Free Checklist Templates for Performance Review

Performance Review

OR

Agent Performance Review Checklist

Production & Pipeline Review

Pull GCI and units closed from back office

Break down production by listing and buyer side

Analyze lead-source ROI by channel

Compare results against team benchmarks

Transaction File & Compliance Review

Audit a sample of closed transaction files

Verify agency disclosure timing at first contact

Confirm EMD deposit timing in the trust account

Spot-check MLS accuracy and advertising compliance

Document a remediation plan for compliance gaps

Client Experience & Communication

Pull client satisfaction surveys and NPS scores

Audit CRM response times on new leads

Review seller-update cadence on active listings

Read online reviews on Zillow and Google

Licensing, Ethics & Development

Confirm CE hours completed for license renewal

Verify NAR Code of Ethics training status

Collect the agent's self-evaluation

Draft production and skill goals for next period

Review Meeting & Sign-Off

Hold the performance review meeting

Discuss split, cap progress, and tier eligibility

Sign off on the review with overall rating

Schedule the 30-day coaching check-in

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Attorney Performance Evaluation Checklist

Review Preparation

Confirm review cadence and role

Pull billable-hour and realization data

Solicit feedback from supervising attorneys

Request employee self-assessment

Substantive Legal Work

Evaluate written work product quality

Assess legal research and analysis

Review courtroom and deposition performance

Verify CLE compliance for the period

Build CLE catch-up plan

Practice Management and Ethics

Review docket and deadline discipline

Audit conflict-check participation

Review trust account handling if applicable

Evaluate client communication and responsiveness

Performance Rating and Goals

Assign overall performance rating

Draft a formal Performance Improvement Plan

Set development goals for next period

Review Meeting and Sign-Off

Schedule the review meeting

Conduct the in-person review

Capture employee acknowledgment signature

File evaluation in personnel record

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Attorney Performance Review Checklist

Pre-Review Data Gathering

Pull billable hours and realization report

Compile matter list and originations

Solicit 360 feedback from partners and staff

Request the attorney's self-assessment

Legal Work Quality

Review writing samples from the period

Assess practice-area competence

Check docket and SOL discipline

Client Service and Origination

Review client communication responsiveness

Evaluate origination and cross-sell activity

Pull client satisfaction signals

Billing and Trust Account Discipline

Audit timekeeping contemporaneity

Review pre-bill edit quality

Confirm IOLTA handling for matters worked

Ethics and Professional Development

Verify CLE compliance for the cycle

Document any bar complaints or discipline

Escalate Rule 1.15 issues with managing partner

Review supervisory and mentoring contributions

Review Meeting and Goal Setting

Hold the review meeting with the attorney

Set SMART goals for the next cycle

Discuss compensation and partnership track

Finalize the written review and signatures

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Consultant Performance Review

Review Preparation

Pull engagement history from time tracking

Request the consultant's self-assessment

Gather 360 feedback from engagement leads

Review the prior cycle's development goals

Engagement Delivery Quality

Sample three deliverables from recent engagements

Read QA reviewer feedback on the sampled work

Assess handling of complex workstreams

Score engagement delivery quality

Client Leadership and Team Stewardship

Evaluate stakeholder management on named engagements

Review delegation and leverage to juniors

Assess conflict handling and escalation judgment

Score client leadership performance

Communication and Deliverable Craft

Review executive readout samples

Evaluate written craft on memos and decks

Assess discovery and active-listening skill

Score communication and craft

Professionalism and Compliance

Confirm COI and independence attestations are current

Review client-data handling adherence

Assess deadline adherence across engagements

Score professionalism and compliance

Innovation and Practice Contribution

Review contributions to firm IP and playbooks

Review sanitized case studies and knowledge capture

Score innovation and practice contribution

Calibration and Review Delivery

Submit the overall rating for calibration

Hold the calibration session with practice leadership

Draft the performance improvement plan

Prepare the promotion packet for partner review

Deliver the review and capture acknowledgment

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Employee Performance Review Checklist

Pre-Review Data Gathering

Pull POS performance metrics from Toast

Pull attendance and labor logs from 7shifts

Collect peer and shift-lead feedback

Compliance and Certifications

Verify ServSafe and alcohol-service certifications

Audit cooling log and temp-log adherence

Note allergen-handling incidents on file

Job Performance and Service

Rate competence on assigned station or section

Review ticket times, voids, and comps

Calculate average upsell per cover

Capture the overall performance rating

Reliability and Teamwork

Tally late arrivals and no-shows

Summarize peer and shift-lead feedback

Evaluate side-work and closing-duty follow-through

Development Plan

Set goals for the next review period

Identify training and cross-training needs

Draft a 30-day performance improvement plan

Review Meeting and Sign-Off

Conduct the review conversation

Sign off on the review form

File the review in the employee folder

Open the role-change request with payroll

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Employee Performance Review Checklist

