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.

Can comfortably get into a conversation with just about anyone.

Influences those around in a very positive way and inspires them to be the best that they can be.

2

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.

Includes details and straightforward instructions in order to avoid most communication gaps and allow tasks to be executed effectively

Assigns smaller tasks to newer employees in order to build their competence and confidence

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.

Aligns the company's objectives with public interests and ensures that its actions meet public needs

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

2

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.

Personally, coordinates work and the working area leaving no clutter in sight

Files projects details systematically to avoid a mix-up in information

3

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.

Is infectious. Easily transforms the workplace atmosphere into an exciting, vibrant and positive atmosphere

Performs random acts of kindness to the employees at work and the members of the community

3

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

Identifies and shares with other employees short-term strategies to overcome problems or take advantage of opportunities

Anticipates, understands and acts upon the forces that will help improve one's working environment

2

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.

Tries new things and gets outside own comfort zone in order to improve one's ability to think practically

Takes the time to differentiate good sources of information from the bad ones in order to get the right information

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.

Asks for upfront payments from clients, introduces plans that give discounts for pre-payments or full payments, and adds late payments penalties where possible

Follows up sent invoices using text messages or emails; creates set templates for SMS and email follow-ups

2

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.

Creates an organization chart for the entire company or own department in order to know who does what in the company

Gets rid of non-essential items or stores them away in order to make own workspace more productive and functional

2

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.

Relies on technical tools to understand trends when analyzing data

Shows willingness to learn how to work with numbers and figures and how to interpret mathematical information

2

Self Evaluation

Self Evaluation Question

Employee Comments

INTERPERSONAL SKILLS:

Do you find it easy to strike a conversation with other people?

How well do you receive instructions and follow them through to achieve the desired results?

[employee comments]
DELEGATION:

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

What are some of the things you have done to improve your delegation skills?

[employee comments]
MANAGING AT TEAM:

Is there a time when you have decided to reorganize a department that you lead? How did you proceed with the process?

How do you go about getting cohesion among employees who disagree with everything you say?

[employee comments]
PLANNING AND SCHEDULING:

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

What area can you help in the scheduling of time and workload?

[employee comments]
ENTHUSIASM:

What are some of the career-related actions you took and you were pleased you took them? What pleases you about your actions?

Describe a time you did more than was required of your job description. How did you feel about that?

[employee comments]
CONCEPTUAL THINKING:

Describe a time when you identified customer's needs on a particular project. What resources did you call on to help?

Is there a time when you had to analyze information and make a recommendation? How did you go about that?

[employee comments]
PRACTICAL THINKING:

How have you helped other employees improve their ability to think practically? How has this benefited the company?

Describe a project that was successful because of your ability to think practically. What was your role?

[employee comments]
FINANCIAL MANAGEMENT:

Which is one of the best deals you have ever negotiated with a vendor? How did the company benefit from this?

Describe a time when an important project has failed due to poor financial management. What was wrong with the finances and how did you fix it?

[employee comments]
ORGANIZATIONAL SKILLS:

Give a specific example of a project you have done that perfectly describes your organizational skills. How did you go about it?

In your opinion, which is the best time to work on complex tasks? Which time works best for you?

[employee comments]
ANALYTICAL SKILLS:

What is the most complex analytical task you have ever undertaken?

How often do you encourage others to use appropriate oral and written communication skills when sharing an analysis?

[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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