PERFORMANCE APPRAISAL TEMPLATE

SALES PROBATIONARY PERIOD

Employee: <insert employees name>

Role: <insert employees role>
Date: <insert date>

Review Dates:

Tasks / responsibilities Key outcomes / Measures / KPIs Actual Performance

<List the tasks and areas of responsibilities relevant to the <Describe what doing the job well looks like> <Comments on performance as at review date. Can also use a rating
position> scale such as: not yet competent, developing competence, competent,
above required competence, mastery >

e.g. Business Development: e.g.

Sales Target for x period $50 K in sales by end of x period
Introduction letters sent to prospective clients 100 letters sent during x period
Cold calls to prospective clients 100 cold calls conducted during x period
Face to face meetings with prospective clients X number of meetings lined up / conducted over
Secondary actions / additional meetings, x period
quotations, proposals, etc X number of secondary actions / additional
Other meetings, quotations, proposals, etc
Other Other
Other
e.g. Account Management e.g.
Builds relationships Demonstrates good listening skills / good
Maintains contact with clients to identify future communication skills / good rapport with clients
needs Follows up with x number of existing clients
Provides Customer service (daily / weekly / monthly)
Other Accurately determines needs & delivers on
Other clients needs, to the satisfaction of clients
Nil complaints from clients / receives
compliments / positive testimonials from clients
Other

2010 Deakon Pty Ltd myfirstsalesjob / Performance Appraisal www.myfirstsalesjob.com.au

Tasks / responsibilities Key outcomes / Measures / KPIs Actual Performance
(continued)
<List the tasks and areas of responsibilities relevant to the <Describe what doing the job well looks like> <Comments on performance as at review date. Can also use rating
position> scale such as: not yet competent, developing competence, competent,
above required competence, mastery >

e.g. Product Knowledge e.g.

Develops understanding of organisations Successfully completes training package on
products & services organisations products & services
Conveys information about products & services Consults with industry experts to develop
to customers knowledge further
Conducts presentations on the organisations Effectively communicates knowledge to
products & services customers
Other Is able to satisfactorily answer customer queries
Other re: products & services
Other

e.g. Personal Characteristics e.g.

Initiative / motivation Suggests & implements new ideas
Stress tolerance Remains calm & motivated despite call
Dependability / reliability rejections
Integrity Always punctual
Independence Treats clients & peers with respect and honours
Other commitments made to them
Other Can be relied upon to complete tasks without
supervision
Other
e.g. Planning and Organising e.g.
Researches potential markets X number of templates completed (i.e. MAP, VIP,
Plans calls, meetings, etc AF2, as per Fear the Art of Selling)
Prepares quotes and proposals CRM data entered (daily / weekly / monthly)
Other Quotes, etc completed accurately within x period
Other of contact with client
Other
Other

2010 Deakon Pty Ltd myfirstsalesjob / Performance Appraisal www.myfirstsalesjob.com.au

Discussion Points
Employees comments:

Describe your greatest achievements of the

probationary period

What are your greatest opportunities for the future?

Managers comments:

Describe your employees greatest achievements of

the probationary period

What are his / her greatest opportunities for the

future?

2010 Deakon Pty Ltd myfirstsalesjob / Performance Appraisal www.myfirstsalesjob.com.au

Development Agreement
The following development needs have been discussed and agreed to be undertaken over the next <number of> months.

Areas for development Actions By when?

<These can be tasks, skills or behaviours that following discussions are agreed to <These are activities that will assist in development. They could be formal training,
require development> TAFE, on-the-job training, coaching from someone with the required skill, etc >

Employer Name and Signature: Employee Name and Signature:

2010 Deakon Pty Ltd myfirstsalesjob / Performance Appraisal www.myfirstsalesjob.com.au