SAOR Performance Appraisal TEMPLATE

The below Performance Evaluation is designed to be completed together with the employee and manager together.
- The employee gives themselves a rating from their perspective and then the manager gives their score and view on that area.
- If there is a gap in the rating that is then touched on as to why.
- The goal here is to ensure that both of you understand each other's viewpoints and can explain the reasoning in said gap. It is a great way to encourage honest and open discussion.
- Prior to commencing this process it is imperative that the team members be given adequate time to prepare for this and ask them to think about their role, their performance and their adherence to the KPIS outlined in the job description.
- Please aim to use specific examples to outline your reasoning on questions, so ideally having some scenarios in mind for great work and work that can be improved is beneficial for both parties.
- This is designed to create an open discussion around employee performance and can be utilised to guide performance based remuneration reviews and much more.
- Also, part of this evaluation tool is to help guide the team members in their future training/development needs and to see where you as a manager can provide assistance.
- This is suitable for an initial review after a trial period in business too.
- The scaling system works as follows from 1 to 5. Please see the table below for clarity on how to scale and explain this process in depth to employees prior to commencement.
Business Name
Reviewing Manager
Team Member Reviewed
Let's Begin
GENERAL DUTIES
In this section we will review general duties, each section will have a statement and we would ask that you rate yourself in relation to this statement using the rating guide.

Team Member Rating

Rows	1	2	3	4	5
Greets members each and every time with a smile.
Attendance and punctuality are considered great.
Is fully aware of role expectations and understands what is required in depth.
Can do the job well unaided, can work well with autonomy.
Listens to instruction well and once provided is able to do what is required to get the job done.
Is in uniform at all times and upholds standards here.
Can deal with difficult and complex situations, ie. major member/client complaints are handled with, with no need for escalation.
Members are all thanked and when class is finished goodbyes are given to all where possible.

Manager Rating

Rows	1	2	3	4	5
Greets members each and every time with a smile.
Attendance and punctuality are considered great.
Is fully aware of role expectations and understands what is required in depth.
Can do the job well unaided, can work well with autonomy.
Listens to instruction well and once provided is able to do what is required to get the job done.
Is in uniform at all times and upholds standards here.
Can deal with difficult and complex situations, ie. major member/client complaints are handled with, with no need for escalation.
Members are all thanked and when class is finished goodbyes are given to all where possible.

General Notes and Feedback (MANAGER)
VALUES
In this section we will review values; each section will have a statement and we would ask that you rate yourself in relation to this statement using the rating guide.

Team Member Rating

Rows	1	2	3	4	5
Helpful and assisting to other team members. Wants to support and help where possible with team members.
Believes in what we do and lives it, i.e. partakes in classes and lives active.
Positive messaging and talk created between members, clients and other team members.
Adaptable and able to help out when required. Eg. will cover a class or make the time available to do shifts when business needs it.
Is a full part of the team, is available for team meetings and always encouraging others in the group.

Manager Rating

Rows	1	2	3	4	5
Helpful and assisting to other team members. Wants to support and help where possible with team members.
Believes in what we do and lives it, i.e. partakes in classes and lives active.
Positive messaging and talk created between members, clients and other team members.
Adaptable and able to help out when required. Eg. will cover a class or make the time available to do shifts when business needs it.
Is a full part of the team, is available for team meetings and always encouraging others in the group.

General Notes and Feedback (MANAGER)
KPI's
In this section we will review KPI's; each section will have a statement and we would ask that you rate yourself in relation to this statement using the rating guide.

Team Member Rating

Rows	0-20%	20-50%	50-80%	80-100%	100% +
Achieves KPI 1 (insert, eg calls at least 20 members per month with a service call)
Achieves KPI 2 (insert, eg completes 20 PT sessions and ensures that all clients leave happy and satisfied, no complaints)
Achieves KPI 3 (insert, eg gets at least 80% in Quarterly Coaching review session which shows solid session application)
Achieves KPI 4 (insert, eg can add in at least one new member per month to facility)

Manager Rating

Rows	0-20%	20-50%	50-80%	80-100%	100% +
Achieves KPI 1 (insert, eg calls at least 20 members per month with a service call)
Achieves KPI 2 (insert, eg completes 20 PT sessions and ensures that all clients leave happy and satisfied, no complaints)
Achieves KPI 3 (insert, eg gets at least 80% in Quarterly Coaching review session which shows solid session application)
Achieves KPI 4 (insert, eg can add in at least one new member per month to facility)

General Notes and Feedback (MANAGER)
COACHING/FITNESS (If Applicable)
In this section we will review Coaching/Fitness; each section will have a statement and we would ask that you rate yourself in relation to this statement using the rating guide.

Team Member Rating

Rows	1	2	3	4	5
Explains the ‘purpose’ of each and every workout
Is able to display regressions and support those that are not yet able to do ‘full’ movements. Can scale things quickly if needs be.
Is able to deal with any injuries that may arise in session and knows the first aid steps to follow if needs be eg where is first aid kit etc.
Provides detailed and individual attention to each and every member/client in class or session.
Follows the structure of each programmed workout and does not deviate or meander too far from this.
Sticks within the time limit of each session and does not run over by more than 3 minutes.
Keep the energy and focus high in each session.
Is fully ‘there’ for session ie. not drinking coffee or text or setting up the session 3 minutes late.

