Free Mid-Year Performance Review HR Template

Mid-Year Performance Review

Date of Review: [Date]

Employee Name: [Employee Name]

Position: [Job Title]

Performance Summary:

[Employee Name] has demonstrated commendable performance in the first half of [Year]. His dedication to achieving targets, improving client relationships, and mentoring junior team members has significantly contributed to the department's success.

Key Achievements

1. Exceeded Sales Targets: [Employee Name] consistently exceeded monthly sales targets by an average of 20%. His exceptional sales acumen has been a driving force behind the team's success.

Areas for Improvement

1. Documentation: While [Employee Name] verbal communication with clients is exemplary, he needs to focus on improving the documentation of client interactions and follow-ups in our CRM system.

Goals for the Second Half of the Year:

1. Increase Client Engagement: Develop a proactive client engagement plan to deepen relationships and anticipate client needs.

Development Plan:

To address the areas for improvement and achieve the set goals, [Employee Name] will participate in time management training and receive additional guidance on improving CRM usage. We will also encourage him to continue mentoring junior team members.

Overall Assessment:




Employee's Comments:




Supervisor's Signature:

[Signature]





Employee's Signature:

[Signature]


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