Performance Review

Review details

Review type
DD slash MM slash YYYY
1 = Inconsistent, needs prompting 2 = Below expectations 3 = Meets expectations, solid 4 = Strong 5 = Consistently excellent, sets the standard

Communication

Communication style
Clarity, tone, and professionalism in how messages are framed.
Efficiency and conciseness
Answers to the point and addresses the actual question asked.
Responsiveness
Replies within a reasonable time, including async channels such as WhatsApp and comments.

Quality and accuracy

Self-checking
Reviews own work before sending or submitting.
Typography
Correct capitalisation, consistent spacing, accurate punctuation, no stray double spaces or missing capitals.
General accuracy
Low error rate, work does not need redoing.
Quality and accuracy, comments or examples

Learning and independence

AI first
Uses ChatGPT or Claude as the first port of call when stuck, before asking a person.
Self-training
Finds answers via Google, documentation, or AI rather than waiting to be taught.
Retaining instructions
Applies guidance without needing it repeated.
Learning and independence, comments or examples

Productivity

Speed
Completes tasks within expected timeframes.
Efficiency
Reaches the result without unnecessary back-and-forth or rework.
Productivity

Reliability and availability

Follow-through
Does what they said they would, and flags early when they cannot.
Availability
Present and contactable during agreed hours, not frequently unavailable.
Time-off conduct
Requests leave in advance and follows correct process.
Reliability and availability, comments or examples

Accountability and reflection

Ownership
Handles mistakes openly, not defensively.
Reflection when questioned
When asked why they took an action, responds with genuine reflection on their reasoning rather than defensiveness or reflexive apology.
Accountability and reflection, comments or examples

Collaboration and team support

Collaboration
Works well with others and shares useful information.
Speaking up
When they spot something incorrect in a teammate's work, they raise it constructively rather than ignore it.
Collaboration and team support, comments or examples

Role-specific

Process adherence
Follows SOPs, file-naming conventions, subject-line formats, and set workflows precisely.
Adaptability
Willing to adopt our working methods rather than defaulting to habits from previous roles.
Tool proficiency
Competent in Trello, Google Docs, Google Sheets, and AI tools without hand-holding.
Asking the right questions
Asks when genuinely needed, at the right moment, with context, rather than over-asking or guessing silently.
Receptiveness to feedback
Feedback sticks the first time, the same correction is not needed twice.
Initiative
Spots what needs doing and acts, rather than waiting for every instruction.
Consistency
Quality holds up over time, not only when being watched.
Client-facing tone
Represents the brand voice appropriately in outward communication. Mark not applicable if the role has no client contact.
Confidentiality and data handling
Treats client information and access credentials responsibly.
Role-specific

Summary