Free Employee Performance Assessment Template

Employee Performance Assessment

[YOUR COMPANY NAME]


Employee Name: Naomi Ortiz
Department: Marketing
Position: Marketing Specialist
Evaluation Period: January 2064 - December 2064
Evaluator Name: [YOUR NAME]
Date of Evaluation: December 6, 2064


Assessment Criteria

Below are the key areas used to evaluate the employee's performance during the review period. Please assess the employee on each criterion by selecting the appropriate rating and providing any necessary comments.

Criteria

Rating

Quality of Work

4 (Good)

Quantity of Work

4 (Good)

Work Knowledge/Skills

5 (Excellent)

Punctuality and Attendance

5 (Excellent)

Communication Skills

4 (Good)

Initiative and Problem-Solving

3 (Satisfactory)

Teamwork and Collaboration

4 (Good)

Adherence to Company Policies

5 (Excellent)

Leadership/Management (if applicable)

N/A

Professional Development

4 (Good)

Rating Scale

  • 5 – Excellent: Consistently exceeds expectations. Outstanding performance.

  • 4 – Good: Meets expectations with few minor issues. Solid performance.

  • 3 – Satisfactory: Meets most expectations. Performance is acceptable but may require improvement in certain areas.

  • 2 – Needs Improvement: Falls short of expectations. Performance is inconsistent and requires attention.

  • 1 – Unsatisfactory: Does not meet expectations. Major improvement is needed in this area.


Summary of Performance

Strengths:

  • Naomi Ortiz has demonstrated excellent work quality, consistently delivering high-standard marketing materials on time.

  • Naomi Ortiz's punctuality and adherence to company policies have been exceptional, setting a strong example for her peers.

  • Naomi Ortiz has shown a solid grasp of marketing concepts and tools, displaying expertise in campaign strategy and execution.

Areas for Improvement:

  • While Naomi Ortiz is an effective team player, there is room for improvement in taking more initiative on new projects without relying on guidance from others.

  • Naomi Ortiz's communication could be more proactive, especially in keeping stakeholders updated on the progress of ongoing tasks.


Development Goals & Action Plan

Please provide specific goals and steps for the employee's development for the next review period:

  1. Goal 1: Improve Initiative in Projects

    • Description: Take more proactive steps in starting and managing new marketing campaigns.

    • Action Plan: Naomi Ortiz will attend a leadership workshop and seek out opportunities to lead smaller projects within the team.

    • Timeline: By June 2065

  2. Goal 2: Enhance Communication Skills

    • Description: Improve communication by regularly updating stakeholders on project status and actively participating in team meetings.

    • Action Plan: Naomi Ortiz will practice presenting updates in bi-weekly meetings and implement feedback for improvement.

    • Timeline: By March 2065

  3. Goal 3: Develop Advanced Marketing Skills

    • Description: Enhance knowledge of digital marketing tools and trends to stay competitive in the field.

    • Action Plan: Naomi Ortiz will enroll in an advanced digital marketing course and apply new knowledge to current projects.

    • Timeline: By September 2065


Employee Comments

Please provide any additional comments, feedback, or suggestions you would like to include regarding your performance or the evaluation process:

"I am grateful for the constructive feedback and look forward to taking on more leadership opportunities in upcoming projects. I also appreciate the suggestions for enhancing my communication and initiative and will work towards improving these areas."


Evaluator Comments

Evaluator’s feedback on the employee’s performance, strengths, and areas for improvement:

"Naomi Ortiz has shown excellent commitment to her role and consistently meets or exceeds expectations in most areas. She has a solid foundation of skills but should work on increasing her initiative and communication with the team. I believe that with focused development in these areas, Naomi Ortiz can achieve even greater success in her role."


Signature of Employee: __________________________________
Date: December 6, 2064

Signature of Evaluator: __________________________________
Date: December 6, 2064

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