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Ultimate guide on writing an effective evaluation essay – tips, examples, and guidelines.

Are you puzzled when it comes to writing an evaluation essay? In this guide, we will provide you with all the essential information you need to master the art of crafting a compelling appraisal composition. Whether you are new to this type of writing or just looking to refine your skills, this comprehensive manual will equip you with the necessary tools and techniques to excel. From understanding the purpose and structure of an evaluation essay to exploring various tips and examples, this guide has got you covered.

An evaluation essay is a piece of writing that aims to assess the value or quality of a particular subject or phenomenon. It involves analyzing a topic, presenting your judgment or opinion on it, and providing evidence or examples to support your claims. This type of essay requires critical thinking, research, and effective communication skills to present a well-balanced evaluation.

Throughout this guide, we will delve into the nitty-gritty of writing an evaluation essay. We will start by discussing the key elements that make up a successful evaluation essay, such as establishing clear criteria, conducting thorough research, and adopting a structured approach. Additionally, we will explore practical tips and strategies to help you gather relevant information, organize your thoughts, and present a persuasive argument. To illustrate these concepts, we will provide you with a range of examples covering various topics and subjects.

Tips for Writing a Top-Notch Evaluation Essay

When it comes to crafting a high-quality evaluation essay, there are several key tips to keep in mind. By following these guidelines, you can ensure that your essay stands out and effectively evaluates the subject matter at hand.

1. Be objective and unbiased: A top-notch evaluation essay should approach the topic with an unbiased and objective perspective. Avoid personal bias or overly emotional language, and instead focus on presenting an honest and well-balanced evaluation of the subject.

2. Provide clear criteria: To effectively evaluate something, it’s important to establish clear criteria or standards by which to assess it. Clearly define the criteria you will be using and explain why these specific factors are essential in evaluating the subject. This will help provide structure to your essay and ensure that your evaluation is thorough and comprehensive.

3. Support your evaluation with evidence: In order to make a convincing argument, it’s crucial to support your evaluation with solid evidence. This can include examples, statistics, expert opinions, or any other relevant information that strengthens your claims. By providing strong evidence, you can enhance the credibility of your evaluation and make it more persuasive.

4. Consider multiple perspectives: A well-rounded evaluation takes into account multiple perspectives on the subject matter. Acknowledge and address counterarguments or differing opinions, and provide thoughtful analysis and reasoning for your stance. This demonstrates critical thinking and a comprehensive evaluation of the topic.

5. Use clear and concise language: Clarity is vital in an evaluation essay. Use clear and concise language to express your thoughts and ideas, avoiding unnecessary jargon or complex vocabulary. Your essay should be accessible to a wide audience and easy to understand, allowing your evaluation to be conveyed effectively.

6. Revise and edit: Don’t neglect the importance of revising and editing your essay. Take the time to review your work and ensure that your evaluation is well-structured, coherent, and error-free. Pay attention to grammar, spelling, and punctuation, as these details can greatly impact the overall quality of your essay.

7. Conclude with a strong summary: For a top-notch evaluation essay, it’s important to conclude with a strong and concise summary of your evaluation. Restate your main points and findings, providing a clear and memorable conclusion that leaves a lasting impression on the reader.

By following these tips, you can enhance your writing skills and create a top-notch evaluation essay that effectively assesses and evaluates the subject matter at hand.

Choose a Relevant and Engaging Topic

When it comes to writing an evaluation essay, one of the most important aspects is selecting a topic that is both relevant and engaging. The topic you choose will determine the focus of your essay and greatly impact the overall quality of your writing. It is crucial to choose a topic that not only interests you but also captivates your audience.

When selecting a topic, consider the subject matter that you are knowledgeable or passionate about. This will enable you to provide a well-informed evaluation and maintain your readers’ interest throughout your essay. Additionally, choose a topic that is relevant in today’s society or has a direct impact on your target audience. This will ensure that your evaluation essay has a practical and meaningful purpose.

Furthermore, it is essential to select a topic that is controversial or debatable. This will allow you to present different perspectives and arguments to support your evaluation. By choosing a topic that sparks discussions and debates, you can engage your readers and encourage them to think critically about the subject matter.

In conclusion, choosing a relevant and engaging topic is crucial for writing an effective evaluation essay. By selecting a topic that interests you, appeals to your readers, and is relevant to society, you can ensure that your essay is engaging and impactful. Remember to choose a topic that is controversial or debatable to provide a comprehensive evaluation and encourage critical thinking among your audience.

Develop a Strong Thesis Statement

Crafting an impactful thesis statement is an essential aspect of writing an evaluation essay. The thesis statement serves as the main argument or claim that you will be supporting throughout your essay. It encapsulates the central idea and sets the tone for the rest of the paper.

When developing your thesis statement, it is crucial to be clear, concise, and specific. It should provide a clear indication of your stance on the subject matter being evaluated while also highlighting the main criteria and evidence that will be discussed in the body paragraphs. A strong thesis statement should be thought-provoking and hook the reader’s attention, compelling them to continue reading.

To build a strong thesis statement, you need to engage in a careful analysis of the topic or subject being evaluated. Consider the various aspects that you will be assessing and select the most significant ones to include in your argument. Your thesis statement should be focused and arguable, allowing for a clear position on the matter.

Additionally, it is crucial to avoid vague or general statements in your thesis. Instead, aim for specificity and clarity. By clearly stating your evaluation criteria, you provide a roadmap for the reader to understand what aspects you will be analyzing and what conclusions you intend to make.

Furthermore, a strong thesis statement should be supported by evidence and examples. You should be able to provide concrete support for your evaluation through relevant facts, statistics, or expert opinions. This strengthens the credibility and persuasiveness of your argument, making your thesis statement more compelling.

In summary, developing a strong thesis statement is a critical step in writing an evaluation essay. It sets the foundation for your argument, guiding your analysis and providing a clear direction for the reader. By being clear, concise, specific, and well-supported, your thesis statement helps you create a persuasive and impactful evaluation essay.

Provide Clear and Concise Criteria for Evaluation

One of the most important aspects of writing an evaluation essay is providing clear and concise criteria for evaluation. In order to effectively evaluate a subject or topic, it is essential to establish specific standards or benchmarks that will be used to assess its performance or quality.

When establishing criteria for evaluation, it is crucial to be thorough yet succinct. Clear criteria enable the reader to understand the basis upon which the evaluation is made, while concise criteria ensure that the evaluation remains focused and impactful.

There are several strategies you can employ to provide clear and concise criteria for evaluation. One approach is to define specific attributes or characteristics that are relevant to the subject being evaluated. For example, if you are evaluating a restaurant, you might establish criteria such as the quality of the food, the level of service, and the ambience of the establishment.

Another strategy is to utilize a scoring system or rating scale to assess the subject. This can help provide a more quantitative evaluation by assigning numerical values to different aspects of the subject. For instance, a movie review might use a rating scale of 1 to 5 to evaluate the acting, plot, and cinematography of the film.

In addition to defining specific attributes or using a scoring system, it is important to provide examples or evidence to support your evaluation. This can help make your criteria more concrete and relatable to the reader. For instance, if you are evaluating a car, you could provide examples of its fuel efficiency, handling performance, and safety features.

By providing clear and concise criteria for evaluation, you can effectively communicate your assessment to the reader and support your conclusions. This will help ensure that your evaluation essay is well-structured, informative, and persuasive.

Support Your Evaluation with Solid Evidence

When writing an evaluation essay, it is crucial to support your evaluations with solid evidence. Without proper evidence, your evaluation may appear weak and unsubstantiated. By providing strong evidence, you can convince your readers of the validity of your evaluation and make a compelling argument.

One effective way to support your evaluation is by using concrete examples. These examples can be specific instances or cases that illustrate the strengths or weaknesses of the subject being evaluated. By presenting real-life examples, you can provide tangible evidence and make your evaluation more persuasive.

Another way to support your evaluation is by referring to expert opinions or research studies. These external sources can add credibility to your evaluation and demonstrate that your assessment is based on sound knowledge and expertise. Citing respected experts or referencing reputable studies can enhance the validity of your evaluation and make it more convincing.

In addition to concrete examples and expert opinions, statistical data can also be a powerful tool for supporting your evaluation. Numbers and statistics can provide objective evidence and strengthen your evaluation by adding a quantitative dimension to your argument. By citing relevant statistics, you can add weight to your evaluations and demonstrate the magnitude of the subject’s strengths or weaknesses.

Furthermore, it is important to consider counterarguments and address them in your evaluation. By acknowledging opposing viewpoints and addressing them effectively, you can strengthen your own evaluation and demonstrate a thorough understanding of the subject. This approach shows that you have considered different perspectives and have arrived at a well-rounded evaluation.

In conclusion, supporting your evaluation with solid evidence is essential to writing a persuasive evaluation essay. By using concrete examples, expert opinions, statistical data, and addressing counterarguments, you can bolster the validity and strength of your evaluation. Remember to present your evidence clearly and logically, making your evaluation more compelling and convincing to your readers.

Use a Structured Format to Organize Your Essay

When writing an evaluation essay, it is important to use a structured format to organize your thoughts and arguments. This will help you present your ideas in a clear and logical manner, making it easier for your reader to follow along and understand your points. By using a structured format, you can ensure that your essay flows smoothly and effectively communicates your evaluation.

One effective way to structure your evaluation essay is to use a table format. This allows you to present your evaluation criteria and supporting evidence in a concise and organized manner. By using a table, you can easily compare and contrast different aspects of the subject being evaluated, making it easier for your reader to grasp the overall evaluation.

In addition to using a table format, you should also follow a logical structure within each section of your essay. Start with a clear introduction, where you introduce the subject you are evaluating and provide some background information. Then, present your evaluation criteria and explain why these criteria are important for assessing the subject. Next, provide specific examples and evidence to support your evaluation, using the table format as a guide. Finally, end your essay with a strong conclusion that summarizes your evaluation and reinforces your main points.

By using a structured format, you can effectively organize your evaluation essay and present your ideas in a clear and concise manner. This will make your essay more engaging and persuasive, and help your reader understand and appreciate your evaluation.

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7 Steps for How to Write an Evaluation Essay (Example & Template)

In this ultimate guide, I will explain to you exactly how to write an evaluation essay.

1. What is an Evaluation Essay?

An evaluation essay should provide a critical analysis of something.

You’re literally ‘evaluating’ the thing you’re looking up.

Here’s a couple of quick definitions of what we mean by ‘evaluate’:

• Merriam-Webster defines evaluation as: “to determine the significance, worth, or condition of usually by careful appraisal and study”
• Collins Dictionary says: “If you evaluate something or someone, you consider them in order to make a judgment about them, for example about how good or bad they are.”

Here’s some synonyms for ‘evaluate’:

So, we could say that an evaluation essay should carefully examine the ‘thing’ and provide an overall judgement of it.

Here’s some common things you may be asked to write an evaluation essay on:

This is by no means an exhaustive list. Really, you can evaluate just about anything!

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2. How to write an Evaluation Essay

There are two secrets to writing a strong evaluation essay. The first is to aim for objective analysis before forming an opinion. The second is to use an evaluation criteria.

Aim to Appear Objective before giving an Evaluation Argument

Your evaluation will eventually need an argument.

The evaluation argument will show your reader what you have decided is the final value of the ‘thing’ you’re evaluating.

But in order to convince your reader that your evaluative argument is sound, you need to do some leg work.

The aim will be to show that you have provided a balanced and fair assessment before coming to your conclusion.

In order to appear balanced you should:

• Discuss both the pros and cons of the thing
• Discuss both the strengths and weaknesses of the thing
• Look at the thing from multiple different perspectives
• Be both positive and critical. Don’t make it look like you’re biased towards one perspective.

In other words, give every perspective a fair hearing.

You don’t want to sound like a propagandist. You want to be seen as a fair and balanced adjudicator.

Use an Evaluation Criteria

One way to appear balanced is to use an evaluation criteria.

An evaluation criteria helps to show that you have assessed the ‘thing’ based on an objective measure.

Here’s some examples of evaluation criteria:

• Strength under pressure
• Longevity (ability to survive for a long time)
• Ease of use
• Ability to get the job done
• Friendliness
• Punctuality
• Ability to predict my needs
• Calmness under pressure
• Attentiveness

A Bed and Breakfast

• Breakfast options
• Taste of food
• Comfort of bed
• Local attractions
• Service from owner
• Cleanliness

We can use evaluation criteria to frame out ability to conduct the analysis fairly.

This is especially true for if you have to evaluate multiple different ‘things’. For example, if you’re evaluating three novels, you want to be able to show that you applied the same ‘test’ on all three books!

This will show that you gave each ‘thing’ a fair chance and looked at the same elements for each.

3. How to come up with an Evaluation Argument

After you have:

• Looked at both good and bad elements of the ‘thing’, and
• Used an evaluation criteria

You’ll then need to develop an evaluative argument. This argument shows your own overall perspective on the ‘thing’.

Remember, you will need to show your final evaluative argument is backed by objective analysis. You need to do it in order!

Analyze first. Evaluate second.

Here’s an example.

Let’s say you’re evaluating the quality of a meal.

You might say:

• A strength of the meal was its presentation. It was well presented and looked enticing to eat.
• A weakness of the meal was that it was overcooked. This decreased its flavor.
• The meal was given a low rating on ‘cost’ because it was more expensive than the other comparative meals on the menu.
• The meal was given a high rating on ‘creativity’. It was a meal that involved a thoughtful and inventive mix of ingredients.

Now that you’ve looked at some pros and cons and measured the meal based on a few criteria points (like cost and creativity), you’ll be able to come up with a final argument:

• Overall, the meal was good enough for a middle-tier restaurant but would not be considered a high-class meal. There is a lot of room for improvement if the chef wants to win any local cooking awards.

Evaluative terms that you might want to use for this final evaluation argument might include:

• All things considered
• With all key points in mind

4. Evaluation Essay Outline (with Examples)

Okay, so now you know what to do, let’s have a go at creating an outline for your evaluation essay!

Here’s what I recommend:

4.1 How to Write your Introduction

In the introduction, feel free to use my 5-Step INTRO method . It’ll be an introduction just like any other essay introduction .

And yes, feel free to explain what the final evaluation will be.

So, here it is laid out nice and simple.

Write one sentence for each point to make a 5-sentence introduction:

• Interest: Make a statement about the ‘thing’ you’re evaluating that you think will be of interest to the reader. Make it a catchy, engaging point that draws the reader in!
• Notify: Notify the reader of any background info on the thing you’re evaluating. This is your chance to show your depth of knowledge. What is a historical fact about the ‘thing’?
• Translate: Re-state the essay question. For an evaluative essay, you can re-state it something like: “This essay evaluates the book/ product/ article/ etc. by looking at its strengths and weaknesses and compares it against a marking criteria”.
• Report: Say what your final evaluation will be. For example you can say “While there are some weaknesses in this book, overall this evaluative essay will show that it helps progress knowledge about Dinosaurs.”
• Outline: Simply give a clear overview of what will be discussed. For example, you can say: “Firstly, the essay will evaluate the product based on an objective criteria. This criteria will include its value for money, fit for purpose and ease of use. Next, the essay will show the main strengths and weaknesses of the product. Lastly, the essay will provide a final evaluative statement about the product’s overall value and worth.”

If you want more depth on how to use the INTRO method, you’ll need to go and check out our blog post on writing quality introductions.

4.2 Example Introduction

This example introduction is for the essay question: Write an Evaluation Essay on Facebook’s Impact on Society.

“Facebook is the third most visited website in the world. It was founded in 2004 by Mark Zuckerberg in his college dorm. This essay evaluates the impact of Facebook on society and makes an objective judgement on its value. The essay will argue that Facebook has changed the world both for the better and worse. Firstly, it will give an overview of what Facebook is and its history. Then, it will examine Facebook on the criteria of: impact on social interactions, impact on the media landscape, and impact on politics.”

You’ll notice that each sentence in this introduction follows my 5-Step INTRO formula to create a clear, coherent 5-Step introduction.

4.3 How to Write your Body Paragraphs

The first body paragraph should give an overview of the ‘thing’ being evaluated.

Then, you should evaluate the pros and cons of the ‘thing’ being evaluated based upon the criteria you have developed for evaluating it.

Let’s take a look below.

4.4 First Body Paragraph: Overview of your Subject

This first paragraph should provide objective overview of your subject’s properties and history. You should not be doing any evaluating just yet.

The goal for this first paragraph is to ensure your reader knows what it is you’re evaluating. Secondarily, it should show your marker that you have developed some good knowledge about it.

If you need to use more than one paragraph to give an overview of the subject, that’s fine.

Similarly, if your essay word length needs to be quite long, feel free to spend several paragraphs exploring the subject’s background and objective details to show off your depth of knowledge for the marker.

4.5 First Body Paragraph Example

Sticking with the essay question: Write an Evaluation Essay on Facebook’s Impact on Society , this might be your paragraph:

“Facebook has been one of the most successful websites of all time. It is the website that dominated the ‘Web 2.0’ revolution, which was characterized by user two-way interaction with the web. Facebook allowed users to create their own personal profiles and invite their friends to follow along. Since 2004, Facebook has attracted more than one billion people to create profiles in order to share their opinions and keep in touch with their friends.”

Notice here that I haven’t yet made any evaluations of Facebook’s merits?

This first paragraph (or, if need be, several of them) should be all about showing the reader exactly what your subject is – no more, no less.

4.6 Evaluation Paragraphs: Second, Third, Forth and Fifth Body Paragraphs

Once you’re confident your reader will know what the subject that you’re evaluating is, you’ll need to move on to the actual evaluation.

For this step, you’ll need to dig up that evaluation criteria we talked about in Point 2.

For example, let’s say you’re evaluating a President of the United States.

Your evaluation criteria might be:

• Impact on world history
• Ability to pass legislation
• Popularity with voters
• Morals and ethics
• Ability to change lives for the better

Really, you could make up any evaluation criteria you want!

Once you’ve made up the evaluation criteria, you’ve got your evaluation paragraph ideas!

Simply turn each point in your evaluation criteria into a full paragraph.

How do you do this?

Well, start with a topic sentence.

For the criteria point ‘Impact on world history’ you can say something like: “Barack Obama’s impact on world history is mixed.”

This topic sentence will show that you’ll evaluate both pros and cons of Obama’s impact on world history in the paragraph.

Then, follow it up with explanations.

“While Obama campaigned to withdraw troops from Iraq and Afghanistan, he was unable to completely achieve this objective. This is an obvious negative for his impact on the world. However, as the first black man to lead the most powerful nation on earth, he will forever be remembered as a living milestone for civil rights and progress.”

Keep going, turning each evaluation criteria into a full paragraph.

4.7 Evaluation Paragraph Example

Let’s go back to our essay question: Write an Evaluation Essay on Facebook’s Impact on Society .

I’ve decided to use the evaluation criteria below:

• impact on social interactions;
• impact on the media landscape;
• impact on politics

Naturally, I’m going to write one paragraph for each point.

If you’re expected to write a longer piece, you could write two paragraphs on each point (one for pros and one for cons).

Here’s what my first evaluation paragraph might look like:

“Facebook has had a profound impact on social interactions. It has helped people to stay in touch with one another from long distances and after they have left school and college. This is obviously a great positive. However, it can also be seen as having a negative impact. For example, people may be less likely to interact face-to-face because they are ‘hanging out’ online instead. This can have negative impact on genuine one-to-one relationships.”

You might notice that this paragraph has a topic sentence, explanations and examples. It follows my perfect paragraph formula which you’re more than welcome to check out!

4.8 How to write your Conclusion

To conclude, you’ll need to come up with one final evaluative argument.

This evaluation argument provides an overall assessment. You can start with “Overall, Facebook has been…” and continue by saying that (all things considered) he was a good or bad president!

Remember, you can only come up with an overall evaluation after you’ve looked at the subject’s pros and cons based upon your evaluation criteria.

In the example below, I’m going to use my 5 C’s conclusion paragraph method . This will make sure my conclusion covers all the things a good conclusion should cover!

Like the INTRO method, the 5 C’s conclusion method should have one sentence for each point to create a 5 sentence conclusion paragraph.

