Here is a sample of a performance evaluation system to give you an idea of what one might behold like. This is in fact the actual performance evaluation I have used in my accounting practice. Many of the questions might seem to you to be geared towards professional employees, but we have the same standards for our receptionist. Remember that your performance evaluation system should be tailored to your company, your employees and your business plan.
conceptionQUARTERLY PERFORMANCE REVIEW
The composite score of this appraisal will determine the bonus level and will be applied as follows:
SCORE BONUS
0.00-4.99 0%
5.00-5.50 10%
5.51-6.00 20%
6.01-6.5 30%
6.51-7.00 40%
7.01-7.50 50%
7.51-8.00 60%
8.01-8.50 70%
8.51-9.00 80%
9.01-9.50 90%
9.51-10.00 100%
Name of individual being assessed: ___________________________________
The following scale will be used for the evaluation:
9-10 An exceptional skill. This individual consistently exceeds behavior and skills expectations in this area
7-8 A strength. This individual meets most and exceeds some of the behavior and skills expectations in this area
5-6 Appropriate skill level. This individual meets a majority of the behavior and skills expectations in this station. There is a generally positive perspective towards responsibilities
3-4 Not a strength. This individual meets some behavior and skills expectations in this situation, but sometimes falls short
1-2 Least skilled. This individual consistently fails to reach behavior and skills expectations in this area
N/A Not applicable or not observed
WORK PERFORMANCE AND INDIVIDUAL SKILLS
Gets the job done just the first time N/A 1 2 3 4 5 6 7 8 9 10
Completes work in a timely manner N/A 1 2 3 4 5 6 7 8 9 10
Completes work accurately N/A 1 2 3 4 5 6 7 8 9 10
Effectively works within rules and policies N/A 1 2 3 4 5 6 7 8 9 10
Makes timely decisions N/A 1 2 3 4 5 6 7 8 9 10
Has good verbal communication skills N/A 1 2 3 4 5 6 7 8 9 10
Has qualified written communication skills N/A 1 2 3 4 5 6 7 8 9 10
Technical skills are up-to-date N/A 1 2 3 4 5 6 7 8 9 10
Writing is neat and legible N/A 1 2 3 4 5 6 7 8 9 10
Work is organized and complete N/A 1 2 3 4 5 6 7 8 9 10
Recognizes problems and identifies
underlying causes N/A 1 2 3 4 5 6 7 8 9 10
Has good strategic skills N/A 1 2 3 4 5 6 7 8 9 10
Is persistent in reaching goals N/A 1 2 3 4 5 6 7 8 9 10
Is effective at working within time limits N/A 1 2 3 4 5 6 7 8 9 10
Knows how to prioritize work N/A 1 2 3 4 5 6 7 8 9 10
Develops effective systems and improves
processes N/A 1 2 3 4 5 6 7 8 9 10
Keeps a clean organized work area N/A 1 2 3 4 5 6 7 8 9 10
Brings expertise to the job N/A 1 2 3 4 5 6 7 8 9 10
Keeps knowledge up-to-date by reading,
researching, etc.N/A 1 2 3 4 5 6 7 8 9 10
Coaches, motivates and helps develop others N/A 1 2 3 4 5 6 7 8 9 10
Is trustworthy, start and honest N/A 1 2 3 4 5 6 7 8 9 10
Is prompt and on time N/A 1 2 3 4 5 6 7 8 9 10
Has a positive outlook N/A 1 2 3 4 5 6 7 8 9 10
Total points for this section _________________
CLIENT SERVICES
Treats clients like business partners N/A 1 2 3 4 5 6 7 8 9 10
Identifies, understands and responds
to appropriate needs of clients N/A 1 2 3 4 5 6 7 8 9 10
Presents ideas clearly and simply N/A 1 2 3 4 5 6 7 8 9 10
