Sample 90 Day Performance Review Memo

For managers who are expected to give feedback to employees more than once a year, the sample 90-day performance review memo included in this article will give you an idea of how this process benefits both the employer and the employee.

A performance review is part of having a job.

While everyone wants to find out how much, if anything, their annual salary will increase at review time, most people don't look forward to sitting down with their boss or supervisor to go through the review process. They may feel uncomfortable because they haven't received much feedback throughout the year on how well they are performing their duties. While they may think that "no news is good news," another part of them waits for the other shoe to drop.

No one wants to go into a review meeting to find out for the first time that their employer has had concerns about their performance. That is the kind of stress we can all do without.

A better way of proceeding would be for management to set up a system where feedback is given on a regular basis. To this end, it may make sense to schedule a meeting with employees every quarter to discuss progress, set new goals, and give positive feedback. At that point, areas for improvement can also be addressed.

Consider for a minute what happens when you make resolutions on New Year's Day. You have the best intentions, but how often have you been able to stick to your goal for the entire year?

It's easy to get distracted when you try to implement long-term goals. It may be easier to stay on track if you take the improvements you want to make and break them down into a series of short-term goals.

This is where the idea of meeting with your boss every 90 days comes into the picture. Conducting a performance review every 90 days means that you stay motivated to work toward the goals the two of you have set for that quarter, and you have the opportunity to discuss your challenges and triumphs along the way.

The goal here is to have management and staff working together for the good of the company and to try to avoid the Us vs. Them mentality that takes place in some work environments. If you spend your time at work worrying about how well you are doing, you won't be able to relax and give your employer your best effort.

The following sample 90-day performance review memo may be used to help you write a review memo in a similar fashion:

90-Day Performance Review Memo

• Name of Employee:
• Department:
• Supervisor/Reviewer Name:
• Date:

Ratings:

• 5=Exceeds Requirements for the Position
• 4=Exceeds Requirements on a Consistent Basis
• 3=Performs Requirements in a Satisfactory Manner
• 2=Some Improvement Needed
• 1=Employee Must Improve Performance Immediately

Employee Knowledge

Shows competence in his or her duties/knowledge of the job

Demonstrated ability to learn new skills

Able to work independently

Problem Solving Ability

Able to work well independently and as part of a group

Able to identify problems and develop solutions

Dependability

Is punctual

Attendance record is within company guidelines

Committed to excellence on the job

Organizational Ability

Makes good use of available time

Sets goals to accomplish daily/weekly/monthly tasks

Performs duties in an organized manner

The supervisor would give each category on the form a rating of between 1-5. Areas that need improvement can then be discussed, with the idea of putting a plan in place to improve on these areas in the next three months. The previous employee assessment would be referred to at the next performance review meeting.

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