[Team Member’s Name]
[Firm Name] - TEAM MEMBER ENGAGEMENT PERFORMANCE REVIEW FORM
To be initiated by a team member upon
completion of an engagement for a business client. The team member will answer questions in
Section 1 then route it to the team member responsible for their direct
supervision (the immediate supervisor) on the assigned engagement. The
immediate supervisor will complete Section 2.
Upon completion of the engagement performance review form, the immediate
supervisor will discuss their comments with the team member.
Original to team member, copies of form to
the engagement Director and team member’s mentor.
SECTION 1 – Completed by Team Member
TEAM
INITIALS______________ REVIEWER INITIALS_________________
DATE________________
CLIENT_________________________________ MENTOR_________________ DIRECTOR___________
DESCRIPTION OF PROJECT______________________________________________________________
List 3 items that you
learned on this project:__________________________________________________
_______________________________________________________________________________________
_______________________________________________________________________________________
List 3 areas where
engagement performance could be improved upon: _____________________________
_______________________________________________________________________________________
_______________________________________________________________________________________
**List the engagement name on the bottom of
your two week schedule until the review comments are discussed with you. i.e.
XYZ Company – Team Review Form.
Section 2 – Completed by Immediate
Supervisor
Was the work completed in a
timely manner and within budget? Provide details _____________________
_______________________________________________________________________________________
Comment on the effectiveness
of communication throughout this engagement. ______________________
_______________________________________________________________________________________
_______________________________________________________________________________________
Comment on the team members attitude and enthusiasm for work performed. Do
they demonstrate a commitment to quality client service?
_______________________________________________________________________________________
_______________________________________________________________________________________
Comment on the strengths of
the team member. _______________________________________________
_______________________________________________________________________________________
_______________________________________________________________________________________
_______________________________________________________________________________________
Identify any opportunities
for performance improvement for the team member. _______________________
_______________________________________________________________________________________
_______________________________________________________________________________________
_______________________________________________________________________________________
|
Rating by
Area
|
|
|
Exceeds Expectations
|
Meets Expectations
|
Needs Improvement
|
|
Displays
technical competence
|
5
|
4
|
3
|
2
|
1
|
|
Asks
questions and takes notes
|
5
|
4
|
3
|
2
|
1
|
|
Offers
suggestions for engagement improvement
|
5
|
4
|
3
|
2
|
1
|
|
Takes
ownership of assigned tasks
|
5
|
4
|
3
|
2
|
1
|
|
Displays
good verbal communication skills
|
5
|
4
|
3
|
2
|
1
|
|
Displays
good written communication skills
|
5
|
4
|
3
|
2
|
1
|
|
Identifies
additional client service opportunities
|
5
|
4
|
3
|
2
|
1
|
|
|
|
|
|
|
|
|
Overall
Rating
|
5
|
4
|
3
|
2
|
1
|
__________________________________________ ____________________________________
Supervisor
signature
Team Member signature
