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Performance Review and Feedback Checklist
Employee Self-Assessment
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
Goal Setting and Professional Development
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
Performance Metrics and Outcomes
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
Collaboration and Team Contribution
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
Customer Service and Satisfaction
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
Adherence to Company Policies and Procedures
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
