Free Employee Performance Training Checklist Template

Employee Performance Training Checklist

Prepared by: [Your Name]

Company: [Your Company Name]

Date: [Date]

1. Performance Expectations

  • Review company’s performance standards and goals

  • Discuss key performance indicators (KPIs) for the role

  • Explain the performance review process and timelines

  • Set specific, measurable goals for the employee

2. Job-Specific Skills

  • Review technical skills and competencies required for the role

  • Conduct hands-on practice or demonstration of key tasks

  • Assess the employee’s ability to perform core job responsibilities

  • Provide resources for further skill development

3. Communication Skills

  • Review effective communication practices (email, phone, meetings)

  • Role-play scenarios to improve interpersonal communication

  • Discuss conflict resolution techniques

  • Evaluate listening and feedback skills

4. Time Management & Productivity

  • Discuss prioritization and task management strategies

  • Set expectations for meeting deadlines and handling multiple tasks

  • Review tools or software for task tracking and time management

  • Discuss strategies to overcome procrastination and distractions

5. Workplace Behavior and Professionalism

  • Emphasize the importance of punctuality and attendance

  • Review company policies regarding workplace behavior, ethics, and dress code

  • Discuss teamwork, collaboration, and customer service expectations

  • Address handling stress and maintaining professionalism under pressure

6. Feedback and Continuous Improvement

  • Provide constructive feedback on current performance

  • Set a plan for follow-up feedback sessions

  • Discuss the employee’s development goals and opportunities for growth

  • Encourage self-assessment and regular reflection on performance

7. Knowledge of Company Policies and Procedures

  • Review the company’s code of conduct, safety, and compliance policies

  • Ensure understanding of the performance appraisal process

  • Discuss the process for reporting issues or concerns

  • Review the benefits and professional development opportunities available

8. Employee Development & Career Path

  • Discuss long-term career goals and development opportunities

  • Explore potential training or certification programs

  • Review mentorship and coaching programs available

  • Set a development plan with milestones and timelines

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