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Keep the Feedback Loop Open. An effective salesperson performance review should not contain any surprises. Ask for a Self-Evaluation for the Sales Representative. Review the Goals and Results. Discuss Barriers to Success. Develop a Plan for the Next Year. Don't Forget to Provide Positive Feedback.
Be proud. One major goal of the self-evaluation is to highlight your accomplishments and recollect milestones in your professional development. Be honest and critical. Continuously strive for growth. Track your accomplishments. Be professional.
Make it easy to use. Ensure that the information your evaluation form seeks is clear and concise. Determine the focus of the form. There needs to be a clear purpose. Establish a clearly defined rating scale.
1 Know how the self-evaluation is going to be used. 2 Write out a list of your accomplishments. 3 Gather analytics if you can. 4 Write out a list of your struggles. 5 Narrow your accomplishments list down. 6 Don't forget to align your review with your manager's or team's goals.
Employee evaluation forms are used to formally review and document an employee's performance and get their acknowledgment that the evaluation took place. This is important in establishing a paper trail to support important HR decisions.
Get the stats. You can't simply measure sales wins. Provide regular reports. Don't provide sales data one month, and then let it slide for several months. Make sure they understand the stats. Use the stats to develop training. Set goals. Fine tune your compensation program. Provide ongoing feedback.
Communication. Collaboration and teamwork. Problem-solving. Quality and accuracy of work. Attendance, punctuality and reliability. The ability to accomplish goals and meet deadlines.
Develop an evaluation form. Identify performance measures. Set guidelines for feedback. Create disciplinary and termination procedures. Set an evaluation schedule.
First things first: Identify the need and purpose. Determine who will rate and how often it will be done. Evaluate job-related SMART objectives. Include your organization's core values. Have a follow-up section. Discuss developmental goals and needs. Have clear evaluation parameters. Additional pointers.