The 5 C’s conclusion method is:

• Close the loop: Return to a statement you made in the introduction.
• Conclude: Show what your final position is.
• Clarify: Clarify how your final position is relevant to the Essay Question.
• Concern: Explain who should be concerned by your findings.
• Consequences: End by noting in one final, engaging sentence why this topic is of such importance. The ‘concern’ and ‘consequences’ sentences can be combined

4.9 Concluding Argument Example Paragraph

Here’s a possible concluding argument for our essay question: Write an Evaluation Essay on Facebook’s Impact on Society .

“The introduction of this essay highlighted that Facebook has had a profound impact on society. This evaluation essay has shown that this impact has been both positive and negative. Thus, it is too soon to say whether Facebook has been an overall positive or negative for society. However, people should pay close attention to this issue because it is possible that Facebook is contributing to the undermining of truth in media and positive interpersonal relationships.”

Note here that I’ve followed the 5 C’s conclusion method for my concluding evaluative argument paragraph.

5. Evaluation Essay Example Template

Below is a template you can use for your evaluation essay , based upon the advice I gave in Section 4:

6. 23+ Good Evaluation Essay Topics

Okay now that you know how to write an evaluation essay, let’s look at a few examples.

For each example I’m going to give you an evaluation essay title idea, plus a list of criteria you might want to use in your evaluation essay.

6.1 Evaluation of Impact

• Evaluate the impact of global warming on the great barrier reef. Recommended evaluation criteria: Level of bleaching; Impact on tourism; Economic impact; Impact on lifestyles; Impact on sealife
• Evaluate the impact of the Global Financial Crisis on poverty. Recommended evaluation criteria: Impact on jobs; Impact on childhood poverty; Impact on mental health rates; Impact on economic growth; Impact on the wealthy; Global impact
• Evaluate the impact of having children on your lifestyle. Recommended evaluation criteria: Impact on spare time; Impact on finances; Impact on happiness; Impact on sense of wellbeing
• Evaluate the impact of the internet on the world. Recommended evaluation criteria: Impact on connectedness; Impact on dating; Impact on business integration; Impact on globalization; Impact on media
• Evaluate the impact of public transportation on cities. Recommended evaluation criteria: Impact on cost of living; Impact on congestion; Impact on quality of life; Impact on health; Impact on economy
• Evaluate the impact of universal healthcare on quality of life. Recommended evaluation criteria: Impact on reducing disease rates; Impact on the poorest in society; Impact on life expectancy; Impact on happiness
• Evaluate the impact of getting a college degree on a person’s life. Recommended evaluation criteria: Impact on debt levels; Impact on career prospects; Impact on life perspectives; Impact on relationships

6.2 Evaluation of a Scholarly Text or Theory

• Evaluate a Textbook. Recommended evaluation criteria: clarity of explanations; relevance to a course; value for money; practical advice; depth and detail; breadth of information
• Evaluate a Lecture Series, Podcast or Guest Lecture. Recommended evaluation criteria: clarity of speaker; engagement of attendees; appropriateness of content; value for monet
• Evaluate a journal article. Recommended evaluation criteria: length; clarity; quality of methodology; quality of literature review ; relevance of findings for real life
• Evaluate a Famous Scientists. Recommended evaluation criteria: contribution to scientific knowledge; impact on health and prosperity of humankind; controversies and disagreements with other scientists.
• Evaluate a Theory. Recommended evaluation criteria: contribution to knowledge; reliability or accuracy; impact on the lives of ordinary people; controversies and contradictions with other theories.

6.3 Evaluation of Art and Literature

• Evaluate a Novel. Recommended evaluation criteria: plot complexity; moral or social value of the message; character development; relevance to modern life
• Evaluate a Play. Recommended evaluation criteria: plot complexity; quality of acting; moral or social value of the message; character development; relevance to modern life
• Evaluate a Film. Recommended evaluation criteria: plot complexity; quality of acting; moral or social value of the message; character development; relevance to modern life
• Evaluate an Artwork. Recommended evaluation criteria: impact on art theory; moral or social message; complexity or quality of composition

6.4 Evaluation of a Product or Service

• Evaluate a Hotel or Bed and Breakfast. Recommended evaluation criteria: quality of service; flexibility of check-in and check-out times; cleanliness; location; value for money; wi-fi strength; noise levels at night; quality of meals; value for money
• Evaluate a Restaurant. Recommended evaluation criteria: quality of service; menu choices; cleanliness; atmosphere; taste; value for money.
• Evaluate a Car. Recommended evaluation criteria: fuel efficiency; value for money; build quality; likelihood to break down; comfort.
• Evaluate a House. Recommended evaluation criteria: value for money; build quality; roominess; location; access to public transport; quality of neighbourhood
• Evaluate a Doctor. Recommended evaluation criteria: Quality of service; knowledge; quality of equipment; reputation; value for money.
• Evaluate a Course. Recommended evaluation criteria: value for money; practical advice; quality of teaching; quality of resources provided.

7. Concluding Advice

Evaluation essays are common in high school, college and university.

The trick for getting good marks in an evaluation essay is to show you have looked at both the pros and cons before making a final evaluation analysis statement.

You don’t want to look biased.

That’s why it’s a good idea to use an objective evaluation criteria, and to be generous in looking at both positives and negatives of your subject.

Read Also: 39 Better Ways to Write ‘In Conclusion’ in an Essay

I recommend you use the evaluation template provided in this post to write your evaluation essay. However, if your teacher has given you a template, of course use theirs instead! You always want to follow your teacher’s advice because they’re the person who will be marking your work.

Good luck with your evaluation essay!

Chris Drew (PhD)

Dr. Chris Drew is the founder of the Helpful Professor. He holds a PhD in education and has published over 20 articles in scholarly journals. He is the former editor of the Journal of Learning Development in Higher Education. [Image Descriptor: Photo of Chris]

• Chris Drew (PhD) https://helpfulprofessor.com/author/chris-drew-phd/ What is Educational Psychology?
• Chris Drew (PhD) https://helpfulprofessor.com/author/chris-drew-phd/ What is IQ? (Intelligence Quotient)
• Chris Drew (PhD) https://helpfulprofessor.com/author/chris-drew-phd/ 5 Top Tips for Succeeding at University
• Chris Drew (PhD) https://helpfulprofessor.com/author/chris-drew-phd/ 50 Durable Goods Examples

2 thoughts on “7 Steps for How to Write an Evaluation Essay (Example & Template)”

What an amazing article. I am returning to studying after several years and was struggling with how to present an evaluative essay. This article has simplified the process and provided me with the confidence to tackle my subject (theoretical approaches to development and management of teams).

I just wanted to ask whether the evaluation criteria has to be supported by evidence or can it just be a list of criteria that you think of yourself to objectively measure?

Many many thanks for writing this!

Usually we would want to see evidence, but ask your teacher for what they’re looking for as they may allow you, depending on the situation.

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Performance Evaluation Essay

Have you ever wondered how to evaluate someone to see if they are still up to their worth? For students and employees, a performance evaluation may sound terrifying but it is actually far from it. A performance evaluation is used to see and to target out the person’s difficulty and to make it all the better. In this article, we have 3+ performance evaluation essay examples in PDF. Some samples you may download to use. Check it out now.

3+ Performance Evaluation Essay Examples

1. performance evaluation essay template.

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2. Business Performance Evaluation Essay

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3. Work-Based Performance Evaluation Essay

Size: 370 KB

4. Performance Evaluation Narrative Essay

Definition of Performance

To execute something . To be able to act out what is being given as a form of a task. The promise of doing an action.

Definition of Evaluation

Evaluation as defined is to determine whether the individual’s worth and significance is still followed by a certain criteria. The use of an evaluation is to understand and correct an individual shortcomings and prevent any other issues that may undermine the individuals’ significance.

Definition of Evaluation Essay

An evaluation essay is also called a report essay or a critical essay. This essay is the type that may lead to an argument between the writer and their audience. This is also the essay that needs critical and analytical thinking. The writer must also provide evidence and extensive research to support the case or the topic they choose to write about. These evidences are based on facts.

Definition of Performance Evaluation Essay

The process of evaluating students or employees. To show them their weaknesses and address them in a polite and professional manner. To target the issues and resolve them to get a better outcome.

Tips for Writing Evaluation Essays

Here are some useful tips to help you write an evaluation essay.

• Choose your Topic: Like in any other essay writing, choose the topic you wish to discuss. Once you have done that, do your research and give out some evidence to support your topic.
• Write the Statement: The most important part of your essay is always your statement. This is where the narrative comes in. Write about your topic, discuss in your narrative about your chosen topic, as well as the key points. 
• Search for Supporting Evidence: When writing this type of essay, evidence is key. Do your research, look for information that supports your evaluation. 
• Make a Copy: Make a copy of your essay. Whether it is a draft or your final paper. This way, you can compare and find some loopholes in your document and change that.
• Review, Rewrite, Revise: Review your work. Look for some grammatical errors that you may have forgotten and rewrite them. Check your spelling and correct punctuation marks. Revise the parts that need revising.

What makes a good performance evaluation essay?

A performance essay must have the following information. The narrative, the methods and the objectives. It must also follow a format and a rubrics for it to be considered a performance essay.

Is there an easier way to conduct a performance evaluation?

You may use an essay type to conduct your evaluation or you may use a table type to conduct. All these would still depend on the rubrics that you made to evaluate your employees’ performances .

Is rubrics necessary to evaluate my employees’ performance?

A rubrics is simply there as a guide to evaluate but if you choose to use another, that is fine as well.

A performance evaluation essay should start and end with the target topic of what the author intends to write about. The extensive research and evidence should also be present as this is the type of essay where hard facts are based on. Assumptions of any sort should be avoided.  As this is seen as something to evaluate students or employees welfare, it should be used as such. The rubrics for the essay is merely a guide and should not be used as a means of judging a person’s actions nor a person’s shortcomings. With that being said, following the tips and the examples as guides for your evaluation essay writing should be easy.

Performance Evaluation Essay Generator

Text prompt

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Analyze your academic performance over the past semester in a Performance Evaluation Essay.

Discuss the outcomes of a recent project or assignment in your Performance Evaluation Essay.

26 Example Paragraphs for Performance Reviews [Positive & Negative Feedback]

By Status.net Editorial Team on April 8, 2023 — 15 minutes to read

Performance reviews play an essential role in employee growth and development. Effectively conveying praise and guidance facilitates open communication and contributes to a positive work environment. This article provides example paragraphs for performance reviews, focusing on various skills and including both positive and negative examples; each skill is addressed separately, with example paragraphs demonstrating how to effectively communicate strengths or areas for improvement.

See also: 2000+ Performance Review Phrases: The Complete List (Performance Feedback Examples)

How to Give Effective Feedback (and Avoid Mistakes)

Communication Skills

Positive feedback example for communication skills.

“Emma consistently demonstrates strong communication skills, both in writing and speaking. Her emails are clear, concise, and always contain all necessary information, making it easy for colleagues to understand her messages and respond promptly. Additionally, her ability to intertwine detailed explanations with relevant examples allows her to convey complex ideas in an easily digestible manner.

During team meetings, Emma is an active listener, giving her undivided attention to the speaker and providing thoughtful input on the topic at hand. Notably, she has shown tact and empathy when mediating team discussions, diffusing tense situations effectively. As a result, she contributes to a positive and inclusive work environment.”

Negative Feedback Example for Communication Skills

“John has room for improvement in his communication skills. His written correspondence tends to be disorganized and lacking in detail, creating confusion for the recipients. It is recommended that John proofread his messages carefully and ensure that they include all necessary information before sending them.

In team meetings, John often interrupts his colleagues and speaks over them, making it difficult for others to express their thoughts or complete their points. To improve, John should practice active listening, allowing his team members to speak uninterrupted and demonstrate respect for their opinions.”

See also: Performance feedback phrases for communication skills : Performance Review Phrases for Communication

Leadership Skills

Positive feedback example for leadership skills.

“Emma has demonstrated exceptional leadership skills by fostering a positive work environment where team members feel valued and engaged. She leads by example and creates an atmosphere that encourages open communication, collaboration, and continuous learning. Her team consistently meets and often exceeds their goals, reflecting her ability to delegate tasks effectively and provide constructive feedback to drive improvement.

During challenging times, Emma maintains a calm and collected demeanor, serving as a source of support and reassurance for her team. She has been instrumental in implementing team-building exercises that have helped improve overall team performance and cohesion.”

Negative Feedback Example for Leadership Skills

“While George has demonstrated strong technical skills, his leadership abilities require improvement. He tends to micromanage tasks, which can undermine team members’ confidence and limit their opportunities for growth. In addition, rather than proactively addressing issues and conflicts, George often disregards them, leading to a tense work environment.

Team members have reported feeling unsupported and disengaged, impacting their overall motivation and productivity. To enhance his leadership skills, George should focus on developing better communication and delegation abilities, as well as providing timely and constructive feedback to foster a more supportive and collaborative team dynamic.”

See also: Performance feedback phrases for leadership skills : 169 Performance Review Feedback Phrases for Planning, Leadership, Management Style

Teamwork Skills

Teamwork skills are essential for employees to effectively work together, achieve common goals, and create a positive workplace environment.

Positive Feedback Example for Teamwork Skills

“John demonstrates a strong work ethic and a commitment to the team. He actively collaborates with colleagues and willingly offers his support in any way needed. John’s ability to give and receive constructive criticism has helped the team maintain a healthy working relationship. John respects and values the opinions of his team members. He also communicates his ideas and opinions clearly to other team members, which has greatly improved the group’s overall efficiency. John’s teamwork skills include: effective communication, open-mindedness, active listening, conflict resolution.”

Negative Feedback Example for Teamwork Skills

“Jane shows a lack of teamwork skills that have impacted her team’s performance. She tends to work in isolation and does not openly communicate her ideas or opinions with others. This has led to misunderstandings on several occasions and increased the risk of project delays.

Jane also tends to dismiss the feedback and input of other team members, which has negatively impacted overall morale. She struggles to accept constructive criticism and has shown resistance to change. This behavior hinders the team’s ability to optimize processes and achieve common goals.

Areas for improvement in Jane’s teamwork skills include:

• Area of improvement: Communication Suggested action: Participate in training sessions focused on communication skills.
• Area of improvement: Listening Suggested action: Attend workshops on active listening and open-mindedness to better understand the value of diverse perspectives.
• Area of improvement: Conflict resolution Suggested action: Seek guidance from a mentor or coach to improve conflict resolution skills.
• Area of improvement: Collaboration Suggested action: Connect with colleagues regularly and engage in team-building activities to strengthen bonds among the team members.”

See also: Performance feedback phrases for teamwork skills : 150+ Performance Appraisal Phrases (Teamwork, Technical Skills, Time Management)

Problem-Solving Skills

Problem-solving skills are essential for employees to effectively tackle challenges and find solutions in their daily tasks.

Positive Feedback Example for Problem Solving Skills

“Jane has consistently showcased her exceptional problem-solving skills throughout her time on the customer support team. When faced with complex customer issues, she is able to quickly identify the root cause of the problem and implement an effective solution. For example, when a recent escalation arose involving a client’s recurring billing discrepancy, Jane swiftly analyzed the situation and discovered an error in the system settings. She then collaborated with the IT department to address the glitch, resulting in a prompt resolution for the client and preventing further issues.”

Negative Feedback Example for Problem Solving Skills

“While Mike is a valuable team member in our IT department, his problem-solving skills require improvement. When confronted with multiple issues during the recent network updates, Mike appeared overwhelmed and struggled to make problems more manageable. For instance, he failed to prioritize tasks, which led to delays in addressing critical system vulnerabilities. Additionally, his communication with colleagues was less than satisfactory, making it difficult for others to assist and collaborate on finding solutions.

Improving his problem-solving skills would enable Mike to respond more effectively to challenges and contribute significantly to the success of future projects. We encourage him to seek additional training and to collaborate more closely with colleagues to help break down complex tasks into more manageable, actionable steps.”

See also: Performance feedback phrases for decision making and problem solving : 174 Performance Feedback Examples (Reliability, Integrity, Problem Solving)

Time Management Skills

Effective time management is essential for success in the workplace. Employees who excel in managing their time are able to prioritize tasks, meet deadlines, and complete work efficiently.

Positive Feedback Example for Time Management Skills

“During the past year, Jane has demonstrated exceptional time management skills by consistently completing projects ahead of schedule. She is able to create realistic time estimates for tasks and allocate her work hours effectively to ensure her goals are met. An example of her strong time management skills is her work on the ABC project, where she successfully managed multiple tasks and deadlines within tight time constraints. Jane’s excellent time management has allowed her to excel at prioritizing work and increase overall productivity in the team.”

Negative Feedback Example for Time Management Skills

“Over the last year, John has struggled with managing his time effectively, which has resulted in missed deadlines and low-quality work. Despite being provided with clear project timelines, John often underestimates the time required to complete tasks and is unable to prioritize his workload appropriately. One notable example is his involvement in a recent project, where he failed to meet several deadlines and did not effectively communicate his progress to the team. This lack of time management skills has negatively impacted the team’s overall performance and must be addressed in order to improve John’s productivity.”

See also: Performance feedback phrases for time management skills : 150+ Performance Appraisal Phrases (Teamwork, Technical Skills, Time Management)

Creativity Skills

Creativity skills are essential for problem-solving and generating new ideas in the workplace.

Positive Feedback Example for Creativity

“John consistently demonstrates his ability to think outside the box. He is excellent at brainstorming sessions, frequently contributing innovative ideas and solutions. For instance, during a recent project, John developed a creative marketing strategy that increased engagement on social media by 30%. Thanks to his unique perspectives, John has helped drive successful outcomes and boost department performance.”

Negative Feedback Example for Creativity

“Though Jane has strong technical skills, she struggles with adapting to new challenges and situations. She often gets stuck in traditional ways of thinking and is hesitant to propose innovative solutions. This has, at times, limited the team’s ability to overcome obstacles and move forward with projects.

For Jane to improve their creativity skills, she should actively participate in brainstorming sessions, share her thoughts and ideas, and engage in exercises designed to promote out-of-the-box thinking.”

See also: Performance feedback phrases for creativity and innovation : 242 Examples

Interpersonal Skills

Interpersonal skills are essential in the workplace to build healthy relationships and work collaboratively. These skills also help to manage conflicts effectively and cultivate a positive work environment.

Positive Feedback Example for Interpersonal Skills

“Jane has demonstrated excellent active listening skills during team meetings and while working on projects. She effectively listens to her colleagues’ ideas and provides thoughtful feedback, which has improved overall team communication. She consistently fosters an environment of collaboration and cooperation and readily offers her assistance to colleagues.”

Negative Feedback Example for Interpersonal Skills

“During the last quarter, Susan failed to take responsibility for the deadlines and often blamed her team members. She struggles with clearly conveying her ideas and thoughts to others, leaving her colleagues confused and unsure of their tasks or objectives. To improve her interpersonal skills, Susan needs to work on her communication abilities and practice being more concise and clear with her instructions.”

See also: Performance feedback phrases for communication skills : Performance Review Phrases for Communication and Interpersonal Skills

Customer Service Skills

Effective customer service skills are crucial to providing an exceptional experience for customers.

Positive Feedback Example for Customer Service Skills

“Anna consistently demonstrates outstanding customer service skills. She is known for her empathy and active listening, allowing her to effectively understand and address customer concerns. As a result, Anna has been able to maintain a high level of customer satisfaction. She was attentive to customer needs and swiftly addressed their concerns, resulting in repeat business. Her excellent communication abilities enabled her to provide clear instructions, helping to avoid any misunderstandings. Anna’s problem-solving skills allowed her to quickly find solutions to customer issues, ensuring their satisfaction.”

Negative Feedback Example for Customer Service Skills

“Tom struggles in providing satisfactory customer service, because he is often more focused on completing tasks than actively listening to customers, which leads to misunderstandings and dissatisfaction. His lack of empathy prevents Tom from building rapport with customers, which negatively impacts their experience. Tom’s problem-solving skills are limited; he usually needs assistance from a manager to handle complicated customer issues.”

See also: Performance feedback phrases for customer service skills : Examples for Customer Focus and Customer Satisfaction

Technical Skills

Positive feedback example for technical skills.

“Alice has consistently demonstrated exceptional technical skills in her role. She exhibits a deep understanding of the latest software and tools, being proficient in their usage. Alice’s ability to troubleshoot complex technical issues and offer effective solutions showcases her strong problem-solving skills. Her mastery of technology has been pivotal in the successful completion of multiple projects, such as collaborating with team members to create a new app.”

