Performance Appraisal Checklist

Employee Performance Review Checklist

Authored by:	[your name]
Company name:	[your company name]
Employee name:	[employee name]
Assessment date:	March 9, 2052

This is a tool for thoroughly assessing employee performance, identifying areas of improvement, providing feedback, setting goals, fostering career growth, aligning with company goals, and guiding decisions on promotions, pay, and training. It ensures a complete and effective evaluation process.

Preparation:

Have I reviewed the employee's job description and performance goals?
Do I have all relevant data and documentation ready for the appraisal?
Have I scheduled a mutually convenient time for the appraisal meeting?

Communication:

Have I clearly communicated the purpose and format of the appraisal to the employee?
Have I encouraged the employee to share their self-assessment and feedback?

Performance Evaluation:

Have I assessed the employee's performance based on agreed-upon criteria and standards?
Have I considered both quantitative metrics and qualitative aspects of performance?

Strengths and Achievements:

Have I recognized and acknowledged the employee's achievements and strengths?
Have I provided specific examples to illustrate commendable performance?

Areas for Improvement:

Have I identified areas where the employee can improve or develop their skills?
Have I offered constructive feedback and suggestions for growth?

Goal Setting:

Have I collaboratively set challenging yet achievable goals for the upcoming appraisal period?
Have I ensured alignment between the employee's goals and organizational objectives?

Feedback and Follow-Up:

Have I encouraged open dialogue and addressed any concerns or questions raised by the employee?
Have I outlined a plan for ongoing feedback and support throughout the appraisal period?

Documentation and Sign-Off:

Have I accurately documented the outcomes of the appraisal discussion?
Have both the employee and I signed off on the performance appraisal form or report?