Free Template · Virtual Assistants
VA Performance Review Template
A 1–5 quarterly review across quality, reliability, communication, initiative, and tools — with examples and two forward goals.
What's inside
- 5 review dimensions
- Examples column
- 1–5 scoring
- Next-quarter goals
Format: PDF · 1 page · Free to use and adapt.
Download this template — free
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Preview
Inside the template: Review
Rate each area 1–5, note examples, and set two goals. Keeps remote feedback concrete.
Review
| Area | What good looks like | Score (1–5) | Examples |
|---|---|---|---|
| Quality | Accurate, low rework | — | — |
| Reliability | On time, consistent | — | — |
| Communication | Proactive, clear, async-friendly | — | — |
| Initiative | Spots and solves without prompting | — | — |
| Tools | Proficient, improving | — | — |
The full PDF continues with: Goals for Next Quarter.
How to use it
Three steps
- Download the PDF (email-gated, free) and open it alongside the work you want to organise.
- Fill in the blanks with your own details and remove sections you do not need — it is a starting point, not a form.
- Share the adapted version with whoever will use it and revisit it after the first month — most teams trim it once the habit sticks.
Need the person, not just the template?
Hire an executive assistant →Dedicated EAs reviewed on exactly these dimensions — from $7/hour.
VA Performance Review Template — FAQs
A 1–5 quarterly review across quality, reliability, communication, initiative, and tools — with examples and two forward goals. It is organised into 2 sections — Review; Goals for Next Quarter — and covers 5 review dimensions, Examples column, 1–5 scoring, Next-quarter goals. Format: PDF, one page, free to use and adapt.
Founders, executives and small-team managers hiring or managing a virtual assistant for the first time, and agencies standardising how their VAs work.
Yes. It is free — we ask for a work email so we can send the download link. It ships as a PDF you can print or copy into your own document; adapt it freely for internal use. It is provided for planning and is not legal, financial, tax or compliance advice.
Every Zedtreeo VA starts with a free 5-day trial; using this template during the trial gives you a structured way to onboard, brief and evaluate them from day one. VAs start at $6/hour (about $1,056/month full-time).
Need the People, Not Just the Template?
Zedtreeo places pre-vetted remote staff from $1,056/month with a free 5-day trial — replacement at no cost, no contracts.