Negative Feedback Example for Technical Skills

“Bob has been struggling to keep up with the technical demands of his role. He frequently requires assistance when working with new software or tools, causing delays in project completion. Bob’s inability to learn new technical skills quickly has hindered his effectiveness and impacted the overall team productivity. It is recommended that Bob invests more time in training and development to become proficient in essential technical skills.”

See also: Performance feedback phrases for technical skills : 150+ Examples (Teamwork, Technical Skills, Time Management)

Attention to Detail

Attention to detail is a critical skill that reflects an employee’s ability to achieve accuracy and focus in their job. This skill significantly contributes to their overall performance and helps reduce mistakes in their work.

Positive Feedback Example for Attention to Detail

“Bob consistently demonstrates exceptional attention to detail in his assignments. He has been able to deliver outstanding results in his projects while maintaining high levels of accuracy. His commitment to ensuring all tasks are thoroughly completed before moving on to the next has contributed to a more efficient workflow. Some specific instances of his excellent attention to detail include: Identifying and correcting a crucial error in a report that could have led to inaccurate conclusions being drawn; Meticulously tracking and documenting project progress to ensure all stakeholders were kept informed and up-to-date; Proactively preventing potential misunderstandings by carefully reviewing and proofreading all communication materials before distribution.”

Negative Feedback Example for Attention to Details

“Alice has struggled with attention to detail in her performance. Her work has been marked by occasional errors and oversights, which have led to lost time and resources in correcting these issues. Despite her best efforts, Alice has not shown improvement in this area, and it has negatively impacted her overall performance. Some examples of her lack of attention to detail include:

• Failure to review and double-check calculations, resulting in inaccurate financial reports that needed to be reworked.
• Missing important deadlines due to overlooking key tasks on her project plans.
• Communicating unclear or incorrect information to team members, leading to confusion and lost time in seeking clarification.

In order to improve her attention to detail, Alice could benefit from implementing strategies such as creating detailed checklists, setting aside dedicated review time for her work, and seeking feedback from colleagues to identify potential areas for improvement.”

See also: Performance feedback phrases for attitude : 100+ Performance Evaluation Comments for Attitude, Training Ability, Critical Thinking

Adaptability

Adaptability skills are critical for thriving in fast-paced and ever-changing work environments. It is important for employees to be able to handle change effectively, stay composed under pressure, and swiftly adjust to new situations.

Positive Feedback Example for Adaptability

“Jane has consistently showcased her adaptability skills throughout the past year, particularly during the company-wide shift to remote work. Despite the unexpected challenges, she quickly embraced the new work environment and made necessary adjustments to maintain her productivity levels.

She demonstrated her ability to handle new software tools effectively and collaborated well with her team, ensuring everyone stayed connected and informed. Jane’s proactive approach to learning and embracing change sets a positive example for her peers and has been instrumental in keeping her department running smoothly.”

Negative Feedback Example for Adaptability

“John has struggled with adaptability throughout the year. He often appears resistant to changes implemented within the organization, avoiding new processes and tools. As a consequence, he has fallen behind on multiple projects, causing delays and additional work for his team. John’s inability to cope with change effectively and maintain a positive attitude has raised concerns among his managers and colleagues.

In order to improve his adaptability skills, John should seek opportunities to enhance his flexibility and openness towards new challenges. He should work on developing a proactive mindset, embracing changes within the workplace, and learning new skills. Successfully doing so will contribute to both his personal growth and his team’s success.”

See also: Performance feedback phrases for adaptability : Performance Review Phrases for Quality of Work, Adaptability, Communication

Reliability and Dependability

Positive feedback example for reliability.

“Heather consistently demonstrates a high level of reliability and dependability in her role. She can be trusted to complete tasks accurately and on time, even when faced with tight deadlines. She is often the first one in the office and the last one to leave, working diligently to ensure her projects are completed thoroughly and without errors. In fact, her dependability has made her a go-to person for her teammates, who know they can count on her assistance and collaboration.”

Negative Feedback Example for Reliability

“Although Michael is talented in many aspects of his job, he struggles with reliability and dependability. He is frequently late to work and has missed several deadlines, leaving his team members struggling to finish their tasks. Additionally, Michael has had difficulty in communicating effectively with his team, making it difficult for them to plan reliance on his contributions. This lack of reliability has had a negative impact on overall team performance, and Michael must focus on improving his time management and communication skills to become a reliable and dependable team member.”

See also: Performance feedback phrases for reliability : Performance Feedback Examples for Reliability and Dependability

Organizational Skills

Organizational skills are essential for employees to effectively manage their time, energy, and resources.

Positive Feedback Example for Organizational Skills

“Jane has consistently demonstrated excellent organizational skills throughout the past year. She meticulously plans her daily tasks using a digital task manager, which allows her to prioritize her workload efficiently. This has greatly impacted her ability to meet deadlines and deliver high-quality work.

Jane’s attention to detail has improved the workflow within her team. By implementing a shared calendar, Jane has facilitated better communication and coordination among team members, resulting in fewer scheduling conflicts and improved project efficiency. Her documentation practices have also contributed to a more organized and accessible repository of project files.”

Negative Feedback Example for Organizational Skills

“John has been struggling with organizational skills for several months. He often arrives at meetings unprepared, leading to lost time and decreased productivity. His disorganized workspace has caused difficulty for his coworkers when they need access to shared resources.

John’s inability to prioritize tasks has led to missed deadlines and a decline in the quality of his work. He would benefit from leveraging available tools, such as digital task managers and shared calendars, to develop a system that helps him stay on top of his responsibilities.

By improving his organizational skills, John can increase his overall efficiency, contribute more effectively to team projects, and achieve better results in future performance reviews.”

See also: Performance feedback phrases for planning skills : 169 Performance Review Feedback Phrases for Planning, Leadership, Management Style

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How to Conduct a Great Performance Review

• Frank V. Cespedes

What to do before, during, and after the meeting.

The purpose of performance reviews is two-fold: an accurate and actionable evaluation of performance, and then development of that person’s skills in line with job tasks. For recipients, feedback has intrinsic and extrinsic value. Across fields, research shows that people become high performers by identifying specific areas where they need to improve and then practicing those skills with performance feedback.

Dissatisfaction with performance appraisals is pervasive. They are seen as time-consuming, demotivating, inaccurate, biased, and unfair. A McKinsey survey indicates most CEOs don’t find the appraisal process in their companies helps to identify top performers, while over half of employees think their managers don’t get the performance review right. A Gallup study is more negative: Just one in five employees agreed that their company’s performance practices motivated them.

• Frank V. Cespedes is a senior lecturer at Harvard Business School and the author of Sales Management That Works: How to Sell in a World That Never Stops Changing (Harvard Business Review Press, 2021).

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What is the Essay Method for Performance Appraisals?

While some would label it as the “grandfather” of performance appraisal methods, the essay method is still a commonly used appraisal method in a variety of business models. The essay method, sometimes known as the “free-form method,” is a performance review system where a superior creates a written review of the employee’s performance.

These essays are meant to describe and record an employee’s strengths and weaknesses in job performance, identifying problem areas and creating a plan of action to remedy them. Whether the essay is written by the appraiser alone, or in collaboration with the appraisee, essays provide supervisors the opportunity to assess behaviors and performance with greater complexity and attention to detail.

There are many reasons that the essay method--which was one of the first methods used to evaluate performance--is still effective today.

One of the most noteworthy aspects of essay appraisals is their free-form approach to performance reviews. Whereas some employers can feel limited by rigid performance appraisal criteria, the essay method takes a far less structured stance than typical rating scale methods. In so doing, the appraiser is able to examine any relevant issue or attribute of performance that is pertinent to an employee’s job description or overall company growth.

The essay method assumes that not all employee traits and behaviors can be neatly analyzed, dissected, and rated--instead, it allows appraisers to place varied degrees of emphasis on certain qualities, issues, or attributes that are appropriate. Rather than being locked into a fixed system, this open-ended method gives supervisors the freedom of expression and critical thought. For appraisers, there exist special services such as StudyCrumb , which help in writing accurate essays.

When preparing an essay, a supervisor may consider any of the following factors of an employee as they relate to the company and employee relationship: potential and job knowledge, understanding of the company’s policies, relationships with peers and supervisors, planning and organization, and general attitudes and perceptions. This thorough, non-quantitative assessment provides a good deal more information about an employee than most other performance appraisal techniques.

However, as with all performance appraisal methods, there are a few limitations that the essay method suffers from that are worth examining.

One of the major drawbacks of the essay method is its highly subjective nature--they are often subject to bias, and it can be difficult to separate the assessment of the employee from the bias of the evaluator. While the essay can provide a good deal of information about the employee, it tends to tell more about the evaluator than the one being evaluated.

Another element that essays leave out (that other appraisal methods rely heavily on) is comparative results. Instead of utilizing standardized, numeric questions, these appraisals rely only on open-ended questions. While the essay method gives managers the ability to provide detailed and circumstantial information on a specific employee’s performance, it removes the component of comparing performance with other employees. This often makes it difficult for HR to distinguish top performers.

Overall, the appraisal method’s greatest advantage--the freedom of expression for the evaluator--can also serve as its greatest handicap. Even the actual writing of the reviews can upset or distort the process of employee appraisals, as the introduction of inconsistent, unorganized, or poor writing styles can distort and upset the review process. An employee may be unfairly helped or harmed by an evaluator’s writing ability. An evaluator can also find themselves lacking sufficient time to prepare the essay, and can write an essay hurriedly without accurately assessing an employee’s performance.

What is the essay method best used for?

Appraisal by essay is generally most effective in performance reviews for employees with atypical job descriptions or non-numerical goals. While other appraisals work well in analyzing performance for jobs that are subject to goals based on numbers, essays offer a more subjective analysis of performance for employees with managerial or customer service positions.

When analyzing production, the essay method is most effective in combination with another appraisal method. Using a graphic rating scale along with essay appraisals allows one method to focus solely on numbers, while the essay portion can be used to analyze other performance goals.

Doing essay appraisals right

Here are 3 things to strive for in order to set your company up for success in essay performance appraisals:

• Consistency.

Keeping a standard for style and length of essay appraisals can make the biggest difference in ensuring that your reviews are effective. Essays that are unstructured and unnecessarily complex can be detrimental to an employee’s rating, as well as using unspecific, flowery language that is not relevant to the employee’s performance. In order to remain efficient and effective, today’s evaluators should focus on making appraisal essays short and specific, ensuring that the entire review reflects the performance of the employee.

The appraiser should also ensure that they are making sufficient time in their schedule to prepare the essay. A busy evaluator may compromise an employee’s performance rating by writing a hurried essay, or running out of time to thoroughly assess employee performance. It’s important for all participants of essay appraisals to take enough time to write a consistent, accurate, and succinct review in order to set employees up for success.

2. Proficiency.

If you’ve chosen to use essay appraisals in your organization, it’s important to ensure that your appraisers possess the ability to write well. Even if an essay contains detailed, circumstantial information, it becomes difficult to extract valuable data from a poorly written essay. To ensure that nothing stands between an HR professional’s ability to assess an employee’s performance, evaluators should be trained as well-equipped writers.

Giving writing assistant tools or tips to supervisors can make all the difference in the accuracy and efficiency of an employee’s performance review.

2. Objectivity.

Subjectivity is both a strength and a weakness in essay appraisals. Not only are essays themselves often biased, but the misinterpretation of essays can even further distance the main evaluator from an accurate portrayal of an employee’s performance. Including objective standards in a performance review results in a more balanced and productive review process, and helps to eliminate the forming of incorrect conclusions about an employee’s behavior and performance.

Organizations often implement this goal by pairing essay appraisals with another appraisal method, such as graphic scale ratings, to draw more accurate conclusions and performance data. In so doing, evaluators can utilize all of the free expression and open-ended characteristics of an essay appraisal, while still maintaining accurate, easily translated results that are effective for the overall organization.

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Evaluation Essay Examples: Master the Art of Critical Assessment with Examples and Techniques

Want to turn good evaluation essays into great ones? We've got you covered with the guidance and insights you need. Join us as we delve into the art of critical assessment!

An evaluation paper's main purpose is to assess entities like a book, movie, restaurant, or product and provide constructive criticism. This writing style can be approached with serious objectivity or with humor and sarcasm. Reviewing is a common form of academic writing that serves to assess something and is often used in various fields as a research method. For example, research papers might include literature reviews or case studies, using evaluation as an analytical tool.

Evaluation reports can also take the form of analyses and critiques. A critique of a scientific study would look at its methodology and findings, while an analysis of a novel would focus on its themes, characters, and writing style. It's essential to consider your audience and your purpose before starting an evaluation document.

Evaluation papers are a versatile and meaningful writing form that can both educate and entertain audiences. Regardless of whether the tone is serious or humorous, objective or subjective, a well-written review can engage and educate.

To understand everything about evaluation essays, from their definition and purpose to potential topics and writing tips, read on.

What are Evaluation Essays?

An evaluation essay allows the author to make a claim and offer a verdict on a topic. This essay type can be used to identify the best option among several alternatives, or to analyze a specific method, product, or situation. It is a common academic task across all levels. Evaluation essays come in different forms, from online product reviews to business cases prepared by management professionals.

In contrast to a descriptive essay, an evaluation essay aims to express the author's judgment. However, this essay type is defined by an objective tone. The author's judgment should be based on careful examination of the available evidence. This differs from a persuasive essay, which seeks to convince the reader to adopt the author's point of view. An evaluation essay starts with the facts and forms conclusions based on these facts.

How to Write an Evaluation Essay?

To write an effective evaluation essay, follow these essential writing tips:

1. Select a Topic

The essay topic is crucial. It should be both educational and interesting, providing enough information to fill an entire essay.

2. Draft an Evaluation Essay Outline

Professional writers always advise creating an evaluation essay outline before writing the essay itself. This aids in writing and ensures content coherence. An outline is also easier to modify than a complete essay. Think about what should be included and excluded when designing your essay's outline. However, skipping this step and diving straight into the essay writing can create extra work later, as it can mean editing and revising the entire piece.

The general components of an evaluation essay outline include:

a. Introduction

The introduction is vital as it forms the readers' first impression. It should engage readers and arouse their interest in the topic. The aspects to consider when writing the introduction are as follows:

Begin with a compelling hook statement to capture the reader's interest.

Provide background information on the topic for better understanding.

Formulate a clear and concise thesis statement, outlining the main objective of the evaluation.

b. Body Section

The body of the essay consists of three paragraphs. Each paragraph should deliver several related ideas and flow seamlessly from start to finish. The key ideas to cover in the body paragraphs include:

Start with a sentence that presents your view on the topic.

Provide arguments that support the topic sentence and your stance.

Present a well-rounded argument to show impartiality.

Compare the subject to a different topic to showcase its strengths and weaknesses.

Present the evaluation from various angles, applying both approving and critical thinking.

c. Conclusion

This is your final chance to convince the reader of your viewpoint. The conclusion should summarize the essay and present the overall evaluation and final assessment. When composing an evaluation essay's conclusion, keep the following points in mind:

Restate your main points and arguments from the essay body.

Present evidence to support your thesis.

Conclude your argument convincingly, ultimately persuading the reader of your assessment.

3. Review, Edit, and Proofread

The final steps after writing the essay are editing and proofreading. Carefully reading your essay will help identify and correct any unintentional errors. If necessary, review your draft multiple times to ensure no mistakes are present.

Structure of an Evaluation Essay

An evaluation essay, like any good piece of writing, follows a basic structure: an introduction, body, and conclusion. But to make your evaluation essay standout, it's crucial to distinctly outline every segment and explain the process that led you to your final verdict. Here's how to do it:

Introduction

Start strong. Your introduction needs to captivate your readers and compel them to read further. To accomplish this, begin with a clear declaration of purpose. Provide a brief background of the work being evaluated to showcase your expertise on the topic.

Next, rephrase the essay prompt, stating the purpose of your piece. For example, "This essay will critically assess X, utilizing Y standards, and analyzing its pros and cons." This presents your comprehension of the task at hand.

Wrap up your introduction with a thesis statement that clearly outlines the topics to be discussed in the body. This way, you set the stage for the essay's content and direction, sparking curiosity for the main body of the work.

Body of the Essay

Dive deep, but not without preparation. Before delving into the assessment, offer an unbiased overview of the topic being evaluated. This reaffirms your understanding and familiarity with the subject.

Each paragraph of the body should focus on one evaluation criterion, presenting either support or criticism for the point. This structured approach ensures clarity while presenting evidence to substantiate each point. For instance, discussing the benefits of a product, you can outline each advantage and back it up with supporting evidence like customer reviews or scientific studies.

Ensure a smooth flow of thoughts by linking paragraphs with transitional phrases like "in addition," "moreover," and "furthermore." Each paragraph should have a clear topic sentence, explanation, and supporting evidence or examples for easy understanding.

Your conclusion is where you make your final, compelling argument. It should focus on summarizing the points made according to your evaluation criteria. This isn't the place for new information but rather a concise summary of your work.

To conclude effectively, revisit your thesis and check whether it holds up or falls short based on your analysis. This completes the narrative arc and provides a solid stance on the topic. A thoughtful conclusion should consider the potential impact and outcomes of your evaluation, illustrating that your findings are based on the available data and recognizing the potential need for further exploration.

Evaluation Essay Examples

Now that we've covered the structure, let's take a look at some examples. Remember, an evaluation essay is just one type of essay that can be generated using tools like Jenni.ai. This AI-powered software can produce high-quality essays on any topic at impressive speeds. Here are some ideas to kickstart your assessment essay writing journey.

Evaluation Essay: Online Teaching vs. On-campus Teaching

In the face of technological evolution, education has seen a shift in teaching styles, with online learning platforms providing an alternative to traditional on-campus teaching. This essay will evaluate and compare the effectiveness of these two teaching styles, delving into various factors that contribute to their strengths and weaknesses.

The landscape of education has transformed significantly with the advent of online learning. This essay will scrutinize and juxtapose the effectiveness of online teaching against traditional on-campus teaching. The evaluation will take into account numerous factors that contribute to the success of each teaching style, focusing on their individual benefits and drawbacks.

On-campus Teaching

On-campus teaching, the time-tested method of education, has proven its effectiveness repeatedly. The physical classroom setting provides students direct access to their teachers, promoting immediate feedback and real-time interaction. Moreover, the hands-on learning, group discussions, and collaborative projects intrinsic to on-campus teaching cultivate crucial soft skills like communication and teamwork.

A study by the National Bureau of Economic Research reveals that students attending on-campus classes show higher academic performance and are more likely to complete their degrees compared to those in online classes (Bettinger & Loeb, 2017). However, on-campus teaching isn't without its challenges. It offers limited flexibility in scheduling and requires physical attendance, which can be inconvenient for students residing far from campus or those with mobility constraints.

Online Teaching

Online teaching, propelled by technological advancements and digital learning platforms, offers a compelling alternative. The most significant benefit of online teaching is its scheduling flexibility. Students can access classes and course materials from anywhere, at any time, providing a superior balance for work, family, and other commitments.

Online teaching democratizes education by enabling access for students in remote areas or with mobility challenges. The use of innovative teaching methods like interactive multimedia and gamification enhances engagement and enjoyment in learning.

Despite its numerous advantages, online teaching presents its own set of challenges. A major drawback is the lack of direct interaction with teachers and peers, potentially leading to delayed feedback and feelings of isolation. Furthermore, online classes demand a higher degree of self-motivation and discipline, which may be challenging for some students.

Both online teaching and on-campus teaching present their unique benefits and drawbacks. While on-campus teaching fosters direct interaction and immediate feedback, online teaching provides unmatched flexibility and accessibility. The choice between the two often depends on factors such as the course content, learning objectives, and student preferences.

A study by the University of Massachusetts reports that the academic performance of students in online classes is on par with those attending on-campus classes (Allen & Seaman, 2017). Furthermore, online classes are more cost-effective, eliminating the need for physical classrooms and related resources.

In conclusion, while both teaching styles have their merits, the effectiveness of each is heavily dependent on the subject matter, learning objectives, and the individual needs and preferences of students.

Citations: Allen, I. E., & Seaman, J. (2017). Digital learning compass: Distance education enrollment report 2017. Babson Survey Research Group. Bettinger, E., & Loeb, S. (2017). Promises and pitfalls of online education. Brookings Papers on Economic Activity, Spring 2017, 347-384.

