003e\n\n\n\u003c\/tr\u003e\n\n\u003ctr\u003e\n\n\u003ctd style=\"padding:10px;border-bottom:1px solid #d4e1e3\"\u003e\u003cstrong\u003e03. Manager preparation\u003c\/strong\u003e\u003c\/td\u003e\n\n\u003ctd style=\"padding:10px;border-bottom:1px solid #d4e1e3\"\u003eObjective assessment support, fact-checking, fair training opportunities, and integrity issues.\u003c\/td\u003e\n\n\u003ctd style=\"padding:10px;border-bottom:1px solid #d4e1e3;white-space:nowrap\"\u003eDOCX + PDF\u003c\/td\u003e\n\n\n\u003c\/tr\u003e\n\n\u003ctr\u003e\n\n\u003ctd style=\"padding:10px;border-bottom:1px solid #d4e1e3\"\u003e\u003cstrong\u003e04. Skills development plan\u003c\/strong\u003e\u003c\/td\u003e\n\n\u003ctd style=\"padding:10px;border-bottom:1px solid #d4e1e3\"\u003eIndividual learning goals, initiatives, cost framework, timeframe, person responsible, and follow-up.\u003c\/td\u003e\n\n\u003ctd style=\"padding:10px;border-bottom:1px solid #d4e1e3;white-space:nowrap\"\u003eDOCX + PDF\u003c\/td\u003e\n\n\n\u003c\/tr\u003e\n\n\u003ctr\u003e\n\n\u003ctd style=\"padding:10px;border-bottom:1px solid #d4e1e3\"\u003e\u003cstrong\u003e05. Goal and follow-up protocol\u003c\/strong\u003e\u003c\/td\u003e\n\n\u003ctd style=\"padding:10px;border-bottom:1px solid #d4e1e3\"\u003eRelevant, realistic goals with criteria, resources, reconciliation, and verified outcome.\u003c\/td\u003e\n\n\u003ctd style=\"padding:10px;border-bottom:1px solid #d4e1e3;white-space:nowrap\"\u003eDOCX + PDF\u003c\/td\u003e\n\n\n\u003c\/tr\u003e\n\n\u003ctr\u003e\n\n\u003ctd style=\"padding:10px;border-bottom:1px solid #d4e1e3\"\u003e\u003cstrong\u003e06. Swedish user guide\u003c\/strong\u003e\u003c\/td\u003e\n\n\u003ctd style=\"padding:10px;border-bottom:1px solid #d4e1e3\"\u003eTen work steps and guidance for GDPR, work environment, and equal opportunities.\u003c\/td\u003e\n\n\u003ctd style=\"padding:10px;border-bottom:1px solid #d4e1e3;white-space:nowrap\"\u003eDOCX + PDF\u003c\/td\u003e\n\n\n\u003c\/tr\u003e\n\n\u003ctr\u003e\n\n\u003ctd style=\"padding:10px;border-bottom:1px solid #d4e1e3\"\u003e\u003cstrong\u003e07. English User Guide\u003c\/strong\u003e\u003c\/td\u003e\n\n\u003ctd style=\"padding:10px;border-bottom:1px solid #d4e1e3\"\u003eEnglish instructions for the five main Swedish documents and the Excel tool.\u003c\/td\u003e\n\n\u003ctd style=\"padding:10px;border-bottom:1px solid #d4e1e3;white-space:nowrap\"\u003eDOCX + PDF\u003c\/td\u003e\n\n\n\u003c\/tr\u003e\n\n\u003ctr\u003e\n\n\u003ctd style=\"padding:10px;border-bottom:1px solid #d4e1e3\"\u003e\u003cstrong\u003e08. Excel register with nine tabs\u003c\/strong\u003e\u003c\/td\u003e\n\n\u003ctd style=\"padding:10px;border-bottom:1px solid #d4e1e3\"\u003eOverview, Employees, Meetings, Goals, Skills, Measures, Follow-ups, Data, and Read me.\u003c\/td\u003e\n\n\u003ctd style=\"padding:10px;border-bottom:1px solid #d4e1e3;white-space:nowrap\"\u003eXLSX\u003c\/td\u003e\n\n\n\u003c\/tr\u003e\n\n\n\u003c\/tbody\u003e\n\n\n\u003c\/table\u003e\u003c\/div\u003e\n\n\u003cp\u003e\u003cstrong\u003eNo personal information is pre-filled.\u003c\/strong\u003e The Word templates have actual fields for responsible persons, dates, questions, measures, and factual documentation.\u003c\/p\u003e\n\n\n\u003c\/div\u003e\n\n\u003ch2\u003eWhat is an employee appraisal?\u003c\/h2\u003e\n\n\u003cp\u003eAn employee appraisal, often called a performance review, is a structured dialogue between a manager and an employee regarding work tasks, development, priorities, and support. These meetings can be linked to good work environment efforts and skills planning, but a specific standard form or annual performance review is \u003cstrong\u003enot generally a statutory requirement for all employers\u003c\/strong\u003e. The employer's collective agreement, local agreements, and organizational policy may impose additional requirements.\u003c\/p\u003e\n\n\u003ch2 id=\"mb-guide\"\u003eHow to use the templates – from preparation to follow-up\u003c\/h2\u003e\n\n\u003col\u003e\n\n\u003cli\u003e\n\n\u003cstrong\u003eEstablish the purpose:\u003c\/strong\u003e explain that the meeting is a development dialogue and how the documentation will be used.