Pre-Review Preparation

Pull prior-year goals and self-assessment

Confirm role classification and licenses

Solicit 360 feedback from peers and clients

Compile production and KPI report

Performance Assessment

Score prior-period goal attainment

Review supervisory and compliance record

Assess client service quality

Rate teamwork and culture fit

Compliance and Licensing Review

Verify CE and licensing status

Build CE remediation plan

Confirm code of ethics attestations

Development and Training

Identify skill and competency gaps

Discuss designation and exam path

Draft personalized development plan

Review Meeting and Goal Setting

Hold the performance review meeting

Set SMART goals for next period

Discuss compensation and progression

Documentation and Sign-Off

Capture review outcome and signatures

Open a Performance Improvement Plan

File documentation in HR and compliance records

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Employee Performance Review Checklist

Pre-Review Preparation

Pull the employee's KPI dashboard

Send the self-assessment to the employee

Confirm the self-assessment came back

Follow up on the missing self-assessment

Solicit 360 peer feedback

Channel Performance Review

Review channel GMV against the period target

Review ROAS and TACOS against targets

Review Amazon account health and ODR

Review Gorgias CSAT and first-response time

Review inventory and forecast accuracy

Competency Assessment

Rate Shopify and Seller Central platform fluency

Rate analytics and attribution tool proficiency

Rate listing and content quality

Rate collaboration with 3PL and warehouse partners

Goals and Development Planning

Define KPI targets for the next cycle

Identify training and certification gaps

Document strengths and development areas

Schedule the review meeting

Review Meeting and Sign-Off

Conduct the live review conversation

Capture the overall rating and signatures

Initiate the performance improvement plan

File the completed review in the HRIS

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Engineering Performance Review Checklist

Pre-Review Preparation

Pull utilization data from Deltek Vantagepoint

Solicit 360 feedback from PMs and discipline leads

Collect the employee self-assessment

Technical Performance and Quality

Sample recent calculation packages for review

Evaluate backcheck discipline on recent redlines

Verify code-edition awareness against AHJ adoption

Review software proficiency in discipline tools

Project Delivery and Utilization

Review billable utilization against target

Assess milestone on-time delivery rate

Review RFI and submittal turnaround

Communication and Collaboration

Evaluate inter-discipline coordination effectiveness

Assess client-facing communication

Review mentorship of EIT and junior staff

Licensure and Professional Development

Verify PE license status and NCEES record

Audit PDH log against state requirement

Identify training and certification goals

Develop a PDH remediation plan

Review Meeting and Sign-Off

Hold the formal review meeting

Set next-cycle technical and project goals

Capture overall rating and signatures

Initiate a Performance Improvement Plan

File the signed review with HR

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Insurance Producer Performance Review

Pre-Review Preparation

Pull AMS production reports for the period

Compile 360 feedback from carrier reps and clients

Verify producer license and CE in NIPR

Initiate license reinstatement and pause binding authority

Pull E&O and complaint history for the period

Schedule E&O refresher and root-cause review

Technical and Compliance Performance

Audit AMS documentation on a file sample

Review quote-to-bind and hit ratios

Assess ACORD form and coverage-analysis accuracy

Score claims handling against state prompt-pay windows

Review OFAC screening and bind-authority adherence

Client Service and Production Outcomes

Calculate book retention and persistency

Review client NPS and complaint log

Assess COI turnaround accuracy

Review renewal proposal quality and timing

Review Meeting and Sign-Off

Hold the review meeting with the employee

Discuss CE pathway and designation goals

Document the development plan and goals

Sign off on final rating and goals

Draft a 60-day Performance Improvement Plan

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IT Staff Performance Review

Pre-Review Data Gathering

Pull ticket metrics from the PSA

Export RMM and patch compliance reports

Collect the employee's self-assessment

Compile CSAT and end-user feedback

Review prior-cycle development goals

Operational Performance and SLA

Score SLA adherence by priority tier

Review MTTR trends across the cycle

Audit change-management discipline

Evaluate on-call and after-hours response

Assess ticket escalation accuracy

Technical Skills and Certifications

Assess proficiency with the core stack

Review Tier 2 and Tier 3 troubleshooting depth

Verify certification status and renewals

Evaluate runbook and automation contributions

Schedule certification renewal training

Collaboration and Documentation

Review IT Glue or Hudu documentation quality

Assess cross-team and vendor communication

Evaluate mentorship of Tier 1 technicians

Review handoff and shift-change practices

Review Meeting and Development Plan

Hold the review meeting with the employee

Set the next-cycle development goals

Capture overall rating and signatures

File the completed review with HR

Draft a 30-60-90 performance improvement plan

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Performance Review Checklist (Accounting Staff)

Technical Skills and Accuracy

Review GAAP application in posted journal entries

Sample-test workpapers for tie-out and footing

Assess GL software and Excel proficiency

Productivity and Efficiency

Pull close-cycle timing for last six months

Review WIP and realization rates

Evaluate workload management during busy season

Communication and Teamwork

Sample client-facing communications

Gather 360 feedback from engagement team

Assess responsiveness to review notes

Problem-Solving and Analytical Thinking

Review handling of recent reconciliation discrepancies

Evaluate variance-analysis commentary quality

Test response to a complex client scenario

Professional Development and Growth

Verify CPE hours and ethics requirement

Review CPA or EA candidacy progress

Discuss next-year career goals and stretch assignments

Compliance and Risk Management

Review WISP and data-handling adherence

Confirm independence compliance for attest clients

Assess confidentiality practices for client PII

Review Meeting and Sign-Off

Draft the written performance review

Hold the review meeting with the staff member

Finalize ratings and capture sign-off

Build the 90-day performance improvement plan

File the completed review in the personnel folder

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Production Operator Performance Evaluation

