[COMPANY NAME]
Job Performance Review Guide
EMPLOYEE
Employee Name
Review
Period
Department
Manager
PERFORMANCE GOALS AND OBJECTIVES
Zero to 2 months
2 to 4 months
Become familiar with your departments
business goals.
Make certain defined goals and criteria
are realistic. Renegotiate if necessary.
Work with your manager to define and
document your goals. Include what you
are expected to produce by your first
review, activities needed to accomplish
results, and success criteria.
Are you focusing your time on the goals
you committed to? If not, either work
with your manager to change your goals
or reevaluate how you spend your time.
4-6 months
Review performance goals to see if you
are on target. Reprioritize work
accordingly.
NOTES/ACTIONS
SKILLS AND KNOWLEDGE DEVELOPMENT
Zero to 2 months
2 to 4 months
Understand the specific skills and
knowledge you need. Use the job profile
as your guide.
Attend one of the sessions in the
Administrator certification program. See
the training resource site for courses.
Build a skill development plan based on
the goals agreed to by you and your
manager.
Review your development plan and
suggested curriculum for additional skills
and training.
Complete the new administrator
orientation.
4-6 months
Attend at least one more session in the
Administrator certification program.
Create a timeline with associated tasks
that you will follow in order to attain the
skills outlined in your personal
development plan.
NOTES/ACTIONS
PROCESSES AND METHODS
Zero to 2 months
Familiarize yourself with work processes
and methods used in your job. Be clear
on who owns those processes and how
you can support process goals.
Set clear timelines for task due dates.
Keep timelines up to date.
2 to 4 months
Identify and eliminate unnecessary
variation in the way you perform work
processes.
Ensure that your work responsibilities
are clear, defined, and realistic.
4-6 months
Get to know the people who work crossfunctionality in common work processes.
Seek to simplify any work processes in
order to cut cycle time.
NOTES/ACTIONS
FEEDBACK
Zero to 2 months
Understand the different types of
feedback and the ways in which you will
receive feedback.
NOTES/ACTIONS
2 to 4 months
Are you getting the feedback you need?
Is feedback timely, specific, and
frequent?
Compare actual performance and
expected performance.
4-6 months
Are you giving feedback to others who
need it?
Compare actual and expected
performance.