Free Annual Performance Review Checklist Template

Yearly Accomplishment Review Checklist

Authored by:

[your name]

Date:

January 15, 2050

Company Name:

[your company name]

This performance checklist is designed to guide the review of employee performance in various key areas within a company or organization. Use this checklist to assess the past performance, plan for future goals, identify areas needing improvement, facilitate open communication, and inform compensation decisions. Check each task as you complete it during the review process.

Goal Setting and Achievement:

  • Were clear and measurable goals set at the beginning of the review period?

  • Were these goals achieved or progress made towards them?

  • Were any challenges faced in achieving these goals? If yes, were they appropriately addressed?

Job Knowledge and Skills:

  • Does the employee demonstrate a strong understanding of their role and responsibilities?

  • Have they acquired new skills relevant to their job during the review period?

  • Are there any areas where additional training or development is needed?

Quality of Work:

  • Does the employee consistently produce high-quality work?

  • Are there any instances of errors or rework that need to be addressed?

  • Does the employee seek and incorporate feedback to improve their work?

Communication and Collaboration:

  • Does the employee effectively communicate with colleagues and stakeholders?

  • Do they collaborate well within their team and across departments?

  • Are there any issues with interpersonal communication that need to be resolved?

Initiative and Innovation:

  • Does the employee show initiative in identifying and solving problems?

  • Have they contributed new ideas or improvements to processes?

  • Are there opportunities for the employee to take on more challenging tasks or projects?

Attendance and Punctuality:

  • Has the employee maintained satisfactory attendance and punctuality?

  • Are there any patterns of absenteeism or tardiness that need to be addressed?

Overall Performance Rating:

  • Based on the assessment of the above criteria, what is the overall performance rating for the employee?

  • Are there any specific areas for improvement or development identified during the review?

Development Plan:

  • Based on the review, what are the key areas for development or improvement for the employee?

  • What specific actions will be taken to support their professional growth and advancement?

Employee Feedback and Goals:

  • Did the employee have an opportunity to provide feedback on their own performance and development?

  • Were they involved in setting goals for the upcoming review period?

Agreement and Sign-off:

  • Has the performance review been discussed and agreed upon by both the manager and the employee?

  • Have both parties signed off on the review documentation?

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