Performance Management Audit

Use this Performance Management Audit as an employee appraisal form to assess knowledge, productivity, communication and management skills, etc.

Performance Management Audit



Knowledge & Productivity Skills Review

1. Does the employee show comprehensive knowledge of the skills needed to carry out the job responsibilities?


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2. Does the employee apply specialized knowledge gained through training and experience?


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3. Does the employee keep informed of new developments in the field?


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4. Does the employee share relevant information with others?


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5. Is the employee's work clear, well-organized, accurate, performed as directed, and conforming to established standards?


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6. Is overall productivity at a level necessary to perform all aspects of the job?


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7. Is the employee conscientious, responsible, and reliable concerning attendance and work completion?


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Initiative And Problem - Solving Skills Review

1. Does the employee originate or develop ideas or get things started?


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2. Does the employee show a willingness to tackle new challenges?


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3. Does the employee seek additional assignments?


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4. Does the employee respond to unusual or particularly demanding situations?


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5. Does the employee show the ability to obtain information needed to make a decision?


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6. Does the employee exercise sound judgment?


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7. Does the employee show decisiveness in recommending or taking action?


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8. Does the employee adjust to new assignments and changing workloads, working to maximum potential?


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Communication Skills Review

1. Are oral communications clear, effective, and appropriate for the audience?


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2. Are written communications clear, effective, concise, and well-organized?


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3. Does the employee cooperate with other individuals and groups internally and externally as appropriate?


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4. Does the employee solicit, understand, and respect the opinions of others?


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Organizational Skills Review

1. Does the employee accurately forecast relevant operating and business conditions?


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2. Does the employee establish productive objectives, strategies, and plans?


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3. Does the employee develop effective budgets?


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4. Does the employee establish priorities?


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5. Does the employee develop efficient work schedules and plans?


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6. Does the employee plan and work within budget?


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7. Does the employee effectively implement cost-saving procedures?


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8. Does the employee effectively monitor expenditures?


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9. Does the employee establish and maintain effective business relationships within the context of their job responsibilities?


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10. As appropriate, does the employee demonstrate effective business acquisition skills, including participation in proposal writing and new product development?


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Management Skills Review

1. Does the employee motivate others to maximize the company's goals and objectives?


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2. Does the employee delegate tasks and authority in a manner that enables others to fulfill their responsibilities?


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3. Does the employee set the standard for peers and other employees?


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4. Does the employee effectively train new employees and, when appropriate, cross-train existing staff?


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5. Does the employee initiate retraining as needed?


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6. Does the employee perform timely performance appraisals and ensure that appropriate goals are set?


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7. Does the employee ensure that all employees are treated fairly and with respect?


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8. Does the employee develop human resource plans that meet anticipated needs and enhance individual growth?


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9. Does the employee comply with established personnel policies and procedures?


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Checklist by GoAudits.com – Please note that this checklist is intended as an example. We do not guarantee compliance with the laws applicable to your territory or industry. You should seek professional advice to determine how this checklist should be adapted to your workplace or jurisdiction.

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