Use this sample and step by step explanation to craft a meaningful 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 |
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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. | Does not know how to give feedback and asks irrelevant questions. Fails to follow the instructions given to undertake a particular task. | 1 |
| 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. | Asks employees for input after decisions have been made thus makes them feel as if their opinions don't matter Goes for the quick fix instead of going to the root of the problem and developing lasting strategies to solve it | 1 |
| 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. | Often shows up at work with uncombed hair and in wrinkled clothes Tends to use overly familiar terms like kiddo or buddy | 1 |
| DEPENDABILITY: Dependability is the characteristic of being able to be counted on and relied upon by providing services that be trusted within a period. | Completely adheres to the laid out company rules without defaulting any of them Uses the promises made as the bond, always sticking by them | 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 Keeps a daily log of own goals for a given day in order to evaluate progress and see what one has actually achieved | 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. | Does not inform the client or key personnel involved when the project is facing problems such as production delays Does not take ownership of the project; shows the unwillingness to commit or see the project through to successful completion | 1 |
| 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. | Lacks enough understanding about the current market trends and does not make enough efforts to improve Frightened by new trends and responds slowly to new trends | 1 |
| CUSTOMER SERVICE: Customer Service is the ability to cater for the needs of the client by providing excellent customer service without compromise. | Shows frustration when a customer asks too many questions and lacks patience with customers who ask irrelevant questions Ignores customers with unrealistic demands and makes little attempts to negotiate with them to reach a middle ground | 1 |
| 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. | Lacks enough capacity to work anytime from anywhere and on any device Makes little effort to learn how to operate modern electronic devices | 1 |
Self Evaluation | |
Self Evaluation Question | Employee Comments |
|---|---|
| LISTENING SKILLS: Give an instance that you have been defensive during a conversation. How did it turn out? 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 prioritize customer's issues in order to ensure that service is provided to the customers even during critical periods? What steps have you taken to encourage other employees to keep up-to-date with the company's rules, structures, networks, and systems? | [employee comments] |
| MANAGING AT TEAM: How do you think your reporting staff would comment on your strengths, weaknesses, and managing style? Is there a time when you have been a mentor to another aspiring manager? How did you go about creating that relationship? | [employee comments] |
| APPEARANCE AND GROOMING: Are you satisfied with what you wear and do you show too much flesh? What is your level of hygiene that you present to others? | [employee comments] |
| DEPENDABILITY: Are you willing to do whatever it takes to get the job done no matter the situation? Are you a loyal person that your coworkers and management can rely on? | [employee comments] |
| ROLE AWARENESS: Describe a time when you have had to adapt to a difficult situation. What made the situation difficult and how did you manage it? Describe a time when you have faced challenges that hindered you from becoming more aware of your role in a certain goal. How did you overcome them? | [employee comments] |
| PROJECT MANAGEMENT: How do you motivate your project team and communicate with the stakeholders? How has this contributed to the success of your projects? Describe the full project life cycle. How have you used the cycle to manage your projects effectively? | [employee comments] |
| BUSINESS TREND AWARENESS: What efforts are you making to increase your accuracy in predicting future business trends? What efforts are you making to overcome competition and what strategies are you using to get new opportunities? | [employee comments] |
| CUSTOMER SERVICE: How do you respond to customers who make unrealistic demands? Are there any instances where some customers declined following a queue? How did you correct such situations? | [employee comments] |
| TECHNOLOGY SAVVY: Are you making any efforts to learn how to keep mobile devices and computers free from unauthorized access? What efforts are you making to learn how to troubleshoot modern electronic devices? | [employee comments] |
Summary |
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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: |