Small Business Brief

Templates & Forms

Sample Employee Evaluation Summary

If you are unfamiliar with the appraisal process then the annual employee review can be a daunting task.

Performance reviews offer many valuable purposes within a company/organization, they provide much needed insight into an individual's performance and assist with making comparisons between your employees which label determine if that individual is due for a salary increase or a promotion.

Writing effective and productive performance appraisals is critical to the day to day running of your company. Below we have listed some aspects of this process to label you get started.


Integral Parts

Company/Organization Name
Employee Name
Reviewer Name
Reviewer Department
Review date
Review period (state days)
Job title
Job position
General Feedback


Performance and Goals

Performance objectives

Rating formula for ease of use for the review

Specified results for tasks

Attendance and punctuality

Employee training requirements

Suggested goals and ambitions for the future

Avoid negativity


Suggested Summaries

Excellent Review

Simone is a bright member of the team and consistently exceeds the expectations set. She has effectively adapted to change and worked under some extreme circumstances yet still performed at a exceptionally high level. She exhibits a positive attitude especially when dealing with such strict client deadlines. Simone's shows strength and dedication in such a demanding role yet continually seeks out new responsibilities and goals. She is an active listener and is exceptional at time management, she demonstrates professionalism and a sense of calm. Simone provides quality work and is able to work independently but gels well with her co-workers. Simone could benefit from some further training with the organization of projects.

Good Review

Simone adapts well to the ever changing demands of clients, she is a great worker under pressure and even spurs on her co-workers to obtain and set new goals. Simone is a self motivated and determined member of the team but could use her time more wisely, perhaps she is in need of some further training in this area. Simone is adequate in her communication skills but does complete all her tasks efficiently as requested. Simone is a considerate co-worker but can also work well independently. Simone does not seek out additional professional growth and should consider this for the next review.

Fair Review

Simone appears to be struggling with some aspects of her role and is not adapting well to the ever changing nature of client's needs. Simone does not excel when there is pressure and this has affected aspects of the team's focus and motivation, if Simone can apply extra effort to her team for moral and support she will find she can adapt much better in challenging situations. I am inspired by Simone's ambitious energy for personal performance and her energy is well received by her co-workers. Simone should obtain further training in active listening, team building and specific knowledge required for her to perform successfully.