Sample Performance Appraisals

Six Steps To Performance Reviews
Part Two: Guidelines & Rating

Sample performance appraisals should always provide a clear narrative on how the form is to be used. We begin this process here.

The performance appraisal is not a time to focus in on the most minute details. Rather, this time is best used to summarize the overall performance of an employee and identify a clear action plan for continued growth in key areas.

Key areas, or core competencies, for job performance include:

  • Customer Focus – how well does the employee serve the customer?<
  • Teamwork and Cooperation – does the employee work well with other team membvers?
  • Flexibility – is the employee willing to do whatever is asked and/or necessary to get the job done in a timely manner?
  • Resourcefulness – does the employee demonstrate creativity in seeking out solutions?
  • Commitment – is the employee willing to do what’s necessary to get the job done, maintaining ethical standards, and goes above and beyond the call of duty?

Job Performance Rating Scale

The following rating scale was developed for our sample performance appraisals. This rating scale (1-5) is simple and easy to use:

  1. EXCEPTIONAL - The employee consistently and significantly exceeds expectations of the job in all areas.
  2. HIGHLY EFFECTIVE - The employee exceeds expectations in several areas on a regular basis.
  3. SOLID PERFORMANCE - The employee consistently fulfills expectations and at times may exceed expectations.
  4. NEEDS IMPROVEMENT - The employee’s performance does not consistently meet expectations. A performance improvement plan is required.
  5. NOT EFFECTIVE - Even with additional coaching and supervision, the employee's performance does not meet expectations. Immediate improvement is required – final notice should be considered.

An easy rating scale of five numbers with clear definitions is something that everyone can appreciate and understand.

This 1-5 rating scale will ensure that everyone involved will be clear on exactly what each performance appraisal category actually means.

A clear rating scale limits any potential confusion or misinterpretation. It will also ensure that employees receiving unacceptable ratings can be easily identified so the manager can take clear action to address any issues.

It’s extremely important that employee’s know where they stand. Our sample performance appraisals will walk you through the entire process.

This 1-5 rating scale, combined with a clear action plan for future development and realistic goals, will help you to support your employees going forward.

(Back to Part 1) (Go to Part 3)

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