<img height="1" width="1" style="display:none" src="https://www.facebook.com/tr?id=172061883552505&amp;ev=PageView&amp;noscript=1">
Curious about your brand's AI health and how to identify your biggest AI efficiency gaps?
Get My AI Grade & Free Custom Report
Bluleadz Inbound Marketing
  • What We Do
    • HubSpot Services Explore our HubSpot services that support your setup, optimization, and ongoing growth in the platform.
      • Implementation
      • Onboarding
      • Managed Services
      • Design & Development
      • CRM Migration & Integration
      • Free Portal Audit
  • Resources
    • Education
      • Blog
      • Guides
    • Free Tools
      • Downloadable Resources Get free templates, ebooks, checklists, and tipsheets.
      • Website Grader Evaluate your site’s performance and get actionable recommendations.
    • AI Growth & Efficiency
      • AI Readiness & Utilization Grader See your team's AI health score and get a free custom report to guide your brand's AI growth journey.
  • About Us
    • About Bluleadz
      • About Us
      • HubSpot Partnership
      • Join the Team
      • Preferred Partners
    • Our Industries
      • Healthcare
      • Manufacturing
      • Financial Services
    • Our Work
      • Case Studies
      • Website Portfolio
      • Testimonials
  • Pricing
  • Contact Us
Bluleadz Inbound Marketing
  • What We Do
    • HubSpot Services Explore our HubSpot services that support your setup, optimization, and ongoing growth in the platform.
      • Implementation
      • Onboarding
      • Managed Services
      • Design & Development
      • CRM Migration & Integration
      • Free Portal Audit
  • Resources
    • Education
      • Blog
      • Guides
    • Free Tools
      • Downloadable Resources Get free templates, ebooks, checklists, and tipsheets.
      • Website Grader Evaluate your site’s performance and get actionable recommendations.
    • AI Growth & Efficiency
      • AI Readiness & Utilization Grader See your team's AI health score and get a free custom report to guide your brand's AI growth journey.
  • About Us
    • About Bluleadz
      • About Us
      • HubSpot Partnership
      • Join the Team
      • Preferred Partners
    • Our Industries
      • Healthcare
      • Manufacturing
      • Financial Services
    • Our Work
      • Case Studies
      • Website Portfolio
      • Testimonials
  • Pricing
  • Contact Us
  • Marketing
  • Sales
  • Service
  • Leadership
  • Hubspot
  • Subscribe

Subscribe to Our Blog

Stay up to date with the latest marketing, sales, and service tips.

7 Performance Evaluation Methods for Your Employee Review Process

Bluleadz Marketing | February 14, 2019 | Employee Reviews | 5 min read

7 Performance Evaluation Methods

  1. 1. Management by Objective (MBO)
  2. 2. Critical Incident Method
  3. 3. Checklist Method
  4. 4. 360-Degree Performance Appraisal
  5. 5. Self-Evaluation
  6. 6. Ratings Scale
  7. 7. Performance Test

Your employees show up to work every day, but are they really moving the needle?

In today’s data-driven culture, everyone is tracking their bottom-line performance metrics. While this is crucial, it only represents end results, not the process that led to them.

Like any form of data analysis, figuring out what’s going on with employee performance starts by picking a framework that helps you collect, prioritize, and interpret data.

Performance evaluation methods differ in core assumptions and how they’re applied. Picking one influences all the steps that follow, so it’s crucial to choose carefully. Most brands end up combining several methods and may use them at different points in an employee’s career.

There are plenty of performance evaluation methods, some dating all the way back to the 1960s. However, a handful have gradually risen to the top of the heap.

Let’s dive into the top performance evaluation methods today’s COOs prefer.

Need help right away?

Book a Meeting with the Experts

Evaluation Methods for Employees: A Quick Primer

via GIPHY

Three main elements come together in any employee evaluation:

  • The work someone does – including its quality and quantity.
  • The time it takes for the employee to perform all that work.
  • The actual value an employee’s work adds to the company.

Ideally, all employees would receive a regular assessment of their strengths and weaknesses based on the latest projects they’ve been involved in. Employees thrive on detailed, actionable qualitative feedback – it tells them what they need to improve to go to the next level.

From the COO’s perspective, however, quantitative feedback secured with consistent employee evaluation methods grounds decision-making. It provides a bird’s-eye view of exactly what’s happening. Qualitative feedback, on the other hand, fills in the details and context.

