Performance Review

A performance review checklist is a structured tool that helps managers assess an employee’s performance by outlining specific criteria and competencies. It enables managers to provide feedback, recognize achievements, address areas for development, and establish goals for future growth. The checklist serves as a valuable reference during performance evaluations, fostering open communication between employees and their supervisors.

Goals and Objectives

  • Were the employee’s goals clear and achievable?

  • Did the employee meet, exceed, or fall short of these goals?

  • Were there any unexpected obstacles or challenges?

Skills and Competencies

  • How well does the employee perform their job duties?

  • Are there any specific skills or competencies that need improvement?

  • Have there been any notable improvements in skills since the last review?

Work Quality

  • How would you rate the quality of the employee’s work?

  • Are there examples of exceptional work or areas needing improvement?

  • How does the employee’s work compare to established standards?

Communication

  • How effectively does the employee communicate with colleagues and supervisors?

  • Are there any issues with clarity, professionalism, or responsiveness?

  • Does the employee actively contribute to team discussions and collaborations?

Time Management

  • Is the employee able to prioritize tasks effectively?

  • How well does the employee handle deadlines and workload?

  • Are there any instances of time management issues that need addressing?

Initiative and Innovation

  • Does the employee take initiative in their role?

  • Are there examples of innovative thinking or process improvements?

  • How does the employee contribute to the overall growth of the team or organization?

Teamwork and Collaboration

  • How well does the employee work with others in a team environment?

  • Are there any instances of leadership or mentorship within the team?

  • Does the employee actively support team goals and contribute to a positive work environment?

Professional Development

  • Has the employee participated in relevant training or development opportunities?

  • Are there areas where additional training or skill development is recommended?

  • How motivated is the employee to grow professionally within the organization?

Overall Performance

  • Based on the above criteria, what is the overall assessment of the employee’s performance?

  • What are the employee’s strengths and areas for improvement?

  • Are there any specific goals or action plans for the next review period?

Feedback and Discussion

  • Provide constructive feedback on the employee’s performance.

  • Encourage the employee to share their perspective and goals.

  • Discuss any career development opportunities or future aspirations.

Disclaimer:

This template is meant to provide general guidelines and should be used as a reference. This is not a legal document. Easy HR will not assume any legal liability that may arise from the use of this template.

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