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1. Employee Information: Basic details including name, position, department, evaluation period, and length of service
2. Evaluator Information: Details of the person conducting the evaluation including name, position, and relationship to employee
3. Performance Rating Scale: Explanation of the rating system used in the evaluation (e.g., 1-5 scale with definitions)
4. Core Competencies Assessment: Evaluation of essential secretarial skills including typing speed, accuracy, filing systems management, and calendar management
5. Communication Skills: Assessment of written and verbal communication, including phone manner and email correspondence
6. Technical Skills: Evaluation of proficiency with relevant software and office equipment
7. Organizational Skills: Assessment of time management, prioritization, and ability to handle multiple tasks
8. Interpersonal Skills: Evaluation of interaction with colleagues, supervisors, and external contacts
9. Overall Performance Summary: General assessment of the employee's performance during the evaluation period
10. Goals and Objectives: Review of previous goals and setting of new objectives for the next period
11. Signatures and Date: Space for both evaluator and employee signatures, acknowledging review completion
1. Attendance and Punctuality: Section for tracking attendance record and timekeeping - optional if covered by separate attendance management system
2. Language Skills: Assessment of proficiency in additional languages - include if relevant to the role
3. Project Management: Evaluation of ability to manage special projects - include for senior secretarial positions
4. Training and Development: Section for identifying training needs and development opportunities - optional for mid-year reviews
5. Client/Customer Service: Assessment of interaction with external clients - include if role involves client contact
6. Leadership Skills: Evaluation of team leadership and mentoring - include for executive secretary positions
1. Performance Metrics Schedule: Detailed breakdown of quantitative performance indicators (e.g., typing speed tests, error rates, response times)
2. Job Description: Current job description against which performance is evaluated
3. Previous Goals Review: Detailed review of goals set in previous evaluation
4. Training Record: List of completed training and certifications during the evaluation period
5. Self-Assessment Form: Employee's self-evaluation form to be completed prior to the review
Financial Services
Legal Services
Healthcare
Education
Government and Public Sector
Professional Services
Real Estate
Manufacturing
Technology
Non-Profit Organizations
Construction
Retail
Telecommunications
Media and Entertainment
Consulting
Human Resources
Administration
Executive Office
Operations
Legal
Finance
Corporate Services
Office Management
Customer Service
Academic Affairs
Medical Administration
Reception
Facilities Management
Executive Secretary
Administrative Assistant
Personal Assistant
Office Manager
Executive Assistant
Administrative Coordinator
Team Secretary
Department Secretary
Legal Secretary
Medical Secretary
School Secretary
Reception Coordinator
Office Administrator
Administrative Officer
Virtual Assistant
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