Workflow Templates: Performance Review Checklist

Review the employee's attendance and punctuality records.

Evaluate the employee's participation in team meetings and events.

Assess the willingness to take on new challenges and additional responsibilities.

Monitor and evaluate the quality of customer service interactions.

Check the employee's ability to resolve customer issues effectively.

Assess the employee's knowledge of products and services.

Analyze sales figures against targets and previous performance

Assess the ability to establish customer relationships and retain clients.

Review the effectiveness of sales techniques and closing skills.

Evaluate adherence to operational procedures and policies.

Assess the employee's ability to manage inventory and prevent losses.

Review the employee's contribution to maintaining a safe and clean work environment.

Assess the employee's ability to work cooperatively with others.

Evaluate the contribution to team projects and goals.

Review the effectiveness of communication with peers and management.

Evaluate the employee's initiative in pursuing personal and professional growth opportunities.

Assess the application of new skills and knowledge to job responsibilities.

Review the progress towards achieving personal development goals.

Performance Review Checklist