Review Preparation

Pull time and attendance records

Compile OEE and production metrics

Gather quality records and supervisor input

Attendance and Reliability

Rate shift attendance against schedule

Rate punctuality at clock-in and breaks

Note unplanned absence and call-out patterns

Production and Quality Performance

Rate first-pass yield and scrap rate

Rate adherence to travelers and work instructions

Rate setup and changeover performance

Safety and Compliance

Rate LOTO and machine-guarding compliance

Rate PPE and HazCom adherence

Rate near-miss reporting and 5S participation

Teamwork and Communication

Rate shift handover quality

Rate andon use and escalation behavior

Rate cross-training and skill matrix progression

Review Meeting and Documentation

Conduct the review meeting with the operator

Document overall rating and development plan

Open the 30-day performance improvement plan

Schedule the next review checkpoint

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Property Manager Performance Review

Review Preparation

Schedule the review meeting

Send the self-assessment form

Confirm role and goals from the prior cycle

Performance Data Review

Pull KPIs from AppFolio or Yardi

Review work order response and close-out times

Audit FCRA and Fair Housing compliance

Spot-check security deposit timing

Self-Assessment and Peer Input

Collect the completed self-assessment

Send a self-assessment reminder

Gather peer feedback from two colleagues

Review tenant and owner satisfaction signals

Review Meeting

Hold the review meeting

Walk through strengths and growth areas

Capture the overall performance rating

Discuss compensation and bonus eligibility

Goals and Development Plan

Set SMART goals for the next cycle

Identify required training and CE

Draft a Performance Improvement Plan

Documentation and Follow-Up

File the signed review in the HR record

Schedule the 30-day goals check-in

Schedule the mid-cycle six-month review

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Quarterly Performance Measurement Checklist

Financial Metrics Evaluation

Pull AUM and revenue trend from the GL

Calculate net profit margin against peer benchmark

Assess ROE, ROA, and net interest margin

Review cost-to-income and overhead ratios

Verify liquidity and capital adequacy ratios

Client Satisfaction Assessment

Distribute the quarterly client survey

Calculate client retention and attrition

Compute Net Promoter Score for the quarter

Review CSA response time on client inquiries

Log open complaints in the compliance register

Operational Efficiency Analysis

Measure new account opening cycle time

Reconcile the trade error account

Audit rebalance drift across model portfolios

Verify three-way fee billing reconciliation

Confirm advisor productivity per the dashboard

Regulatory Compliance Review

Confirm Form ADV and Form CRS deliveries

Sample-test AML CIP and CDD files

Review SAR and CTR filing log

Audit electronic communication archiving

Document quarterly compliance findings

Leadership Review and Remediation

Build remediation plan for open findings

Present quarterly scorecard to leadership

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Retail Performance Review Checklist

Pre-Review Preparation

Pull the employee's KPI report

Review attendance and punctuality records

Gather peer and customer feedback

Confirm review type and period

Sales Performance

Compare sales to plan and LY

Evaluate UPT, ATV, and conversion

Review loyalty enrollment and email capture

Score selling-floor behaviors

Customer Service and Product Knowledge

Review mystery shop and survey scores

Assess complaint and return resolution

Verify product knowledge by category

Operational Compliance

Review cash-handling and drawer variance

Audit age-restricted sale compliance

Assess inventory and shrink contribution

Verify training and certification status

Training Gap Remediation

Identify the missing certification

Schedule completion before next shift

Teamwork and Leadership

Evaluate shift coverage and reliability

Assess peer training and mentoring

Review communication with management

Development Plan and Sign-Off

Set goals for the next review period

Hold the review conversation

Capture overall rating and signatures

Open a Performance Improvement Plan

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Software Engineer Performance Review Checklist

Pre-Review Preparation

Pull PR and commit history from GitHub

Collect 360 peer feedback

Review prior cycle growth goals

Technical Skills Assessment

Evaluate code quality across recent PRs

Assess system design contributions

Review on-call and incident handling

Collaboration and Code Review

Review code review participation and tone

Assess cross-functional collaboration

Evaluate documentation and runbook contributions

Delivery and Reliability

Review sprint commitment versus completion

Assess bug escape and regression rate

Evaluate scope estimation accuracy

Growth and Professional Development

Map performance against the leveling rubric

Review learning, conferences, and certifications

Draft growth goals for the next cycle

Review Meeting and Sign-Off

Submit draft to calibration committee

Hold the performance review 1:1

Capture rating and final sign-off

Open a Performance Improvement Plan

Submit final review packet to HR

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