Achieved Budget | Achieved Compliance With Standards / Regulations / Laws |
Administered / Controlled a Budget | Agent of Change / Makes Things Happen |
Ambitious | Approachable / Engages Employees |
Assertive / Pushes In / Contributes | Avoided Action Items / Low Work Committent |
Avoided Responsibility / Hands-off / Blames Others | Built and Extended Customer Relationships |
Built on the Ideas of Others | Bypassed Processes & Procedures |
Candid / Authentic / Honest / Direct | Clears Issues |
Closed Sales | Coached / Mentored / Helped Others With Their Career |
Communicated Effectively | Competent & Capable |
Compliance Violations | Comradery & Team Spirit |
Conformance to Standards | Conforms to Work Schedule |
Confrontational | Creative Throughput / Created Value With Innovation |
Creative Vision / Established Path of Team / Company / Industry | Customer Satisfaction |
Delivered Action Items | Delivered Design Work |
Delivered Efficient / Reliable Code | Delivered Presentations |
Delivered Project Milestones | Demonstrates Entrepreneurial Spirit / Strengths |
Demonstrates Professionalism | Demonstrates Talent |
Detail-oriented / Precise / Accurate | Developed & Implemented Strategies |
Developed / Pitched Proposals | Dispassionate |
Documented Meeting Minutes | Energetic / Active |
Ethical Lapses | Expanded Business / Developed Products / Scaled Business |
Experimented / Tested Ideas | Failed to Comply With Corporate Policy |
Failed to Deliver to Expectations | Failure to Perform a Duty |
Follows Process | Friendly Demeanor |
Handles Stress Well | High Client Satisfaction |
High Stakeholder Satisfaction | Hostile / Contentious / Antagonistic |
Improved Business Processes | Inattention / High Rate of Errors |
Increased Production | Increasing Revenue |
Influenced Management / Stakeholders | Insubordination / Fails to Follow Direction or Policy |
Kept Stakeholders Informed | Lacks Discipline / Inconsistent Work and Behavior |
Late For Work / Meetings | Lead Change |
Lead Projects | Listened / Built on Ideas |
Low / High Work Ethic | Made Timely / Reasonable Decisions |
Maintained Confidentially | Maintained High Ethical Standards |
Managed Business Functions / Operations | Managed Partners |
Managed Projects | Managed Teams |
Met Deadlines / Achieve Schedule | Misconduct |
Motivated / Sets Goals / Made Progress | Neglected Communications / Didn't Reply / Late Replies |
Onboarded Employees | Open / Constructive |
Optimized Conversion / Marketing Metrics | Optimized Unit Cost / Operational Metrics |
Organizational Visibility | Organized Productive Meetings |
Overlooked Requirements | Patience & Resolve |
Persistent / Resilient / Clears Obstacles | Planned Effective Meetings |
Pragmatic / Flexible | Preventative Action / Avoided Operational Problems |
Prioritized Work | Productivity / Work Throughput |
Professional Appearance / Personal Presence | Promptly Replied to Requests / Messages |
Provided Clear & Consistent Direction | Provided Timely Feedback |
Public Speaking | Quality and Volume of Work |
Recognized Employee Talents & Contributions | Recruited New Talent |
Reduced Costs | Reduced Variances / Defects |
Reinvented Business Processes | Reported Status / Key Metrics |
Required Constant Direction and Support | Requires Further Training |
Researched / Developed Knowledge | Reserved / Passive |
Resists Change / Defends Status Quo | Resolved Operational Problems |
Resolves Conflict | Responsiveness / Turnaround Time |
Retained Customers / Built Loyalty | Secretive / Uncooperative |
Self-Direction & Initiative | Set / Managed Expectations |
Skill Shortfall | Solved Problems |
Submitted Low Quality / Unpolished / Unvalidated Work | Supported / Helped Coworkers |
Team Culture / Cultivated a Productive Work Environment | Took on Action Items / Responsibilities |
Trained Others | Unaware of Job Requirements |
Uncommunicative / Withdrawn | Unmotivated / Distracted / Aloof |
Unreliable / Inconsistent | Visual Communication / Verbal Communication / Written Communication |
Well Designed Algorithms / Code | Well Researched Documents / Presentations / Recommendations |
Work Quality | Worked Independently / Required Little Direction |
Talent / Top Performers
The annual reviews of talented employees and top performers typically includes specific examples of tangible results produced by the employee. Any negative feedback, is delivered as positively and constructively as possible.Don is one of our top performing salespeople who closed 7.8 million in recurring monthly revenue.
Completed ___ project on time and to schedule. This was a challenging and complex project that resolved serious operational issues that had cost the firm $20 million a year.
In future, continue to improve your entry of opportunity and customer data into the sales system.
Satisfactory Performance
Satisfactory performers include talented employees who are low energy and high energy employees who are still developing their capabilities, capacities, experience or skills. In this case, reviews tend to be less specific with indications of possible improvements baked into positive comments. Negative feedback is delivered slightly more directly but remains constructive.Achieved sales targets with reasonably good results.
Managed the ____ project with some schedule delays and budget variance. Nevertheless, the project was ultimately shipped with positive stakeholder feedback.
Amy will work to improve her approach to customer service as she can be perceived as hostile or standoffish when faced with stressful interactions.
Low Performers
Low performers are typically issued a performance improvement plan with their annual review. Any positive feedback is noted but the reasons that their performance is considered low is communicated directly without softening things. This gives the employees the best chance to improve as the problem is unambiguously documented. It is a good idea to say something positive to show that you're not against the employee but are simply documenting performance concerns.Stan was well-liked by customers and easily established rapport.
He lacks in-depth product knowledge and was unable to handle customer concerns, objections and complaints in a satisfactory manner.
Stan failed to achieve his sales quota and did not meet the expectations of his role.
A template for performance reviews can be found here.
