Performance Evaluation Scenarios – My Blog

 

Name: Jerome J.
Summary: This is Jerome’s first job out of college, and he has been with the company for just over one year. Jerome is introverted and has trouble speaking up in meetings. He often feels as though his ideas go unheard and that others dismiss his involvement. He wants to ensure he feels valued by the team and that he has a safe space to contribute, but this has been difficult for him, as he is a remote employee. With customers, Jerome is very friendly, professional, and knowledgeable, but he struggles to fully direct the call and deescalate angry or upset customers.

Name: Frank L.
Summary: Frank has 25 years of professional experience in the field and has been with LTC for five years. Frank enjoys thinking at a high level and does a great job conceptualizing, but he does not enjoying getting in the weeds and producing at a granular level. While he does a great job generating bigger ideas, he has trouble putting his ideas into action. Frank is extremely confident in his abilities and very personable, and he is a go-to for questions from other employees. With customers, Frank is knowledgeable and professional, and he loves conversation. He is not, however, the most efficient with his work, as Frank loves to chat, and his calls can be quite long, making some customers frustrated about the length of time waiting or on the call. In addition, while Frank is knowledgeable, he can improve his work in assisting customers by becoming more proactive in responding to customer needs. Frank has expressed his interest in becoming a team lead and is looking for additional training and development opportunities to help prepare him for the role.

Name: Allyson C.
Summary: This is Allyson’s first job out of college, and she has been with the company for two years. Allyson is a collaborative employee who enjoys working with her peers. She thrives on brainstorming with her peers in meetings and is able to generate creative solutions to problems. She enjoys thinking outside the box and experimenting with new ideas around processes and products. In past performance reviews, she has expressed her interest in becoming a team lead, so she has requested additional training in management and leadership.

Name: Jin L.

Summary: Jin is nearing retirement and has spent the last three years with LTC. Jin is outgoing and thrives when interacting with people, though at times she can be confrontational. She is efficient and likes to take on projects, but she becomes easily bored and anxious when more discussion than action occurs. This same behavior is exhibited in conversations with customers, as when Jin is engaged, she excels and is a model employee. But when disengaged, Jin tunes out and stops contributing to the conversation, leaving the customer to believe Jin is uninterested, rude, and unwilling to help.

Name: Arick K.
Summary: Arick has ten years of professional experience and has been with LTC for almost two years. Arick completes his daily tasks in an acceptable manner and is happy with the status quo. He is not interested in taking on additional responsibilities or learning new tasks, and he does not have aspirations for promotion at the company. In the past, when approached about additional professional development opportunities or tasks, Arick has become confrontational and has expressed that his current role is all he can handle. Time management has been an item appearing regularly on Arick’s performance evaluations, as he struggles to balance the phone calls, emails, and live chat. Although his previous manager tried to assist him with time management and tried to create efficiencies in his work, Arick has stated that he is not interested.

 

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