Evaluation essay: Analyze how the roles of females and males changed in recent romantic movies

Romantic movies have long been a popular genre, offering a glimpse into the complex and varied world of relationships. Over the years, the portrayal of gender roles in romantic movies has evolved significantly. This essay aims to evaluate and analyze how the roles of females and males have changed in recent romantic movies.

Historical Context of Gender Roles in Romantic Movies:

Gender roles have played a significant role in shaping the portrayal of romantic relationships in movies. In the past, traditional gender roles were often reinforced, with women playing the role of the damsel in distress, and men playing the role of the protector and provider.

However, over the years, the feminist movement and other social changes have led to a more nuanced portrayal of gender roles in romantic movies. Women are no longer just passive objects of desire, and men are not just dominant figures. Instead, both genders are portrayed as complex and multifaceted individuals with their desires, needs, and struggles.

Analysis of Recent Romantic Movies:

In recent years, romantic movies have become more diverse and inclusive, featuring a wider range of gender identities, sexual orientations, and cultural backgrounds. As a result, the portrayal of gender roles in these movies has also become more nuanced and complex.

One significant trend in recent romantic movies is the portrayal of female characters as strong, independent, and empowered. Female characters are no longer just passive objects of desire, waiting for the male lead to sweep them off their feet. Instead, they are shown to be capable of taking charge of their own lives, pursuing their goals, and making their own decisions.

For example, in the movie "Crazy Rich Asians," the female lead, Rachel, is portrayed as a strong and independent woman who stands up for herself and refuses to be intimidated by the wealthy and powerful people around her. Similarly, in the movie "The Shape of Water," the female lead, Elisa, is portrayed as a determined and resourceful woman who takes action to rescue the creature she has fallen in love with.

Another trend in recent romantic movies is the portrayal of male characters as vulnerable and emotionally expressive. Male characters are no longer just stoic and unemotional but are shown to have their insecurities, fears, and vulnerabilities.

For example, in the movie "Call Me By Your Name," the male lead, Elio, is shown to be sensitive and emotional, struggling with his feelings for another man. Similarly, in the movie "Moonlight," the male lead, Chiron, is shown to be vulnerable and emotionally expressive, struggling with his identity and his relationships with those around him.

However, while there have been significant changes in the portrayal of gender roles in recent romantic movies, there are still some aspects that remain problematic. For example, female characters are still often portrayed as objects of desire, with their value determined by their physical appearance and sexual appeal. Male characters are still often portrayed as dominant and aggressive, with their masculinity tied to their ability to assert control over others.

Conclusion:

In conclusion, the portrayal of gender roles in recent romantic movies has evolved significantly, with female characters being portrayed as strong, independent, and empowered, and male characters being portrayed as vulnerable and emotionally expressive. These changes reflect the shifting social norms and values of our society and offer a more nuanced and complex portrayal of romantic relationships.

However, there are still some problematic aspects of the portrayal of gender roles in romantic movies, such as the objectification of female characters and the perpetuation of toxic masculinity. Filmmakers and audiences need to continue to push for greater diversity, inclusivity, and nuance in the portrayal of gender roles in romantic movies so that everyone can see themselves reflected in these stories.

"Crazy Rich Asians" Directed by Jon M. Chu, performances by Constance Wu, Henry Golding, and Michelle

Final Thoughts

The step-by-step guide and examples provided should have equipped you with the skills necessary to write a successful evaluation essay. However, crafting the perfect essay isn't a simple task; it demands practice, patience, and experience.

Incorporate Jenni.ai into your academic journey to revolutionize your writing experience. This advanced AI writing tool is designed to assist with a range of academic writing projects. With Jenni.ai, you can confidently tackle essays on any topic, easing your writing tasks considerably. Don't hesitate to register with Jenni.ai today ! Discover a world of writing opportunities and take your essay writing skills to new heights!

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Performance evaluation – Definition, method, survey questions and example

All organizations that have learned the art of “winning from within” by focusing inward on their employees rely on a systematic performance evaluation process to measure and evaluate employee performance regularly. 

Ideally, employees have graded annually on their work anniversaries based on which they are either promoted or given suitable distribution of salary raises. Performance evaluation also directly provides periodic feedback to employees, such that they are more self-aware in terms of their employee performance evaluation metrics.

LEARN ABOUT: Salary Survey

In this blog, we will discuss performance evaluation, its methods, and some survey questions and give you some examples for your better understanding.

Content Index

What is performance evaluation?

What is the purpose of performance evaluation, benefits of employee performance evaluation, performance evaluation methods: 5 key methods to consider, performance evaluation process and tips: 3 key steps, how to use online surveys for performance evaluation, sample performance review templates, 20 effective performance evaluation survey questions, performance evaluation example.

Performance Evaluation is defined as a formal and productive procedure to measure an employee’s work and results based on their job responsibilities. It is used to gauge the amount of value added by an employee in terms of increased business revenue compared to industry standards and overall employee return on investment (ROI).

LEARN ABOUT:   Workforce Planning Model

Performance evaluation aims to measure an individual’s or organization’s job performance to determine how well they fulfill their responsibilities. We will learn about some important additional purposes of performance evaluation in this section:

• Periodic performance evaluation is an employee’s report card from his/her manager that acknowledges the work he/she has done in a specific time and the scope for improvement.
• An employer can provide consistent feedback on an employee’s strengths and strive for improvement in the areas that the employees need to work on.
• It is an integrated platform for both the employee and employer to attain common ground on what both think is befitting a quality performance. This helps in improving communication, which usually leads to better and more accurate team metrics and, thus, improved performance results.
• This entire performance evaluation process aims to improve how a team or an organization functions to achieve higher levels of customer satisfaction.
• A manager should evaluate his/her team member regularly and not just once a year. This way, the team can avert new and unexpected problems with constant work being done to improve competence and efficiency.
• An organization’s management can conduct frequent employee training and skill development sessions based on the development areas recognized after a performance evaluation session.
• The management can effectively manage the team and conduct productive resource allocation after evaluating the goals and preset standards of performance.
• Regular performance evaluation can help determine the scope of growth in an employee’s career and the level of motivation with which he/she contributes to an organization’s success.
• Performance evaluation lets an employee understand where he/she stands as compared to others in the organization.

Learn more : Employee Review Survey Questions + Sample Questionnaire Template

Now that we know why the staff performance measurement process is necessary let us look at the top 5 key benefits the employee performance evaluation offers.

Improved communication

In staff performance evaluation processes, managers give continuous feedback to the team members. This feedback is based on their assignments, their understanding of them, completion, and delivery. 

Using this feedback, employees can improve their work and plug any gap areas that have been identified by their managers. It also brings to light many issues that the employees may have and need to be addressed. It helps in open and honest communication between the manager and the team.

Build a career path

Managers help their employees with assignments and how they can effectively do them. A performance evaluation meeting is a perfect time to look at an employee’s career path. It lets the employee know what their future goals are and what they need to do to get there. 

It helps them create small and achievable goals, assign deadlines to them, and work towards completion. It also lets the employees know where they stand in the hierarchy and where they will be in the years to come.

Check levels of engagement

Engaged employees perform better than their counterparts. They are better team players, are more productive, and help their peers out actively. A staff performance evaluation is a perfect time to check how engaged an employee is. 

It will not only help you understand how engaged the employee is but also let you know what necessary steps you would need to take to ensure high engagement.

Get feedback for yourself

A performance evaluation meeting is not only to give feedback; it is a good opportunity to get feedback on your performance from the team members. Understand what your gap areas are and what more you can do to improve the performance of your team members and be a good mentor to them.

Resources planning

Staff appraisals help in understanding how an employee is performing and what their future assignments or goals can be. It not only helps in effective goals management but also in resource planning. You can effectively reallocate your resources or hire new members to add to your team.

Learn more : Manager Effectiveness Evaluation Survey Questions + Sample Questionnaire Template

There are 5 most critical performance evaluation methods. Using only one of these performance evaluation methods might help an organization gain one-sided information while using multiple methods to help obtain insights from various perspectives, which will be instrumental in forming an unbiased and performance-centric decision.

LEARN ABOUT: Employee Centricity

Self-evaluation

Self-evaluation is when employees are expected to rate themselves using multiple-choice or open-ended questions by considering some evaluation criteria. After conducting self-evaluation, the management can fairly assess an employee by considering their thoughts about their performance. 

It is an amazing method to get started with employee reviews. An organization’s management can compare every employee’s self-evaluation with the rating their manager provides, which makes the performance evaluation process exhaustive and effective. 

The gap between self-evaluated ratings and the supervisor’s ratings can be discussed to maintain a certain level of transparency.

360-degree employee performance evaluation

In this performance evaluation method, an employee is rated in terms of the advancements made by them within the team as well as with external teams. Inputs from supervisors of different departments are considered, along with evaluations done by direct supervisors and immediate peers. 

Thus, in 360 degree feedback , each employee is rated for the job done according to their job description and the work done by them in association with other teams.

LEARN ABOUT: 360 Leadership Assessment

Graphics rating scale

It is one of the most widely used performance evaluation methods by supervisors. Numeric or text values corresponding to values from poor to excellent can be used in this scale, and parallel evaluation of multiple team members can be conducted using this graphical scale.

LEARN ABOUT: Graphic Rating Scale

In comparison to others in a team, employee skills, expertise, conduct, and other qualities can be evaluated. It is important to make each employee understand the value of each entity of the scale in terms of success and failure. This scale should ideally be the same for each employee.

LEARN ABOUT: System Usability Scale

Developmental checklists

Every organization has a roadmap for each employee for their development and exhibited behavior. Maintaining a checklist for development is one of the most straightforward performance evaluation methods. 

This checklist has several dichotomous questions, the answers of which need to be positive. If not, then the employee requires some developmental training in the areas where they need improvement.

Demanding events checklist

There are events in each employee’s career with an organization where they have to exhibit immense skill and expertise. An intelligent manager always keeps a demanding events list where employees show good or bad qualities.

View our library: Employee evaluation survey templates

During a performance evaluation process, you have detailed discussions with your employees about their workplace strengths and weaknesses. Here, we will discuss the process of performance evaluation in a simple way.

In most organizations, a performance evaluation process states that an employee’s performance is tracked every three and six months, provided the employee has worked with the organization continually for that tenure. 

The HR department can send across an online survey for the employees to fill out regarding their satisfaction and engagement levels.

The employee’s immediate manager will decide on their performance quality after evaluating the yearly performance, conducting an employee engagement survey, and eventually having a face-to-face meeting.

The feedback received from the online employee satisfaction survey can be kept anonymous. This feedback can be analyzed in real time from a centralized dashboard. The manager can prepare further questions for the face-to-face performance evaluation meeting based on the analysis.

For a probationary employee to be termed as a tenured employee, they must perform as per their supervisor’s expectations for six months. The first six months of an employee’s tenure are crucial as the management always has a watchful eye on them for all their contribution towards assigned tasks, ownership skills, and punctuality in task completion.

After confirmation, an immediate manager will evaluate the non-probationary employee yearly.

Tips to have a smooth performance evaluation process

Performance appraisals can be an important part of an employee’s professional development. To enhance positive working relationships and drive performance improvements, the management evaluation process must be smooth, fair, and effective. Here are some tips to help you conduct a successful performance evaluation:

• The supervisor should avoid being too negative or positive with the employees and express displeasure in the most positive manner possible. Before the review meeting, they should communicate with the employee about preparing any questions they might have for the supervisor.
• It is highly recommended that a manager prepare a list of general topics to discuss with the team member, as an evaluation discussion is ideal for all topics which remain undiscussed throughout the year.
• Every manager must communicate the employee’s future plans with the organization in the performance evaluation meeting.
• The supervisor should always end the evaluation process on a positive note.

Learn more : 360 Degree Review Survey Questions + Sample Questionnaire Template

Employee feedback that you will gather from your performance review surveys will refine your training programs, succession planning , and learning initiatives.

Self-assessment

In self-assessment surveys, ask your employees to rate themselves based on job performance. In these self-assessment performance review surveys, you may cover aspects such as goals management, eagerness to take on additional responsibilities, training requirements, etc.

Team assessment

In team assessment surveys, you can gain insights into what management thinks about individual and team performances. Use employee self-assessment surveys and manager assessment surveys to find overlapping training and upskilling needs and proceed with training initiatives accordingly.

Manager assessment

Manager performance evaluation is necessary to see what team members think of their supervisor. Are they good mentors and leaders? Are expectations conveyed clearly? Are employee goals and team goals aligned with organizational goals? Use this kind of assessment to gauge the effectiveness of managers.

Training and development needs

It is crucial that your employees feel that your learning and development initiatives are wholesome and that their career training and development needs will be met. Are employees asked about their training, upskilling, and reskilling needs? 

How can they upskill for their next role, and how will the organization help them? These crucial questions will come in handy in refining and revamping your training and development programs.

New role readiness

Your employees will move into new roles with higher responsibilities over their tenure. Many will move into management roles and team management roles, and they need to be ready for it. Do they have the requisite skill set for the job? 

Do they require further training? Do their colleagues, superiors, and subordinates feel they are the right person for the role? Use these questions to gauge if the fit is right and ideal for the teams involved and the organization.

Learn more : Short Employee Performance Review Survey Questions + Sample Questionnaire Template

We have put together some free sample performance review templates for you; these can be used in your organization as they are or customized to include your themes and questions.

360-degree review

The 360-degree survey is a comprehensive review mechanism that helps gather the greatest insights and 360 feedback tool on an employee’s performance from their supervisor, peers, colleagues, and subordinates.

Supervisor evaluation

The supervisor evaluation survey is deployed to collect employee feedback and information related to their supervisor. Supervisor evaluation helps an organization and its leadership understand the accuracy of the work done by the supervisor and also helps them evaluate the overall value the supervisor adds to their team and to the organization as a whole.

LEARN ABOUT:   Leadership Assessment Tools

Manager performance evaluation

A manager evaluation survey offers a set of questions that the employees answer to evaluate their direct or indirect manager’s effectiveness at work. This survey is extremely useful for the management to understand the manager’s performance, attitude at work, willingness to help their subordinate, and more.

Senior management evaluation

Senior management evaluation survey questions are used to understand the employee’s perspective of the senior management and evaluate their abilities to run the organization smoothly. 

This questionnaire should have questions that help an organization gather insights on effectiveness, direction, policy-making abilities, and other valuable traits.

Employee satisfaction and engagement surveys are also one of the best ways to conduct performance evaluations. Satisfied and engaged employee is most likely to perform 14 % better than their counterparts (Gallup).

Employee satisfaction

An employee satisfaction survey is deployed to understand how satisfied or dissatisfied your workforce is. It is essential you measure employee satisfaction as dissatisfied employees not only do not perform well but also can be a major reason for high levels of employee attrition in an organization. 

This survey can power your workforce and HR strategies to cultivate a work culture that enables your organization to win from within. Often, if employees don’t feel challenged enough, they remain unsatisfied with the work. Performance evaluation can find reasons behind one’s contribution to the company and ways of enhancing it.

Employee engagement

Employee engagement survey enables you as an organization to test the levels of engagement of your employees and to understand how motivated they are to perform well in the workplace.

LEARN ABOUT: Workplace Employee Experience Examples

Employee engagement concerns most organizations, and disengaged employees set a negative example for other employees. Disengaged employees perform poorly compared to their colleagues. Thus, this survey can be used to analyze and review an employee’s performance level and take corrective measures immediately.

Learn more : Career Training And Development + Sample Questionnaire Template

Performance evaluations analyze an employee’s strengths and weaknesses and provide valuable feedback. A well-designed performance review survey can help employees improve and develop. Here are 20 excellent performance evaluation survey questions for you to consider including in your process:

Survey questions for job satisfaction:

1. What motivates you to get your job done well?

2. Which tasks do you enjoy doing the most?

3. Which tasks do you not enjoy at all, and why?

4. What are the 3 things we, as an organization, can do better?

5. On a scale of 0-10, how likely are you to refer us to your family or friends?

Survey questions for effective leadership

6. Do you feel the leadership in this organization treats everyone fairly?

7. What leadership qualities do you associate yourself with?

8. Can you give us an example of an incident where you used leadership traits in this organization?

9. Do you think there is effective communication between employees and leadership in this organization?

10. If you were replaced by one of the leaders in this organization, what advice would you give the employees?

Survey questions for value addition

11. What are the things you have done to improve the overall success of this organization?

12. What is your idea of recognition?

13. Do you receive regular feedback from your peers/manager/supervisor?

14. How many sensitive projects have you handled in your association with the organization?

15. Do you feel valued in this organization?

Survey questions for workplace culture

16. Have you proposed any effective changes in office policies or procedures?

17. How often do you communicate with your manager/peers?

18. Do you help your peers with the information they need to complete their tasks successfully?

19. Have you had any unpleasant discussions with your team members/manager/ supervisor?

20. How do you think you can bring about a positive change in workplace culture?

By considering all the discussed points, here is a performance evaluation example:

“John has been one of the most hardworking software development team members. He works exceedingly well under restricted time frames and adjusts according to the demand of the project. He always discusses his concerns well in time to get results immediately and also keeps the other team members regularly motivated.

He keeps track of the quality of work he produces and is very analytical. Due to this, he constantly improves himself. The only concern that I have currently is whether he will be able to manage additional responsibilities.”

From this example, it is clear that, for a manager to have an impactful performance evaluation, they must present the coordination most professionally by ensuring the negatives do not overpower the positives. It is a testimony to the manager’s leadership skills and the employee’s yearly performance.

Learn more : Gender Discrimination Survey Questions + Sample Questionnaire Template

To summarize, a well-conducted performance evaluation is an important component of both the employee’s professional growth and development and the organization’s overall success. A comprehensive and fair evaluation process allows employees to receive useful feedback, identify areas for improvement, and set goals for future growth. 

Organizations can create a positive and productive evaluation experience for all parties involved by adhering to best practices such as setting clear employee expectations , providing regular feedback, and recognizing and rewarding good performance. 

LEARN ABOUT:  Employee Rewards Ideas for Employee Engagement

The ultimate goal of a performance evaluation is to drive performance improvements, bond positive working relationships, and support the employee’s and the organization’s growth and success.

QuestionPro is a survey software that helps in performance evaluation by providing a platform for creating and distributing surveys to collect feedback and data. The surveys can be customized to focus on specific aspects of performance and collect data on job satisfaction , employee engagement, and other metrics important to the evaluation process. 

The collected data can then be analyzed and used to gain insights into areas for improvement, track progress over time, and inform employee development and performance management decisions. So, try out QuestionPro today!

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Definition and Examples of Evaluation Essays

• An Introduction to Punctuation
• Ph.D., Rhetoric and English, University of Georgia
• M.A., Modern English and American Literature, University of Leicester
• B.A., English, State University of New York

An evaluation essay is a  composition that offers value judgments about a particular subject according to a set of criteria. Also called  evaluative writing , evaluative essay or report , and critical evaluation essay .

An evaluation essay or report is a type of argument that provides evidence to justify a writer's opinions about a subject.

"Any kind of review is essentially a piece of evaluative writing," says Allen S. Goose. "This type of writing calls for the critical thinking skills of analysis, synthesis, and evaluation" ( 8 Kinds of Writing , 2001). 

