Performance Review and Development Plan

Employee: Department:

Position Title: Review Period:

Part 1: Reason for Review (Please check one)

Annual Review Semi- Self Review Exit Review

Annual
Review

Part 2: Definition of Levels of Achievement

Improvement (1) -- Performs at minimum level; improvement

Needed (2) necessary.
(3) -- Consistently meets job requirements.
Meets (0)
Requirements -- Consistently exceeds job requirements.
Exceeds Requirement -- Does not apply to the position being
Not Applicable evaluated.

Part 3: Final Review Signatures Part 6: Overall

Rating

(HR Signature) (Date)

 1 = Improvement 2 = Meets Requirements 3 = Exceeds 0 = Not Applicable
Needed Requirements

Part 4: Employee Performance and Behaviors

Customer Service Achievement Comments

Gives responses to customer’s questions and follows-up

on their inquiries, requests and complaints in a timely
manner.

Keeps customers up-to-date about progress on projects

and monitors satisfaction.

Displays a positive and professional image to the

customer at all times; maintains composure in difficult
situations.

Addresses a customer’s underlying needs by seeking

information from the customer.

Takes more than routine action to assist a customer.

TOTAL

Communication Achievement Comments

Interacts effectively with individuals and groups;

demonstrates tact and respect for others

Communicates clearly and candidly; avoids vagueness,

ambiguity and mixed messages;

Gains respect quickly, builds trust and credibility.

Shares needed information in a timely fashion.

Proposes ideas persuasively, clearly and effectively.

TOTAL

Teamwork Achievement Comments

Willingly contributes work and effort to achieve group

success.

Solicits the input of others and is a good listener.

Actively builds on the feedback of others.

Works well with other team members and does not

contribute to unproductive group conflict.

Puts team’s agenda ahead of personal agenda.

Minimizes blame of others.

TOTAL

Professionalism Achievement Comments

Exhibits positive attitude; demonstrates respects to

others.

Shows good reasoning and problem-solving skills.

Plans ahead, schedules time wisely, and establishes

priorities.

Meets attendance and punctuality expectations.

Stays current in job-relevant knowledge and skills; seeks

opportunities to improve self and work performed.

TOTAL

Leadership Achievement Comments

Exhibits conflict-resolution skills in order to foster

effective working relationships.

Uses effective work strategies to influence decision-

making and create ownership.

Inspires respect, confidence, teamwork, and

commitment.

Demonstrates relevant technical and professional

expertise.
Sets performance standards by example; Leads through
actions.

TOTAL

Initiative Achievement Comments

Performs work independently without being prompted.

Exceeds performance expectations by doing more than is

required, e.g., by taking on extra tasks to meet
organizational goals.

Recognizes and seizes opportunities even if outside of

normal job duties.

Anticipates problems, proactively addresses issues.

Strives to improve work processes on a continuing basis.

TOTAL

Part 5:

Public (Y/N) Goals / Objectives Comments

(1)

(2)

(3)

(4)

(5)

(6)

(7)

(8)
(9)