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Effective performancereview

  1. 1. 10 Secretsto an EffectivePerformance Review:Examples and tips on employee performanceevaluation, writing employee reviews, a sampleperformance review and employee evaluation formsSpecial Report from www.BusinessManagementDaily.comEDITOR EDITORIAL DIRECTOR ASSOCIATE PUBLISHER PUBLISHERKathy A. Shipp Patrick DiDomenico Adam Goldstein Phillip A. Ash___________________________________________________________________________________©2012 Business Management Daily, a division of Capitol Information Group, Inc. All rights reserved.Substantial duplication of this report is prohibited. However, we encourage you to excerpt from this report aslong as you include a hyperlink back to www.businessmanagementdaily.com/EffectivePerformanceReview.The hyperlink must be included on every usage of the report title. Alternatively, you may simply link to theaforementioned page on our site. Any reproduction in print form requires advance permission by contactingthe publisher at (800) 543-2055 or customer@BusinessManagementDaily.com. Any violation is subject tolegal action.This content is designed to provide accurate and authoritative information regarding the subject mattercovered. It is provided with the understanding that the publisher is not engaged in rendering legal service. Ifyou require legal advice, please seek the services of an attorney.
  2. 2. -----------------------------------------------------------Performance Review Examples and Tips10 Secrets to an Effective Performance Review:Examples and tips on employee performance evaluation, writing employeereviews, a sample performance review and employee evaluation formsF or managers, reviewing employee performance is a daunting yet critical function of their job. Yet you need not look upon it with dread.Instead, approach the performance appraisal process as a golden opportunity togive your staff feedback, listen to employee comments, review the job description,and discuss and correct performance problems.10 Secrets to an Effective Performance Review: Examples and Tips shows youhow to conduct positive, valuable assessments that lead to maximizing staffperformance and helping your employees achieve their professional goals andyour organization’s objectives.Performance review examples and tips #1Use performance logs to simplify employee reviewsIt happens to every manager: You sit down to prepare a staff member’s review andrealize you can remember only what the person has done the past few weeks. Or,you allow only a single incident (good or bad) to color your assessment.If you’re relying solely on your memory to evaluate employee performance,you’re making appraisals far more difficult than necessary. That’s why it’s best toinstitute a simple recording system to document employee performance.The most useful, easy-to-implement way is to create and maintain a log for eachemployee. Performance logs don’t need to be complicated or sophisticated. Theycan simply be paper files in a folder or computer files. Choose whatever meansyou’re comfortable with.The key is to establish a system that you will use regularly. No matter how youtake notes, make sure to keep them confidential.© 2012 Business Management Daily www.BusinessManagementDaily.com 2
  3. 3. -----------------------------------------------------------Performance Review Examples and TipsRecording performanceFor each employee you supervise, the file should include a copy of the person’sjob description, job application and résumé. Then follow these steps for recordingperformance:1. Include positive and negative behaviors. Recording only negative incidentswill unfairly bias your evaluation. Make a point to note instances of satisfactory oroutstanding performance, too. One way to ensure a balanced reporting is to updateemployee performance logs on a regular basis, instead of waiting for a specificincident to occur.2. Date each entry. Details such as time, date and day of the week help identifypatterns that may indicate an underlying problem before it becomes more serious.3. Write observations, not assumptions. In all log entries, be careful about thelanguage you use. Performance logs can end up as evidence in a lawsuit. Your logcomments should focus only on behavior that you directly observe. Don’t makeassumptions about the reasons for the behavior or make judgments about anemployee’s character. Keep out any comments that border on personal commentor that show personal prejudice.Many employee lawsuits can be quickly dismissed if performance logs can clearlydemonstrate a history of performance problems leading to a firing.4. Keep out biased language. A good rule of thumb: Any statement that would beinappropriate in conversation is also inappropriate in an employee log. Thatincludes references to an employee’s age, sex, race, disability, marital status,religion or sexual orientation. Don’t suggest reasons for employee actions or makeconnections between events without direct evidence.For example, you may know that Dan’s wife recently filed for divorce, but don’tsuggest in the log that his personal problems are the reason his work performancehas slipped.5. Be brief, but complete. Log entries should use specific examples rather thangeneral comments. Instead of saying, “Megan’s work was excellent,” say, “Meganhas reduced the number of data entry errors to fewer than one per 450 records.”© 2012 Business Management Daily www.BusinessManagementDaily.com 3
  4. 4. -----------------------------------------------------------Performance Review Examples and Tips6. Track trends. If you begin to see patterns, make notes in the log or flag priorincidents of the same behavior. Bring your observations to the employee’sattention only after you’ve defined a specific problem. Performance logs: What to include and leave out Include:  Project assignments and deadlines met or not met  Your assessment of the quality of an employee’s work  Instances of tardiness, work absences or extended breaks  Disciplinary discussions and actions taken  Employee responses to problems and questions  Positive contributions to the work effort  Details of significant personal interactions with the employee Don’t include:  Rumors or speculation about the employee’s personal life  Theories about why the employee behaves a certain way  Information about the employee’s family, ethnic background, beliefs or medical history  Your opinions about the employee’s career prospects  Unsubstantiated complaints against the employeePerformance review examples and tips #2How to conduct positive, valuable assessmentsSitting down with an employee to conduct the appraisal review is the part ofperformance reviews most managers dread. But the session doesn’t have to betense or uncomfortable. It can be a productive, enlightening and morale-boostingexchange. The key is to go into the review meeting fully prepared and with theright attitude.Approach the evaluation as a mutual learning experience for you and theemployee. You can gain valuable insights from your staffers, and you haveinformation and experience that can help bring out their best.Don’t consider the review a critique of the staff member’s duties. Instead, look atit as a routine checkup. Go in ready to talk, listen and recharge your relationship.© 2012 Business Management Daily www.BusinessManagementDaily.com 4