Observations

• "Without good reasons for liking or disliking certain things, students can never get beyond being passive receivers of marketing, fickle consumers without a basis for their opinions. Writing evaluation papers asks them to question why they feel the way they do." (Allison D. Smith, et al., Teaching in the Pop Culture Zone: Using Popular Culture in the Composition Classroom . Wadsworth, 2009)

How to Evaluate

• "If you are evaluating a piece of writing, then you are going to need to thoroughly read the work. While you read the work, keep in mind the criteria you are using to evaluate. The evaluative aspects may be: grammar, sentence structure, spelling, content, usage of sources, style, or many other things. Other things to consider when evaluating a piece of writing is whether the writing appealed to its target audience . Was there an emotional appeal? Did the author engage the audience, or was the piece lacking something? ..."If you are evaluating anything else, use your head. You need to try, use, or test whatever thing you are evaluating. That means you should not evaluate a 2005 Chevrolet Corvette unless you have the $45,000 (or more) to buy one, or the money to rent one. You also need the know-how of driving a car of that power and a base of knowledge of other cars that you have tested to compare it to." (Joe Torres, Rhetoric and Composition Study Guide . Global Media, 2007)

Identifying Criteria for an Evaluation

• " Make a list of prominent, widely recognized standards for judging your subject. If you do not know the standards usually used to evaluate your subject, you could do some research . For example, if you are reviewing a film, you could read a few recent film reviews online or in the library, noting the standards that reviewers typically use and the reasons that they assert for liking or disliking a film. If you are evaluating a soccer team or one winning (or losing) game, you could read a book on coaching soccer or talk to an experienced soccer coach to learn about what makes an excellent soccer team or winning game." (Rise B. Axelrod and Charles R. Cooper, Axelrod & Cooper's Concise Guide to Writing , 4th ed. Bedford/St. Martin's, 2006)

Ways of Organizing an Evaluation Essay

• "One way to organize an  evaluation essay is point-by-point: describe one element of the subject and then evaluate it; present the next element and evaluate it; and so on. Comparison/contrast could be an organizing structure as well, in which you evaluate something by comparing (or contrasting) it to a known item. Culinary and music reviews often use this strategy.  Chronological organization can be used for evaluating an event (either current or historical). Sequential organization can be used when describing how something works and evaluating the effectiveness of the process, procedure, or mechanism. Spatial organization can be used for evaluating art or architecture in which you describe and evaluate one element of the artifact and then move spatially to the next major element to be described and evaluated." (David S. Hogsette,  Writing That Makes Sense: Critical Thinking in College Composition . Wipf and Stock, 2009)
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How to Write a Self Evaluation (With Examples)

First step, be honest about your hits and misses.

Self evaluations are performance assessments that bring you and your manager together to rate your performance over a given time span (quarterly, semi-annually, annually) either using a scale (one to 10 or one to five) or by answering open-ended questions. You complete the evaluation and so does your manager. During the performance review , the two of you compare notes to arrive at a final evaluation.

What Is a Self Evaluation?

Self evaluations are performance assessments that both employees and managers complete. They can be done quarterly, semi-annually or annually, and range from open-ended questions discussed to ratings given on a numeric scale.

Writing about yourself, especially if those words are going to be part of your permanent work record, can be daunting. But it doesn’t have to be. In fact, self evaluations give you a voice in your performance review , and they’re opportunities to outline your career goals and get help in reaching them.

Below, we’ll examine self evaluation benefits, tips and examples, plus how both employees and managers can complete them successfully.

More on Self Evaluations Self-Evaluations Make Stronger Leaders. Here’s How to Write One.

Benefits of Self Evaluations 

1. help employees and managers prepare for performance reviews.

Completing a self evaluation can help guide the eventual performance-review conversation in a structured, but meaningful, way. It also helps both parties get an idea of what needs to be discussed during a performance review, so neither feels caught off guard by the conversation.

2. Give Employees an Opportunity to Reflect on Their Progress

Since self evaluations are inherently reflective, they allow employees to identify and examine their strengths and weaknesses. This helps employees both know their worth to an organization and what they still have left to learn. 

“Self evaluations enable employees to see their work in its entirety,” Jill Bowman, director of people at fintech company Octane , said. “They ensure that employees reflect on their high points throughout the entire year and to assess their progress towards achieving predetermined objectives and goals.”

3. Help Managers Track Employee Accomplishments

Employee self assessments help managers more accurately remember each employee’s accomplishments. “As many managers often have numerous direct reports, it provides a useful summary of the achievements of each member,” Bowman said.

4. Improve Employee Satisfaction

Academic literature indicates that employees are more satisfied with evaluations that involve two-way communication and encourage a conversation between manager and employee, according to Thomas Begley, professor of management at Rensselaer Polytechnic Institute . 

The thing is, employees have to trust that the process is fair, Begley added. If they believe it is, and they’re treated fairly and respectfully during the process, employees react positively to self evaluations.

5. Can Decrease Employee Turnover

Some companies see tangible results from self evaluations. For example, Smarty , an address-verification company, enjoys low staff turnover, said Rob Green, chief revenue officer. The self-evaluation method, coupled with a strong focus on a communication-based corporate culture, has resulted in a 97 percent retention rate, Green told Built In.

Related 6 Ways to Be More Confident in Performance Reviews

How to Write a Self Evaluation

The ability to write a self evaluation is a critical career skill.

“Self evaluations give you a platform to influence your manager and in many cases, reframe the nature of the relationship with your manager,” Richard Hawkes, CEO and founder of Growth River , a leadership and management consulting company, said. “And all results in business happen in the context of relationships.”

Below are some tips on how to complete a self evaluation.

1. Track Your Work and Accomplishments

Daily or weekly tracking of your work can help you keep track of your progress and also prevent last-minute “what on earth did I do the last six months?” panic at performance evaluation time, said Peter Griscom, CEO at Tradefluence . “Strip down the questions to two or three, and just ask yourself, ‘How well did I communicate today?’ ‘How well did I solve problems today?’ ‘What have I achieved today?’” Griscom said. “Get in the habit of writing those things out and keeping track and over time.”

2. Answer Honestly  

For his first self evaluation, Griscom remembers wondering how to best answer the questions. After he asked his manager for guidance, Griscom answered the questions as accurately as he could. “What came out of it was really valuable, because it gave me a chance to reflect on my own achievements and think about where I can improve,” he said. “It forced me to do the thinking instead of just accepting feedback.”

3. Highlight Your Achievements

If your boss has a handful of direct reports, chances are good they haven’t noticed each of your shining moments during a review period. This is your chance to spotlight yourself. Quotas exceeded, projects finished ahead of schedule, fruitful mentoring relationships, processes streamlined — whatever you’ve done, share it, and don’t be shy about it, said Alexandra Phillips , a leadership and management coach. Women, especially, tend not to share achievements and accomplishments as loudly or often as they should. “Make sure your manager has a good sense of where you’ve had those wins, large and small, because sometimes they can fly under the radar,” Phillips added.

4. Admit Weaknesses and How You Have Grown 

If you’ve made a whopper mistake since your past review, mention it — and be sure to discuss what you’ve learned from it. Chances are good your manager knows you made a mistake, and bringing it up gives you the opportunity to provide more context to the situation.

5. Acknowledge Areas of Improvement

Be prepared for your manager to point out a few areas for improvement. This is where career growth happens. “If you want something,” whether it’s a promotion or move to another department, “you need to know how to get there,” said Phillips.

Related What Are Short-Term Career Goals? (With 12 Examples)

Self Evaluation Examples and Templates Answers

Still not sure what to do when you put pen to paper? Here are six open-ended self evaluation sample questions from the Society for Human Resource Management, as well as example answers you can use to prepare for your own self evaluation.

1. Job Performance Examples

List your most significant accomplishments or contributions since last year. How do these achievements align with the goals/objectives outlined in your last review?

How to answer with positive results: In the past year, I successfully led our team in finishing [project A]. I was instrumental in finding solutions to several project challenges, among them [X, Y and Z]. When Tom left the company unexpectedly, I was able to cover his basic tasks until a replacement was hired, thus keeping our team on track to meet KPIs. 

I feel the above accomplishments demonstrate that I have taken more of a leadership role in our department, a move that we discussed during my last performance review.

How to answer with ways to improve: Although I didn’t meet all of my goals in the last year, I am working on improving this by changing my workflow and holding myself accountable. I am currently working to meet my goals by doing [X, Y and Z] and I plan to have [project A] completed by [steps here]. I believe that I will be able to correct my performance through these actionable steps.  

Describe areas you feel require improvement in terms of your professional capabilities. List the steps you plan to take and/or the resources you need to accomplish this.

I feel I could do better at moving projects off my desk and on to the next person without overthinking them or sweating details that are not mine to sweat; in this regard I could trust my teammates more. I plan to enlist your help with this and ask for a weekly 15-minute one-on-one meeting to do so.  

Identify two career goals for the coming year and indicate how you plan to accomplish them.

One is a promotion to senior project manager, which I plan to reach by continuing to show leadership skills on the team. Another is that I’d like to be seen as a real resource for the organization, and plan to volunteer for the committee to update the standards and practices handbook.  

2. Leadership Examples

Since the last appraisal period, have you successfully performed any new tasks or additional duties outside the scope of your regular responsibilities? If so, please specify.

How to answer with positive results: Yes. I have established mentoring relationships with one of the younger members of our team, as well as with a more seasoned person in another department. I have also successfully taken over the monthly all-hands meeting in our team, trimming meeting time to 30 minutes from an hour and establishing clear agendas and expectations for each meeting. Again, I feel these align with my goal to become more of a leader.

How to answer with ways to improve: Since the last review period, I focused my efforts on improving my communication with our team, meeting my goals consistently and fostering relationships with leaders in other departments. Over the next six months, I plan on breaking out of my comfort zone by accomplishing [X, Y and Z].  

What activities have you initiated, or actively participated in, to encourage camaraderie and teamwork within your group and/or office? What was the result?

How to answer with positive results: I launched the “No More Panicked Mondays” program to help on-site and remote colleagues make Mondays more productive. The initiative includes segmenting the day into 25-minute parts to answer emails, get caught up on direct messages, sketch out to-do lists and otherwise plan for the week ahead. NMPM also includes a 15-minute “Weekend Update” around lunch time, during which staff shares weekend activities. Attendance was slow at first but has picked up to nearly 90 percent participation. The result overall for the initiative is more of the team signs on to direct messages earlier in the day, on average 9:15 a.m. instead of the previous 10 a.m., and anecdotally, the team seems more enthusiastic about the week. I plan to conduct a survey later this month to get team input on how we can change up the initiative.

How to answer with ways to improve: Although I haven’t had the chance to lead any new initiatives since I got hired, I recently had an idea for [A] and wanted to run it by you. Do you think this would be beneficial to our team? I would love to take charge of a program like this.  

3. Professional Development Examples

Describe your professional development activities since last year, such as offsite seminars/classes (specify if self-directed or required by your supervisor), onsite training, peer training, management coaching or mentoring, on-the-job experience, exposure to challenging projects, other—please describe.

How to answer with positive results: I completed a class on SEO best practices and shared what I learned from the seminar during a lunch-and-learn with my teammates. I took on a pro-bono website development project for a local nonprofit, which gave me a new look at website challenges for different types of organizations. I also, as mentioned above, started two new mentoring relationships.

How to answer with ways to improve: This is something I have been thinking about but would like a little guidance with. I would love to hear what others have done in the past to help me find my footing. I am eager to learn more about [A] and [B] and would like to hear your thoughts on which courses or seminars you might recommend. 

Related How to Find the Right Mentor — and How to Be One

Types of Self Evaluations

Self evaluations can include rating scale questions, open-ended questions or a hybrid of both. Each approach has its own set of pros and cons to consider.

1. Rating Self Evaluation

Rating scale self evaluations give a list of statements where employees are asked to rate themselves on a scale of one to five or one to ten (generally the higher the number, the more favorable the rating). 

For example, in Smarty’s self evaluations, it uses a tool called 3A+. This one calls for employees and managers to sit down and complete the evaluation together, at the same time. Employees rate themselves from 3, 2 or 1 (three being the best) on their capability in their role; A, B or C on their helpfulness to others, and plus or minus on their “diligence and focus” in their role. Managers rate the employees using the same scale. A “perfect” score would be 3A+, while an underperforming employee would rate 2B-.

At the performance evaluation meeting, managers and employees compare their ratings, and employees ask for feedback on how they can improve.

But rating systems can have their challenges that are often rooted in bias . For example, women are more likely to rate themselves lower than men. People from individualistic cultures, which emphasize individuals over community, will rate themselves higher than people from collectivist cultures, which place a premium on the group rather than the individual.

2. Open-Ended Question Self Evaluation

Open-ended questions ask employees to list their accomplishments, setbacks and goals in writing. The goal of open-ended questions is to get employees thinking deeply about their work and where they need to improve. 

Open-ended questions allow employees a true voice in the process, whereas “self ratings” can sometimes be unfair , Fresia Jackson, lead research people scientist at Culture Amp , said. 

With open-ended questions, employees tend to be more forgiving with themselves, which can be both good and bad. Whatever result open ended questions bring about, they typically offer more fodder for discussion between employees and managers.

3. Hybrid Self Evaluation

Hybrid self evaluations combine both rating questions and open-ended questions, where employees assess their skills and accomplishments by using a number scale and by answering in writing. This type of self evaluation lets employees provide quantitative and qualitative answers for a more holistic reflection. 

Self-Evaluation Questions for Performance Reviews

If you’ve never done a self evaluation, or if you just need a refresher before your next performance review, looking over some examples of self evaluation questions — like the ones below — can be a helpful starting point.

Common Self-Evaluation Questions for Performance Reviews

• What are you most proud of?
• What would you do differently?
• How have you carried out the company’s mission statement?
• Where would you like to be a year from now?
• List your skills and positive attributes.
• List your accomplishments, especially those that impacted others or moved you toward goals.
• Think about your mistakes and what you’ve learned from them.
• What are your opportunities to grow through advancement and/or learning?
• How do the above tie to your professional goals?

Self-Evaluation Questions for Career Planning and Growth

• What are you interested in working on?
• What are you working on now?
• What do you want to learn more about?
• How can I as your manager better support you?
• What can the company do to support your journey?
• How can the immediate team support you?
• What can you do to better support the team and the company? 

Self-Evaluation Questions for Performance and Career Goals

• How did you perform in relation to your goals?
• What level of positive impact did your performance have on the team?
• Did your performance have a positive impact on the business?
• What was your level of collaboration with other departments?
• What corporate value do you bring to life?
• What corporate value do you most struggle to align with?
• Summarize your strengths.
• Summarize your development areas.
• Summarize your performance/achievements during this year.
• How would you rate your overall performance this year? 

Related How to Set Professional Goals

How Should Managers Approach Self Evaluations?

It’s clear here that self evaluations, as a type of performance review, are more employee- than manager-driven. That said, managers are a key ingredient in this process, and the way managers handle self evaluations determines much about how useful they are and how well employees respond to them. To make sure they’re as effective as possible, consider these suggestions.

Train Managers on How to Use Evaluations

“If you don’t, there’s no point in doing them, because the manager is going to be the one driving the conversations,” Elisabeth Duncan, vice president of human resources at Evive, said. “Without training, the [evaluations] will be a checkbox and not meaningful.”

Don’t Use Ratings Formulaically

The results of self evaluations that employ a scale (say, one to five) can vary wildly, as one manager’s three is another manager’s five. Use the scale to identify and address discrepancies between the manager’s and employee’s answers, not to decide on raises or promotions across the company.

Hold Self Evaluations Often

They work best as career-development tools if they’re held semi-annually, quarterly or even more often. “It’s about an ongoing, consistent conversation,” Duncan said.

Tailor Them For Each Department

Competencies in sales very likely differ from competencies in tech, marketing and other departments. Competencies for junior-level employees probably differ wildly from those for senior managers. Self evaluations tailored to different employee populations will be more effective, and fairer.

Stress That the Rating Is Just the Start

The rating or the open-ended questions are the beginning of the evaluation process; they are not the process itself. “These are tools to trigger a conversation,” Duncan said.

Overall, think of self evaluations as a way to engage with your manager and your work in a way that furthers your career. Embrace the self evaluation and get good at writing them. In no time at all, you’ll find that they can be a productive way to reflect on yourself and your skillset.

Frequently Asked Questions

What is a self evaluation.

A self evaluation is a personal assessment used for employees to reflect on their strengths, weaknesses, accomplishments and overall progress during an allotted time on the job.

Self evaluations are often completed quarterly, semi-annually or annually, and can include numbered rating questions or open-ended written questions.

How do you write a good self evaluation?

An effective self evaluation is one where you highlight your achievements and instances of growth as well as areas for improvement during your given period of time at work. Tracking specific accomplishments and metrics can be especially helpful for writing a good self evaluation.

Jessica Powers contributed reporting to this story.

Recent Career Development Articles

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11.2 Appraisal Methods

Learning objective.

• Be able to describe the various appraisal methods.

It probably goes without saying that different industries and jobs need different kinds of appraisal methods. For our purposes, we will discuss some of the main ways to assess performance in a performance evaluation form. Of course, these will change based upon the job specifications for each position within the company. In addition to industry-specific and job-specific methods, many organizations will use these methods in combination, as opposed to just one method. There are three main methods of determining performance. The first is the trait method , in which managers look at an employee’s specific traits in relation to the job, such as friendliness to the customer. The behavioral method looks at individual actions within a specific job. Comparative methods compare one employee with other employees. Results methods are focused on employee accomplishments, such as whether or not employees met a quota.

Within the categories of performance appraisals, there are two main aspects to appraisal methods. First, the criteria are the aspects the employee is actually being evaluated on, which should be tied directly to the employee᾿s job description. Second, the rating is the type of scale that will be used to rate each criterion in a performance evaluation: for example, scales of 1–5, essay ratings, or yes/no ratings. Tied to the rating and criteria is the weighting each item will be given. For example, if “communication” and “interaction with client” are two criteria, the interaction with the client may be weighted more than communication, depending on the job type. We will discuss the types of criteria and rating methods next.

Graphic Rating Scale

The graphic rating scale , a behavioral method, is perhaps the most popular choice for performance evaluations. This type of evaluation lists traits required for the job and asks the source to rate the individual on each attribute. A discrete scale is one that shows a number of different points. The ratings can include a scale of 1–10; excellent, average, or poor; or meets, exceeds, or doesn’t meet expectations, for example. A continuous scale shows a scale and the manager puts a mark on the continuum scale that best represents the employee’s performance. For example:

The disadvantage of this type of scale is the subjectivity that can occur. This type of scale focuses on behavioral traits and is not specific enough to some jobs. Development of specific criteria can save an organization in legal costs. For example, in Thomas v. IBM , IBM was able to successfully defend accusations of age discrimination because of the objective criteria the employee (Thomas) had been rated on.

Many organizations use a graphic rating scale in conjunction with other appraisal methods to further solidify the tool’s validity. For example, some organizations use a mixed standard scale , which is similar to a graphic rating scale. This scale includes a series of mixed statements representing excellent, average, and poor performance, and the manager is asked to rate a “+” (performance is better than stated), “0” (performance is at stated level), or “−” (performance is below stated level). Mixed standard statements might include the following:

• The employee gets along with most coworkers and has had only a few interpersonal issues.
• This employee takes initiative.
• The employee consistently turns in below-average work.
• The employee always meets established deadlines.

An example of a graphic rating scale is shown in Figure 11.1 “Example of Graphic Rating Scale” .

Essay Appraisal

In an essay appraisal , the source answers a series of questions about the employee’s performance in essay form. This can be a trait method and/or a behavioral method, depending on how the manager writes the essay. These statements may include strengths and weaknesses about the employee or statements about past performance. They can also include specific examples of past performance. The disadvantage of this type of method (when not combined with other rating systems) is that the manager’s writing ability can contribute to the effectiveness of the evaluation. Also, managers may write less or more, which means less consistency between performance appraisals by various managers.

Checklist Scale

A checklist method for performance evaluations lessens the subjectivity, although subjectivity will still be present in this type of rating system. With a checklist scale , a series of questions is asked and the manager simply responds yes or no to the questions, which can fall into either the behavioral or the trait method, or both. Another variation to this scale is a check mark in the criteria the employee meets, and a blank in the areas the employee does not meet. The challenge with this format is that it doesn’t allow more detailed answers and analysis of the performance criteria, unless combined with another method, such as essay ratings. A sample of a checklist scale is provided in Figure 11.3 “Example of Checklist Scale” .

Figure 11.1 Example of Graphic Rating Scale

Figure 11.2 Example of Essay Rating

Figure 11.3 Example of Checklist Scale

Critical Incident Appraisals

This method of appraisal, while more time-consuming for the manager, can be effective at providing specific examples of behavior. With a critical incident appraisal , the manager records examples of the employee’s effective and ineffective behavior during the time period between evaluations, which is in the behavioral category. When it is time for the employee to be reviewed, the manager will pull out this file and formally record the incidents that occurred over the time period. The disadvantage of this method is the tendency to record only negative incidents instead of postive ones. However, this method can work well if the manager has the proper training to record incidents (perhaps by keeping a weekly diary) in a fair manner. This approach can also work well when specific jobs vary greatly from week to week, unlike, for example, a factory worker who routinely performs the same weekly tasks.

