Performance Review Template

For example, is this something that commonly happens in your business?

You ask one of your team members to perform a task. You may simply say to them;

"Go and complete a letter for this customer responding to their complaint."

They go away and draft a letter that you consider is totally inappropriate. You get frustrated and then end up re-writing the letter yourself.

OK, this is just an example, but it is a typical scenario of what happens in many small businesses everyday.

Ask yourself a few questions.

1. Have you provided a template for them to use?

2. Do you have a procedure manual where they can refer to for how a professional letter is written?

3. Are there examples of other letters they can replicate?

4. When you check their work, are you re-writing it out of frustration or just showing them how to tweak it so it is up to standard?

How do these things relate to a performance review template?

Well, firstly, if your team has no guideines to follow, how can they be expected to 'Do It Right?"

What you need to do is write everything down that you expect of your team. Just like a procedure manual, you need to communicate to your team in written form exactly what you require from them.

This then forms the basis of a Performance Review.

Take a look at the image above. This is a very basic example of what you could use for a template.

For example;

It shows each individual task the team member is required to do. This is what is required of you as business owner. You need to write down every task for each person!

This will take sometime - however, it forms the basis of a template and something that you can use over and over again.

You can change the contents of the template anytime you want because you made it yourself. It is easier than changing the contents of a pre-made template prepared by someone else. If you still want to add some more questions or variables, you can do so without veering away from your objectives.

Preparing your own template allows you to make the questionnaire more suitable for your needs. For example, if you think being a team player is an important skill that your employees should have, you can include this in your template.

Some downloadable templates are not complete all the time. If you want to make sure that the variables that you want to measure are included, then you should make your won template.

Your Performance Review Template needs to have relevant information based on the person's role. If you are simply adding information in a broad sense, you will find the Performance Review will not run so well and possibly the team member will get discouraged.

It is better to pay attention to the detail of the role and identify thr things that the team member is performing well or not performing well.