Use this sample and step by step explanation to craft a meaningful 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.

Expressing feelings and emotions are quite difficult leading to misunderstanding.

Demonstrates a lack of confidence and poise when around other people.

1

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.

Takes the time to learn employees' strengths and weaknesses and delegates tasks to whoever has the largest number of relevant skills for that task

Takes the time to prepare and develop the discipline to map out exactly what one is asking for

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.

Throws employees under the bus for mistakes and makes excuses instead of owning up to the mistakes and being proactive about fixing them

Goes for the quick fix instead of going to the root of the problem and developing lasting strategies to solve it

1

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.

Spend hours looking for items that should take seconds to find

Tends to make arrangements at the last minute mostly when damage has already occurred

1

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.

Makes a list of all the good things in one's own life and uses it a boost whenever in need of an emotional boost

Derives strength and inspiration from role models and tries to emulate them in order to achieve personal goals

2

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

Sees trends, patterns and missing pieces when looking at information and tries to draw links between the information and the context

Integrates complex and diverse data to create concepts that are entirely new but helpful to the company

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.

Falls into the trap of worrying too much about what others will say or think about one's ideas and lets that paralyze one from taking action

Looks at the situation with bias or prejudice instead of approaching it with a clear and open mind

1

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.

Waits until when the company faces financial problems to apply for loans and other credit

Does not create a cash flow budget thus loses track of how the company pays its expenses and how revenues are managed

1

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.

Often focuses on the small mistakes at work and misses out on the most important things that one needs to do

Keeps clients' and employees' information scattered all over the place thus makes it hard for one to locate it when needed

1

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.

Hardly seeks for assistance when faced with challenges when analyzing complex and large volumes of data

Does not show willingness to learn how to use critical thinking skills when evaluating information

1

Self Evaluation

Self Evaluation Question

Employee Comments

INTERPERSONAL SKILLS:

Give an instance that your feelings and emotions became a hindrance to building meaningful relationships with others?

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

[employee comments]
DELEGATION:

What are some of the techniques or methods you have used to ensure effective delegation?

How do you deal with an employee who does not deliver a project on the agreed time?

[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:

What are those goals that require more skills in planning and decision making?

What help do you require to become better in your planning?

[employee comments]
ENTHUSIASM:

Think of a time you had an idea and you got other employees to follow you. What was the idea?

Is there a time when you did not think a situation could not get any worse and then it did?

[employee comments]
CONCEPTUAL THINKING:

Describe the most complex task you have ever accomplished. What information did you use when handling this task?

Describe a time when you needed to develop and use a complex procedure in order to complete a task. What obstacles did you encounter when handling the task?

[employee comments]
PRACTICAL THINKING:

Describe a situation that required you to think practically at work. What steps did you take to accomplish this?

What have you done to improve your practical thinking skills? How has this helped your career life?

[employee comments]
FINANCIAL MANAGEMENT:

What are some of the methods you have used to help your company manage its finances effectively?

What factors do you consider when making a major purchasing decision? Give an example of the last time this happened

[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:

Can you recall any problem you solved that required analyzing complex and large volumes of data?

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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