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How to Make a Performance Evaluation [5+ Templates to Download]

There will come a time where you might be required to perform an evaluation of the performance of an employee or that of your own. Should that ever happen, then you will need to come up with the right kind of evaluation document. This article will teach you all that you need to know in order for you to make one.

54+ FREE & Premium Performance Templates - Download NOWBeautifully Designed, Easily Editable Templates to Get your Work Done Faster & Smarter.

Steps for Creating a Performance Evaluation Document

Step 1: Start With the Basic Information

Whether you’re doing a self-evaluation or conducting one that is based on the performance another, you will need to make sure that all of the right information is the document. So you will need to make sure that names, job position titles, contact details and any other information used for identification purposes are placed into the letter.

Step 2: Start By Highlighting Achievements

When beginning the performance evaluation, you will need to start with the things that were done right. This is where you will have to point out all of the accomplishments that either you or the employee being evaluated has gained within the year. Make sure to provide accurate descriptions on every single one that you place.

Step 3: Identify the Goals

Next is for you to identify all of the goals that need to be achieved. This is where you are going to have to come up with sentences which state as to what goals you or the employee being evaluated has managed to successfully reach within a specific amount of time. Come up with detailed descriptions of each goal and point out how they were reached.

Step 4: Point Out the Goals that Were Not Met

No matter what kind of performance evaluation that needs to be done, you will need to share the goals that were not met. Much like when writing down the different goals that were achieved, you will need to provide accurate descriptions for all of the ones that you or the employee had failed to meet.

Step 5: Explain Why They Were Not Met

This is the part where you will need to provide proper insight as to why these goals were not met. Whether the reasons are justifiable or not, you are going to have to carefully explain each and every single one of them when writing them down in the evaluation document. Include details of the different factors which made you or employee miss the goal such as personal or work-related issues.

Step 6: Provide Comments on What Needs to be Done

If you are going to conduct evaluation feedback on yourself, then you will need to point out what exactly you should be doing in order to reach future goals or the current ones that you have yet to achieve. If you’re conducting an evaluation on an employee, then assess the situation carefully and come up with a proper plan in regards to how the employee may meet future goals.

Step 7: Outline the Basic Expectations

Once you’re done providing all of the important information, then the last thing that you will need to do is to outline all of the basic expectations in regards to what it is that you or the employee will need to do within the rest of the year. Make these expectations clear so that the reader will know exactly what he/she has to do.

5+ Performance Evaluation Templates

1. Worksheet on Management Performance Evaluation


Sometimes it’s the employees who will be required to evaluate management instead of it being the other way around. If you are one of them any employees that need to do so, then you will find this template beneficial. With it, you can make a document which should properly explain the results of your evaluation.

2. Restaurant Employee Performance Evaluation


It is important for restaurant managers to keep track of the performance of the establishment’s employees. This template will help one create an evaluation document that should contain all the details concerning the level of performance that each employee has been showing within a specific restaurant.

3. Employee Performance Self-Evaluation Form


It is very common for staff members to conduct self-assessment as they need to know how they are doing in terms of performance. Should the time come where you will need to evaluate yourself, then you will find that this template will help you make a document which can contain your results.

4. Free Performance Evaluation Template


If you are looking to make a performance evaluation document, then know that this template is always available for you to download and use. Make sure to use programs such as Microsoft Word or Apple Pages to open it. Once you have done that, then it’s simple as going through the entire template and seeing what text you can edit until it has all the information you want it to have.

5. 30 60 90 Day Performance Evaluation Template


If you are planning on evaluating your performance within the next 30, 60, and 90 days, then this is the template for you. Use it so that you can make a document which provides all the details regarding the goals one has managed to meet, those that have yet to or failed to be reached, what you need to be done and more.

6. Sample Employee Performance Evaluation


A business must always make sure that its employees are performing at a level that meets expectations. In the event that an assessment report needs to be made regarding their performance, then this template will allow you to make a document which shows all the details concerning how they’re performing in the workplace.

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