Employee Evaluation Checklist
Table of Contents
Pre-discussion Issues
Have job accountabilities been clearly established?
Have job accountabilities been defined and prioritized?
Have previous performance evaluations identified any issues?
Have standards of performance been clearly defined in measurable terms?
Has the performance gap been previously discussed with the employee?
Are there any obstacles, outside the employee's control, that interfere with job performance?
Discussion with Employee
Review job accountabilities.
Review defined performance standards.
Recognize employee strengths and contributions.
Explain performance gaps in measurable terms.
Check for understanding by having the employee restate your explanation of performance gaps.
Discuss improvement ideas, then ask the employee to develop a performance improvement plan for your review.
Schedule a follow-up meeting.
End meeting on a supportive note.
Document the discussion phase; include a summary of what was said, expectations and responsibility.
Contact HR if any potential disciplinary or legal issues arise.
Follow up Meeting
Review issues addressed in first meeting.
Solicit employee improvement ideas.
Negotiate an improvement plan.
Document the plan, progress reviews and provide copy to employee.
Establish follow-up timelines.
Provide ongoing encouragement and support.
Tips for Success
Reinforce positive changes as they occur.
Recognize and document positive performance improvement.
Allow the employee time to talk and listen for understanding.
Focus on the issue, not the person.
Be specific.
Anticipate possible employee reactions and prepare verbal responses.
Prepare to handle disagreements.
Download or Print this Employee Evaluation Checklist
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Presented by:
Alex Strickland
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Who it's for
This Employee Evaluation Checklist is for teams that want consistent execution, less rework, and clear ownership.
- Standardize quality - run the same Employee Evaluation steps every time, regardless of who executes
- Save time - reuse a proven Employee Evaluation workflow instead of rebuilding processes from scratch
- Improve accountability - assign owners and see what's done vs. what's pending
- Onboard faster - use the Employee Evaluation checklist as the SOP and training guide
- Coordinate across roles - handoffs are clear and everyone works from the same source of truth
How to use it
How to use this Employee Evaluation Checklist:
- Start by saving it - save as a Template if you'll reuse it, or as a Checklist if it's a one-off project.
- Customize it once for your workflow - remove what doesn't apply and add your team-specific steps.
- Assign ownership and execute - set owners/due dates where needed and track completion as work happens.
- Reuse without rebuilding - when Employee Evaluation comes up again, start from your saved version and run it with clear ownership.