Mid-Year Performance Review

Employee Name Job Title Sales Advisor (Inbound)

Date of Review 24th June 2021 Period covered January – June 2021
Line Manager LM Job Title Sales Manager (Inbound)

Summary of discussion on performance over the last six months

Detail the areas that you both agree that have gone well

What hasn’t been on track and could have been better?

The quality of the work provided, recording areas that have gone well and those where improvement is required
Include specific areas which have had a high standard of quality and those that have not?

Record performance against targets set and, in those cases, where they have not been met, record the reasons given
and your views on these

Against specific targets where could improvement be made?

Outline agreed actions to overcome any areas that need development such factors as training and development
needs, equipment needs or medical support (Action Plan)
Actions by Line Manager: Actions by Employee:

Bonus Awarded:

Employee Signature Date

Manager Signature Date