Free Employee Performance Training Checklist

Prepared by: [Your Name]

Company: [Your Company Name]

Date: [Date]

1. Performance Expectations

• Review company’s performance standards and goals

• Discuss key performance indicators (KPIs) for the role

• Explain the performance review process and timelines

• Set specific, measurable goals for the employee

2. Job-Specific Skills

• Review technical skills and competencies required for the role

• Conduct hands-on practice or demonstration of key tasks

• Assess the employee’s ability to perform core job responsibilities

• Provide resources for further skill development

3. Communication Skills

• Review effective communication practices (email, phone, meetings)

• Role-play scenarios to improve interpersonal communication

• Discuss conflict resolution techniques

• Evaluate listening and feedback skills

4. Time Management & Productivity

• Discuss prioritization and task management strategies

• Set expectations for meeting deadlines and handling multiple tasks

• Review tools or software for task tracking and time management

• Discuss strategies to overcome procrastination and distractions

5. Workplace Behavior and Professionalism

• Emphasize the importance of punctuality and attendance

• Review company policies regarding workplace behavior, ethics, and dress code

• Discuss teamwork, collaboration, and customer service expectations

• Address handling stress and maintaining professionalism under pressure

6. Feedback and Continuous Improvement

• Provide constructive feedback on current performance

• Set a plan for follow-up feedback sessions

• Discuss the employee’s development goals and opportunities for growth

• Encourage self-assessment and regular reflection on performance

7. Knowledge of Company Policies and Procedures

• Review the company’s code of conduct, safety, and compliance policies

• Ensure understanding of the performance appraisal process

• Discuss the process for reporting issues or concerns

• Review the benefits and professional development opportunities available

8. Employee Development & Career Path

• Discuss long-term career goals and development opportunities

• Explore potential training or certification programs

• Review mentorship and coaching programs available

• Set a development plan with milestones and timelines

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