Workflow Templates: Performance Review Checklist

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Performance Review Checklist

Employee Engagement

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.

Customer Service Excellence

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.

Sales Performance

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.

Operational Efficiency

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.

Teamwork and Collaboration

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.

Professional Development

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.

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