Your data doesn't train Genie's AI
You keep IP ownership of your information
1. Employee Information: Basic details including employee name, position, department, employee ID, review period, and length of service
2. Evaluator Information: Details of the person conducting the appraisal, including name, position, and relationship to employee
3. Performance Metrics - Sales Targets: Evaluation of quantitative sales performance including revenue targets, new client acquisition, client retention rates, and market share growth
4. Performance Metrics - Team Management: Assessment of leadership capabilities, team development, coaching, and staff retention
5. Core Competencies: Evaluation of essential skills including communication, strategic thinking, customer relationship management, and problem-solving
6. Goals Achievement: Review of previously set goals and objectives, including both sales and management targets
7. Development Plan: Identification of areas for improvement and specific action plans for skill development
8. Overall Rating: Final performance rating based on all evaluation criteria
9. Comments and Acknowledgment: Space for additional comments from evaluator and employee, signatures and dates
1. 360-Degree Feedback Summary: Summary of feedback from peers, subordinates, and other stakeholders, used when company implements 360-degree feedback
2. Commission Structure Review: Review of current commission structure and any proposed changes, relevant for sales roles with variable compensation
3. Project Management Assessment: Evaluation of special project handling and implementation, used when sales manager handles specific projects
4. International Business Performance: Assessment of international sales and cross-cultural management, relevant for managers handling international markets
5. Digital Sales Capabilities: Evaluation of digital sales tools usage and virtual team management, important for organizations with significant digital sales channels
1. Schedule A - Performance Rating Scale: Detailed explanation of the rating scale used in the evaluation
2. Schedule B - Sales Metrics Calculation Method: Detailed methodology for calculating sales performance metrics
3. Schedule C - Competency Framework: Detailed description of each competency and its evaluation criteria
4. Schedule D - Goal Setting Template: Template for setting SMART goals for the next review period
5. Appendix 1 - Self-Assessment Form: Form for employee self-evaluation prior to manager review
6. Appendix 2 - Development Resources: List of available training and development resources
Retail
Technology
Manufacturing
Professional Services
Financial Services
Telecommunications
Consumer Goods
Pharmaceutical
Automotive
Industrial Equipment
Real Estate
Media and Entertainment
Sales
Human Resources
Senior Management
Operations
Training and Development
Performance Management
Compensation and Benefits
Legal
Employee Relations
Sales Manager
Regional Sales Manager
National Sales Manager
Area Sales Manager
Sales Team Leader
Sales Director
Business Development Manager
Channel Sales Manager
Enterprise Sales Manager
Retail Sales Manager
Inside Sales Manager
Field Sales Manager
Find the exact document you need
Medical Office Employee Evaluation Form
A Canadian-compliant employee evaluation form for medical office staff, incorporating healthcare-specific performance metrics and regulatory requirements.
Ministry Evaluation Form
A Canadian government standardized form for evaluating ministry programs and initiatives in compliance with federal accountability requirements.
Lecturer Evaluation Form
A standardized form for evaluating lecturer performance in Canadian educational institutions, compliant with provincial regulations and employment standards.
Event Evaluation
A Canadian-compliant contract template for professional event evaluation services, outlining assessment methodology, deliverables, and reporting requirements.
Vendor Evaluation Sheet
A structured vendor assessment tool aligned with Canadian procurement requirements for systematic evaluation of suppliers across key performance criteria.
Employee Evaluation Of Supervisor
A Canadian-compliant evaluation form for employees to assess their supervisors' performance, incorporating both performance metrics and feedback mechanisms.
Staff Self Assessment
A Canadian-compliant self-assessment tool for employees to evaluate their performance and professional development, aligned with federal and provincial employment standards.
Staff Annual Review
A Canadian-compliant template for conducting and documenting annual employee performance reviews, aligned with federal and provincial employment standards.
Project Evaluations
A Canadian legal agreement establishing terms and framework for professional project evaluation services, compliant with federal and provincial regulations.
Presentation Evaluation Form For Students
A Canadian-compliant evaluation form for assessing student presentations in educational settings, featuring comprehensive scoring rubrics and feedback mechanisms.
Call Monitoring Evaluation Form
A Canadian-compliant call quality evaluation form for assessing customer service interactions and agent performance in accordance with federal and provincial regulations.
