Performance Evaluation PERFORMANCE EVALUATION *(denotes required field) VIRTUAL ASSISTANT NAME * DATE * CLIENT * DEPT * NAME OF EVALUATOR * PERFORMANCE DEFINITIONS 4 EXCELLENT Performs beyond specified requirements within job description 3 GOOD Meets specified requirements of job description 2 FAIR Needs improvement 1 POOR Corrective action and/or release from job may be required STEP 1: EVALUATE THE ELEMENTS OF PERFORMANCE. Evaluate all factors indicated below by checking the appropriate space and commenting where applicable. Quality Performs work 4 3 2 1 Consistently 4 3 2 1 Thoroughly 4 3 2 1 Effectively 4 3 2 1 Accurately 4 3 2 1 QUANTITY Completes the necessary amount of work 4 3 2 1 Is able to prioritize tasks/ Time management 4 3 2 1 KNOWLEDGE Is capable in handling all phases and details within job specifications 4 3 2 1 HUMAN RELATIONS Is willing to work with others 4 3 2 1 ATTITUDE Accepts procedures 4 3 2 1 Is discrete in speech and action 4 3 2 1 Exhibits a sense of loyalty 4 3 2 1 Adaptability 4 3 2 1 Works well with administrative personnel or takes direction 4 3 2 1 COMMUNICATION SKILLS Effectively presents written ideas and information to others 4 3 2 1 JOB DEPENDABILITY Is able to make decisions based on sound reasoning 4 3 2 1 Is honest and reliable in carrying out instructions 4 3 2 1 Observes personal Policies 4 3 2 1 Complies with established working hours 4 3 2 1 Meets deadlines/ completes tasks as expected 4 3 2 1 INITIATIVE Is a self starter 4 3 2 1 Shows originality 4 3 2 1 Makes decisions when required 4 3 2 1 Initiates action 4 3 2 1 FINAL SCORE * OVERALL COMMENT: ACTION PLAN: EVALUATOR’S RECOMMENDATION:
