Why do we do Performance Evaluations?
- Have a record of performance
- Give feedback on performance in a formal way
- Receive feedback from your employee
- Measure performance and track progress
- Acknowledge contributions/ recognize achievements
- Identify areas for growth and improvements and create action plans/ goals for success
Preparation Checklist for Writing a Performance Evaluation
Before you get started in writing an evaluation for your employee, make sure that
you have these items with you:
[] Employee’s self evaluation
[] Past notes/ documentation on the employee
[] Record of what trainings your employee has completed
[] Copy of Performance Improvement Plans/ Write Ups/ Disciplinary Action
[] Copy of last year’s performance review
[] Employee job description/ last year’s goals
Conducting a Successful Evaluation Meeting
A Performance Review should be a Dialogue, not a Lecture.
1) Review and Discuss past performance
- Be fair, have proper documentation (don’t rely on just memory)
2) Discuss where things are right now and what needs to be done to improve.
- Don’t compare your employees. View them as individuals.
- Don’t make excuses for your employees. Focus on results.
3) Discuss the future plans, goals and objectives
- The difference between a dream and a goal: Dreams are visions of what you want
to achieve or who you want to be. Goals are clear, specific and
measurable and they have a deadline