Work Standards Approach

For certain jobs in which productivity is most important, a work standards approach could be the more effective way of evaluating employees. With this results-focused approach, a minimum level is set and the employee’s performance evaluation is based on this level. For example, if a sales person does not meet a quota of $1 million, this would be recorded as nonperforming. The downside is that this method does not allow for reasonable deviations. For example, if the quota isn’t made, perhaps the employee just had a bad month but normally performs well. This approach works best in long-term situations, in which a reasonable measure of performance can be over a certain period of time. This method is also used in manufacuring situations where production is extremely important. For example, in an automotive assembly line, the focus is on how many cars are built in a specified period, and therefore, employee performance is measured this way, too. Since this approach is centered on production, it doesn’t allow for rating of other factors, such as ability to work on a team or communication skills, which can be an important part of the job, too.

Ranking Methods

In a ranking method system (also called stack ranking), employees in a particular department are ranked based on their value to the manager or supervisor. This system is a comparative method for performance evaluations.The manager will have a list of all employees and will first choose the most valuable employee and put that name at the top. Then he or she will choose the least valuable employee and put that name at the bottom of the list. With the remaining employees, this process would be repeated. Obviously, there is room for bias with this method, and it may not work well in a larger organization, where managers may not interact with each employee on a day-to-day basis.

To make this type of evaluation most valuable (and legal), each supervisor should use the same criteria to rank each individual. Otherwise, if criteria are not clearly developed, validity and halo effects could be present. The Roper v. Exxon Corp case illustrates the need for clear guidelines when using a ranking system. At Exxon, the legal department attorneys were annually evaluated and then ranked based on input from attorneys, supervisors, and clients. Based on the feedback, each attorney for Exxon was ranked based on their relative contribution and performance. Each attorney was given a group percentile rank (i.e., 99 percent was the best-performing attorney). When Roper was in the bottom 10 percent for three years and was informed of his separation with the company, he filed an age discrimination lawsuit. The courts found no correlation between age and the lowest-ranking individuals, and because Exxon had a set of established ranking criteria, they won the case (Grote, 2005).

Another consideration is the effect on employee morale should the rankings be made public. If they are not made public, morale issues may still exist, as the perception might be that management has “secret” documents.

Fortune 500 Focus

Critics have long said that a forced ranking system can be detrimental to morale; it focuses too much on individual performance as opposed to team performance. Some say a forced ranking system promotes too much competition in the workplace. However, many Fortune 500 companies use this system and have found it works for their culture. General Electric (GE) used perhaps one of the most well-known forced ranking systems. In this system, every year managers placed their employees into one of three categories: “A” employees are the top 20 percent, “B” employees are the middle 70 percent, and “C” performers are the bottom 10 percent. In GE’s system, the bottom 10 percent are usually either let go or put on a performance plan. The top 20 percent are given more responsibility and perhaps even promoted. However, even GE has reinvented this stringent forced ranking system. In 2006, it changed the system to remove references to the 20/70/10 split, and GE now presents the curve as a guideline. This gives more freedom for managers to distribute employees in a less stringent manner 1 .

The advantages of a forced ranking system include that it creates a high-performance work culture and establishes well-defined consequences for not meeting performance standards. In recent research, a forced ranking system seems to correlate well with return on investment to shareholders. For example, the study (Sprenkel, 2011) shows that companies who use individual criteria (as opposed to overall performance) to measure performance outperform those who measure performance based on overall company success. To make a ranking system work, it is key to ensure managers have a firm grasp on the criteria on which employees will be ranked. Companies using forced rankings without set criteria open themselves to lawsuits, because it would appear the rankings happen based on favoritism rather than quantifiable performance data. For example, Ford in the past used forced ranking systems but eliminated the system after settling class action lawsuits that claimed discrimination (Lowery, 2011). Conoco also has settled lawsuits over its forced ranking systems, as domestic employees claimed the system favored foreign workers (Lowery, 2011). To avoid these issues, the best way to develop and maintain a forced ranking system is to provide each employee with specific and measurable objectives, and also provide management training so the system is executed in a fair, quantifiable manner.

In a forced distribution system, like the one used by GE, employees are ranked in groups based on high performers, average performers, and nonperformers. The trouble with this system is that it does not consider that all employees could be in the top two categories, high or average performers, and requires that some employees be put in the nonperforming category.

In a paired comparison system, the manager must compare every employee with every other employee within the department or work group. Each employee is compared with another, and out of the two, the higher performer is given a score of 1. Once all the pairs are compared, the scores are added. This method takes a lot of time and, again, must have specific criteria attached to it when comparing employees.

Human Resource Recall

How can you make sure the performance appraisal ties into a specific job description?

Management by Objectives (MBO)

Management by objectives (MBOs) is a concept developed by Peter Drucker in his 1954 book The Practice of Management (Drucker, 2006). This method is results oriented and similar to the work standards approach, with a few differences. First, the manager and employee sit down together and develop objectives for the time period. Then when it is time for the performance evaluation, the manager and employee sit down to review the goals that were set and determine whether they were met. The advantage of this is the open communication between the manager and the employee. The employee also has “buy-in” since he or she helped set the goals, and the evaluation can be used as a method for further skill development. This method is best applied for positions that are not routine and require a higher level of thinking to perform the job. To be efficient at MBOs, the managers and employee should be able to write strong objectives. To write objectives, they should be SMART (Doran, 1981):

• Specific. There should be one key result for each MBO. What is the result that should be achieved?
• Measurable. At the end of the time period, it should be clear if the goal was met or not. Usually a number can be attached to an objective to make it measurable, for example “sell $1,000,000 of new business in the third quarter.”
• Attainable. The objective should not be impossible to attain. It should be challenging, but not impossible.
• Result oriented. The objective should be tied to the company’s mission and values. Once the objective is made, it should make a difference in the organization as a whole.
• Time limited. The objective should have a reasonable time to be accomplished, but not too much time.

Setting MBOs with Employees

(click to see video)

An example of how to work with an employee to set MBOs.

To make MBOs an effective performance evaluation tool, it is a good idea to train managers and determine which job positions could benefit most from this type of method. You may find that for some more routine positions, such as administrative assistants, another method could work better.

Behaviorally Anchored Rating Scale (BARS)

A BARS method first determines the main performance dimensions of the job, for example, interpersonal relationships. Then the tool utilizes narrative information, such as from a critical incidents file, and assigns quantified ranks to each expected behavior. In this system, there is a specific narrative outlining what exemplifies a “good” and “poor” behavior for each category. The advantage of this type of system is that it focuses on the desired behaviors that are important to complete a task or perform a specific job. This method combines a graphic rating scale with a critical incidents system. The US Army Research Institute (Phillips, et. al., 2006) developed a BARS scale to measure the abilities of tactical thinking skills for combat leaders. Figure 11.4 “Example of BARS” provides an example of how the Army measures these skills.

Figure 11.4 Example of BARS

Figure 11.5 More Examples of Performance Appraisal Types

How Would You Handle This?

Playing Favorites

You were just promoted to manager of a high-end retail store. As you are sorting through your responsibilities, you receive an e-mail from HR outlining the process for performance evaluations. You are also notified that you must give two performance evaluations within the next two weeks. This concerns you, because you don’t know any of the employees and their abilities yet. You aren’t sure if you should base their performance on what you see in a short time period or if you should ask other employees for their thoughts on their peers’ performance. As you go through the files on the computer, you find a critical incident file left from the previous manager, and you think this might help. As you look through it, it is obvious the past manager had “favorite” employees and you aren’t sure if you should base the evaluations on this information. How would you handle this?

Table 11.3 Advantages and Disadvantages of Each Performance Appraisal Method

Key Takeaways

• When developing performance appraisal criteria, it is important to remember the criteria should be job specific and industry specific.
• The performance appraisal criteria should be based on the job specifications of each specific job. General performance criteria are not an effective way to evaluate an employee.
• The rating is the scale that will be used to evaluate each criteria item. There are a number of different rating methods, including scales of 1–5, yes or no questions, and essay.
• In a graphic rating performance evaluation, employees are rated on certain desirable attributes. A variety of rating scales can be used with this method. The disadvantage is possible subjectivity.
• An essay performance evaluation will ask the manager to provide commentary on specific aspects of the employee’s job performance.
• A checklist utilizes a yes or no rating selection, and the criteria are focused on components of the employee’s job.
• Some managers keep a critical incidents file . These incidents serve as specific examples to be written about in a performance appraisal. The downside is the tendency to record only negative incidents and the time it can take to record this.
• The work standards performance appraisal approach looks at minimum standards of productivity and rates the employee performance based on minimum expectations. This method is often used for sales forces or manufacturing settings where productivity is an important aspect.
• In a ranking performance evaluation system, the manager ranks each employee from most valuable to least valuable. This can create morale issues within the workplace.
• An MBO or management by objectives system is where the manager and employee sit down together, determine objectives, then after a period of time, the manager assesses whether those objectives have been met. This can create great development opportunities for the employee and a good working relationship between the employee and manager.
• An MBO’s objectives should be SMART: specific, measurable, attainable, results oriented, and time limited.
• A BARS approach uses a rating scale but provides specific narratives on what constitutes good or poor performance.

Review each of the appraisal methods and discuss which one you might use for the following types of jobs, and discuss your choices.

• Administrative Assistant
• Chief Executive Officer
• Human Resource Manager
• Retail Store Assistant Manager

1 “The Struggle to Measure Performance,” BusinessWeek , January 9, 2006, accessed August 15, 2011, http://www.businessweek.com/magazine/content/06_02/b3966060.htm .

Doran, G. T., “There’s a S.M.A.R.T. Way to Write Management’s Goals and Objectives,” Management Review 70, no. 11 (1981): 35.

Drucker, P., The Practice of Management (New York: Harper, 2006).

Grote, R., Forced Ranking: Making Performance Management Work (Boston: Harvard Business School Press, 2005).

Lowery, M., “Forcing the Issue,” Human Resource Executive Online , n.d., accessed August 15, 2011, http://www.hrexecutive.com/HRE/story.jsp?storyId=4222111&query=ranks .

Phillips, J., Jennifer Shafter, Karol Ross, Donald Cox, and Scott Shadrick, Behaviorally Anchored Rating Scales for the Assessment of Tactical Thinking Mental Models (Research Report 1854), June 2006, US Army Research Institute for the Behavioral and Social Sciences, accessed August 15, 2011, http://www.hqda.army.mil/ari/pdf/RR1854.pdf .

Sprenkel, L., “Forced Ranking: A Good Thing for Business?” Workforce Management, n.d., accessed August 15, 2011, http://homepages.uwp.edu/crooker/790-iep-pm/Articles/meth-fd-workforce.pdf .

Human Resource Management Copyright © 2016 by University of Minnesota is licensed under a Creative Commons Attribution-NonCommercial-ShareAlike 4.0 International License , except where otherwise noted.

19 Evaluation Essays

Evaluative arguments center around the question of quality. Is something good?  Bad?  Honest?  Dishonest?  Evaluative judgments are also about values—what the writer thinks is important. Sometimes the writer’s values are not the same as his/her readers’ values, so he/she has to bridge the gap by showing respect for the audience’s opinions and clarifying the points that they do and don’t agree upon.

An important first step in writing an evaluation is to consider the appropriate standards/criteria for evaluating the subject. If a writer is evaluating a car, for example, the writer might consider standard criteria like fuel economy, price, crash ratings. But the writer also might consider style, warranty, color, special options, like sound systems. Even though all people might not base their choice of a car on these secondary criteria, they are still considered acceptable or standard criteria.

To be taken seriously, a writer must have valid reasons for his evaluation. These reasons are based on criteria. Imagine choosing your attire for a job interview at a very prestigious law firm. You look at the jeans and t-shirts in your closet and immediately decide to go shopping. Why? Because the clothes in your closet don’t meet the criteria for the interview.

The Purpose of Evaluative Writing

Writers evaluate arguments in order to present an informed and well-reasoned judgment about a subject. While the evaluation will be based on their opinion, it should not seem opinionated. Instead, it should aim to be reasonable and unbiased. This is achieved through developing a solid judgment, selecting appropriate criteria to evaluate the subject, and providing clear evidence to support the criteria.

Evaluation is a type of writing that has many real-world applications. Anything can be evaluated. For example, evaluations of movies, restaurants, books, and technology ourselves are all real-world evaluations.

Five Characteristics of an Evaluative Essay

by Dr. Karen Palmer

  1. Presenting the subject. 

Presenting the subject is an often misunderstood aspect of an evaluative essay. Either writers give too little information or too much. Presenting the subject occurs in two different places in the essay.

First, the writer should give a brief introduction of the subject in the introduction of the evaluation. This introduction occurs in the second part of the introduction–the intro to the topic. At this point, the writer should simply name the subject and give a very brief description. For example, a restaurant review should include at a minimum the name and location of the restaurant. An evaluation of a vehicle might include the make, model, and year of the vehicle and any important features.

Second, the writer should give a more detailed description of the subject following the introduction in the background section of the paper. Here the writer could give a more detailed overview of the restaurant (the type of decor, type of food, owners, history), describe the vehicle in detail, etc. Striking a balance between giving the reader the necessary information to understand the evaluation and telling readers everything is important. The amount of detail necessary depends on the topic. If you are reviewing a brand new technology or a machine, specific to your line of work, for example, you will need to give readers more information than if you are simply reviewing a restaurant or a doctor’s office.

The language used in your description can be evaluative. For example, a writer can use descriptive adjectives and adverbs to convey a certain impression of the subject, even before the claim is made.

2. Asserting an overall judgment.

The main point/thesis should be located at the end of the paper’s introduction. It should be definitive—certain, clear, and decisive. Asking a question does not pose a definitive claim. Giving several different perspectives also does not give a definitive claim. It is ok to balance your claim, though, acknowledging weaknesses (or strengths) even as you evaluate a subject positively: “While the Suburban is a gas guzzler, it is the perfect car for a large family….”

Providing a map of your reasons/criteria within the thesis is a great technique for creating organization and focus for your essay. For example, “While the Suburban is a gas guzzler, it is the perfect car for a large family because it can seat up to 9, it has a high safety rating, and it has the best in class towing capacity.” Not only does this example give a clear, balanced claim, but it also lays out the writer’s reasons upfront, creating a map in the reader’s mind that will help him follow the reasoning in the essay.

3. Giving Reasons and Support

After presenting the subject and providing readers with a clear claim, the writer must explain and justify his/her evaluation using reasons that are recognized by readers as appropriate. This occurs in the argument section of the paper and should be the most extensive part of the paper. Reasons should reflect values or standards typical for the subject. If a writer uses criteria that is not typical for the subject, he/she must be prepared to defend that decision in the essay. For example, “Buying local may not always be at the forefront of a buyer’s mind when shopping for eggs, but…” Each reason should be clearly stated as a topic sentence that both states the reason and refers back to the main claim. Going back to the suburban example, a body paragraph/section might begin with the following topic sentence: “One of the obvious reasons a suburban is great for large families is its capacity for holding that large family and all of their necessary traveling items.”

Following the topic sentence, a writer must include relevant examples, quotes, facts, statistics, or personal anecdotes to support the reason. Depending on what the subject is, the support might be different. To support a claim about a book/film, for example, a writer might include a description of a pivotal scene or quotes from the book/film. In contrast, to support a claim about gas mileage, a writer would probably simply give the information from the vehicle specifications. Support can come from a writer’s own knowledge and experience, or from published sources.

4. Counterarguing: 

Counterarguing means responding to readers’ objections and questions. In order to effectively counterargue, a writer must have a clear conception of his/her audience. What does the audience already know or believe about the subject? Effective counterarguing builds credibility in the eyes of the audience because it creates a sense that the writer is listening to the reader’s questions and concerns.

Counterarguments can occur at the end of the essay, after the writer has made his/her point, or throughout the essay as the writer anticipates questions or objections. Writers can respond to readers’ objections in two ways. First, a writer can acknowledge an objection and immediately provide a counter-argument, explaining why the objection is not valid. Second, a writer can concede the point, and allow that, the subject does have a flaw. In either case, it is important to be respectful of opposing positions, while still remaining firm to the original claim.

5. Establishing credibility and authority:   

A writer’s credibility and authority lead to readers’ confidence in your judgment and their willingness to recognize and acknowledge that credibility and authority. An author can gain credibility by showing that he/she knows a lot about the subject. In addition, the writer shows that his/her judgment is based on valid values and standards.

The writer’s authority is in large part based upon the background of the author—education, etc. Is the author qualified to make a judgment? For some subjects, like a film review, simply watching the film might be enough. In other instances, like evaluating the quality of newly constructed cabinets or the engine of a new car, more experience might be necessary.

The Structure of an Evaluation Essay

Evaluation essays are structured as follows.

First, the essay will present the  subject . What is being evaluated? Why? The essay begins with the writer giving any details needed about the subject.

Next, the essay needs to provide a  judgment  about a subject. This is the thesis of the essay, and it states whether the subject is good or bad based on how it meets the stated criteria.

The body of the essay will contain the  criteria  used to evaluate the subject. In an evaluation essay, the criteria must be appropriate for evaluating the subject under consideration. Appropriate criteria will help to keep the essay from seeming biased or unreasonable. If authors evaluated the quality of a movie based on the snacks sold at the snack bar, that would make them seem unreasonable, and their evaluation may be disregarded because of it.

The  evidence  of an evaluation essay consists of the supporting details authors provide based on their judgment of the criteria.

For example, if the subject of an evaluation is a restaurant, a judgment could be “Kay’s Bistro provides an unrivaled experience in fine dining.” Some authors evaluate fine dining restaurants by identifying appropriate criteria in order to rate the establishment’s food quality, service, and atmosphere. The examples are evidence.

Another example of evaluation is literary analysis; judgments may be made about a character in the story based on the character’s actions, characteristics, and past history within the story. The scenes in the story are evidence for why readers have a certain opinion of the character.

Job applications and interviews are more examples of evaluations. Based on certain criteria, management and hiring committees determine which applicants will be considered for an interview and which applicant will be hired.

Example Outline

Thesis: McAdoo’s is a fantastic family restaurant, offering young and old alike a great atmosphere, wonderful customer service, and a fantastic menu.

• Introduction
• Location–New Braunfels, TX
• History–old post office, restored
• Type of food
• Walking up to the restaurant–cool exterior
• Lobby–original post office doors, etc
• Tables–great decor–memorabilia from NB history
• prompt, courteous service
• refills, bread
• taking care of complaints–all you can eat lobster out–so price reduced
• land lovers
• Conclusion…If you’re ever in NB, I highly suggest stopping in at McAdoo’s and absorbing some of the great old world charm with some delicious food.

Possible “Get Started” Idea

• Evaluate a restaurant. What do you expect in a good restaurant? What criteria determine whether a restaurant is good?
• List three criteria that you will use to evaluate a restaurant. Then dine there. Afterward, explain whether or not the restaurant meets each criterion, and include evidence (qualities from the restaurant) that backs your evaluation.
• Give the restaurant a star rating. (5 Stars: Excellent, 4 Stars: Very Good, 3 Stars: Good, 2 Stars: Fair, 1 Star: Poor). Explain why the restaurant earned this star rating.

Time to Write

In this essay, you will evaluate potential obstacles to learning.  Think about the health and wellness of a college student during an international pandemic.  What do you need to be successful?  Do you have access to resources?  Are the GCC resources adequate to support the community and its students during the pandemic?

You will evaluate at least three campus resources.  Your recommendation should clearly state which of the resources should be maintained, which should be improved,  and which might be eliminated, if any.

Purpose:  This assignment will demonstrate the understanding of how to do a thorough evaluation of an approved topic. Students will review the complex elements of the topic they have chosen. Evaluative essays call for the writer to assess a subject in light of specific and explicit criteria and to make a judgment based on the assessment.

Task: This assignment evaluates a campus resource.

Write an Evaluation Essay. For this essay, you will choose a clear topic, give a reason for the evaluation, use description and categorization, create evaluation criteria, use concrete evidence and demonstrate the “why” of your position.

Possible Topics

Some topics to consider are listed here:

• Center for Learning
• Writing Center
• Math Solutions
• High Tech 1
• High Tech 2
• GCC Counseling and Career Services
• Fitness Center

Key Features of an Evaluation:

• Describe the particular phenomenon or work in a way that the rhetorical audience will understand and value.
• Present the criteria on which the phenomenon or work is to be evaluated clearly, persuasively, authoritatively, and often in an order indicating importance. Criteria can be categorized into three groups: necessary (crucial but not enough to meet your overall assessment), sufficient (meeting all of your minimum standards, including the necessary ones), and accidental (unnecessary but an added bonus to the necessary and sufficient criteria).
• Include concrete evidence and relevant examples from your personal experience and research illustrate the ways (usually in the form of assertions) the phenomenon does or does not meet each evaluative criterion. These fair and balanced assertions support the thesis statement.
• At least three (3) sources on the Works Cited; these could be from your personal experience, college web pages, public health information, or sources related to quality college resources.
• Articulate a clear argument (usually in the form of a thesis statement) about whether or not the object or phenomenon meets the criteria on which it is being evaluated.
• Demonstrate an ethical approach to the process.

