Performance review checklist
1. The preparation of performance review
• Pay attention to the most important performance areas
• Make plan for potential developments such training and special projects.
• Categorize concentration areas for the purpose of setting goals for the coming review years.
• Help employees see advantages so that they can have plan of discussion.
• Come into discuss mutual understood expectations in accordance with job duties and standards.
• Monitor job performance result compared with mutual understood expectations.
• Note and keep records without relying on memory.
• Do not focus on some aspects of the job at the expense of other.
• Evaluate the background of each employee including skills, work experience and education.
2. The discussion of review
• Start discussion with honest, open-hearted and friendly performance.
• Understand to be evaluation of the discussion including come into dealing with problem and setting goals.
• Give explanation on the agenda for the meeting in detail.
• Talk about primary responsibilities of employees in the past. (The employees would receive a written summary of responsibilities). Review how the employee’s responsibilities are concerned about generally unit objectives.
• Give discussion about employee’s strengthens and development areas in five general performance categories.
• Speak of momentous achievements of employees in the past.
• Create possible way for performance advance.
• Discuss obstacle to efficient work performance and job satisfaction in the past.
• Establish goals and needs of employees in coming review years.
• Orient long-term development plans and goals for achievement.
• Discuss employee’s feedback/suggestions for supervisor.
• Discuss relevant problems that the employee or supervisor is interested in.
• Fill in review forms, as applicable.
3. The follow-up
• Right after putting the established plans into record, pointing requiring follow-up.
• Send a copy to the employees.
• Assess your performance result yourself. What I did well? Could have done better? Learned about the employee? Learned about myself?