EMPLOYEE EVALUATION TEMPLATE

Performance Item
Alex Bright
OVERALL PERFORMANCE GRADE
Objectives
First Half
Generate Leads
Customer Retention

Website and Brand

SEO Traffic

Second Half
SEO Traffic
Insert objective
Insert objective
Insert objective
Other Areas of Assessment
Job Knowledge
Planning and Problem Solving
Productivity
Communication Skills
Teamwork
Management Skills
Employee Self Assessment
Performance Competencies
Areas of Growth and Improvement
Manager's Assessment of Employee
 Performance Competencies
Areas of Growth and Improvement
Assessment of Management Skills
Manager Self-Assessment
Performance Management
Employee Development
Resource Utilization
Leadership
Employee Assessment of Manager
Performance Management
Employee Development
Resource Utilization
Leadership
Employee Assessment of Manager
Performance Management
Employee Development
Resource Utilization
Leadership
Professional Development Plan
Industry Knowledge
Company Knowledge
Job Knowledge
Skills
TEMPLATE
Success Metric & Instructions Weight Attainment
Review date: June 30
Excellent, Very Good, Average, Needs Improvement Excellent
Objectives should be measurable
through June 30 100% 86%
3,000 qualified leads 25% 75%
Improve customer retention 2% from current level 25% 120%

Update Website and Brand 25% 100%

Improve SEO traffic by 15% from current level 25% 50%

through EOY 100% 0%

Improve SEO traffic by 10% from current level 25%
tbd 25%
tbd 25%
tbd 25%
List desired career development for the short term (6-12 months) and long term. Goal is to
establish a learning path and associated action plans for taking on increased responsibilities 100% 65%
and opportunities.
15% 90%
15% 80%
20% 50%
20% 40%
15% 100%
15% 40%
Summarize your performance over this period by addressing competencies in results
orientation, customer focus, and teamwork.

Summarize employee's performance over this period by addressing competencies in results

orientation, customer focus, and teamwork.
For employees with management responsibilities, summarize your own performance
competencies, and have your employees comment in this section.

Employee Name 1

Employee Name 2

Identify areas for professional growth and training for employee to develop within their current
functional area of responsibility.
Details and Explanation For Assessment

Fantastic job on this! Results in more than $10k/week in retained revenue,

and growing as customer base grows.

Results will improve with new web site, but we need you to keep pushing the
social initiatives.

Let's keep this in focus.

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Comments

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Comments

Row 17 Discussion Title

Comments

Row 18 Discussion Title

Comments

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Comments

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Comments

Row 21 Discussion Title

Comments

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Comments

Row 25 Discussion Title

Comments

Row 28 Discussion Title

Comments
Customer Retention - report attached Jess Smart
Data dump with analysis for first half of the year attached here. Jess Smart

Job knowledge
*Possesses required skills and knowledge for the job. Brent Frei (Smartsheet)
*Keeps abreast of current developments pertaining to the job. Brent Frei (Smartsheet)

Planning
*Can and problems.
identify Problem Solving Brent Frei (Smartsheet)
*Reacts to problems in appropriate time. Brent Frei (Smartsheet)

Productivity
*Can multi-task between several projects. Brent Frei (Smartsheet)
*Meets productivity standards. Brent Frei (Smartsheet)

Communication
*Participates skills
in meetings. Brent Frei (Smartsheet)
*Listens carefully. Brent Frei (Smartsheet)

Teamwork
*Works well with different personality types. Brent Frei (Smartsheet)
*Participates in team discussions. Brent Frei (Smartsheet)

Management
*Reports Skillstowards reaching goals to all in managed area.
success Brent Frei (Smartsheet)
*Demonstrates effective leadership talent and skills. Brent Frei (Smartsheet)

Employee
--- Self and
Listens well Assessment
respects others? Brent Frei (Smartsheet)
--- Skills. Brent Frei (Smartsheet)

Manager's
--- Assessment
Listens well of Employee
and respects others. Brent Frei (Smartsheet)
--- Skills. Brent Frei (Smartsheet)

Assesssment of Management Skills Brent Frei (Smartsheet)

o Leadership - Serves as an example by working with others, fostering a sense
BrentofFrei
team(Smartsheet)
and company spirit, as well as influenc
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