Regular evaluations help employees better understand what’s expected of them, improve communication between management and employees and give employees proper recognition for their work. With this checklist you can effectively review the performance of your colleague.

Set basic standards

It’s important that you set clear performance standards that outline what an employee in a specific role is expected to accomplish and how the work should be done.

Set goals

You should also set goals that are specific to your colleague, unlike performance standards, which can apply to multiple workers.

Track the performance

Track the performance of your colleague throughout the year. Create a performance file for your colleague. Keep records of notable accomplishments or incidents, whether they’re positive or negative.

Be ahead of time

When it comes time to actually give an evaluation, it’s best to prepare for the meeting ahead of time. Review your documentation for the colleague before the meeting and make notes of what you want to discuss.

Be honest

When you do need to give criticism in an evaluation, be honest and straightforward about your feedback.

Just don't compare

The purpose of an evaluation is to review the performance against a set of standard performance metrics. It’s not helpful to compare the performance of one employee to another and doing so can lead to unhealthy competition and resentment.

Don't get personal

Your evaluation should focus on how well your colleague performs his job, rather than his personality traits.


A colleague's evaluation shouldn’t be a one-way street where the manager gives feedback and the colleague listens to that feedback. Instead, a productive colleague evaluation should be a conversation between the two of you.

Ask questions

To foster productive conversations with your colleague during the evaluation, it can help to enter the room with specific questions you’d like to discuss with him.

Make ongoing remarks

Ideally, a colleague evaluation should be an ongoing process throughout the year, not a one-time task. Giving feedback throughout the year and touching base with your colleague to see how he is working toward yearly goals can help improve his morale.


Do you like this checklist and want to see more? visit the Checklist everything. This website will give some sample checklists and checklists that you can have as samples to create your own list. Every checklist on this website is printable as PDF.

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