Manager Rating

Rows	1	2	3	4	5
Explains the ‘purpose’ of each and every workout
Is able to display regressions and support those that are not yet able to do ‘full’ movements. Can scale things quickly if needs be.
Is able to deal with any injuries that may arise in session and knows the first aid steps to follow if needs be eg where is first aid kit etc.
Provides detailed and individual attention to each and every member/client in class or session.
Follows the structure of each programmed workout and does not deviate or meander too far from this.
Sticks within the time limit of each session and does not run over by more than 3 minutes.
Keep the energy and focus high in each session.
Is fully ‘there’ for session ie. not drinking coffee or text or setting up the session 3 minutes late.

General Notes and Feedback (MANAGER)
SALES
In this section we will review Sales; each section will have a statement and we would ask that you rate yourself in relation to this statement using the rating guide.

Team Member Rating

Rows	1	2	3	4	5
Has added in at least 2 new members in the last month
Knows how to complete a sale and is well versed in Sales psychology. If not, is currently reading the sales scripts which the business has available.
Follow up with all prospects at least 5 times before adding them to not interested. This is clearly tracked.
Is actively looking for new business opportunities for the brand on a daily basis
Ensures positive Word of Mouth marketing by only speaking well of the brand.

Manager Rating

Rows	1	2	3	4	5
Has added in at least 2 new members in the last month
Knows how to complete a sale and is well versed in Sales psychology. If not, is currently reading the sales scripts which the business has available.
Follow up with all prospects at least 5 times before adding them to not interested. This is clearly tracked.
Is actively looking for new business opportunities for the brand on a daily basis
Ensures positive Word of Mouth marketing by only speaking well of the brand.

General Notes and Feedback (MANAGER)
ADMIN
In this section we will review Admin; each section will have a statement and we would ask that you rate yourself in relation to this statement using the rating guide.

Team Member Rating

Rows	1	2	3	4	5
Email responses are always sent in a timely manner and with the member/client in mind.
Social media awareness and follow up is adequate. Does not post any inappropriate social media on personal pages or bring the brand into disrepute.
Adds all lead and prospect data into Lead CRM system
Is able to easily manage the payments side of the business and knows how to add in payments, adjust or remove (or processes/steps to do so) if applicable
Updates communication book in facility and completes all required sign offs daily/weekly/monthly.

Manager Rating

Rows	1	2	3	4	5
Email responses are always sent in a timely manner and with the member/client in mind.
Social media awareness and follow up is adequate. Does not post any inappropriate social media on personal pages or bring the brand into disrepute.
Adds all lead and prospect data into Lead CRM system
Is able to easily manage the payments side of the business and knows how to add in payments, adjust or remove (or processes/steps to do so) if applicable
Updates communication book in facility and completes all required sign offs daily/weekly/monthly.

General Notes and Feedback (MANAGER)
OTHER AREAS
In this section we will review Other Areas; each section will have a statement and we would ask that you rate yourself in relation to this statement using the rating guide.

Team Member Rating

Rows	1	2	3	4	5
Safety and safety concerns are addressed and brought to the forefront by employees. Any potential hazards are brought to the attention of management and risks reduced.
a Employees are always responsive to tasks and are able to complete tasks in a given time frame..Employees are always responsive to tasks and are able to complete tasks in a given time frame..
General demeanour and presence is ‘on brand’.
Able to respond to constructive criticism in a good manner.
Shows signs of interest in external self and professional development opportunities.
Responsive to tasks and able to complete tasks in given timeframe
Has strong self awareness in all aspects of business and workplace

Manager Rating

Rows	1	2	3	4	5
Safety and safety concerns are addressed and brought to the forefront by employees. Any potential hazards are brought to the attention of management and risks reduced.
a Employees are always responsive to tasks and are able to complete tasks in a given time frame..Employees are always responsive to tasks and are able to complete tasks in a given time frame..
General demeanour and presence is ‘on brand’.
Able to respond to constructive criticism in a good manner.
Shows signs of interest in external self and professional development opportunities.
Responsive to tasks and able to complete tasks in given timeframe
Has strong self awareness in all aspects of business and workplace

General Notes and Feedback (MANAGER)
FUTURE PLANS & PROGRESSION STEPS
We will now outline and look at some progression steps for you and your future with the business.
What do you see your future progression steps to be in the business? (TEAM MEMBER)
How we as an organisational can and will support you?
Thank you for your time and effort in this process and in the business every day.
A copy of the finalised report will be sent to both line manager and employee in the next 7 days for your review and for you to keep and reference if needs be.

Thank you for your attendance and have a great day.
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Let's Begin

GENERAL DUTIES

VALUES

KPI's

COACHING/FITNESS (If Applicable)

SALES

ADMIN

OTHER AREAS

FUTURE PLANS & PROGRESSION STEPS