90 Day Evaluation
Canadian 90-day evaluation employment agreement establishing terms, conditions, and performance criteria for potential permanent employment.
60 Day Evaluation
A Canadian-compliant 60-day evaluation agreement establishing terms and assessment criteria for a temporary working arrangement.
360 Degree Feedback Questionnaire
A Canadian-compliant 360-degree feedback questionnaire for gathering comprehensive multi-source performance feedback, aligned with federal and provincial privacy and employment laws.
Work Appraisal
A Canadian-compliant document for formal employee performance evaluation and professional development planning.
Basic Appraisal Form
A standardized Canadian property appraisal document providing professional valuation analysis in compliance with CUSPAP and provincial regulations.
6 Month Evaluation
A Canadian-compliant 6-month evaluation employment contract establishing terms, conditions, and performance criteria for a fixed-term evaluation period.
Employee Performance Appraisal Form
A Canadian-compliant Employee Performance Appraisal Form for structured evaluation of employee performance and development planning.
Bonus Evaluation
A Canadian-compliant framework document outlining the criteria, methodology, and terms for evaluating and determining employee bonus compensation.
Distributor Evaluation
A Canadian-law governed agreement establishing the framework and criteria for evaluating potential distributors, including assessment processes and mutual obligations.
Website Evaluation
Canadian-law governed agreement for professional website evaluation services, establishing assessment scope, methodology, and deliverables.
Training Evaluation
A Canadian-compliant legal framework for conducting and documenting training program evaluations.
Teacher Appraisal
A Canadian-compliant document outlining the formal process and criteria for evaluating teaching staff's performance and professional development in educational institutions.
Simple Appraisal Form
A standardized Canadian property valuation document compliant with CUSPAP and provincial regulations, providing professional opinion of real estate value.
Service Evaluation
A Canadian-law governed agreement establishing the framework and criteria for professional service evaluation and assessment.
Peer Feedback Form
A Canadian-compliant peer feedback form for structured colleague evaluation and professional development feedback.
Annual Review Letter
A Canadian-compliant formal document recording annual employee performance evaluation, objectives, and any changes in employment terms.
Company Evaluation
A Canadian-law governed agreement establishing terms for professional company valuation services, following CICBV standards and federal/provincial requirements.
Nonprofit Executive Director Performance Evaluation
A Canadian-compliant framework for evaluating nonprofit Executive Director performance, aligned with federal and provincial regulations.
Employee Evaluation Sheet
A Canadian-compliant employee evaluation framework for documenting performance assessments, goals, and development plans in accordance with federal and provincial employment standards.
Activity Evaluation Form
A Canadian-compliant structured form for evaluating and documenting specific activities or tasks, incorporating performance metrics and feedback mechanisms.
Teacher Evaluation
Canadian teacher evaluation agreement establishing assessment framework and procedures in compliance with provincial education laws and professional standards.
Teacher Assessment Form For Students
A Canadian-compliant educational document for comprehensive student performance evaluation and progress reporting in academic institutions.
Evaluation Letter For Employee Performance
A Canadian-compliant formal document for evaluating and documenting employee performance, achievements, and development areas, aligned with federal and provincial employment standards.
Team Feedback Form
A Canadian-compliant performance evaluation document for structured employee feedback and development planning.
Printable Appraisal Form
A comprehensive Canadian property appraisal form compliant with federal and provincial regulations for professional property valuation.
Construction Project Evaluation
A Canadian-compliant document for evaluating construction projects against technical, financial, and regulatory requirements.
Leadership Evaluation
A Canadian-compliant leadership evaluation framework for assessing and developing organizational leaders, aligned with federal and provincial employment standards.
Health And Safety Performance Review
A Canadian regulatory document for evaluating organizational health and safety performance, ensuring compliance with federal and provincial safety requirements.
Product Assessment
A Canadian-law agreement governing professional product assessment services, including testing protocols and compliance requirements.
ұԾ’s Security Promise
Genie is the safest place to draft. Here’s how we prioritise your privacy and security.
Your documents are private:
We do not train on your data; ұԾ’s AI improves independently
All data stored on Genie is private to your organisation
Your documents are protected:
Your documents are protected by ultra-secure 256-bit encryption
We are ISO27001 certified, so your data is secure
Organizational security:
You retain IP ownership of your documents and their information
You have full control over your data and who gets to see it