Workflow Templates: Performance Review and Feedback Checklist

Review your job description and identify areas where you have exceeded expectations

List specific accomplishments or projects completed during the review period

Evaluate your strengths and areas for improvement, providing examples

Discuss the employee's long-term career objectives

Set specific, measurable, achievable, relevant, and time-bound (SMART) goals for the next period

Identify required resources or support for the employee's professional development

Compare actual performance metrics against expected outcomes

Analyze the factors contributing to successes and shortcomings in performance

Provide constructive feedback on areas of performance that need improvement

Assess the employee's ability to work effectively with team members

Evaluate the employee's contribution to team projects and goals

Discuss the employee's communication and interpersonal skills within the team

Review feedback or ratings from customers and stakeholders

Determine the impact of the employee's service on customer satisfaction

Identify opportunities to improve customer service skills

Ensure understanding of and compliance with transportation regulations and safety standards

Evaluate the employee's adherence to company policies, including attendance and punctuality

Discuss any incidents or violations and agree on corrective actions

Performance Review and Feedback Checklist