  5. 5. -----------------------------------------------------------Performance Review Examples and TipsSetting the right atmospherePerformance-related meetings and performance reviews are emotionally chargedevents. You can help reduce the tensions by choosing the right time, place andsurroundings:The right place. Like any strategic planning meeting, hold your review in aprivate, neutral environment. A small conference room is ideal. If you can’t find aneutral room, use another manager’s office, preferably one with a casual seatingarea.The best time. Avoid meeting during busy or stressful times for the employee.Ask the staffer if the time you’ve chosen is convenient, and be ready to change ifhe or she seems hesitant. Don’t squeeze in a review between two other meetings orbefore lunch. Try not to hold reviews on a Friday afternoon, especially if you planto discuss serious performance problems.Duration. Dedicate two uninterrupted hours to the discussion. You may not needthe full period, but it’s better to schedule too much time than too little.Atmosphere. Create an environment that supports discussion, cooperation andnegotiation. Sit beside your staffer, not across the table. Place your paperworknear at hand, but not directly in front of you. You don’t want anything to distractyou. If you must use your office for the review, come out from behind your desk.Interruptions. Eliminate as many interruptions as possible. Hold calls or forwardthem to voice mail. Put a “Do not disturb” sign on the door.Focus your words on resultsHelp the employee feel at ease from the outset. But don’t get caught up in smalltalk. False intimacy may increase the employee’s discomfort and destroy themeeting’s businesslike tone. By the same token, don’t make light of the reviewprocess or give the impression that you are just “going through the motions.”Emphasize that this meeting is important and you want it to be productive.Also at the beginning, provide an overview of the points you want to discuss withthe employee. Make it clear that you don’t expect to do all the talking.Start by discussing any problems you’ve observed with the employee’sperformance. Address each problem individually, cite specific examples and letthe employee respond. Don’t bring up a new problem until you’ve thoroughlydiscussed the current one. Use the following framework to discuss each problem:© 2012 Business Management Daily www.BusinessManagementDaily.com 5
  6. 6. -----------------------------------------------------------Performance Review Examples and Tips  Describe the performance problem. Focus on the employee’s results and behavior in specific, nonjudgmental terms.  Reinforce performance standards. Your staffer already should know the standards you expect, so don’t spend a lot of time discussing them. Review them quickly, then move on. If the employee challenges the validity of a standard, calmly state your reasons for requiring it, and gently steer the conversation back to the reasons the person didn’t comply. If necessary, refer to the employee’s job description to confirm the responsibilities associated with the position.  Develop a plan for improvement. Your review preparation should have included a plan for helping the employee improve performance. During the meeting, the employee may suggest additional solutions. Agree on a method for improving performance in the short run, and establish some options in case the first method proves ineffective.  Offer your help. Show your commitment by helping your staffer obtain training, resources or other assistance to reach performance goals.  Alternate negative and positive comments. If you have a list of performance problems to address, be sure to insert some positive comments along the way.  Emphasize potential. Remind employees that they can apply their strengths to their weaknesses. For example, an employee whose reports are riddled with statistical errors may have successfully designed a complex computer model. The employee clearly is capable of producing accurate work, so point that out.Performance review examples and tips #3Turning a negative into a positive: 4 examplesDuring performance reviews, use clear, nonjudgmental language that focuses onresults and behavior. Notice the positive and negative aspects of these statements:  “Your work has been sloppy lately.” (Negative: too vague)  “Your last three reports contained an unacceptable number of statistical errors.” (Positive: cites specifics) -------------------------------------------------------------------------------------------  “Don’t you bother to proofread anymore?” (Negative: accusatory tone)  “Is there a reason these errors are still occurring?” (Positive: gives employee a chance to explain)© 2012 Business Management Daily www.BusinessManagementDaily.com 6
