This Employee Performance Review Checklist is designed to assist managers in conducting comprehensive and effective employee performance evaluations.
By adhering to this checklist, managers can provide clear feedback, encourage employee development, and maintain a positive work environment.
The AI Prompts included will offer additional guidance and insights to enhance the performance review process.
Preparation for the Review
Proper preparation ensures a smooth and productive review process.
- Schedule the review in advance and inform the employee.
- Review the employee’s job description and performance objectives.
- Gather feedback from colleagues and other relevant individuals.
- Review previous performance evaluations and progress since then.
- Prepare specific examples to illustrate feedback points.
- Set a positive and constructive tone for the discussion.
- Arrange a quiet and private location for the review.
AI Prompts:
- ChatGPT, can you provide tips on setting a constructive tone for performance reviews?
- ChatGPT, how can I effectively gather and incorporate feedback from multiple sources?
- ChatGPT, what are some best practices for preparing for an employee performance review?
Conducting the Review
A structured and balanced approach is essential during the review discussion.
- Begin the review with a positive and open-ended conversation.
- Clearly communicate the purpose and structure of the review.
- Discuss the employee’s achievements and strengths.
- Address areas that need improvement with specific examples.
- Encourage employee feedback and listen attentively.
- Set clear and achievable goals for the next review period.
- End the review on a positive note and express support for the employee’s development.
AI Prompts:
- ChatGPT, how can I address areas of improvement without demotivating the employee?
- ChatGPT, can you suggest strategies for setting clear and achievable goals during performance reviews?
- ChatGPT, how can I encourage employees to share their feedback and concerns openly?
Post-Review Follow-up
Effective follow-up actions support employee development and address concerns raised during the review.
- Document the discussion and any agreed-upon action items.
- Provide the employee with a copy of the review documentation.
- Develop a performance improvement plan if necessary.
- Monitor the employee’s progress and provide regular feedback.
- Address any concerns or issues raised by the employee promptly.
- Schedule regular check-ins to discuss progress and any additional support needed.
- Update performance objectives as needed based on changes in role or responsibilities.
AI Prompts:
- ChatGPT, how can I effectively document the outcomes of a performance review?
- ChatGPT, can you provide guidance on developing a performance improvement plan?
- ChatGPT, what practical ways to monitor and support employee progress post-review?
Performance Development Planning
Continuous development planning is crucial for employee growth and achievement of performance objectives.
- Identify areas for development and potential training opportunities.
- Set specific, measurable, achievable, relevant, and time-bound (SMART) goals.
- Develop a clear action plan with timelines for achieving the goals.
- Encourage employee input in creating the development plan.
- Provide resources and support needed for employee development.
- Regularly review progress and adjust the plan as needed.
- Celebrate achievements and milestones reached in the development plan.
AI Prompts:
- ChatGPT, can you help in creating SMART goals for employee development?
- ChatGPT, how can I effectively involve employees in their performance development planning?
- ChatGPT, what are some strategies to encourage and celebrate employee development achievements?
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