Use this sample and step by step explanation to craft a meaningful employee performance feedback review for a sales assistant. Find the right words with quality phrases.

A Sales Assistant is responsible for supporting the sales and marketing managers by tracking, investigating and reporting sales information, resolving problems.

The primary duties of this role include preparing sales presentations by compiling data, developing presentation formats and materials, maintaining promotional database by inputting invoice and bill-back data, safeguarding customer database by inputting customer biography and updates, preparing and distributing monthly reports, updating managers by consolidating, analyzing and forwarding daily action summaries, resolving order and inventory problems by investing data and history, identifying alternate means for the filing warrants, notifying managers and customers, providing product, promotion and pricing information by clarifying customer request, selecting appropriate information, forwarding information as well as answering questions.

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

CUSTOMER ORIENTED: Customer Oriented is a skill that focuses primarily on the client as the King offering quality services that meet the customer's expectations with an aim to inspire people rather than just try to sell their product.

Finds it difficult to deal with customers who are overly demanding and always passes them on to the manager.

Handles one on one contact with customers poorly and usually prefers dealing with them on the phone.

1

PRESENTATION SKILLS: Presentation Skills are useful in getting your message or opinion out there in many aspects of life and work, though they are mostly used in businesses, sales, teaching, lecturing, and training.

Speaks in a good speech rate not so fast and at the same time not too slow.

Makes good eye contact with the audience from the start of the presentation to the end.

2

PROBLEM SOLVING: Problem Solving is the skill of defining a problem to determine its cause, identify it, prioritize and select alternative solutions to implement in solving the problems and reviving relationships.

Does not take the time to listen keenly to what others have to say or contribute.

Does not manage client-related issues in a professional manner and customers are left unsatisfied.

1

SEEING POTENTIAL PROBLEMS: Seeing Potential Problems is the ability to structure the current situations and identify developments that could cause problems in the future.

Does not document steps taken to solve previous problems thus is unable to apply that knowledge to prevent future problems

Assumes to know everything that is happening in the company and does not seek input from other employees

1

SALES ABILITY: Sales Ability is the skill to understand your product's features and being able to present their benefits accurately and persuasively to the customers.

Is responsible for own actions; refrains from making excuses or blaming others when a sale fails

Handles difficult situations easily and is able to remain calm and composed even when working under pressure

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

Makes efforts to follow up with most customers to ensure they are satisfied

2

TRAINING OTHERS: Training is the ability to expand the knowledge base by learning new truths that are useful in the workplace.

Makes little attempts to apply skills learned in training session to advance skill set and career

Lacks the interest to learn new skills and has a negative attitude towards complex training sessions

1

WRITING REPORTS AND PROPOSALS: Writing Reports and Proposals is the ability to record business reports and plans for the company or project following the policies and procedures of the company.

Demonstrates little understanding of the appropriate writing styles when expressing ideas

Shows little willingness to learn the value of good written communication when writing reports and proposals

1

DATA ENTRY: Data Entry is a skill to key in information from various sources as directed by the management while keeping to the policies and procedures of the company and ensuring they are accurate.

Demonstrates little willingness to learn how to transcribing documents and type up manuscripts

Demonstrates inability to do repetitive tasks for long periods of time

1

PRODUCT KNOWLEDGE: Product Knowledge is an essential sales skill to understand the features of your product allowing you to present the benefits compellingly and accurately to the customer.

Does not know how to install and configure most products

Hardly understands how a product addresses the needs of a client

1

Self Evaluation

Self Evaluation Question

Employee Comments

CUSTOMER ORIENTED:

Do you put in an extra effort and time in emergencies to ensure the needs of customers are met?

Is there a time you understood a customer's circumstances quickly? What did you do?

[employee comments]
PRESENTATION SKILLS:

Give an instance your presentation backfired and what was your backup plan?

When it comes to nervousness, how do you manage or deal with it before hand?

[employee comments]
PROBLEM SOLVING:

Give an instance you solved a problem, and it was successful.

Do you research well enough to get proper facts and information?

[employee comments]
SEEING POTENTIAL PROBLEMS:

Describe a time when you have been able to see a huge future problem. What made this possible and how did solve it?

What are some of the project management tools, if any, that you have used to determine the future of your project?

[employee comments]
SALES ABILITY:

How often have you exceeded your sale's targets? Describe times when you have been awarded for consistently exceeding the set sale's targets

What personal and professional information do you look for when researching a prospect? How do you tailor your communication before meeting the prospect?

[employee comments]
CUSTOMER SERVICE:

Are there any instances where customers asked irrelevant questions? How did you handle such customers?

What efforts are you making to redefine customer service processes to meet the ever-changing needs of customers?

[employee comments]
TRAINING OTHERS:

How often do you participate in specialized training and what efforts are you making to look for more training opportunities?

What are you doing to prepare for training sessions ahead of time?

[employee comments]
WRITING REPORTS AND PROPOSALS:

What are you doing to improve how you connect with target audience when writing reports and proposals?

Can you think of a situation you failed to use an appropriate writing style? How did you correct the mistake?

[employee comments]
DATA ENTRY:

What efforts are you making to improve your ability to do repetitive tasks for long periods of time?

What efforts are you making to improve your typing skills?

[employee comments]
PRODUCT KNOWLEDGE:

What efforts are you making to understand how a product compares to rival products?

What are you doing to improve your ability to fix problems associated with a product?

[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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