LoanSites Performance Review: Improve Mortgage Performance

Are you reviewing your own performance or another team member?

My Own

Another Team Member

Manager First Name

Manager Last Name

First Name

Last Name

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Today's Date

Self Assessment

1=Needs Immediate Improvement / 2=Below Expectations / 3=Meets Expectations / 4=Exceeds Expectations / 5=Outstanding

Self Assessment

	1	2	3	4	5
Energy, Enthusiasm		Behavior & Disposition
Attendance		Reliability & Dependability
Time Management		Job Knowledge / Understanding
Written Communication Skills		Verbal Communication Skills
Quality of Work		Attention to Detail
Problem Solving, Creativity, Initiative		Cooperation to Team Results
Leadership		Overall Performance

Manager Notes for Team Member:

Manager Goals for Team Member For This Upcoming Quarter:

Overall Performance & Goals

What factors influenced your rating of your Overall Performance this quarter?

What strengths and accomplishments are you most proud of this quarter?

What areas would you like to improve moving forward?

Did you meet your goals this quarter? If not, what were the barriers, and how will you address them in the next quarter?

How effective were you in managing your time and meeting deadlines this quarter?

How do you prioritize your assigned tasks and projects?

What strategies or tools helped you stay organized? Any suggestions for areas of improvement?

Role Satisfaction & Motivation

Are you happy with your current role? Why?

Is something holding you back from doing your best work?

What motivates you to get your work done with excellence?

Which job responsibilities/tasks do you enjoy MOST?

Which job responsibilities/tasks do you enjoy LEAST?

What can we do to make your job more enjoyable?

Teamwork & Communication

How well is the team working together? Any suggestions for improvement?

What would our other team members say about working with you?

How can we improve team collaboration and communication?

How do you prefer to receive positive or negative feedback?

Were you given enough valuable feedback this quarter?

What are things I could do differently to manage you and/or the team better?

Skills & Development

What new skills have you developed? Any areas you'd like to grow in next quarter?

What skills do you have that you believe we could use more effectively?

How can the team or company support your professional growth?

How do you prefer to receive positive or negative feedback and/or recognition for your work?

Workspace / Office

Is there any equipment or tool that would improve your day-to-day workflow?

Are there any workspace or office improvements you believe would benefit the whole team?

What is your ideal workspace environment?

What are your honest thoughts about WrkPod?

Do you think a co-working space is just an effective as the WrkPod office? I'd love to hear your thoughts...

What are your thoughts about working from home vs meeting the team and working together in a co-working space?

Compensation / Pay

Are you satisfied with your current compensation?

Yes

No

Do you feel your compensation reflects your contributions and responsibilities?

Yes

No

Do you feel you have the tools and support to perform at the level your compensation reflects?

Yes

No

Is there anything about your compensation structure you don’t fully understand?

Yes

No

What role or tasks would you like to grow into that could justify higher compensation in the future?

Yes

No

Please share any context behind your responses above. I'd love to hear any compensation thoughts you have...

Looking Ahead

What goals do you have for the next quarter, and how do you plan to achieve them?

What are the ideal working conditions for you to be successful moving forward?

Do you have any other thoughts on how we can improve anything?

Do you have any concerns I should I know about?

Do you have any additional thoughts, questions, or items you would like to discuss?

Performance Review – Self Assessment

Self Assessment

Overall Performance & Goals

Role Satisfaction & Motivation

Teamwork & Communication

Skills & Development

Workspace / Office

Compensation / Pay

Looking Ahead

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