Free Employee Annual Review Template from FAST Project Plans

Employee Annual Review Template

By starting with our high quality project management templates,
Project Managers in all industries have drasticly reduced the amount
of time it takes them to develop their own project specific plans.

Employee Annual review Template

Download Template

I. Job Performance

Score each area accordingly:
    5 - Strongest Area
    4 - Above Average
    3 - Average
    2 - Below Average
    1 - Weakest Area

Functional Area	Description	Employee Rating	Manager Rating
Knowledge	Understands job functions, requirements, tools, and processes associated with this position.
Execution	The ability to ‘get things done’. Follows through on tasks/projects until completion, completes tasks/projects in a timely manner and according to schedule, overcomes obstacles, proposes solutions rather than excuses.
Problem Solving	When posed with a problem the ability to develop timely solutions with alternatives.
Process Improvement	Improves existing processes to either increase productivity, quality, or customer satisfaction.
Safety	Practices safe work habits and encourages others do the same. Identifies ways to improve the safety of the work environment.
Productivity	Amount of quality work performed as compared with peers.
Quality	Quality of work performed or products produced.
Initiative	The initiative to identify work to be performed and perform the work without being directed by others.
Attendance & Punctuality	Arrives to work on time, works on days scheduled, and requests time off with sufficient advance notice.
Organization	Organized workspace and in the approach to working.
Adaptability	Easily adapts to changes in the workplace, requirements, schedule, and priorities.
Employee’s Self-Observations
Strengths
Weaknesses
Manager’s Observations
Strengths
Weaknesses
Manager’s Recommendations
1)
2)

II. Customer/Client Relations

Score each area accordingly:
    5 - Strongest Area
    4 - Above Average
    3 - Average
    2 - Below Average
    1 - Weakest Area

Functional Area	Description	Employee Rating	Manager Rating
Telephone Skills	Personable skills answering the phone; being courteous and respectful to the customer/client and fully addressing their needs.
Problem Resolution	Solves customer/client problems; clearly defines and understands the problem and fully resolves the problem to the customers’ satisfaction.
Salesmanship	Sells to the customer according to their requirements and needs; clearly defines and understands the customers’ requirements and closes the sale which results in a lifetime customer.
Initiative	Goes out of their way to satisfy customers/clients;
Proactiveness	Contacts customers/clients proactively; proactively works with customers/clients to prevent problems, answer unasked questions and develop their relationship and loyalty to the company.
Politeness	Displays politeness to the customer/client; always says thank you, please, and speaks in a polite tone and manner.
Personal Appearance	Proper attire and grooming when meeting with a customer/client; attire matches or exceeds customer/clients’ attire, is appropriate for the environment, neatly groomed giving an appearance of professionalism and respect for the customer/client.
Employee’s Self-Observations
Strengths
Weaknesses
Manager’s Observations
Strengths
Weaknesses
Manager’s Recommendations
1)
2)

III. Communication Skills

Score each area accordingly:
    5 - Strongest Area
    4 - Above Average
    3 - Average
    2 - Below Average
    1 - Weakest Area

Functional Area	Description	Employee Rating	Manager Rating
Verbal	Ability to communicate clearly and effectively to others through verbal communication.
Technical Writing	Create technical documents which adhere to corporate standards, clearly communicates technical details, and presented in an organized manner.
Creative Writing	Ability to influence readers through creative writing resulting in a change in perception of value, urgency, quality, or other abstract qualities.
Influence	The ability to influence others through effective communication (verbal, written, illustrative, etc.).
Presentations	Quality, clarity, and effectiveness of presentations.
Relationships	Relationships with co-workers, management, suppliers, and customers.
Listening	Ability to listen to and understand others, including the practice of active listening.
Negotiation	The ability to act in a profession manner and negotiate to gain new opportunities, discover new solutions, resolve disputes, agree upon courses of action, bargaining, or create outcomes which satisfy everyone’s interests.
Facilitation	Planning and running effective and impartial meetings which results in consensus in either solving a problem or making a decision; or effectively presenting information.
Responding to Conflict	Ability to resolve a dispute or conflict where all parties are satisfied with the outcome.
Employee’s Self-Observations
Strengths
Weaknesses
Manager’s Observations
Strengths
Weaknesses
Manager’s Recommendations
1)
2)

IV. Interpersonal Skills

Score each area accordingly:
    5 - Strongest Area
    4 - Above Average
    3 - Average
    2 - Below Average
    1 - Weakest Area

Functional Area	Description	Employee Rating	Manager Rating
Interaction with Coworkers	Works well with co-workers, respects others, and has the respect of others.
Interaction with Supervisors	Works well with Supervisors, respects their authority and interacts in a professional manner.
Interaction with Clients	Works will with Clients resulting in established and committed relationships with the clients.
Motivational Skills	Ability to motivate others which results in the desired outcome (perform a task, change of attitude, etc.)
Leadership	To have a vision and to effectively communicate it to others resulting in a change in human behavior.
Employee’s Self-Observations
Strengths
Weaknesses
Manager’s Observations
Strengths
Weaknesses
Manager’s Recommendations
1)
2)

Signature Page

Please print and sign once all sections are completed. The Supervisor will file both electronic and printed copies with the HR Department.

I am signing this form to indicate that I have received it and completed my portion. My signature does not necessarily indicate that I agree with the contents.

_______________________ __________________
Employee’s Signature Date

_______________________ __________________
Supervisor’s Signature Date

Don't forget to download, share or bookmark this template.

This Project Charter Template is free for you to copy and use within your organization. Public distribution of any of our templates is not permitted and are protected under copyright laws.