\u003c\/li\u003e\n\n\u003cli\u003e\n\n\u003cstrong\u003eInform about personal data:\u003c\/strong\u003e clarify the purpose, legal basis, access, storage, and rights.\u003c\/li\u003e\n\n\u003cli\u003e\n\n\u003cstrong\u003eSend the preparation sheet:\u003c\/strong\u003e give the employee the opportunity to submit their own proposals and views.\u003c\/li\u003e\n\n\u003cli\u003e\n\n\u003cstrong\u003ePrepare the manager's questions:\u003c\/strong\u003e use a consistent structure and concrete, relevant work observations.\u003c\/li\u003e\n\n\u003cli\u003e\n\n\u003cstrong\u003eConduct the meeting:\u003c\/strong\u003e address work tasks, cooperation, workload, resources, and development.\u003c\/li\u003e\n\n\u003cli\u003e\n\n\u003cstrong\u003eAgree on goals and initiatives:\u003c\/strong\u003e choose measurable and reasonable goals, resources, responsibilities, and timelines.\u003c\/li\u003e\n\n\u003cli\u003e\n\n\u003cstrong\u003eDocument the plans:\u003c\/strong\u003e use separate templates for skills development and goal follow-up.\u003c\/li\u003e\n\n\u003cli\u003e\n\n\u003cstrong\u003eRegister limited administrative tasks in Excel:\u003c\/strong\u003e use internal IDs, dates, and status.\u003c\/li\u003e\n\n\u003cli\u003e\n\n\u003cstrong\u003eVerify follow-up:\u003c\/strong\u003e distinguish between planned activity and actually completed initiatives and verified results.\u003c\/li\u003e\n\n\u003cli\u003e\n\n\u003cstrong\u003eProtect and purge:\u003c\/strong\u003e follow the organization's access control and documented retention routines.\u003c\/li\u003e\n\n\n\u003c\/ol\u003e\n\n\u003ch2 id=\"mb-excel\"\u003eExcel: administrative overview in nine tabs\u003c\/h2\u003e\n\n\u003cp\u003e\u003cstrong\u003eOverview, Employees, Meetings, Goals, Skills, Measures, Follow-ups, Data, and Read me.\u003c\/strong\u003e The overview shows the number of registered meetings and goals, verified completed measures, and training costs. There are status options, table filters, and formulas for time margins and overdue measures. \u003cstrong\u003eNo automatic performance or personal assessment is made.\u003c\/strong\u003e\u003c\/p\u003e\n\n\u003cp\u003eExcel is an administrative aid, not an HR system with built-in access protections. It is better to store pseudonymized references in the workbook and keep more sensitive personnel documents in the organization's access-controlled system.\u003c\/p\u003e\n\n\u003ch2 id=\"mb-gdpr\"\u003eGDPR, discrimination, and work environment\u003c\/h2\u003e\n\n\u003cp\u003eAccording to \u003cstrong\u003eIMY\u003c\/strong\u003e, employers must have a legal basis and a clear purpose, inform employees, and minimize personal data. Notes should be factual, relevant to work, and not contain offensive or disparaging comments. An employee's signature on meeting minutes does not automatically constitute consent under GDPR. \u003ca href=\"https:\/\/www.imy.se\/verksamhet\/dataskydd\/dataskydd-pa-olika-omraden\/arbetsliv\/tillaten-behandling--vilka-krav-galler\/grundlaggande-principer\/\"\u003eRead IMY's guidance\u003c\/a\u003e.\u003c\/p\u003e\n\n\u003cp\u003e\u003cstrong\u003eAFS 2023:2\u003c\/strong\u003e deals with organizational and social work environments, such as workload and organizational prerequisites. \u003cstrong\u003eThe Discrimination Act, Chapter 3,\u003c\/strong\u003e covers, among other things, active measures for equal opportunities for training and other skills development. An employee appraisal does not replace the employer's other obligations and is not a disciplinary warning or a formal labor law measure.\u003c\/p\u003e\n\n\u003ch2\u003eRelevant templates and guides at Mallbutiken\u003c\/h2\u003e\n\n\u003cul\u003e\n\n\u003cli\u003e\n\n\u003ca href=\"\/en\/products\/befattningsbeskrivning-rollbeskrivning-2026-2027-kompetensmatris-svenska-english-word-pdf-excel\"\u003eJob description and skills matrix\u003c\/a\u003e – define roles and qualification requirements before the meeting.