Free Performance Evaluation Checklist Template

Efficiency Assessment Checklist

Assessor's name:

[your name]

Company name:

[your company name]

Assessment date:

July 9, 2050

Employee name:

[employee name]

This checklist aids in enhancing individual and team performance by assessing strengths, areas for improvement, and providing structured feedback. It supports goal setting and career development while aligning with organizational objectives. Mark 'checked' where applicable.

  1. Clear Objectives: 

Are the objectives of the evaluation clearly defined and communicated?

  • Y

  • N

  1. Timely Feedback: 

Has feedback been provided in a timely manner, allowing for meaningful discussion and improvement?

  • Y

  • N

  1. Goal Alignment:

Are the evaluated performance metrics aligned with overall organizational goals?

  • Y

  • N

  1. Communication Skills: 

Does the individual demonstrate effective communication skills in both verbal and written forms?

  • Y

  • N

  1. Problem-solving Ability: 

Can the individual effectively identify and solve problems within their role?

  • Y

  • N

  1. Collaboration: 

Does the individual actively collaborate with team members and contribute to a positive team dynamic?

  • Y

  • N

  1. Adaptability: 

Is the individual flexible and able to adapt to changing circumstances or requirements?

  • Y

  • N

  1. Initiative: 

Does the individual show initiative in taking on new tasks or seeking out opportunities for improvement?

  • Y

  • N

  1. Quality of Work:

Is the quality of the individual's work consistently high and meeting expectations?

  • Y

  • N

  1. Professional Development:

Is the individual actively engaged in their own professional development and seeking opportunities for growth?

  • Y

  • N

  1. Performance Improvement Plan:

If performance issues are identified, has a performance improvement plan been developed and communicated?

  • Y

  • N

  1. Overall Performance Rating:

Based on the evaluation, what is the overall performance rating?

  • Exceeds Expectations

  • Meets Expectations

  • Needs Improvement

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