Use this step by step explanation to craft a good employee performance feedback review for an account manager. Find the right words with quality phrases.

An account manager is responsible for managing a wide array of client accounts to ensure that they are all up to date and handled properly. He or she will also be tasked with building good customer relations and building a new client base. Furthermore, he or she takes charge of building productive teams and managing them to ensure that they perform at the highest level.

Other duties that he or she will get to perform from time to time include; achieving higher sales targets and goals, present feedback and ensure they are implemented, building new business relationships with other companies, resolving any issue related to accounts management, give sales presentations, oversee the development of client friendly accounts and preventing any form of attrition.

Employee Performance Review Sample

Employee's Name: Title:
Review Period: __/__/__ to __/__/__ Employee SSN:
Work Location: Supervisor's Name:

Instructions

  1. Rating: Rate the employee against the core skills based on how well he/she demonstrates each skill. Give scores 1, 2, or 3 for each rating depending on the employee's performance.
  2. Comments: Use this area to give examples of employee's performance phrases. The phrases should describe how well an employee has performed on previously set goals based on the given core skill.
  3. Summary: Use this section to give a summary of the employee's strengths and areas for improvement or development. Recommend a step increase for an employee who has met the expectations and performance improvement plans for one who doesn't meet expectations.
  4. Human Resources Review: Human resources manager must examine and indicate whether he/she concurs with the evaluation and comments. If the manager agrees, then he/she must sign the evaluation form. If he/she doesn't concur, then he/she must provide reasons explaining why this is so.
  5. Signatures: Sign the evaluation form and give it to the employee to go through and answer the Self Evaluation Questions. Ask him/her to sign and date the evaluation form before giving it back to the human resources for filing.

Rating Meaning

The employee fails to perform the most important aspects of the job satisfactorily. Requires close guidance to carry out routine jobs. He/she needs significant improvement in all areas. Meetings should be held between the employee and the supervisor to discuss performance deficiencies.

1

Employee routinely meets and exceeds expectations in all areas of responsibility. Produces high-quality work that at times exceeds expectations. Consistently meets the most critical annual goals. Occasionally produces timely and accurate results.

2

The employee consistently and significantly exceeds the communicated expectations by producing exceptionally high-quality work. He/she demonstrates exceptional knowledge of his/her duties and is highly recognized by others as an authority in his/her area of work.

3

Supervisor's Feedback

Skill

Comments

Rating

INTERPERSONAL SKILLS: Interpersonal Skills are a set of abilities that enable a person to positively interact and work with others effectively while avoiding office disputes and personal issues with each other.

Has a perfect sense of humor and always makes jokes to make others laugh.

Recognizes and manages the effects of personal stress and of those who are around properly.

3

DELEGATION: Delegation is assigning responsibility or authority to another person a junior or subordinate to carry out specific activities while remaining accountable for the outcome.

Concerns oneself with what is already accomplished rather than constantly detailing how the tasks should be done

Allows the person to which the task has been assigned to control his/her own methods and processes in order to facilitate trust and success

3

MANAGING AT TEAM: Managing is the administration of an organization which includes activities of setting the strategy of an organization and coordinating the efforts of the employees to accomplish its objectives.

Behaves in an honest and ethical manner, shows consistency in both words and actions, and models high standards of ethics

Is open to change and new information; quickly adapts to new information, unexpected obstacles or changing conditions

3

PLANNING AND SCHEDULING: Planning and Scheduling are the act of establishing a plan for a set of tasks that needs to be completed and including when they should be done.

Communicates effectively and promptly about the plans adjustment or change

Does not leave any detail to chance rather takes everything into consideration

2

ENTHUSIASM: Enthusiasm is an intense enjoyment or a lively interest in a certain thing with a zest and a strong belief that can be felt by those around you.

Identifies something positive in the midst of negativity and changes perception about that situation

Associates oneself with positive-minded people in order to exhibit some of their traits

3

CONCEPTUAL THINKING: Conceptual Thinking is the ability to recognize a situation or problem by identifying patterns or connections while addressing the underlying issues.