\u003c\/li\u003e\n\n\u003cli\u003e\n\n\u003ca href=\"\/en\/products\/lonepolicy-lonerevision-lonekriterier-excel-2027\"\u003eSalary policy and salary review\u003c\/a\u003e – separate process for salary discussions, salary criteria, and salary decisions.\u003c\/li\u003e\n\n\u003cli\u003e\n\n\u003ca href=\"\/en\/collections\/hr-arbetsratt-visselblasning-mallar\"\u003eHR and labor law – document templates\u003c\/a\u003e.\u003c\/li\u003e\n\n\n\u003c\/ul\u003e\n\n\u003ch2 id=\"mb-faq\"\u003eFAQ\u003c\/h2\u003e\n\n\u003ch3\u003eIs the employer required by law to hold annual performance reviews?\u003c\/h3\u003e\n\n\u003cp\u003eNot generally solely under Swedish law. However, there may be requirements in collective agreements, local rules, job positions, and the organization's steering documents.\u003c\/p\u003e\n\n\u003ch3\u003eCan I use the employee appraisal template ahead of a salary review?\u003c\/h3\u003e\n\n\u003cp\u003eYes, for work-related development goals as one of several inputs, but salary setting and the documented salary process should be handled separately and in accordance with applicable agreements and criteria.\u003c\/p\u003e\n\n\u003ch3\u003eIs an individual development plan included?\u003c\/h3\u003e\n\n\u003cp\u003eYes, a separate skills development plan with goals, initiatives, timeframe, employer support, and follow-up is included in Word\/PDF.\u003c\/p\u003e\n\n\u003ch3\u003eDoes Excel automatically calculate how \"good\" an employee is?\u003c\/h3\u003e\n\n\u003cp\u003eNo. The dashboard only compiles registered administrative statuses and costs. Results should be assessed by responsible persons based on factual documentation.\u003c\/p\u003e\n\n\u003ch3\u003eAre the templates translated into English?\u003c\/h3\u003e\n\n\u003cp\u003eThe five main templates are in Swedish. The package includes a Swedish user guide and a separate English User Guide, not English versions of the main templates.\u003c\/p\u003e\n\n\u003ch3\u003eCan sensitive personal data be entered into Excel?\u003c\/h3\u003e\n\n\u003cp\u003eIt is not recommended. Use minimal administrative data and store detailed documentation in an access-controlled system after your own GDPR assessment.\u003c\/p\u003e\n\n\u003ch2\u003eSources and version\u003c\/h2\u003e\n\n\u003cul\u003e\n\n\u003cli\u003e\n\n\u003ca href=\"https:\/\/www.imy.se\/verksamhet\/dataskydd\/dataskydd-pa-olika-omraden\/arbetsliv\/tillaten-behandling--vilka-krav-galler\/grundlaggande-principer\/\"\u003eIMY – basic GDPR principles for employers\u003c\/a\u003e.\u003c\/li\u003e\n\n\u003cli\u003e\n\n\u003ca href=\"https:\/\/www.imy.se\/verksamhet\/dataskydd\/dataskydd-pa-olika-omraden\/arbetsliv\/kontroll-och-overvakning-av-anstallda\/\"\u003eIMY – monitoring and control of employees\u003c\/a\u003e.\u003c\/li\u003e\n\n\u003cli\u003e\n\n\u003ca href=\"https:\/\/www.av.se\/arbetsmiljoarbete-och-inspektioner\/publikationer\/foreskrifter\/afs-20232\/\"\u003eSwedish Work Environment Authority – AFS 2023:2\u003c\/a\u003e.\u003c\/li\u003e\n\n\u003cli\u003e\n\n\u003ca href=\"https:\/\/www.riksdagen.se\/sv\/dokument-och-lagar\/dokument\/svensk-forfattningssamling\/diskrimineringslag-2008567_sfs-2008-567\/\"\u003eSwedish Parliament – The Discrimination Act (2008:567)\u003c\/a\u003e.\u003c\/li\u003e\n\n\n\u003c\/ul\u003e\n\n\u003cp\u003e\u003cstrong\u003eDocument edition: 1.0 – 2026\/2027. Source review: October 18, 2026.\u003c\/strong\u003e The template package is editable working material in accordance with Swedish law. It is not government-approved, externally lawyer-reviewed, or proof that the employer fulfills all obligations.\u003c\/p\u003e\u003c\/section\u003e","brand":"Svenska Dokumentmallar","offers":[{"title":"Default Title","offer_id":55843775316310,"sku":"MED-SAMTAL-2027","price":79.0,"currency_code":"SEK","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0827\/2373\/3846\/files\/medarbetarsamtal-utvecklingssamtal-huvudbild-2027_4cc9ba55-8f06-4175-bf05-376b13695380.png?v=1792332260","url":"https:\/\/mallbutiken.se\/en\/products\/medarbetarsamtal-utvecklingssamtal-mall-2027","provider":"Mallbutiken","version":"1.0","type":"link"}