Listens attentively to clients N/A 1 2 3 4 5 6 7 8 9 10
Solicits and provides effective feedback N/A 1 2 3 4 5 6 7 8 9 10
Uses the company phone protocol N/A 1 2 3 4 5 6 7 8 9 10
Provides awesome service- goes that
extra mile to do things right N/A 1 2 3 4 5 6 7 8 9 10
Is friendly and courteous to clients N/A 1 2 3 4 5 6 7 8 9 10
Knows client's business N/A 1 2 3 4 5 6 7 8 9 10
Replies promptly to client requests N/A 1 2 3 4 5 6 7 8 9 10
Looks after clients in a timely manner N/A 1 2 3 4 5 6 7 8 9 10
Develops systems for better client services N/A 1 2 3 4 5 6 7 8 9 10
Keeps others informed about client needs N/A 1 2 3 4 5 6 7 8 9 10
Balances client requests with business
requirements N/A 1 2 3 4 5 6 7 8 9 10
Total points for this section __________________
TEAMWORK
Supports the team's goals N/A 1 2 3 4 5 6 7 8 9 10
Puts the interests of the team before
self-interest N/A 1 2 3 4 5 6 7 8 9 10
Builds consensus and shares relevant
information N/A 1 2 3 4 5 6 7 8 9 10
Treats others fairly N/A 1 2 3 4 5 6 7 8 9 10
Takes responsibility for own actions N/A 1 2 3 4 5 6 7 8 9 10
Does their part to get things done N/A 1 2 3 4 5 6 7 8 9 10
Total points for this section _____________________
MANAGEMENT AND LEADERSHIP SKILLS
Manages resources effectively N/A 1 2 3 4 5 6 7 8 9 10
Takes initiative to make things happen N/A 1 2 3 4 5 6 7 8 9 10
Takes informed, calculated risks N/A 1 2 3 4 5 6 7 8 9 10
Makes well reasoned, timely decisions N/A 1 2 3 4 5 6 7 8 9 10
Follows through to deliver results N/A 1 2 3 4 5 6 7 8 9 10
Communicates and sets positive expectations N/A 1 2 3 4 5 6 7 8 9 10
Anticipates and prepares for change N/A 1 2 3 4 5 6 7 8 9 10
Has people skills- is fair, honest,
dependable and approachable N/A 1 2 3 4 5 6 7 8 9 10
Provides supportive and guiding
leadership-does not try to control N/A 1 2 3 4 5 6 7 8 9 10
Delegates duties skillfully N/A 1 2 3 4 5 6 7 8 9 10
Organizes and prioritizes work N/A 1 2 3 4 5 6 7 8 9 10
Visionary- Sees the mountainous picture N/A 1 2 3 4 5 6 7 8 9 10
Applies fairness to any action N/A 1 2 3 4 5 6 7 8 9 10
Coaches and develops team N/A 1 2 3 4 5 6 7 8 9 10
Total points for this section ______________________________
BUSINESS DEVELOPMENT
Actively seeks new clients N/A 1 2 3 4 5 6 7 8 9 10
Maintains required networks N/A 1 2 3 4 5 6 7 8 9 10
Provides input to business development
strategy N/A 1 2 3 4 5 6 7 8 9 10
Suggests new services to provide to clients N/A 1 2 3 4 5 6 7 8 9 10
Learns current skills to abet in company
growth N/A 1 2 3 4 5 6 7 8 9 10
Total points for this section ________________________
INNOVATION
Constantly benchmarks "best practices"N/A 1 2 3 4 5 6 7 8 9 10
Performs frequent process review N/A 1 2 3 4 5 6 7 8 9 10
Solicits process improvement feedback N/A 1 2 3 4 5 6 7 8 9 10
Suggests new goals for team growth N/A 1 2 3 4 5 6 7 8 9 10
Researches better ways to do things N/A 1 2 3 4 5 6 7 8 9 10
Creates systems and procedures to
make jobs easier N/A 1 2 3 4 5 6 7 8 9 10
Presents strategic ideas in order to
improve organization and service N/A 1 2 3 4 5 6 7 8 9 10
Total points for this section _______________
SCORING
Total questions answered/Total points from all sections = Average score
_____________________/______________________= _____________
Bonus level achieved ____________________________