  7. 7. -----------------------------------------------------------Performance Review Examples and Tips  “You’re obviously not a mathematician.” (Negative: focuses on the person, not on performance)  “I know you’re capable of producing more accurate work.” (Positive: reaffirms confidence in employee’s abilities) -----------------------------------------------------------------------------------------------  “Don’t let it happen again.” (Negative: blanket demands)  “How can we prevent errors from creeping into reports?” (Positive: asks for feedback on improving performance)Performance review examples and tips #4How to measure an employee’s ‘intangible’ traitsAs part of the performance review process, supervisors are typically called upon toevaluate employees on the basis of intangible factors, such as cooperativeness,dependability and judgment. The higher up the organizational chart, the moreimportant those traits become. Yet most supervisors find intangibles the mostdifficult factors to evaluate, probably because they seem so personal.Rather than assessing concrete behavior, you may feel as though you areevaluating someone’s personality or human merit. While intangible factors mayseem personal, they’re important to maintaining effective working relationshipsand getting the job done.Match traits to the jobOne key to assessing an employee’s intangibles is to ask yourself which traits arevital for each job. Cooperativeness may be critical for a staffer working on a team,but not for a security guard working the night shift. Initiative would be key for aproduct development manager, but less so for a payroll clerk.Before performing an employee’s review, critically review the intangible factorsincluded in the person’s performance standards. You should be able tocomfortably answer the question: “Why is this employee rated on this measure?”Remember, every performance measure should be rooted in a concrete operationalgoal of the organization.© 2012 Business Management Daily www.BusinessManagementDaily.com 7
  8. 8. -----------------------------------------------------------Performance Review Examples and Tips Employee evaluation form measuring intangible traits As part of the performance-review process, supervisors can use the following questions to help quantify the intangible qualities of their employees. PLANNING 1. Does the employee set verifiable short- and long-term goals? 2. Are the employee’s goals in tune with company needs? 3. Does the employee’s planning show sound assumptions reflecting the company’s goals and resources? 4. Does the employee typically achieve the expected results? ORGANIZATION 5. Is the employee aware of what is going on in his or her department, including who is doing what? 6. Does the employee know what the department can do in an emergency? 7. Does the employee do a good job of delegating work according to subordinates’ abilities? INTELLIGENCE 8. Does the employee see relationships between facts and draw appropriate conclusions quickly? 9. Does the employee learn from experience? JUDGMENT 10. When confronted with an emergency, does the employee quickly recognize the most important priorities? 11. Does the employee appreciate the financial implications of his or her decisions? 12. Does he or she make decisions quickly, but not hastily? INITIATIVE 13. Does the employee anticipate what has to be done? 14. Does the employee perform well in the absence of superiors? 15. Has the employee made original suggestions to improve operations? LEADERSHIP 16. Does the employee explain rather than command? 17. Do people listen closely when he or she speaks? 18. Does the employee spell out the benefits of doing things his or her way? 19. Does he or she deal smoothly with unexpected developments?© 2012 Business Management Daily www.BusinessManagementDaily.com 8
  9. 9. -----------------------------------------------------------Performance Review Examples and TipsMatch traits to behaviorYou can’t help being subjective when evaluating intangible factors. But you canavoid bias by focusing on concrete examples of instances in which the employeedisplayed positive or negative behavior regarding a particular trait.Keep good documentation during the year, preferably by keeping an ongoing,simple performance log for each employee. It should track specific examples ofthe person’s positive and negative performance and behavior. Include notes onintangibles as you go.When it’s time to discuss intangibles during feedback or formal review, do yourbest to tie those traits to tangible examples of workplace wins and losses.For example, you might say, “I was pleased by your efforts to solve thatcustomer’s problem last week. You defined the problem, considered possiblecauses, brought together a team and solved the issue quickly. Your actionsdemonstrated initiative and sound judgment; you didn’t try to do it all yourself.You took responsibility for solving the problem, but you knew when to ask forhelp.”Performance review examples and tips #5Avoid phrases that can sabotage job-review meetingsWhen you talk with employees about their performance reviews, beware of usingcommon phrases that can unintentionally communicate the wrong message, or comeacross as too negative or personal.Certain phrases can kill employee morale, weaken productivity or open up theorganization to a discrimination lawsuit.Your goal is to deliver reviews that help shape employees’ performance withoutbecoming sidetracked by anger, emotion or fear of conflict. To do so, avoid thefollowing phrases:“You’re wrong.” If an employee tries to explain why his or her job rating shouldhave been higher, don’t slap back with a Trump-like, “You’re wrong.” That willonly trigger anger and more confrontation. Instead, turn back to your documentedfacts of the employee’s performance and say, “I know you disagree, but I believethis evaluation accurately reflects your performance.”© 2012 Business Management Daily www.BusinessManagementDaily.com 9
  10. 10. -----------------------------------------------------------Performance Review Examples and Tips“What was your problem?” Don’t use the question as a way to ask why anemployee had difficulty completing a project or task. Employees will bristle atsuch a statement. Instead, say, “What were the conditions from your perspectivethat made it difficult for you to complete the task?”“You really did a great job but ...” Whatever comes after the “but” negates thepreceding compliment. Make a point of using the word “and” instead. Don’tdirectly connect praise with constructive criticism. Instead, say, “And, you can doeven better by making these improvements.” Then cite them specifically.“I understand.” This phrase can excuse unacceptable performance or behavior byconveying empathy. Avoid it when possible.“Your position here is solid so long as you keep up the good work.” You mayintend such statements to encourage good performance, but they’re legallydangerous because they imply an employment contract that a court could findbinding. That limits the organization’s ability ever to fire the person.Performance review examples and tips #64 steps to help employees reach their peak performanceIt sounds so easy: Expect high performance and you won’t be disappointed.Expect so-so performance and that’s what you’ll get. But reality is more difficult.Define what you mean by high performance. To help your employees maximizetheir productivity, use these four practices to define what you mean by highperformance and lay out how you expect your people to attain it:1. Involve them in setting goals. Never assume you’ve got buy-in. Rather thanblindly dropping project goals, individual goals or the organization’s goals ontoworkers, approach them with the thought, “What do you think you can achieve?”Then negotiate your expectations.2. Keep the goals realistic. Any goal—whether it’s at work, at home or on theathletic field—needs to be difficult, desirable and doable. Setting goals too highwill only deflate the worker; setting them too low will erase the challenge of work,which will turn off the person in its own way.3. Hit their buttons to make work “flow.” People have their own motivations;find out what they are to help them achieve positive “flow.” Examples: the will to© 2012 Business Management Daily www.BusinessManagementDaily.com 10