Thinks beyond the situation at hand and balances multiple perspectives when reaching a conclusion or setting a direction

Considers how present policies, methods, and processes might be affected by future trends and developments

3

PRACTICAL THINKING: Practical Thinking is the skill to think creatively about projects or work that requires your full attention to be completed and to bring great results.

Practices mindfulness in order to ease mental problems and think in an effective way

Sets aside the problems over which one has no control and concentrates own efforts on those that one can potentially solve

2

FINANCIAL MANAGEMENT: Financial Management is the skill of learning how to handle accounting, finance, and organizational management through providing daily data on the operations that take place every day.

Hires a good bookkeeper or uses an accounting software to keep accurate and timely track of the company's income and costs

Manages legal fees by choosing the most cost-effective billing option for the company and making sure that the company's expectations are clear to the lawyer before paying for the services

3

ORGANIZATIONAL SKILLS: Organizational Skills is the ability to make use of time, energy and resources available in the most efficient manner to achieve their goal.

Schedules breaks into own work day in order to keep one feeling motivated and productive

Monitors daily activities in order to identify activities that might be time wasters and those that actually further own goals

3

ANALYTICAL SKILLS: Analytical Skills is the ability to collect and analyze information, solve problems and make decisions according to the policies and regulations of the business.

Excels at analyzing complex and large volumes of data and finding trends in that data

Demonstrates exceptional knowledge of numbers and figures and is able to interpret mathematical information

3

Self Evaluation

Self Evaluation Question

Employee Comments

INTERPERSONAL SKILLS:

How well do you work with those around you to ensure things are done?

Do you normally take the time to build meaningful and positive relationships with others?

[employee comments]
DELEGATION:

Do you regard yourself a micro or macro manager? How do you delegate your tasks or projects?

How do you make a decision to delegate work? How do you choose the appropriate employee to handle a certain task?

[employee comments]
MANAGING AT TEAM:

Think about a time when you were given a management role. How did people respond to your management efforts?

Is there a time when you have been a mentor to another aspiring manager? How did you go about creating that relationship?

[employee comments]
PLANNING AND SCHEDULING:

Do you have all the tools to help you plan and schedule the company's affairs?

Do you have a workable daily schedule that you consistently follow?

[employee comments]
ENTHUSIASM:

Can you describe a time when you were totally lost in your work in a good way and time just flew by?

Can you give examples of some of the improvements you have made at work without being asked?

[employee comments]
CONCEPTUAL THINKING:

Describe a problem you were solving where you had to work with a concept that was abstract rather that tangible and concrete. What was the outcome?

Can you describe a time when you anticipated the future and made changes to current responsibilities and operations in order to meet future needs?

[employee comments]
PRACTICAL THINKING:

Some situations require one to think in a practical manner while others require critical thinking. Can you give an example when you have used the two strategies to solve a problem at work?

Describe a time when you have had to analyze a problem and come up with possible solutions. How did you go about it?

[employee comments]
FINANCIAL MANAGEMENT:

Describe a time when your company has faced an unexpected expense. What was the expense and how did you handle it?

Describe a time when your company was successful in reducing its expenses. What are some of the strategies you used and how did the company benefit from this?

[employee comments]
ORGANIZATIONAL SKILLS:

Is there a time when your schedule was suddenly interrupted? What caused the interruption and how did you get your activities back on track?

Do you prefer phone or email conversations when communicating with a colleague at work? Explain your answer

[employee comments]
ANALYTICAL SKILLS:

Can you describe a task you did that tested your analytical abilities?

How often do you encourage others to think outside the box when trying to solve a problem?

[employee comments]

Summary

Sections 1-4: To be completed by the supervisor

Section 5: To be completed by the employee

1. Exceeds Job Related Expectations

2. Areas to improve

3. Goals completed since last performance feedback

4. Goals for next period

5. Employee comments

Signatures

I acknowledge that I discussed this performance feedback with my supervisor. My signature does not mean that I agree or disagree with this appraisal.
Employee: Date:
Supervisor: Date:
Human Resources: Date:

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