Sample List of Accomplishments on a Performance Appraisal
Performance appraisals represent an opportunity to review employees’ work product, attitude and goal-meeting capabilities. While it’s important to fully evaluate both the positive and negative aspects of an individual’s performance, keep morale high by ensuring that you always have a list of positive things to say. Be specific with high-performing staffers, and dig deep with those who need encouragement and refocusing.
Tangible Accomplishments
For some employees, it’s easy to measure performance. For example, sales staff can be rated based on closed sales or revenue generated, and customer service reps can be evaluated on how many successful customer transactions they process. For other employees, you may have to look for ways to quantify how well they accomplished various work-related tasks. Here are some things to consider:
- Transactions logged
- Calls taken
- Appointments set
- Paperwork processed
- Projects completed
- Events coordinated
- Meetings facilitated
Your list of accomplishments will vary per employee, as everyone has different performance metrics associated with their unique job description.
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Intangible Accomplishments
There are many ways to acknowledge accomplishments that don’t have quantifying numbers associated with them. For example, a store employee may go out of her way to personally walk customers to various areas of the store to help them find what they’re looking for. You might not be able to track how often, or how many times her efforts translate to sales, but you can develop categories to track exceptional levels of performance.
Examples:
- Teamwork
- Customer service excellence
- Positive attitude
- Company support
- Morale boosting
Any time you can provide specific examples of the accomplishments you’re acknowledging, the more appreciated and accomplished the employee will feel.
Specific Accomplishments
Of course, when you’re evaluating employees, especially managers who lead major initiatives, you can be specific in discussing key achievements. This could include:
- Strategies initiated
- Clients recruited
- Programs launched
- Accounts retained
- Earnings generated
- Presentations made
Quantify the accomplishments when possible. For example, Bringing in both the Steadman Co. and Franklin accounts boosted corporate revenue by more than $3 million.
Team Accomplishments
When you have employees working on team projects, it’s important to recognize not only individual achievements, but group efforts as well. This ensures that even bit players in big projects get the recognition they deserve.
Examples:
- Initiative
- Support
- Team effort
- Willingness to pitch in
- Encouraging attitude
- Organization
- Research
- Oversight
- Brainstorming
- Troubleshooting
Incorporate peer feedback when possible to ensure unsung heroes and behind-the-scenes players don’t get overlooked at evaluation time.
All types of achievement can and should be measured against preestablished goals to ensure staffers are working up to expectations. This approach also allows you to set comparable or even more ambitious goals moving forward, or to scale back and re-evaluate when staffers don’t quite meet the bar.
References
Writer Bio
Lisa McQuerrey has been an award-winning writer and author for more than 25 years. She specializes in business, finance, workplace/career and education. Publications she’s written for include In Business Las Vegas, Nevada Business Journal and National Real Estate Investor Magazine.