  11. 11. -----------------------------------------------------------Performance Review Examples and Tipswin; enjoyment of teamwork or a higher mission, such as helping clients succeed.Express the overarching vision, and then let your people figure out how to make ithappen.4. Avoid micromanaging. You may want to lay out every detail of howemployees should achieve those goals, but resist the temptation. If you spend mostof your managing time telling employees how to do their work, rather than trustingthem to reach the clear goals you’ve set, you’re treading into micromanagementwaters.Performance review examples and tips #75 warning signs of performance review problemsJob reviews shouldn’t be paper-moving programs that return zero value. Here arefive symptoms that warn of trouble in a supervisor’s appraisal process, accordingto Joan Rennekamp, HR pro at the Denver law firm of Rothgerber, Johnson &Lyons:1. Employees are unpleasantly surprised by the ratings. Performanceappraisals shouldn’t contain surprises. They should be a summary of commentsemployees have already heard throughout the evaluation period. Unpleasantsurprises indicate that supervisors are not being candid or communicative withemployees.2. Ratings by one supervisor or department are uniformly excellent. Althoughit’s inappropriate to apply a “bell curve” to employees’ performance, it is alsoinappropriate to rate everyone at the same level.3. Great employees don’t receive great ratings. Look around at the employeeswho are the strongest. They should be receiving the best ratings. If not, yourappraisal instruments aren’t rewarding what they should.4. Employees who are dismissed have recently received excellent appraisals.One purpose of performance reviews is to provide documentation for theorganization in case a dismissal is necessary. When the performance appraisaldoesn’t support a later decision, it can make it more difficult for the employer todefend its actions.5. Productivity generally goes down during appraisal time. The purpose ofperformance reviews is to increase productivity. Any process that’s not© 2012 Business Management Daily www.BusinessManagementDaily.com 11
  12. 12. -----------------------------------------------------------Performance Review Examples and Tipscontributing to that goal should not be continued. If your system is not doing so,don’t hesitate to rate it as “unsatisfactory” and design a new one.Performance review examples and tips #8Writing employee reviews: Steer clear of two common errorsSay you manage a 55-year-old employee whose productivity drops over the year.Instead of citing specific, measurable examples of this decline in his performancereview, you note, “Kevin doesn’t seem to have the energy level anymore to trulysucceed in this department.” Still, you rate Kevin’s work as “average,” the same aslast year.That example highlights two of the more common—and legally dangerous—pitfalls in writing performance reviews:1. Evaluation of attitude, not performance. Vague statements that attack anemployee’s demeanor could be interpreted as some kind of illegal age, race,gender or disability discrimination. Instead, supervisors should use concrete, job-based examples to illustrate any criticism.In the example above, referring to Kevin’s “energy level” could give him reason tocomplain about age discrimination. Instead, the review should have citedexamples, such as “Kevin has completed three of the five major projects late thisquarter and has not contributed one new product idea in six months.”For this reason, the word “attitude” should never appear in a review. Employmentlawyers and courts often see that as a code word for discrimination.2. Evaluation inflation. Supervisors too often rate mediocre employees ascompetent; competent employees as above average; and above-average employeesas superior. The problem comes when an employee is fired for poor performanceyet his history of reviews tells a different story. The employee then has a supposedproof that the real reason for the firing was something else, maybe somethingillegal.Here are the main causes of evaluation inflation. Do any sound familiar to you?  Misinterpreting a rating scale or instructions. Example: Using a review with a 0-4 rating scale, a supervisor gives an employee a “2” in attendance and fires her. She sues, arguing that a “2” is average and acceptable, and© 2012 Business Management Daily www.BusinessManagementDaily.com 12
  13. 13. -----------------------------------------------------------Performance Review Examples and Tips wins. The supervisor wrongly believed that anything less than a “4” rating was unacceptable.  Fear of confronting employees. Example: A worker has acceptable work quality but hurts morale because of poor teamwork and pushiness. To avoid an angry confrontation, the boss rates the employee as average in soft skills.  Giving positive areas too much weight over negative ones. Example: You rate a factory worker on quality, quantity, dependability, teamwork and safety. Quality is poor, but you rate it average because of the “glow” from the other categories, all rated above average.Final tip: To determine if you inflate reviews, ask yourself the followingquestions: Who are my worst performers? Knowing what I know about them,would I hire them again? Do their reviews reflect their true performance? Case study: Liability time bombs in job reviews Reviews should cite specific, well-documented examples of behaviors (pro and con). They shouldn’t use vague terms, such as “bad attitude” or “lazy.” Here are excerpts from actual federal government employee reviews that use funny, but legally explosive, language:  “She has delusions of adequacy.”  “I wouldn’t allow this employee to breed.”  “He would argue with a signpost.”  “When his IQ reaches 50, he should sell.”  “He brings a lot of joy when he leaves the room.”  “If he were any more stupid, he’d have to be watered.”Performance review examples and tips #9Incorporating an employee self-reviewby Paul Falcone, author of 2600 Phrases for Effective Performance Reviews.Drafting performance reviews is always a daunting task for supervisors, for manylegitimate reasons: Judging others’ work often appears exceptionally perception-driven (vs. fact-driven), and providing honest feedback is potentiallyconfrontational. Plus, if you overinflate grades, you create a record that may notwithstand legal scrutiny if you later want to terminate or discipline the employee.© 2012 Business Management Daily www.BusinessManagementDaily.com 13
