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Sample Pre-Evaluation Memo #1

In 6. Performance
Tagged Employee Relations Handbook, Performance, Performance Improvement

Date:

To: Employee, Classification

From: Supervisor, Title

Subject: Pre-evaluation Memo

As you have not received a performance evaluation since 200X (or: As you recently moved to a new assignment, or: whatever the reason you are using the “pre-eval” method) I have decided to issue you this pre-evaluation memo in order to make clear the expectations of your position. Were you to receive an evaluation today, it would be designated as a “does not meet”. In order to give you the opportunity to show improvement in several areas prior to issuing the formal evaluation, I am giving you this memo outlining my concerns. I will be giving you a formal performance evaluation in 90 days. The areas needing improvement are:

Adhering to work schedule

Staff has been unable to locate you. Your breaks are to be no longer than 15 minutes in duration. The morning break shall be taken between the hours of 9 and 10 and your afternoon break will be taken between the hours of 3 and 4. Your mid-day meal break is at X and lasts for 30 minutes.

Security

Tools and materials must be secured at all times. Recently you (what was done that was incorrect.) Doors to the shop and other restricted areas must be locked at all times.

Organizational Skills

Prioritization: You frequently are late completing assignments. Recent examples of this are your leaving the intake files unfinished, and not completing entries until several days afterward. Recently you lost (or did not process) the paperwork for a job relating to _______________.

Shop Organization/Cleanliness

  • Specific issues (such as keep all paint colors in alphabetical order.)
  • Sweep shop on a weekly basis.
  • Keep all flammable materials in the X area.

Adaptability

You are not keeping up with fast-paced calendars, become overwhelmed, and do not demonstrate the ability to multitask. For example, _______________________.

For the most part, the above are ongoing problems that have been discussed with you. Although there has been some progress, there continues to be a need for significant improvement in your (list two most significant areas). As you are in a one-person assignment, it is critical that the staff you serve know how and where to find you. Further, it is extremely important to the safety of both you and your coworkers that you maintain an orderly inventory of your tools and supplies and they are kept in a secure location.

Over the next 90 days, I will be working with you to assess your progress in these areas. As your direct supervisor, it is imperative that you work closely with me. In approximately 90 days, I will provide you with a formal performance evaluation. There will need to be significant improvement in the above areas in order for me to be able to rate you as meeting the standards of your position.

cc: Writer’s Manager

2015-04-01
Previous Post: Flowchart for Performance Evaluations
Next Post: Sample Pre-Evaluation Memo #2


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Employee & Labor Relations