Office Staff Performance Evaluation Checklist ( ADMIN )

This checklist is designed to guide the process of evaluating the performance of office staff, ensuring that all necessary criteria are assessed and recorded effectively.

• Schedule Evaluation Meeting

  Coordinate with the staff member and relevant supervisors to set a date and time for the performance evaluation meeting.

• Prepare Evaluation Criteria

  Compile a list of performance metrics and goals that need to be assessed during the evaluation, including qualitative and quantitative measures.

• Collect Performance Data

  Gather data and feedback regarding the staff member’s performance over the review period from relevant sources.

• Conduct Evaluation Meeting

  Review the performance data with the staff member, discussing strengths, areas for improvement, and future goals.

• Document Evaluation Outcomes

  Record the outcomes of the evaluation meeting, including any agreed-upon action items, goals, and timelines for follow-up.

• Provide Feedback Summary

  Send a summary of the performance evaluation to the staff member and relevant stakeholders, ensuring everyone is informed of the outcomes.

• Schedule Follow-Up Review

  Set a date for a follow-up meeting to revisit the goals and progress made since the evaluation.