  14. 14. -----------------------------------------------------------Performance Review Examples and TipsIn reality, it doesn’t need to be that way. One simple way to reinvent performanceappraisals is to shift the responsibility for initial evaluations back to youremployees.If you ask workers to grade themselves, you’ll find (more than likely) that they’reharder on themselves than you’d ever be! And this, more than any other exercisethroughout the year, may place you and your supervisors in the roles of careermentors and coaches rather than unilateral decision-makers and disciplinarians.Logistics: It’s not simply about asking employees to complete a blank appraisalform. Instead, give them a separate self-evaluation form that allows them to recaptheir achievements, identify their shortcomings and initiate discussions regardingtheir future development. A basic self-evaluation form asks three core questions:1. “How do you feel you have performed throughout the review period?” Youcould likewise ask, “Why is our company a better place for your having workedhere?” or “What have you specifically accomplished in terms of increasingrevenue, decreasing expenses or saving time?”2. “Which performance areas do you wish to develop?” Or, “What can I, asyour supervisor, do to help you in terms of providing you with increased structure,direction and feedback, to help you build your skills and strengthen your overallperformance?”3. “What are your goals for the upcoming review period, and what are themeasurable outcomes so that you’ll know that you’ve reached those goals?”If you’re hesitant about rolling this out because you’re afraid employees will rankthemselves higher than supervisors would, remember that the employee self-review form merely opens up an avenue for discussion.If you have an employee who feels he’s a stellar performer while you feel he’s alaggard, this exercise will allow you to discuss the differences in your perception:Say, “Sam, I see you graded yourself as a five out of five in the area ofcommunication. Share with me why you feel the grade you’ve given yourself iswarranted. Then tell me how you feel I might grade you in that area and why.”With such a simple tool in hand, you save time, allow your employees to motivatethemselves and erode absolutely none of your power or control as a supervisor.© 2012 Business Management Daily www.BusinessManagementDaily.com 14
  15. 15. -----------------------------------------------------------Performance Review Examples and TipsAnd you may just find that everyone involved is empowered and invited to assumeresponsibility for his or her own career progression.Paul Falcone is an HR executive and the author of several best-selling books, including: 101 SampleWrite-Ups for Documenting Employee Performance Problems (2010) and 101 Tough Conversations toHave With Employees (2009) and 2600 Phrases for Effective Performance (2005). His informativepresentation on hiring is available at http://www.BusinessManagementDaily.com.Performance review examples and tips #10Sample performance reviewSeveral employee performance software programs on the market today can makereviews less taxing and ensure that your written appraisals are consistent,comprehensive and appropriate.Performance Now! by KnowledgePoint is one example of how employee performancesoftware can help you enhance your performance review procedures. Menu-driven andflexible, Performance Now! makes it easier to do employee performance rating on avariety of measures, document employee behavior, substantiate your ratings and createwritten appraisals that are meaningful and legally sound. The following employee reviewsample was created using Performance Now!------------------------------------------------------------------------------------------------- National Publishing Company Performance ReviewEmployee Name: David R. JonesJob Title: Production AssistantDepartment: ProductionDate of Review: 5/1/10Date of Hire: 3/31/09Reviewer Name: Jane SmithReviewer Title: Production ManagerPERFORMANCE ELEMENTSQuantity Needs improvementDave regularly produces a normal amount of work, and he demonstrates a commitment toincreasing productivity. However, it sometimes takes him longer than satisfactory to completework and he too often misses deadlines. Dave works more slowly than the position requires andhe does not always achieve his established goals.© 2012 Business Management Daily www.BusinessManagementDaily.com 15
  16. 16. -----------------------------------------------------------Performance Review Examples and TipsQuality Meets job requirementsDave displays a strong dedication and commitment to excellence. He works hard to improvequality in his own work and promotes quality awareness throughout the organization. The work heproduces meets standards for accuracy and completeness. Dave applies the feedback hereceives to improve his performance and he monitors his work to meet quality standards.Job Knowledge Exceeds job requirementsDave demonstrates significant expertise at his job because of his in-depth knowledge and skills.He is an exceptionally fast learner and able to quickly put new skills to use. He reads andresearches extensively, staying on top of current developments that might impact his field. Davedisplays a better than usual understanding of the interrelationship between his job and the jobs ofothers. He effectively uses the resources and tools available to him. However, he needs slightlymore supervision than he should to fulfill the responsibilities of his job.Problem Solving Meets job requirementsDave identifies most problem situations within