Use this step by step explanation to craft a good employee performance feedback review for a sales/application engineer. Find the right words with quality phrases.

A Sales/Application Engineer is responsible for serving customers by identifying their needs, engineering adaptations or products, services, and equipment. This role is responsible for liaising regularly with the sales personnel and colleagues from other departments like research and development.

The duties of this position are, establishing new accounts and services by identifying potential customers, planning and organizing sales call schedule, preparing cost estimates by studying blueprints, plans, and related customer documents, consulting with engineers, architects and many other professionals and technical personnel, identifying current and future customer service obligations by establishing personal rapport with potential and actual consumers, gaining customer acceptance by explaining or demonstrating cost reductions and operations improvements.

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

LISTENING SKILLS: Listening Skills are a practical ability to accurately receive and interpret messages you receive during the communication process to ensure flow and accuracy are maintained.

Expresses openness and candidness when responding to what other have said.

Shows great concentration and enthusiasm when listening to other people.

2

KNOWLEDGE OF COMPANY PROCESSES: Knowledge of Company Processes is the in-depth understanding of a collection of related, structured activities that serve a particular goal for a group of customers or clients who are valuable to the enterprise.

Is able to differentiate between irrelevant and critical pieces of information and gather information from various sources to reach a conclusion

Understands the general environment in which the company operates and respects its Code of Conduct, values, and networks

2

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.

Fosters an inclusive workforce where employees' differences and diversity are valued and leveraged to achieve the mission and vision of the company

Develops networks across boundaries in order to build strategic business relationships and achieve common goals

2

APPEARANCE AND GROOMING: Appearance and Grooming are the way one presents themselves in a professional environment or the workplace with the aim of gaining positive impression and respect as well.

Readily adheres to the company's dress and grooming policy and regulations

Respects the position offered always covering the part to be a great example

3

DEPENDABILITY: Dependability is the characteristic of being able to be counted on and relied upon by providing services that be trusted within a period.

Displays exemplary behavior in every aspect of the work given

Identifies the worthy steps and takes them in executing all the tasks given

2

ROLE AWARENESS: Role Awareness is the ability to be informed of your role in a given environment as well as understand the expectations placed on a position and to see how they are met apparently.

Uses breaks as a time to socialize with other employees as a way to engage own brain with something other than work

Breaks daily duties down into micro tasks and resists the urge to tackle everything all at once

2

PROJECT MANAGEMENT: Project Management is structuring a to-do list for your project or company containing tasks and responsibilities as well as creating a roadmap for the execution of those duties promptly.

Determines appropriate measures, prioritizes, and coordinates these measures for oneself and for project members in order to achieve the project goals

Recognizes and understands the corporate environment and its cultural impact on the project at hand from both external and internal sources

3

BUSINESS TREND AWARENESS: Business Trend Awareness is the capacity to be conscious of the changing ways in which the companies are developing in the marketplace.

Makes efforts to implement policies that drive change towards the latest trends

Makes efforts to adjust and respond more quickly to new trends

2

CUSTOMER SERVICE: Customer Service is the ability to cater for the needs of the client by providing excellent customer service without compromise.

Seeks assistance from colleagues when faced with a challenging question and avoids giving wrong answers

Understands what most customers are experiencing and is able to meet most of their needs

2

TECHNOLOGY SAVVY: Technology Savvy is the introduction of the digital technology in the workplace as a strategy to make tasks run swiftly against doing them manually.

Shows willingness to learn how to troubleshoot modern electronic devices

Puts effort in learning how to use modern computing power to assist in making better decisions

2

Self Evaluation

Self Evaluation Question

Employee Comments

LISTENING SKILLS:

How do you give your feedback and does it have any value?

Give an instance that you did not listen carefully and you ended up messing the situation.

[employee comments]
KNOWLEDGE OF COMPANY PROCESSES:

How do you demonstrate your understanding of the general environment in which your company operates?

In your opinion, what are some of the common procedures that should be eliminated in your company? Explain why.

[employee comments]
MANAGING AT TEAM:

How do you think your reporting staff would comment on your strengths, weaknesses, and managing style?

Can you describe a time when you have taken a management role when you did not have the title of a manager? What happened?

[employee comments]
APPEARANCE AND GROOMING:

Do you respect the professional boundaries that the company has set in regards to dressing?

What is your level of hygiene that you present to others?

[employee comments]
DEPENDABILITY:

Are you trustworthy to handle the tasks given without passing them on to others?

Are you a loyal person that your coworkers and management can rely on?

[employee comments]
ROLE AWARENESS:

Describe a project that failed because you were not aware of your role in it. How did you go about it?

How many hours a week do you set aside for improving your professional skills that make you more aware of your position in the company?

[employee comments]
PROJECT MANAGEMENT:

What methods/techniques have you used to track the progress of a team project? Describe a time when you have prevented a project from derailing

What is the greatest challenge you faced on your last project? How did you overcome it? What lesson did you learn?

[employee comments]
BUSINESS TREND AWARENESS:

What strategies are you using to get the latest information about current trends?

What strategies are you using to survey your competitors and are you noticing any results?

[employee comments]
CUSTOMER SERVICE:

Can you recall of any situations where customers made objections? How did you react?

What efforts are you making to gain more understanding about company products?

[employee comments]
TECHNOLOGY SAVVY:

Can you describe a situation where you successfully utilized the power of computers to process tasks more efficiently and accurately?

Are there any times you had to seek for assistance on issues related to operating modern electronic devices?

[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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