Performance Review Template
Keep your construction team aligned and on track
Download the goal setting and review template created by the experts at Breakthrough Academy to help drive better team performance and accountability across your construction business.

Breakthrough Academy’s goal setting and review template
Built specifically for construction team leaders, this performance review template streamlines employee evaluations and keeps your team focused on clear, measurable goals. Designed by Breakthrough Academy and Buildertrend, it’s the go-to tool for scaling operations through leadership, structure and accountability.

This downloadable resource is more than just a template – it’s a complete system to help construction business owners set clear goals, lead effective check-ins and drive accountability across their teams. What’s included:
- A proven goal setting and review meeting template used by top contractors
- Step-by-step workbook to guide both leaders and employees through the GSR process
- Built-in prompts, examples and best practices to implement the system with confidence
This template was designed for:
Home builders
Remodelers
Specialty contractors
Commercial contractors
Benefits of using this template:
- Create consistent, efficient weekly employee reviews
- Strengthen team alignment and boost performance
- Provide a repeatable structure for coaching, leadership and accountability
How to use the performance review template
Pre-meeting preparation
Your direct report should review their key role metrics and fill out the included template before your meeting.
Start with a check-in
Open the conversation with a quick personal and professional chat to build a better relationship.
Review previous goals
Discuss what went well and what didn’t using data, not guesswork.
Set new goals
Agree on specific, measurable deliverables for the week ahead.
Wrap up with admin items
Clarify next steps, log updates and finalize accountability using Buildertrend.
What is a goal setting and review template?
A goal setting and review template is a simple, yet powerful tool designed to guide weekly one-on-one meetings between construction leaders and their team members. It supports ongoing performance evaluation, drives results through accountability and helps ensure everyone stays aligned on business objectives.
Build a high-performance culture with goal setting and review meetings
These weekly meetings create space for focused conversation, performance check-ins and forward planning. By consistently meeting with employees to review deliverables and set goals, construction leaders can drive better results, coach team members effectively and build a high-performance culture.
The goal setting and review template helps reduce confusion, improves engagement and promotes transparency, which are key to retaining top talent and scaling successfully.

From conversation to execution: How Buildertrend brings your goals to life
Use the template to assign goals and track progress. Once the goal setting and review meeting is complete, you can input deliverables, set deadlines and collaborate inside Buildertrend’s platform – turning strategy into execution with ease.
Lead your team with clarity and confidence
Goal setting and review FAQs
A good template is consistent, numbers-driven and easy to repeat. It keeps meetings focused – especially in fast-moving construction environments.
Weekly meetings are ideal. They create a steady rhythm for employee reviews, provide regular accountability touchpoints and help prevent small issues from becoming big problems.
Yes. Whether you’re managing project managers, estimators or site supervisors, this performance evaluation tool works across functions. It can be tailored based on the role’s unique deliverables and KPIs.