appropriate time frames. His information gatheringand analysis meet the requirements of his position. Most of the time, he develops severalalternative solutions to problems. He usually resolves or minimizes most problems before theygrow into larger issues and he participates well in group problem-solving situations.Communications OutstandingDave displays superior verbal skills, communicating clearly, concisely and in meaningful ways.He demonstrates outstanding written communications skills. He listens carefully, asks perceptivequestions and quickly comprehends new or highly complex matters. Dave is extremely thoroughand proactive about keeping others well-informed.Planning & Organization Needs improvementDave plans ahead for additional resources. He sets measurable, realistic goals and objectives forhimself. He works in an organized manner. However, Dave would be more effective if heprioritized and planned his work better. He could make more efficient use of his time throughbetter planning and organization. Also, Dave often has difficulty integrating changes into existingplans.Cooperation Exceeds job requirementsDave is consistently tactful and considerate in his relations with others. He displays an upbeat,positive outlook and pleasant manner under even the most trying circumstances. He is always thefirst to offer his assistance to his co-workers and he plays a highly proactive, participative rolewhen working in group situations. Dave is particularly successful at establishing and maintaininggood relationships. He takes an active role in resolving conflicts before they get out of hand.Dependability Meets job requirementsDave responds promptly and reliably to requests for service and assistance. His dedication to thejob often exceeds normal expectations. He is usually punctual and he makes an effort toschedule time off in advance. Dave has little difficulty following instructions and responding tomanagement directions. In most situations, he assumes responsibility for his own actions andoutcomes. He generally keeps his commitments without delay or follow-up.© 2012 Business Management Daily www.BusinessManagementDaily.com 16
  17. 17. -----------------------------------------------------------Performance Review Examples and TipsSUMMARYDave has been in this position since (insert date here), slightly more than (1) year(s). During thattime, he has assumed most of the essential duties of the position and only needs support onsome of the more complicated aspects. His focus on quality at times interferes with his ability tomeet deadlines. With increased attention to timeliness, I expect that Dave will further improve bythe next review.PLANS FOR IMPROVEMENTBe wary of taking on responsibilities that aren’t yours. Learn to better estimate how long tasks willtake. Ask for help if competing demands become overwhelming. Prioritize demands and takethem one at a time. Improve planning and organizing skills. Resist handling too many taskssimultaneously. Track precisely how you spend your time.Employee AcknowledgmentI have reviewed this document and discussed the contents with my manager. My signaturemeans I have been advised of my performance status and does not necessarily imply that I agreewith the evaluation._________________________________ ___________________________Employee Signature Date_________________________________ ____________________________Reviewer Signature Date---------------------------------------------------------------------------------------------------© 2012 Business Management Daily www.BusinessManagementDaily.com 17
  18. 18. -----------------------------------------------------------Performance Review Examples and TipsCarrot or stick? Motivating managers to finish reviewsArmed with these tips and a sample performance review, it should be a snap to get allyour performance reviews completed, right? We hope so, but if not, here are some finalsuggestions from readers to inspire supervisors to complete reviews on time. Choose theright mix of carrots and/or sticks to fit your organization’s culture.The reward method. “We offered rewards (baseball tickets and an afternoon off) to themanager who completed his or her reviews first.” —Jennifer, CaliforniaTie to manager’s bonus. “I worked for a company where supervisors who did notsubmit their reviews by the announced deadline saw their bonuses decreased. Plus, itwould go on their performance reviews.” —T.O., TexasWithhold manager’s raise. “If annual merit raises are handed out with appraisals, holdpay increases for managers who are late with their appraisals—and don’t give retroactivepay. Merit increases for the manager kicks in only after you have all the reviews.” —Sheila, ArizonaKeep manager’s boss in the loop. “When requesting performance reviews frommanagers, ‘cc’ their boss (general manager, VP, president, CEO, etc.). That usually getstheir attention.” —Elly, PennsylvaniaDocument & discipline. “If reviews are not completed on time, managers should knowyou will document it, just as they would for one of their employees who failed to dosomething in a timely manner.” —Jinnie, MinnesotaUrge employees to speak up. “We encourage employees to schedule time with theirmanagers during review time to help managers keep on track and to keep from saving thehardest reviews for the end.” —Sherry, CaliforniaHold their hands. “Many times, managers just need some basic phrases to get started.You can help them get over the hump by providing some specific sample phrases foreach review category—and by forwarding them this free report. HR can also providetraining or role-playing for managers on how to conduct the review meeting.” —Ruth,California© 2012 Business Management Daily www.BusinessManagementDaily.com 18