Key Grading Considerations

• A clear reason for the evaluation
• Use of description
• Categorizing
• Clear evaluation criteria
• Concrete evidence & Examples
• A clear argument presented (Thesis)
• The establishment of ethos  (balanced argument)
• Secure closure to the argument (conclusion)
• Three (3) sources minimum
• Key Features are included
• One inch margins
• Typed and double-spaced
• The heading is double-spaced on the left side of the page (includes name, my name, class, date)
• Upper right-hand corner has last name and page number (EX: Dewey 1)
• The font is Times New Roman, size 12
• The title is original and is centered one line under the heading
• Works Cited page lists outside sources in MLA format
• Descriptive Language
• Correct, appropriate, and varied integration of textual examples, including in-text citations
• Limited errors in spelling, grammar, word order, word usage, sentence structure, and punctuation
• Good use of academic English
• Demonstrates cohesion and flow
• Works Cited page has hanging indents and is in alphabetical order by author’s last name

Attribution

• Content Adapted from “Five Characteristics of an Evaluative Essay” from The Worry-Free Writer by Dr. Karen Palmer is licensed under a Creative Commons Attribution-NonCommercial-ShareAlike 4.0 International License
• Content Adapted from Susan Wood, “Evaluation Essay,” Leeward CC ENG 100 OER,  licensed under the  Creative Commons Attribution-NonCommercial-ShareAlike 4.0 International License.
• Original Content contributed by Christine Jones “Time to Write” licensed under Creative Commons CC0 1.0 Universal Public Domain Dedication.

English 101: Journey Into Open Copyright © 2021 by Christine Jones is licensed under a Creative Commons Attribution-NonCommercial-ShareAlike 4.0 International License , except where otherwise noted.

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The best self-evaluation examples for performance reviews

Asking employees to do what's known as a  self-evaluation is a normal part of the performance review process . In other words, we ask them to analyse and reflect on their performance and their contribution to the company throughout a given period and put it in writing. To ensure we receive accurate, complete and honest self-evaluations, especially when doing so for the first time, we recommend looking at other employee self-evaluation examples or use pre-designed templates . The HR team can also provide a script or questionnaire on how to write a performance evaluation self-evaluation as a reference for employees. Below, we take a look at some examples of self-evaluations for performance reviews to clear any doubts:

Self-evaluation examples

Harvey Mudd College proposes a questionnaire that enables the user to choose which questions they want to answer and customise their self-evaluation. The questions are also split into categories to make it easier to understand.

Job description

• How would you describe your main responsibilities?
• Have these responsibilities changed over time
• Do you carry out any other tasks, and if so, which?
• Is there anything in your work you would like to change, and if so, how would you do it?
• What could your line manager do to help you be more successful in your job?
• How do you think your department could improve?

Performance vs achievements

• What action have you taken to fulfil your responsibilities?
• Do you feel you've been successful during this period?
• Do you think you could have done anything better?
• How do you think you have contributed to our department during this period?
• What are your main strengths?
• In which areas do you feel you could improve?
• What objectives have you reached during this period?
• Which ones did you not manage to achieve, and why?
• What objectives do you propose for the next period?
• Do you think you need help or extra resources to reach these objectives?

Professional development

• What training programmes have you taken part in?
• Are there any areas you would like to train in?
• Do you need extra resources or training to do your job?
• What could your line manager do to help you achieve your professional development goals?

Free Self Evaluation Template

To help you and your employees with their next self evaluation, we've created this self evaluation template that you can download for free. With this template, you and your employees will be able to prepare themselves in no time for their next performance review - with the added benefit that all your future self evaluations will be consistent in style and form. If you do have any additional questions that you would like to add to our template, you are of course more than welcome to modify it. 

Self-evaluation sample answers

Properly preparing the self-evaluation answers is just as important as having a script, as they will be a part of the company's final assessment. Some inspiration for possible answers:

1. Collaboration and teamwork

Positive option: " I believe that my skills and my ability to work in a team have been valuable during this period. I have taken an active role in my department, working with confidence and expressing my ideas and opinions." Negative option: "I realise that I can be too controlling in a project, and I don't give other members of the team enough room to contribute or develop their ideas. I must learn to give others more space and let them take the initiative too."

2. Motivation

Positive option: "I have consistently shown commitment and motivation ever since I joined the company. I meet set deadlines and objectives on time." Negative option: "As I'm a perfectionist, I think that I sometimes spend too much time on one task. I must learn to use resources more efficiently."

3. Leadership

Positive option: " I feel that I lead my team by example. My actions are what defines my work." That's why I spend time thinking about how to solve the problems and challenges that may arise." Negative option: "Maybe I should try harder to promote the company's culture and values within my team. While I regularly hold meetings with this in mind, I should focus on boosting team spirit and collaboration."

4. Problem-solving

Positive option: "I have demonstrated my problem-solving skills several times during my time in the company." I manage to solve difficult situations efficiently, always taking the rest of the team into consideration." Negative option: "I sometimes feel overwhelmed when having to make an important decision, so I ask others for advice. I need to work on my ability to solve complex problems."

5. Decision-making skills

Positive option: "When faced with a difficult decision, I make a rational assessment of the positives and negatives, as well as the possible outcomes." I do research and seek expert advice to make an informed decision." Negative option: "When it comes to making decisions, I tend to fall back on past experiences instead of looking for new solutions. I should spend more time reflecting and avoid making the same mistakes."

6. Working under pressure

Positive option: "I manage my time effectively to meet deadlines, however tight they may be." I have the ability to prioritise the most important tasks, and if I can't do it, I'll delegate to others who have the experience." Negative option: "Time management is one of my weaknesses. I usually leave the more difficult or least appealing tasks until the last minute. My attention to details gets worse as the stress builds."

7. Communication

Positive option: "I value conversation and debate among colleagues. I actively listen to my team and encourage joint decision-making. I try to build positive relationships when communicating with clients." Negative option: "I need to work on my ability to deal with emotions and not let them affect my working relationships. I sometimes find it hard to communicate."

8. Adaptability

Positive option: "I adapt to change and I try to do my bit during transitions." I appreciate feedback when things don't go well, I stay calm and positive." Negative option: "I must work on supporting change and avoid micromanagement. I find it difficult to take on new tasks or those that don't fall under my responsibility."

9. Negotiation and problem-solving

Positive option: "I successfully negotiated (fill in as applicable) during this period which resulted in (add information about gains) for the company. I'm an analytical thinker which enables me to accurately assess situations and steer the conversation towards achieving results." Negative option: "While I feel I have progressed with my negotiation skills, I still think there's room for improvement. I approach meetings appropriately, and I always try to use active listening."

10. Emotional intelligence

Positive option: "I'm aware of my strengths and weaknesses, which enables me to deal with emotions more easily. I try to understand and listen to everyone." Negative option: "I often feel frustrated, and I find it hard to communicate when faced with certain behaviours by other team members. I get distracted and don't take other people's opinions into consideration."

Tips on how to write a performance evaluation self-assessment

As well as taking these self-evaluation examples into consideration, below are some general tips that can be useful when writing the document.

1. Use numbers to your advantage

Include figures that add value to your work, if possible. It's always better if you use numbers to speak for themselves. Also, a self-evaluation should include metrics and KPIs. For example: Wrong: "I achieved great success in 2020." Correct: "I exceeded my sales targets by 135% in 2020."

2. Mention results

Don't take anything for granted or think that numbers speak for themselves. Mention and explain every one of your achievements during the period in question. Don't expect your boss to remember every single one. For example: "In the third quarter, the marketing campaign achieved twice as much visibility than the previous quarter."

3. Take the company's objectives into account

One good way to stand out in your evaluation is to consider the company's objectives and explain how your work has contributed to achieving them. Find specific figures and justify them. For example: "I increased my own sales by 10% as part of the department's general sales strategy."

4. Record your achievements in real-time

Make notes throughout the year in preparation for the self-evaluation. Record them regularly, or even at the time, instead of having to remember everything at the eleventh hour. If we don't think this system is feasible, we can also go back through the schedule to remind ourselves what happened at each stage. This is a good exercise for jolting the memory.

5. Take your time

A well-written self-evaluation takes time. It's not something you can do in 20 minutes, nor in a day. Spend whatever time it takes to ensure that it shows your worth. Try to reserve a few days in your calendar before the deadline to work on the text.  

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• Essay on Engineering

Performance Evaluation Essay

Type of paper: Essay

Topic: Engineering , Management , Discrimination , Workplace , Belief , Organization , Evaluation , Employee

Words: 1500

Published: 11/27/2019

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Performance Evaluation

Performance evaluation is a technique of determining the employee performance based on some given criteria to improve efficiency in the workplace (Guerra-Lopez, 2008). It is essential in ensuring that employees meet the expected standards of their work and meet organizational goals. In the given scenario, there are three points of concern with the current evaluation form. The first point of concern with the evaluation form is that it focuses more on the personality of the engineer than on his performance. The evaluation form focuses on the relationship the engineer has with other employees and his personality. The form evaluates the engineer’s friendliness, neatness of workspace, and attitude. However, an evaluation form should often focus on the employee job performance and quality of work at the workplace. Instead of evaluating the employee friendliness, the evaluation form should contain factors such as expertise of the employee on the job, ability to communicate effectively, and ability to accomplish tasks on time among others. This is a better approach to evaluating performance.

Another point of concern is that the evaluation form is does not specifically point out the factors of performance. In the given company, the manager rates the engineer’s attitude based on completion of tasks and attitude towards other co-workers. The manager concludes by giving the engineer an overall low medium rating on attitude, yet the engineer seems to complete important tasks on time. The manger gives the engineer a low rating on attitude towards co-workers and failure to pay close attention when the manager is talking to the group. The evaluation form should be more specific to the characteristics measured so that the manager can take into account every characteristic in the rating. Finally, the third point is that the evaluation form does not use a measurable rating scale. The manager rates the engineer’s performance based on high, medium or low. A measurable rating scale enables the manager to evaluate accurately an employee’s performance avoiding biases and errors. A measurable rating scale uses the criteria of outstanding for the highest score and unsatisfactory for the least score. This is a better approach in rating.

It is important to evaluate certain sets of criteria in performance evaluation. One set of criteria is cooperation with other employees. Performance evaluation should determine the ability of an employee to cooperate willingly with others in a team to achieve the expected organizational goals. This cooperation is then rated as outstanding or unsatisfactory. Another criterion is the quality of an employees’ work. This determines the employees’ neatness at the workplace, producing accurate results, the expertise of the employee on the job and thoroughness of work (Robbins & Judge, 2007). The employee should understand clearly the basics of the job to produce quality work. Attitude is another criterion. It determines the employee’s interest in the work and towards other employees. A positive attitude is necessary for effective performance. The output of work produced under normal working conditions is an important criterion in performance evaluation. Accuracy, dependability and an employee’s diligence with work are also vital elements in evaluating performance. Time consciousness in a job is important in determining the performance of an employee in the organization.

It is important to integrate the various criteria to evaluate effectively an employee’s performance in the workplace. However, some factors are more essential than others are and are indispensable from the evaluation form. Cooperation of an employee is a crucial factor because to achieve organizational goals teamwork is necessary. Therefore, an employee who does not cooperate with co-workers should change. Quantity of work is not as important as the quality of the same work. It is crucial to produce outstanding work because the overall rating of an organization depends on effectiveness of work. Without keeping time, an employee cannot be accurate in his or her work. Time consciousness and accuracy go together in evaluation. Attitude of an employee is equally important in evaluation. It determines the overall interest of the employee on the job, and without a good attitude, it is not possible to achieve quality, quantity, cooperation and time consciousness in employees.

Inclusion of subordinates, peers, and subordinates in the performance evaluation process has its own merits. These different categories of people have a total view of the performance of the employee. Thus, the supervisors, peers and subordinates give different opinions of the employee’s performance. These people eliminate bias of one person in evaluating performance (Robbins & Judge, 2007). For instance, the supervisor may have a negative attitude towards the employee’s quality of work. In contrast, the peers and subordinates may view the employee’s work as outstanding. These contrasting views in the evaluation enable sound judgments in determining the overall performance of the employee. This eventually eliminates bias associated with one person. In addition, including many people in the evaluation process produces a reliable and accurate report. The peers and supervisors often associate with the employee in the workplace and hence know the employee better. They are able to give accurate and reliable ratings on the performance of an employee. In contrast, the supervisor may rate the employee based on a given attitude. A negative attitude or a personal relationship of a supervisor with an employee invalidates the performance giving a less reliable and accurate report.

There are also demerits of including supervisors, peer, and subordinates in the evaluation process. Peers and subordinates may bring their personal issues with the employee under consideration in the evaluation process. This makes the peers and subordinates to give a poor rating on the employee’s attitude and personality, yet the performance of the employee could be exemplary. Peers may favor some employees and rate them highly reducing effectiveness. In addition, including many people in the evaluation process is time consuming and expensive for the organization. It takes time for each person to evaluate the employee and give their opinion thereby delaying the entire process. This in turn becomes an extra expense to the organization, which has to cater for the time spent in the evaluation process.

There are certain evaluation methods used to analyze the gathered performance data. The 360-degree performance evaluation method involves all stakeholders in the organization. These include subordinates, peers, managers and customers that interact with the employee. This method eliminates bias associated with only one person evaluating the employee. The management by objectives (MBO) method evaluates performance based on specific goals that are realistic, measurable and attainable (Guerra-Lopez, 2008). The manager and the employee decide on the goals to achieve and performance measured against the set objectives. The rating scale is a scientific evaluation method that involves the evaluator formulating a common grading system to use on all employees. These methods are similar because they involve evaluating the performance of an employee. The 360-degree method eliminates bias in assessment compared to the MBO and the rating scale. The 360-degree method is more time consuming because it involves more people compared to the MBO. The rating scale method is more scientific thus, it does not emphasize on merits, as does the MBO. However, the rating scale is faster because it is scientific and it is applicable in large organizations unlike the MBO and the 360-degree method.

Certain biases affect the accuracy of performance of evaluations. The halo effect is a common performance evaluation bias. It involves a single suitable or unsuitable attribute of the employee that may cloud the judgment of the evaluator. This attribute affects the overall performance of the employee. For example, an employee may be a good timekeeper but poor performer. If the evaluator judges the employee based on time keeping only, that evaluation could be wrong. The recency effect is another evaluation error. It involves a judgment based on a recent exemplary event of the employee, which the evaluator uses to judge the overall employee performance. For example, it involves judging an employee after a recent improved level of production in the organization. The central tendency rates all employees at an average level and assume that all employees performed well (Robbins, & Judge, 2007). This is a common error where the evaluator does not want to explain the extreme sides. For instance, an evaluator in an organization may assume that all employees in the organization were good performers, which may not be true.

Guerra-Lopez, I.J. (2008). Performance evaluation: proven approaches for improving program

and organizational performance. San Francisco, CA: John Wiley & Sons Inc. Robbins, S. P. & Judge, T. A. (2007). Organizational behavior. (12th ed.). Upper Saddle

River, NJ: Pearson Prentice Hall.

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Performance Appraisal

Ivan Andreev

Demand Generation & Capture Strategist, Valamis

October 24, 2018 · updated April 5, 2024

12 minute read

What is a performance appraisal?

The purpose of a performance appraisal.

• How to organize a performance appraisal process

Performance appraisal examples

Performance appraisal methods.

• 5 Modern method of performance appraisal

A performance appraisal is the periodic assessment of an employee’s job performance as measured by the competency expectations set out by the organization.

The performance assessment often includes both the core competencies required by the organization and also the competencies specific to the employee’s job.

The appraiser, often a supervisor or manager, will provide the employee with constructive, actionable feedback based on the assessment. This in turn provides the employee with the direction needed to improve and develop in their job.

Based on the type of feedback , a performance appraisal is also an opportunity for the organization to recognize employee achievements and future potential.

The purpose of a performance appraisal is two-fold: It helps the organization to determine the value and productivity that employees contribute, and it also helps employees to develop in their own roles.

Benefit for organization

Employee assessments can make a difference in the performance of an organization. They provide insight into how employees are contributing and enable organizations to:

• Identify where management can improve working conditions in order to increase productivity and work quality.
• Address behavioral issues before they impact departmental productivity.
• Encourage employees to contribute more by recognizing their talents and skills
• Support employees in skill and career development
• Improve strategic decision-making in situations that require layoffs, succession planning, or filling open roles internally

Benefit for employee

Performance appraisals are meant to provide a positive outcome for employees. The insights gained from assessing and discussing an employee’s performance can help:

• Recognize and acknowledge the achievements and contributions made by an employee.
• Recognize the opportunity for promotion or bonus.
• Identify and support the need for additional training or education to continue career development.
• Determine the specific areas where skills can be improved.
• Motivate an employee and help them feel involved and invested in their career development.
• Open discussion to an employee’s long-term goals.

Career development plan template

This template helps employees and bosses plan together for career growth: set goals, assess skills, and make a plan.

How to organize a performance appraisal process

Conducting a performance review with an employee requires skill and training on the part of the appraiser. The negative perception that is often associated with the performance appraisal is due in part to a feeling of being criticized during the process.

A performance appraisal is meant to be the complete opposite. Often, the culprit is in the way the appraisal is conducted via the use of language.

The way the sender of a message uses language determines how the other person interprets the message once received. This can include tone of voice, choice of words, or even body language.

Because a performance appraisal is meant to provide constructive feedback, it is crucial that appropriate language and behavior are used in the process.

Human Resources (HR) are the support system for managers and supervisors to be trained in tactfully handling the appraisal process.

The performance appraisal process:

• The assessment process is usually facilitated by Human Resources, who assist managers and supervisors in conducting the individual appraisals within their departments.
• An assessment method should be established.
• Required competencies and job expectations need to be drafted for each employee.
• Individual appraisals on employee performance are conducted.
• A one on one interview is scheduled between the manager and employee to discuss the review.
• Future goals should be discussed between employee and manager.
• A signed-off version of the performance review is archived.
• Appraisal information is utilized by human resources for appropriate organizational purposes, such as reporting, promotions, bonuses or succession planning.

Let’s take a look at one example of a Manager speaking to an employee during a performance appraisal. Below are three versions of the same example.

Compare the difference in language and behavior and how it can change the end-result:

1. An appropriate appraisal example with mixed feedback

“We can start the review by looking at how each project went for you this quarter. Does that sound OK? First, every project you have worked on in the last four months has met the expected deadline and were all within their budgets. I see one project here was even early. They were all implemented successfully. Well done. You have succeeded in the criteria expected of a Project Manager here at ABC Company. Let’s take a look at a few areas where you might be able to develop your project management skills further. In Project A, B, and C, a few team members expressed that they were unsure what to begin working on in the first few meetings and felt that they were engaging in their tasks a bit late. When they tried to express this in later meetings, they felt there was hostility towards them. For upcoming Projects D, E, and F, is there anything that can be done to get team members up and running more quickly? Could more detailed task planning be completed prior to the project kick-off?”

Debrief : This example removes the errors from the first example and puts them in a more constructive light.

• The appraisal begins by involving the employee and making them feel like a valued part of the process.
• The appraiser focuses on measurable outcomes, such as each individual project, instead of broad, baseless generalizations.
• Positives are the focus of the assessment.
• Areas for improvement are offered in a constructive and neutral format by referring to specific events in the employee’s day-to-day tasks.
• The employee is given the opportunity to problem-solve the situation and contribute to their own sense of self-development.
• Constructive solutions are offered so the employee has a clear idea on what they can do better next time.

2. An inappropriate negative appraisal example

“Let’s talk about some of the problems. You are never proactive when it comes to the start of a new project. Things are left too late and there are often complaints. I have heard that your attitude has been less than positive during project meetings. You seem to have things going on at home right now, but they shouldn’t be intruding on your work.”

This example is extreme, but it conveys most of the errors that can occur in a performance review.

