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Performance Reviews

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Questions: Does anyone have any forms or guides for administrative staff to use or send out for annual reviews? I am a new senior admin and have two employees to supervise who have annual reviews coming up.  -- David Kaulbars


Note from the Editors: You might want to sign up for our audioconference next week: Performance Reviews That Motivate and Build Buy-In. Presenter Mike DeGiorgi is an expert in training supervisors on how to review employees' performance effectively, and he may be able to recommend some places where you could find the forms that suit your needs. Click here for more information.

Before provding some sort of forms, it would be helpful to know what kind of performance appraisal system your company uses. Is it based on goals and objectives which are set out in advance? What other criteria are applied? Do employees perform self-assessments? How large is your company? It is exceptionally important to have consistency in the performance review system across the company to minimize issues of inequity.

Some additional information would help us recommend formats for handling the info and capturing the data needed for an effective evaluation.

I have created 2 forms for annual reviews. One is a form given out to the employee prior to the review so as a manager you can ask them their questions (i.e. what are your strengths, what would you like to accoplish etc.)The other is a form that I fill out for the review. All managers at our company have tried, like and now use them. If you would like me to email them to you I can; just send me an email titled "employee review form request", so I know not to delete it.

To help both the employee and me prepare for the annual review, I ask for the following several weeks in advance:
1. A brief summary of your top three work accomplishments for the past year.
2. Some ideas for work improvement this next year.
3. Several new goals that you would like to accomplish.
4. Suggestions to make your position description more accurate.
5. What do you need from me to enable you to do your job more effectively?

Unfortunately I will be unavailable for the audio conference.
The last comment by Evelyn Madison is the format that has been used for me in the past. With the growth in my department my employer is asking for a form to assess administrative staff. I would like to have a form to evaluate the employee and also have them use it for self-assessment.
*note to the Editor Will any tips from the audio conference show up in the Personal Report?

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