Travel Agency Appraisal Checklist
Travel Agency Appraisal Checklist
This guide is crafted to provide a structured approach for evaluating the performance and progress of our team members. Utilize this checklist to ensure thorough and consistent assessments that foster both personal and professional growth within [Your Company Name].
1. Customer Service Excellence
Customer service is the cornerstone of any successful travel agency. This section focuses on evaluating [Employee Name]'s interactions with clients to ensure they uphold the highest standards of responsiveness, courtesy, and problem-solving capabilities.
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Review [Employee Name]'s ability to handle client inquiries promptly.
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Evaluate the consistency of [Employee Name]'s follow-up on customer issues.
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Assess how [Employee Name] manages difficult customer service situations.
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Check the courtesy and politeness of [Employee Name] towards customers.
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Examine feedback and ratings from clients for [Employee Name].
2. Sales Achievements
Sales performance is a direct indicator of [Employee Name]'s effectiveness and strategic approach to client management. This section gauges their success in meeting sales targets and their innovation in securing and expanding client relationships.
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Analyze the total sales figures achieved by [Employee Name] against targets.
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Review the number of new client accounts opened by [Employee Name].
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Check for innovative selling strategies implemented by [Employee Name].
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Assess upselling and cross-selling success rates of [Employee Name].
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Document regular follow-ups on potential leads by [Employee Name].
3. Knowledge of Travel Products
In-depth product knowledge is essential for providing exceptional service and advice. This evaluation measures [Employee Name]'s expertise across our range of travel products and their ability to communicate effectively with clients and vendors.
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Evaluate [Employee Name]'s familiarity with current travel package offerings.
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Assess [Employee Name]'s understanding of travel insurance options.
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Check [Employee Name]'s knowledge of vendor relations and management.
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Review the efficacy of the travel advice provided by [Employee Name].
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Examine [Employee Name]'s capacity to give accurate and timely travel recommendations.
4. Adherence to Agency Protocols
Adherence to agency protocols ensures operational integrity and compliance. This part of the checklist verifies [Employee Name]'s consistent application of agency standards, including data security, punctuality, and the accuracy of travel documentation.
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Verify [Employee Name]'s compliance with company booking procedures.
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Check for proper use of CRM and other software by [Employee Name].
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Assess [Employee Name]'s adherence to data privacy and security protocols.
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Monitor punctuality and attendance records of [Employee Name].
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Review and validate travel documentation prepared by [Employee Name].
5. Professional Development and Training
Ongoing development is key to maintaining a knowledgeable and adaptable workforce. This section assesses [Employee Name]'s engagement with professional growth opportunities and their contribution to the team's continuous improvement.
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Assess participation and uptake of ongoing training by [Employee Name].
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Review any external courses or certifications completed by [Employee Name].
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Check the implementation of learnt skills into daily workflows by [Employee Name].
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Examine the sharing of new knowledge and practices with peers by [Employee Name].
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Evaluate the proactive suggestions for workflow improvements made by [Employee Name].
Prepared By: [Your Name]
