Free Employee Performance Training Checklist Template
Employee Performance Training Checklist
Prepared by: [Your Name]
Company: [Your Company Name]
Date: [Date]
1. Performance Expectations
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Review company’s performance standards and goals
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Discuss key performance indicators (KPIs) for the role
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Explain the performance review process and timelines
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Set specific, measurable goals for the employee
2. Job-Specific Skills
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Review technical skills and competencies required for the role
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Conduct hands-on practice or demonstration of key tasks
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Assess the employee’s ability to perform core job responsibilities
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Provide resources for further skill development
3. Communication Skills
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Review effective communication practices (email, phone, meetings)
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Role-play scenarios to improve interpersonal communication
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Discuss conflict resolution techniques
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Evaluate listening and feedback skills
4. Time Management & Productivity
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Discuss prioritization and task management strategies
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Set expectations for meeting deadlines and handling multiple tasks
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Review tools or software for task tracking and time management
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Discuss strategies to overcome procrastination and distractions
5. Workplace Behavior and Professionalism
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Emphasize the importance of punctuality and attendance
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Review company policies regarding workplace behavior, ethics, and dress code
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Discuss teamwork, collaboration, and customer service expectations
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Address handling stress and maintaining professionalism under pressure
6. Feedback and Continuous Improvement
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Provide constructive feedback on current performance
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Set a plan for follow-up feedback sessions
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Discuss the employee’s development goals and opportunities for growth
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Encourage self-assessment and regular reflection on performance
7. Knowledge of Company Policies and Procedures
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Review the company’s code of conduct, safety, and compliance policies
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Ensure understanding of the performance appraisal process
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Discuss the process for reporting issues or concerns
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Review the benefits and professional development opportunities available
8. Employee Development & Career Path
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Discuss long-term career goals and development opportunities
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Explore potential training or certification programs
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Review mentorship and coaching programs available
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Set a development plan with milestones and timelines
