Team Member Review Worksheet

Assess your new hire on the most important, measurable skills needed for success at your Agency.

Team Member Review Worksheet

Assess your new hire on the most important, measurable skills needed for success at your Agency.

Team Member Review Worksheet

Assess your new hire on the most important, measurable skills needed for success at your Agency.

What's included in the 'Team Member Review Worksheet'?

30, 60 and 90-day reviews to evaluate your new Team Member.

The first 90-days aren't about learning or even producing... they're about TRYING. This document contains 37 of the most important areas your Team Member needs to show proficiency and effort, rated on a scale from 1 to 5. By rating each of the areas, you can easily identify where to focus your upcoming training, if the Team Member is ready to move on to bigger things, or if it's time to part ways.

Goals vs Results. Numbers don't lie.

These goals aren't related to closing the sale... they're all about effort. Your new Team Member should start every 30 days with goals for all 10 of our outlined areas. Did they achieve their goals? The only way they wouldn't is if they didn't put in the work. 

Open-ended questions to shed some more light.

We have identified 6 open-ended questions to help you learn more about your new hire. These questions force them to not only assess their current proficiency, but identify their future goals. 

A tool for success from Day 1.

In leadership, to be UNCLEAR is to be UNKIND. Keep your Team Members engaged and motivated by clearly outlining your expectations - and their path to success - and presenting this review sheet to them from the start. 

Team Member Review Worksheet

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Document Outline

  • 30, 60, 90-Day Review Worksheet to identify your new Team Member's strengths and weaknesses in 37 measurable Agency areas
  • 6 open-ended questions to better understand your new Team Member and their role in your Agency
  • Trackable Goals vs Results section to clearly identify the effort your new Team Member has put into 10 key areas, including leads, quotes, referrals, appointments and more.

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