Performance Analysis Checklist

Performance Tri

Performance Analysis Checklist


  • Are goals or expectations set?
  • Are there guidelines by which to achieve them?
  • Have the goals and expectation been discussed with the Individual?
  • Does the individual understand the goals and expectations?
  • Are expectations too high?

Motivation / Desire

  • Does the individual have the motivation or desire to succeed?
  • Are there incentives in place that positively reinforce good performance?
  • Does the individual see the benefits for achieving goals?


Rewards and Recognition  

  • Are there proper rewards in place for good performance?
  • Are individuals being recognized for their performance?


  • Does the individual lack self confidence or self esteem?
  • Does the individual see the goals as achievable?
  • Is the individual focused on achieving the goals?
  • Are there issues distracting the individual?
  • Is the individual relaxed?
  • Does the individual feel pressure and stress?
  • Does the individual have the proper mind set to achieve goals?


Knowledge and Skill  

  • Does the individual have the information and expertise necessary to perform the job proficiently?
  • Does the individual have the skills and knowledge need to meet expectations?


  • Is the individual applying the skills correctly?


  • Has the process been analyzed to ensure efficiencies?
  • Are there inefficiencies in the process?



  • Are there external factors adversely affecting performance?
  • Is the environment conducive for peak performance?

Tools and supplies 

  • Are the proper tools and or supplies available?
  • Are the tools be utilized correctly and most efficiently?


  • Is the climate positive and supportive?


  • Are assessments being performed?
  • Are the right people making the assessments on performance?

Evaluation / Feedback   

  • Has the individual been given feedback on performance?
  • Does the individual understand the feedback?


  • Has the individual utilized the feedback to make adjustments?
  • Are adjustments being made?
  • Has performance change in positive way?

Printable Version Performance Analysis Checklist

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