  19. 19. Did you find this report useful? Download more Free Reports, athttp://www.businessmanagementdaily.com/free-reports.10 Secrets to an Effective Performance Review: Examples and tips onemployee performance evaluation, writing employee reviews, a sampleperformance review and employee evaluation forms.Learn how to conduct positive, valuable assessments that lead to maximizing staff performance and helping youremployees achieve their professional goals and your organization’s objectives. Use Business Management Dailyspractical advice for writing employee reviews and conducting performance evaluations. Don’t forget to reference oursample performance review and employee evaluation forms for your own staff assessments.http://www.businessmanagementdaily.com/EffectivePerformanceReviewWorkplace Conflict Resolution: 10 ways to manage employee conflict andimprove office communication, the workplace environment and team productivityLearn how to manage employee conflict and improve office communication and team productivity. Disputes betweenemployees are inevitable…left unresolved, they can disrupt your departments productivity, sap morale and even causesome good employees to quit. Learn 6 steps for managing “difficult” employees, what to do when employees resentanother’s promotion, learn when and how to step in to referee disputes, and much more.www.businessmanagementdaily.com/WorkplaceConflictResolutionMaternity Leave Laws: 7 guidelines on pregnancy discrimination law, statematernity regulations, pregnancy disability leave, plus a sample maternity leavepolicyIt’s important to know what you must do—and what you can’t do (or say)—under federal anti-discrimination andmaternity leave laws. And it’s vital to double-check state maternity leave statutes, which may provide more liberalleave benefits. While no federal law requires you to provide paid maternity leave, most employers must comply with thepregnancy discrimination law and FMLA maternity leave regulations. Here are 7 guidelines on how best to complywith maternity leave laws, plus a sample leave policy you can adapt for your own organization.www.businessmanagementdaily.com/MaternityLeaveLaws
  20. 20. The Office Organizer: 10 tips on file organizing, clutter control, documentmanagement, business shredding policy, record retention guidelines and how toorganize office emailsLearn how to keep your office operations running smoothly—and ward off chaos and legal trouble—with practicaldocument management techniques for administrative professionals, office managers and HR professionals.www.businessmanagementdaily.com/OfficeOrganizerBest-Practices Leadership: Team management tips and fun team-buildingactivities to boost team performance, collaboration and moraleLearn new team management tips and team-building activities to boost team performance, collaboration and morale.Take our leadership assessment exercise to gauge your own performance as a team manager. See how businesses of allsizes are getting creative with team-building icebreakers and activities. Fight off team complacency with 5 strategiesfor making team-building exercises part of your daily routine.www.businessmanagementdaily.com/LeadershipTeamManagementEmployment Background Check Guidelines: Complying with the Fair CreditReporting Act, conducting credit background checks and running a criminal checkto avoid negligent-hiring lawsuitsEmployment Background Check Guidelines shows employers and HR professionals how to properly conductreference/background checks, select third-party background firms and why screening candidates online on socialnetworking sites is legally risky business. Don’t allow your organization to risk being held liable for “negligent hiring”or “failure to warn” should an employee turn violent on the job.www.businessmanagementdaily.com/BackgroundCheckGuidelinesSalary Negotiating 101: 7 secrets to boosting career earnings, negotiating araise and striking the best deal in a job offer negotiationThink you deserve a raise, but are afraid to walk into your bosss office and ask? Dont let ineffective negotiation skillshold you back. Employees at all levels can boost their career earnings by following the rules on negotiating a raise,hashing out the best pay package in a job offer negotiation and knowing their market value.www.businessmanagementdaily.com/SalaryNegotiating101© 2012 Capitol Information Group www.BusinessManagementDaily.com
  21. 21. FMLA Intermittent Leave: 5 guidelines to managing intermittent leave andcurbing leave abuse under the new FMLA regulationsOne of the biggest employer complaints about the Family and Medical Leave Act (FMLA) is the productivity problemscaused by employees’ use—and abuse—of FMLA intermittent leave. The problem: Employees with chronic healthproblems often take FMLA leave in short increments of an hour or less. The Department of Labor took steps to helpminimize workplace disruptions due to unscheduled FMLA absences by saying that, in most cases, employees who takeFMLA intermittent leave must follow their employers’ call-in procedures for reporting an absence. Amend yourorganization’s policies, update your employee handbook and revisit how you track FMLA intermittent leave with these5 guidelines.www.businessmanagementdaily.com/FMLAIntermittentLeaveOvertime Labor Law: 6 compliance tips to avoid overtime lawsuits, wage-and-hour Labor audits and FLSA exemption mistakesEmployers, beware: The Department of Labor’s Wage and Hour Division reports that wage-and-hour labor litigationcontinues to increase exponentially. Federal class actions brought under the Fair Labor Standards Act (FLSA)outnumber all other types of private class actions in employment-related cases. Use this special report, Overtime LaborLaw: 6 compliance tips to avoid overtime lawsuits, wage-and-hour Labor audits and FLSA exemption mistakes, toreview your overtime pay policy and double-check your FLSA exempt employees’ status. Expecting a visit from a DOLauditor? Get prepared by taking the self-audit at the end of this report.www.businessmanagementdaily.com/OvertimeLaborLawOffice Communication Toolkit: 10 tips for managers on active listening skills,motivating employees, workplace productivity, employee retention strategies andchange management techniquesA managers job is 100 times easier and more rewarding when his or her employees are performing like a well-oiledmachine. But when that machine runs slowly or breaks down entirely, a managers job becomes exponentially harder.The best managers are the best listeners … listen to our 10 tips and maximize office communication skills and bolsterworkplace productivity.www.businessmanagementdaily.com/OfficeCommunicationToolkitWorkplace Violence Prevention Toolkit: HR advice, guidelines and policiesto keep your workplace safeUnfortunately, in the wake of a spate of workplace shootings, HR professionals and managers nationwide mustconsider the horrific possibility of violence erupting at their own facilities and events. To help employers preventtragedy, this toolkit offers business advice, guidelines and policies aimed at keeping workplaces safe from employeeviolence. Learn prevention strategies, tips on identifying potentially violent workers, managerial advice on maintaininga safe workplace. It includes two sample anti-violence policies, adaptable for use in any company, plus checklists touse in case violence erupts.www.businessmanagementdaily.com/WorkplaceViolencePrevention© 2012 Capitol Information Group www.BusinessManagementDaily.com
