INTRODUCTORY PERFORMANCE REVIEW

EMPLOYEE INFO

EMPLOYEE NAME DEPARTMENT

EMPLOYEE ID REVIEWER NAME

POSITION HELD HR REP

HIRE DATE DATE OF REVIEW

BEHAVIORS

QUALITY UNSATISFACTORY SATISFACTORY GOOD EXCELLENT

Works to Full Potential

Quality of Work

Work Consistency

Communication

Independent Work

Takes Initiative

Group Work

Productivity

Creativity

Honesty
Integrity

Coworker Relations

Client Relations

Technical Skills

Dependability

Punctuality

Attendance

STRENGTHS / TRAINING NEEDS

DETAIL EMPLOYEE'S GREATEST STRENGTHS

DETAIL ASPECTS REQUIRING IMPROVEMENT

GOALS

ACHIEVED GOALS SET IN PREVIOUS REVIEW?

 GOALS FOR NEXT REVIEW PERIOD

COMMENTS AND APPROVAL

EMPLOYEE COMMENTS REVIEWER COMMENTS

EMPLOYEE REVIEWER HR REP

SIGNATURE SIGNATURE SIGNATURE
Employee Evaluation Template

Details and
Explanation For
Performance Item Success Metric & Instructions Weight Attainment Assessment
Alex Bright Review date: June 30
OVERALL PERFORMANCE GRADE Excellent, Very Good, Average, Needs Improvement Excellent
Objectives Objectives should be measurable
First Half through June 30 100% 86%
Generate Leads 3,000 qualified leads 25% 75%
Customer Retention Improve customer retention 2% from current 25% 120% Fantastic job on this! Results
level in more than $10k/week in
retained revenue, and
growing as customer base
grows.
Website and Brand Update Website and Brand 25% 100%
SEO Traffic Improve SEO traffic by 15% from current level 25% 50% Results will improve with
new web site, but we need
you to keep pushing the
social initiatives.
Second Half through EOY 100% 0%
List desired career development for the short term (6-12
months) and long term. Goal is to establish a learning path
Other Areas of Assessment and associated action plans for taking on increased 100% 67%
responsibilities and opportunities.
Job Knowledge 15% 90%
Planning and Problem Solving 15% 80%
Productivity 20% 50%
Communication Skills 20% 40%
Teamwork 15% 100%
 Management Skills 15% 40%
Summarize your performance over this period by addressing
Employee Self Assessment competencies in results orientation, customer focus, and
teamwork.
Performance Competencies
Areas of Growth and Improvement
Summarize employee's performance over this period by
Manager's Assessment of Employee addressing competencies in results orientation, customer
focus, and teamwork.
For employees with management responsibilities,
Assessment of Management Skills summarize your own performance competencies, and have
your employees comment in this section.
Identify areas for professional growth and training for
Professional Development Plan employee to develop within their current functional area of
responsibility.

PEER REVIEW FORM

Peer reviews are anonymous. Do not include your name on this form.

The individual being reviewed will not be informed of which coworkers participated in the peer review.

EMPLOYEE INFO

PEER REVIEW FOR DATE OF REVIEW

CHARACTERISTICS

QUALITY UNSATISFACTORY SATISFACTORY GOOD EXCELLENT

Works to Full Potential

Quality of Work

Work Consistency

Communication

Independent Work

Takes Initiative

Group Work

Productivity

Creativity

Honesty

Integrity

Coworker Relations

Client Relations

Technical Skills

Dependability

Punctuality

Attendance

STRENGTHS / TRAINING NEEDS

DETAIL EMPLOYEE'S GREATEST STRENGTHS

DETAIL ASPECTS REQUIRING IMPROVEMENT

ADDITIONAL COMMENTS
 DISCLAIMER

EMPLOYEE SELF-EVALUATION FORM

EMPLOYEE INFO

EMPLOYEE NAME DEPARTMENT

EMPLOYEE ID POSITION HELD

REVIEW PERIOD DATE OF REVIEW

CURRENT RESPONSIBILITIES

List key responsibilities.

Assess your performance in relation to your key responsibilities.

PERFORMANCE GOALS

List performance and work objectives.

Assess your performance in regard to previously set performance and work objectives.
 CORE VALUES

Assess your performance in relation to core values.

COMMENTS AND APPROVAL

Include any additional comments.

EMPLOYEE
SIGNATURE
PROFESSIONAL DEVELOPMENT PLAN TEMPLATE

EMPLOYEE INFO

EMPLOYEE NAME DEPARTMENT

EMPLOYEE ID REVIEWER NAME

POSITION HELD REVIEWER TITLE

LAST REVIEW DATE TODAY'S DATE

PERFORMANCE ASSESSMENT

PROF DEVELOPMENT PROF GROWTH ACTION PLAN LOGISTICS TIMELINE

List employee Provide predicted

Discuss any required Detail the steps List all budget,
enrichment as a result start date and
training, coursework, required to achieve equipment, and
of achieving set projected date of
workshops, etc. the desired goal. staffing requirements.
goals. completion.

MIDDLE RANGE / CRUCIAL

1-2 YEARS

MIDDLE RANGE / SIGNIFICANT

2-3 YEARS

LONG RANGE / USEFUL

3 -5 YEARS