• The appraisal begins with a negative. It has been shown that starting with the positives can set the tone for the appraisal and helps employees feel more receptive to feedback.
• The appraiser speaks in a negative, accusatory language and bases the assessment on assumption instead of measured facts. An appraisal needs to be based on measured facts.
• The appraiser makes the discussion personal; a performance review should remain focused on the contributions of the employee to the job and never be about the individual as a person.
• Phrases like “ you are ” or “ you always ” are generalizations about the employee; a performance appraisal needs to be about specific contributions to specific job tasks.

3. An appropriate appraisal example for underperformers

“I wanted to talk to you today about your performance during the last quarter. Looking at the completed project schedules and project debriefs here, I see that each of the five projects was kicked off late. Team members reported having trouble getting the resources and information they needed to start and complete their tasks. Each project was delivered a week or more late and had considerable budget creep. Project A was over by $7000. Project B was over by $9,000, for example. These budget overages were not authorized. I think we really have potential to turn this around and I really want to see you succeed. The role of Project Manager requires you to kick-off projects on-time, make sure your team members have the resources they need, and it’s crucial that any budget issues or delays are discussed with myself or the other Manager. For the upcoming projects this month, I’d like you to draft a project plan one week prior to any project kick-off. We can go over it together and figure out where the gaps might be. Did you have any suggestions on how you might be able to improve the punctuality of your projects or effectiveness of how they are run?”

Debrief : This example deals with an employee who seems to be struggling. The appraiser unfortunately has a lot of negative feedback to work through, but has successfully done so using appropriate language, tone and examples:

• The feedback does not use accusatory language or tone, nor does it focus on the person. This is especially important at the start of a performance review when the topic is being introduced. Being accusatory can make an employee feel uncomfortable, upset or defensive and set the wrong tone for the rest of the review. Comments should remain focused on the employee’s work.
• The comments are constructive and specific. The appraiser uses specific examples with evidence to explain the poor performance and does not make general, unsubstantiated comments. Making general, broad comments like “Your projects have a lot of problems and are always late” are unfair as they cannot be proven. The tone also creates hostility and does not help the employee to solve the problem.
• The appraiser offers a positive comment about improving the situation and also a specific solution to improve the performance. The point of a performance review is to motivate and help an employee, not cut them down.
• The appraiser asks for the input of the employee on how to solve the problem. This empowers the employee to become more involved in their skill development and ends a negative review on a positive note.

4. The inflated appraisal example

“I don’t think we have too much to talk about today as everything seems just fine. Your projects are always done on time and within budget. I’m sure you made the right decisions with your team to achieve all of that. You and I definitely think alike when it comes to project management. Keep up the great work.”

Debrief : This example appears like a perfect performance appraisal, but it’s actually an example of how to inappropriate:

• The feedback glosses over any specifics regarding the employee’s actual work and instead offers vague, inflated comments about everything being great. Feedback needs to refer to specific events.
• Any mention of trouble on the team is ignored. A performance review needs to discuss performance issues before they become serious later on.
• The appraiser compares the employee to himself. This could be referred to as the “halo effect”, where the appraiser allows one aspect of the employee to cloud his or her judgement.
• Nobody is perfect; every appraisal should offer some form of improvement that the employee can work towards, whether it is honing a skill or learning a new skill.

There are many ways an organization can conduct a performance appraisal, owing to the countless different methods and strategies available.

In addition, each organization may have their own unique philosophy making an impact on the way the performance assessment is designed and conducted.

A performance review is often done annually or semi-annually at the minimum, but some organizations do them more often.

5 Modern methods of performance appraisal

There are some common and modern appraisal methods that many organizations gravitate towards, including:

1. Self-evaluation

In a self-evaluation assessment, employees first conduct their performance assessment on their own against a set list of criteria.

The pro is that the method helps employees prepare for their own performance assessment and it creates more dialogue in the official performance interview.

The con is that the process is subjective, and employees may struggle with either rating themselves too high or too low.

2. Behavioral checklist

A Yes or No checklist is provided against a series of traits. If the supervisor believes the employee has exhibited a trait, a YES is ticked.

If they feel the employee has not exhibited the trait, a NO is ticked off. If they are unsure, it can be left blank.

The pro is the simplicity of the format and its focus on actual work-relate tasks and behaviors (ie. no generalizing).

The con is that there is no detailed analysis or detail on how the employee is actually doing, nor does it discuss goals.

3. 360-degree feedback

This type of review includes not just the direct feedback from the manager and employee, but also from other team members and sources.

The review also includes character and leadership capabilities.

The pro is that it provides a bigger picture of an employee’s performance.

The con is that it runs the risk of taking in broad generalizations from outside sources who many not know how to provide constructive feedback .

4. Ratings scale

A ratings scale is a common method of appraisal. It uses a set of pre-determined criteria that a manager uses to evaluate an employee against.

Each set of criteria is weighted so that a measured score can be calculated at the end of the review.

The pro is that the method can consider a wide variety of criteria, from specific job tasks to behavioral traits. The results can also be balanced thanks to the weighting system. This means that if an employee is not strong in a particularly minor area, it will not negatively impact the overall score.

The con of this method is the possible misunderstanding of what is a good result and what is a poor result; managers need to be clear in explaining the rating system.

5. Management by objectives

This type of assessment is a newer method that is gaining in popularity. It involves the employee and manager agreeing to a set of attainable performance goals that the employee will strive to achieve over a given period of time.

At the next review period, the goals and how they have been met are reviewed, whilst new goals are created.

The pro of this method is that it creates dialogue between the employee and employer and is empowering in terms of personal career development.

The con is that it risks overlooking organizational performance competencies that should be considered.

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11.3: Appraisal Methods

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Learning Objectives

• Be able to describe the various appraisal methods.

It probably goes without saying that different industries and jobs need different kinds of appraisal methods. For our purposes, we will discuss some of the main ways to assess performance in a performance evaluation form. Of course, these will change based upon the job specifications for each position within the company. In addition to industry-specific and job-specific methods, many organizations will use these methods in combination, as opposed to just one method. There are three main methods of determining performance. The first is the trait method, in which managers look at an employee’s specific traits in relation to the job, such as friendliness to the customer. The behavioral method looks at individual actions within a specific job. Comparative methods compare one employee with other employees. Results methods are focused on employee accomplishments, such as whether or not employees met a quota.

Within the categories of performance appraisals, there are two main aspects to appraisal methods. First, the criteria are the aspects the employee is actually being evaluated on, which should be tied directly to the employee᾿s job description. Second, the rating is the type of scale that will be used to rate each criterion in a performance evaluation: for example, scales of 1–5, essay ratings, or yes/no ratings. Tied to the rating and criteria is the weighting each item will be given. For example, if “communication” and “interaction with client” are two criteria, the interaction with the client may be weighted more than communication, depending on the job type. We will discuss the types of criteria and rating methods next.

Graphic Rating Scale

The graphic rating scale, a behavioral method, is perhaps the most popular choice for performance evaluations. This type of evaluation lists traits required for the job and asks the source to rate the individual on each attribute. A discrete scale is one that shows a number of different points. The ratings can include a scale of 1–10; excellent, average, or poor; or meets, exceeds, or doesn’t meet expectations, for example. A continuous scale shows a scale and the manager puts a mark on the continuum scale that best represents the employee’s performance. For example:

The disadvantage of this type of scale is the subjectivity that can occur. This type of scale focuses on behavioral traits and is not specific enough to some jobs. Development of specific criteria can save an organization in legal costs. For example, in Thomas v. IBM , IBM was able to successfully defend accusations of age discrimination because of the objective criteria the employee (Thomas) had been rated on.

Many organizations use a graphic rating scale in conjunction with other appraisal methods to further solidify the tool’s validity. For example, some organizations use a mixed standard scale, which is similar to a graphic rating scale. This scale includes a series of mixed statements representing excellent, average, and poor performance, and the manager is asked to rate a “+” (performance is better than stated), “0” (performance is at stated level), or “−” (performance is below stated level). Mixed standard statements might include the following:

• The employee gets along with most coworkers and has had only a few interpersonal issues.
• This employee takes initiative.
• The employee consistently turns in below-average work.
• The employee always meets established deadlines.

An example of a graphic rating scale is shown in Figure 11.1 “Example of Graphic Rating Scale” .

Essay Appraisal

In an essay appraisal, the source answers a series of questions about the employee’s performance in essay form. This can be a trait method and/or a behavioral method, depending on how the manager writes the essay. These statements may include strengths and weaknesses about the employee or statements about past performance. They can also include specific examples of past performance. The disadvantage of this type of method (when not combined with other rating systems) is that the manager’s writing ability can contribute to the effectiveness of the evaluation. Also, managers may write less or more, which means less consistency between performance appraisals by various managers.

Checklist Scale

A checklist method for performance evaluations lessens the subjectivity, although subjectivity will still be present in this type of rating system. With a checklist scale, a series of questions is asked and the manager simply responds yes or no to the questions, which can fall into either the behavioral or the trait method, or both. Another variation to this scale is a check mark in the criteria the employee meets, and a blank in the areas the employee does not meet. The challenge with this format is that it doesn’t allow more detailed answers and analysis of the performance criteria, unless combined with another method, such as essay ratings. A sample of a checklist scale is provided in Figure 11.3 “Example of Checklist Scale” .

Figure 11.1 Example of Graphic Rating Scale

Figure 11.2 Example of Essay Rating

Figure 11.3 Example of Checklist Scale

Critical Incident Appraisals

This method of appraisal, while more time-consuming for the manager, can be effective at providing specific examples of behavior. With a critical incident appraisal, the manager records examples of the employee’s effective and ineffective behavior during the time period between evaluations, which is in the behavioral category. When it is time for the employee to be reviewed, the manager will pull out this file and formally record the incidents that occurred over the time period. The disadvantage of this method is the tendency to record only negative incidents instead of postive ones. However, this method can work well if the manager has the proper training to record incidents (perhaps by keeping a weekly diary) in a fair manner. This approach can also work well when specific jobs vary greatly from week to week, unlike, for example, a factory worker who routinely performs the same weekly tasks.

Work Standards Approach

For certain jobs in which productivity is most important, a work standards approach could be the more effective way of evaluating employees. With this results-focused approach, a minimum level is set and the employee’s performance evaluation is based on this level. For example, if a sales person does not meet a quota of $1 million, this would be recorded as nonperforming. The downside is that this method does not allow for reasonable deviations. For example, if the quota isn’t made, perhaps the employee just had a bad month but normally performs well. This approach works best in long-term situations, in which a reasonable measure of performance can be over a certain period of time. This method is also used in manufacuring situations where production is extremely important. For example, in an automotive assembly line, the focus is on how many cars are built in a specified period, and therefore, employee performance is measured this way, too. Since this approach is centered on production, it doesn’t allow for rating of other factors, such as ability to work on a team or communication skills, which can be an important part of the job, too.

Ranking Methods

In a ranking method system (also called stack ranking), employees in a particular department are ranked based on their value to the manager or supervisor. This system is a comparative method for performance evaluations.The manager will have a list of all employees and will first choose the most valuable employee and put that name at the top. Then he or she will choose the least valuable employee and put that name at the bottom of the list. With the remaining employees, this process would be repeated. Obviously, there is room for bias with this method, and it may not work well in a larger organization, where managers may not interact with each employee on a day-to-day basis.

To make this type of evaluation most valuable (and legal), each supervisor should use the same criteria to rank each individual. Otherwise, if criteria are not clearly developed, validity and halo effects could be present. The Roper v. Exxon Corp case illustrates the need for clear guidelines when using a ranking system. At Exxon, the legal department attorneys were annually evaluated and then ranked based on input from attorneys, supervisors, and clients. Based on the feedback, each attorney for Exxon was ranked based on their relative contribution and performance. Each attorney was given a group percentile rank (i.e., 99 percent was the best-performing attorney). When Roper was in the bottom 10 percent for three years and was informed of his separation with the company, he filed an age discrimination lawsuit. The courts found no correlation between age and the lowest-ranking individuals, and because Exxon had a set of established ranking criteria, they won the case (Grote, 2005).

Another consideration is the effect on employee morale should the rankings be made public. If they are not made public, morale issues may still exist, as the perception might be that management has “secret” documents.

Fortune 500 Focus

Critics have long said that a forced ranking system can be detrimental to morale; it focuses too much on individual performance as opposed to team performance. Some say a forced ranking system promotes too much competition in the workplace. However, many Fortune 500 companies use this system and have found it works for their culture. General Electric (GE) used perhaps one of the most well-known forced ranking systems. In this system, every year managers placed their employees into one of three categories: “A” employees are the top 20 percent, “B” employees are the middle 70 percent, and “C” performers are the bottom 10 percent. In GE’s system, the bottom 10 percent are usually either let go or put on a performance plan. The top 20 percent are given more responsibility and perhaps even promoted. However, even GE has reinvented this stringent forced ranking system. In 2006, it changed the system to remove references to the 20/70/10 split, and GE now presents the curve as a guideline. This gives more freedom for managers to distribute employees in a less stringent manner 1 .

The advantages of a forced ranking system include that it creates a high-performance work culture and establishes well-defined consequences for not meeting performance standards. In recent research, a forced ranking system seems to correlate well with return on investment to shareholders. For example, the study (Sprenkel, 2011) shows that companies who use individual criteria (as opposed to overall performance) to measure performance outperform those who measure performance based on overall company success. To make a ranking system work, it is key to ensure managers have a firm grasp on the criteria on which employees will be ranked. Companies using forced rankings without set criteria open themselves to lawsuits, because it would appear the rankings happen based on favoritism rather than quantifiable performance data. For example, Ford in the past used forced ranking systems but eliminated the system after settling class action lawsuits that claimed discrimination (Lowery, 2011). Conoco also has settled lawsuits over its forced ranking systems, as domestic employees claimed the system favored foreign workers (Lowery, 2011). To avoid these issues, the best way to develop and maintain a forced ranking system is to provide each employee with specific and measurable objectives, and also provide management training so the system is executed in a fair, quantifiable manner.

In a forced distribution system, like the one used by GE, employees are ranked in groups based on high performers, average performers, and nonperformers. The trouble with this system is that it does not consider that all employees could be in the top two categories, high or average performers, and requires that some employees be put in the nonperforming category.

In a paired comparison system, the manager must compare every employee with every other employee within the department or work group. Each employee is compared with another, and out of the two, the higher performer is given a score of 1. Once all the pairs are compared, the scores are added. This method takes a lot of time and, again, must have specific criteria attached to it when comparing employees.

Human Resource Recall

How can you make sure the performance appraisal ties into a specific job description?

Management by Objectives (MBO)

Management by objectives (MBOs) is a concept developed by Peter Drucker in his 1954 book The Practice of Management (Drucker, 2006). This method is results oriented and similar to the work standards approach, with a few differences. First, the manager and employee sit down together and develop objectives for the time period. Then when it is time for the performance evaluation, the manager and employee sit down to review the goals that were set and determine whether they were met. The advantage of this is the open communication between the manager and the employee. The employee also has “buy-in” since he or she helped set the goals, and the evaluation can be used as a method for further skill development. This method is best applied for positions that are not routine and require a higher level of thinking to perform the job. To be efficient at MBOs, the managers and employee should be able to write strong objectives. To write objectives, they should be SMART (Doran, 1981):

• Specific. There should be one key result for each MBO. What is the result that should be achieved?
• Measurable. At the end of the time period, it should be clear if the goal was met or not. Usually a number can be attached to an objective to make it measurable, for example “sell $1,000,000 of new business in the third quarter.”
• Attainable. The objective should not be impossible to attain. It should be challenging, but not impossible.
• Result oriented. The objective should be tied to the company’s mission and values. Once the objective is made, it should make a difference in the organization as a whole.
• Time limited. The objective should have a reasonable time to be accomplished, but not too much time.

Setting MBOs with Employees

" href="http://www.youtube.com/watch?v=mHgPnLCzBwU" class="replaced-iframe">(click to see video)

An example of how to work with an employee to set MBOs.

To make MBOs an effective performance evaluation tool, it is a good idea to train managers and determine which job positions could benefit most from this type of method. You may find that for some more routine positions, such as administrative assistants, another method could work better.

Behaviorally Anchored Rating Scale (BARS)

A BARS method first determines the main performance dimensions of the job, for example, interpersonal relationships. Then the tool utilizes narrative information, such as from a critical incidents file, and assigns quantified ranks to each expected behavior. In this system, there is a specific narrative outlining what exemplifies a “good” and “poor” behavior for each category. The advantage of this type of system is that it focuses on the desired behaviors that are important to complete a task or perform a specific job. This method combines a graphic rating scale with a critical incidents system. The US Army Research Institute (Phillips, et. al., 2006) developed a BARS scale to measure the abilities of tactical thinking skills for combat leaders. Figure 11.4 “Example of BARS” provides an example of how the Army measures these skills.

Figure 11.4 Example of BARS

Figure 11.5 More Examples of Performance Appraisal Types

How Would You Handle This?

Playing Favorites

You were just promoted to manager of a high-end retail store. As you are sorting through your responsibilities, you receive an e-mail from HR outlining the process for performance evaluations. You are also notified that you must give two performance evaluations within the next two weeks. This concerns you, because you don’t know any of the employees and their abilities yet. You aren’t sure if you should base their performance on what you see in a short time period or if you should ask other employees for their thoughts on their peers’ performance. As you go through the files on the computer, you find a critical incident file left from the previous manager, and you think this might help. As you look through it, it is obvious the past manager had “favorite” employees and you aren’t sure if you should base the evaluations on this information. How would you handle this?

Key Takeaways

• When developing performance appraisal criteria, it is important to remember the criteria should be job specific and industry specific.
• The performance appraisal criteria should be based on the job specifications of each specific job. General performance criteria are not an effective way to evaluate an employee.
• The rating is the scale that will be used to evaluate each criteria item. There are a number of different rating methods, including scales of 1–5, yes or no questions, and essay.
• In a graphic rating performance evaluation, employees are rated on certain desirable attributes. A variety of rating scales can be used with this method. The disadvantage is possible subjectivity.
• An essay performance evaluation will ask the manager to provide commentary on specific aspects of the employee’s job performance.
• A checklist utilizes a yes or no rating selection, and the criteria are focused on components of the employee’s job.
• Some managers keep a critical incidents file . These incidents serve as specific examples to be written about in a performance appraisal. The downside is the tendency to record only negative incidents and the time it can take to record this.
• The work standards performance appraisal approach looks at minimum standards of productivity and rates the employee performance based on minimum expectations. This method is often used for sales forces or manufacturing settings where productivity is an important aspect.
• In a ranking performance evaluation system, the manager ranks each employee from most valuable to least valuable. This can create morale issues within the workplace.
• An MBO or management by objectives system is where the manager and employee sit down together, determine objectives, then after a period of time, the manager assesses whether those objectives have been met. This can create great development opportunities for the employee and a good working relationship between the employee and manager.
• An MBO’s objectives should be SMART: specific, measurable, attainable, results oriented, and time limited.
• A BARS approach uses a rating scale but provides specific narratives on what constitutes good or poor performance.
• Administrative Assistant
• Chief Executive Officer
• Human Resource Manager
• Retail Store Assistant Manager

1 “The Struggle to Measure Performance,” BusinessWeek , January 9, 2006, accessed August 15, 2011, http://www.businessweek.com/magazine/content/06_02/b3966060.htm .

Doran, G. T., “There’s a S.M.A.R.T. Way to Write Management’s Goals and Objectives,” Management Review 70, no. 11 (1981): 35.

Drucker, P., The Practice of Management (New York: Harper, 2006).

Grote, R., Forced Ranking: Making Performance Management Work (Boston: Harvard Business School Press, 2005).

Lowery, M., “Forcing the Issue,” Human Resource Executive Online , n.d., accessed August 15, 2011, www.hrexecutive.com/HRE/story.jsp?storyId=4222111&query=ranks.

Phillips, J., Jennifer Shafter, Karol Ross, Donald Cox, and Scott Shadrick, Behaviorally Anchored Rating Scales for the Assessment of Tactical Thinking Mental Models (Research Report 1854), June 2006, US Army Research Institute for the Behavioral and Social Sciences, accessed August 15, 2011, www.hqda.army.mil/ari/pdf/RR1854.pdf.

Sprenkel, L., “Forced Ranking: A Good Thing for Business?” Workforce Management, n.d., accessed August 15, 2011, homepages.uwp.edu/crooker/790-iep-pm/Articles/meth-fd-workforce.pdf.