  22. 22. 14 Tips on Business Etiquette: Setting a professional tone with co-workers,clients and customersFor organizations and employees alike, recognizing the critical link between business protocol and profit is key to yoursuccess. Learn how to confidently interact with colleagues in ways that make you and your whole organization shine.Discover best practices on making proper introductions; cubicle etiquette; “casual dress” rules; handshake protocol;guest etiquette; workplace behavior faux pas; business dining etiquette, office wedding invites and other co-workerspecial occasions; business letter and email protocol—and even how your office decorations may affect yourprofessional image.www.businessmanagementdaily.com/BusinessEtiquette10112 Ways to Optimize Your Employee Benefits Program: Low-costemployee incentives, recognition programs and employee rewardsIf you’ve had to cut pay and staff and now expect more from those who remain, it’s vital to revamp your employeerecognition and rewards program. Employers can double their rewards and recognition efforts in innovative, cost-efficient ways with employee-of-the-month awards, employee incentive pay, employee appreciation luncheons, moretime off, shopping sprees, wellness incentive contests, plus employee rewards customized to motivate Millennials, GenXers, Baby Boomers and the Matures. Now is the time to get clever with your employee recognition programs. Thisreport shows you how with great ideas offered up from our Business Management Daily readers.www.businessmanagementdaily.com/EmployeeBenefitsProgramThe Case in Point Yearbook: Real-Life Employment Law Advice … from MindyChapman’s Case in Point blogMindy Chapman, Esq., has been providing sound employment law advice in her Case in Point blog since 2007. In hertrademark entertaining style, she dissects an important employment law court ruling and provides essentialemployment law advice via three "Lessons Learned." Topics include: ADA guidelines, age discrimination cases, sexualharassment laws, EEOC cases, FMLA requirements and more.www.businessmanagementdaily.com/CIPYearbookThe Bully Boss Strikes Again! How to deal with bosses who make crazyrequestsAnd you thought your boss was unreasonable? Bet he never asked you to perform oral surgery or fill in for the bombsquad. Talk about “other duties as assigned!” Even if your direct supervisor swamps you with petty tasks and doesn’tappreciate all you do, you can always “manage up” to make sure the boss’s boss knows your worth. This reportincludes practical advice on how to manage a toxic boss along with dozens of outrageous stories about bully bosses.http://www.businessmanagementdaily.com/BullyBoss© 2012 Capitol Information Group www.BusinessManagementDaily.com
  23. 23. Microsoft Email: Outlook Tips & Training: How to improve productivity byeffectively employing under-used features already at your fingertipsWe all use Outlook. It’s easy. You can answer email, keep your appointments and your calendar, and save your files invarious folders. But are you using it to manage your entire workflow? You can. Melissa P. Esquibel combines her 25+years of experience in information technology with a background in training, technical writing and business riskanalysis to move beyond email and help you understand Outlook’s amazing workflow benefits. You’ll discover how toget more out of Outlook than you ever dreamed possible with this hands-on road map to Outlook that can send yourproductivity skyrocketing.http://www.businessmanagementdaily.com/MicrosoftEmailOutlook17 Team Building Ideas: The team building kit for managers with teambuilding exercises, activities and games to build winning teams today!With employees still reeling from workplace budget cuts, now’s a great time for new team building ideas. No, you don’tneed an expensive round of paintball to gain the benefits of team building exercises, but you do need to squeeze themost out of them. This report provides teamwork examples, exercises and tips for leading winning teams. Go frombeing a manager who oversees people to a leader who molds them into winning teams with these 17 team buildingideas.www.businessmanagementdaily.com/TeamBuildingIdeas10 Time Management Tips: A how-to guide on efficiently managing your timethrough effective delegating, calendar management and using productivity toolsIn this era of downsizing and the quest for efficiency, businesses of all sizes are asking employees to take on extra tasksto boost productivity. Has your job turned into one of those “stretch jobs”? If so, you may be looking for a better wayto get more done in less time, reduce stress and stop burning the midnight oil. Read about calendar management,keyboard shortcuts, running productive meetings, setting up agenda templates and using tech tools for projectmanagement with these 10 time management tips. Learn to prioritize your tasks and stop working in a crisis mode allthe timewww.businessmanagementdaily.com/TimeManagementTips.© 2012 Capitol Information Group www.BusinessManagementDaily.com
  24. 24. About Business Management DailyBusiness Management Daily is a free news website of the Capitol Information Group,providing sound news and advice since 1937.At Business Management Daily, we’re driven to help organizations and individualssucceed. That’s why we deliver plain-English, actionable advice to high-performers atover 80,000 companies of all sizes across hundreds of different industries.Our Free Email Newsletters, Print Newsletters, Free Special Reports and Webinars,Podcasts, Audio Conferences & CDs help provide business professionals with the news,skills and strategies they need to grow their business, avoid legal pitfalls and advancetheir careers.Our editorial team includes experienced managers, leaders, HR professionals, lawyers,administrative professionals, CPAs, strategists and business owners from a wide varietyof industries.A Promise to Our ReadersTo help you advance your career or business, we will:  Provide expert advice that is accurate, intelligent and timely  Save you time by making that advice concise, actionable and available in your preferred format  Guarantee 100% satisfaction with customer service that exceeds your expectationsVisit us at: http://www.businessmanagementdaily.com/© 2012 Capitol Information Group www.BusinessManagementDaily.com