Free Annual Performance Review Checklist

Authored by:

[your name]

Date:

January 15, 2050

Company Name:

[your company name]

Goal Setting and Achievement:

• Were clear and measurable goals set at the beginning of the review period?

• Were these goals achieved or progress made towards them?

• Were any challenges faced in achieving these goals? If yes, were they appropriately addressed?

Job Knowledge and Skills:

• Does the employee demonstrate a strong understanding of their role and responsibilities?

• Have they acquired new skills relevant to their job during the review period?

• Are there any areas where additional training or development is needed?

Quality of Work:

• Does the employee consistently produce high-quality work?

• Are there any instances of errors or rework that need to be addressed?

• Does the employee seek and incorporate feedback to improve their work?

Communication and Collaboration:

• Does the employee effectively communicate with colleagues and stakeholders?

• Do they collaborate well within their team and across departments?

• Are there any issues with interpersonal communication that need to be resolved?

Initiative and Innovation:

• Does the employee show initiative in identifying and solving problems?

• Have they contributed new ideas or improvements to processes?

• Are there opportunities for the employee to take on more challenging tasks or projects?

Attendance and Punctuality:

• Has the employee maintained satisfactory attendance and punctuality?

• Are there any patterns of absenteeism or tardiness that need to be addressed?

Overall Performance Rating:

• Based on the assessment of the above criteria, what is the overall performance rating for the employee?

• Are there any specific areas for improvement or development identified during the review?

Development Plan:

• Based on the review, what are the key areas for development or improvement for the employee?

• What specific actions will be taken to support their professional growth and advancement?

Employee Feedback and Goals:

• Did the employee have an opportunity to provide feedback on their own performance and development?

• Were they involved in setting goals for the upcoming review period?

Agreement and Sign-off:

• Has the performance review been discussed and agreed upon by both the manager and the employee?

• Have both parties signed off on the review documentation?