By using multiple methods, you can capture a full spectrum of information to inform critical HR decisions like promotions and talent development plans. The key is understanding exactly what each method contributes and where its blind spots may lie.

7 Top Employee Evaluation Methods to Move Your Organization Forward

best employee evaluation methods

1. Management by Objective (MBO)

This method is a simple one that allows you to close the loop between employee performance and key strategic objectives. Management sets a metric that represents the expected level of attainment, then tracks each employee’s outcomes.

Sales quotas are a form of MBO. They’re great because it’s easy to monitor them over time and connect causes to effects.

2. Critical Incident Method

This method is especially popular in the customer service world and allows managers to generate more global feedback about how an employee handles issues.

It encourages managers to zoom in on particular events where the person’s behavior was positive or negative and provide insight on how to get aligned with best practices – for example, handling customer complaints better.

3. Checklist Method

using a checklist for employee evaluations

The checklist method relies on a list of behavioral criteria each worker is expected to meet: For example, on-time delivery or teamwork. The evaluator indicates items the employee is successful with and provides targeted feedback for items that are lacking.

In a weighted checklist method, each attribute has its own score value. That helps focus improvement efforts.

4. 360-Degree Performance Appraisal

360-degree feedback is popular in large, world-class organizations like Google and Microsoft.

It incorporates feedback not only from managers, but from peers, direct reports, and higher-level supervisors the employee frequently works with. This type of feedback is valuable when preparing team members to take on responsibilities at a higher level.

Many organizations leverage software solutions to streamline the assessment process. For example, tools like iSpring Learn LMS provide a comprehensive overview of all your team members, aligning your competency model with essential software features that support scalability, including automations, comparative analysis, and more. 

5. Self-Evaluation

Written reflection enables employees to uncover ways to improve performance that make sense to them. Although it’s highly subjective, it provides fuel for a more detailed discussion.

Making note of where employees have high or low opinions of their own work may make it easier for mentors to meet them where they are and personalize a path of growth.

6. Ratings Scale

employee review methods to try

Most organizations have used this approach. It specifies goals – behaviors, traits, skills, or project attainment – on a scale usually running to 5 or 10 points.

While this is a flexible choice, it’s essential everyone have the same understanding of how the scale works: You might consider 3 out of 5 “good” while an employee understands it to mean “average.”

7. Performance Test

The right form of testing enhances recall and lets people operationalize new knowledge.

While a written or multiple choice test benefits from greater objectivity, practical presentation of skills is often a better sign of mastery. It’s vital the evaluator of this test be an expert in the subject matter and skilled enough to communicate the meaning of the results up the hierarchy.

Collecting the right data and watching the right metrics lets you continuously improve processes: Effective performance evaluation ensures your employees can do the same. These seven methods will provide you with a solid toolkit for putting performance in context.

guide-to-leadership-skills-cta

EffectiveIM_3DCover

Effective Inbound Marketing

Create an Effective Campaign Today!

Download Now

Rob Steffens

Rob Steffens

I am the Director of Marketing here at Bluleadz. I'm a huge baseball fan (Go Yankees!). I love spending time with friends and getting some exercise on the Racquetball court.

More Leadership Insights

6 Essential Traits of Effective Business Leaders
Building Tomorrow: Tech Giants Support Education w/ STEM Scholarships
12 Examples of Great Leaders and Their Number One Daily Habit
LOOKING FOR SOMETHING?

    Transforming the way companies market, sell, and service their customers

    blueleadz facebook blueleadz instagram blueleadz twitter blueleadz youtube blueleadz linkedin
    (727) 855-6848
    • What We Do
      • HubSpot Onboarding
      • HubSpot Implementation
      • HubSpot Managed Services
      • HubSpot CRM Migration & Integration
      • HubSpot Website Design & Development
      • Pricing
      • Start Growing
    • Challenges
      • Lead Generation
      • SEO
      • Website Optimization
      • Email Marketing
    • Company
      • About Us
      • Careers
      • See Our Work
      • Contact Us
      • Our Preferred Partners
      • Get a HubSpot Demo
    • Resources
      • Blog
      • Resource Library
      • What Is HubSpot?
      • Case Studies
      • Website Grader
    2020 Bluleadz, all rights reserved
    SUBSCRIBE TO
    OUR BLOG
    Privacy Policy Site Map