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Free Printable 90-Day Review [Evaluation] Templates [Word, PDF]

    Typically, new hires undergo a 90-day probationary period, which serves as an adjustment phase for both parties. During this time, the newcomer acclimates to their new workplace while determining if the role aligns with their expectations.

    Concurrently, the employer monitors the employee’s performance to assess if they possess the necessary skills for the position. Upon completion of the 90-day period, the HR manager employs a 90-day evaluation form to aid in making an informed decision regarding the employee’s continued tenure.

    90-Day Review Templates

    The 90-day review period is a crucial milestone in an employee’s journey within an organization. It provides an opportunity for employers to assess the progress, skills, and contributions of new hires or employees transitioning into new roles. To ensure a comprehensive and consistent evaluation process, many organizations utilize 90-day review templates. These templates serve as structured frameworks for assessing employee performance, identifying strengths and areas for improvement, and fostering effective communication between supervisors and employees.

    The primary purpose of 90-day review templates is to establish a standardized approach to evaluating employee performance during the initial months of employment or role transition. These templates aim to provide a clear and comprehensive framework for supervisors to assess an employee’s achievements, alignment with organizational goals, and areas requiring further support or development. By employing such templates, organizations can ensure fair and consistent evaluations while enhancing employee engagement, growth, and development.

    What is a 90-day evaluation?

    90 Day Evaluation
    90 Day Evaluation

    A 90-day evaluation is a formal assessment of a new employee’s performance, skills, and fit within a company after completing their initial 90-day probationary period. This evaluation helps employers determine if the employee has met the expectations and requirements of their role and if they should be confirmed as a permanent member of the organization.

    The evaluation process typically involves reviewing the employee’s work, collaboration, and adherence to company policies and values, with input from managers and team members. The HR manager or direct supervisor may use a 90-day evaluation form to document the assessment and facilitate decision-making regarding the employee’s future with the company.

    Importance of 90-day review

    A 90-day review is important for several reasons, as it provides a structured opportunity for both the employee and employer to evaluate the working relationship and address any concerns or issues. Some key benefits of a 90-day review include:

    Performance Assessment: The review period allows managers to assess the employee’s skills, productivity, and overall job performance, ensuring they are meeting the expectations outlined during the hiring process.

    Feedback and Guidance: The 90-day review provides an opportunity for open communication, where employees can receive constructive feedback on their performance and address any concerns or challenges they may be facing. Managers can also offer guidance to help the employee improve and grow in their role.

    Employee Engagement: Regular reviews demonstrate that the employer is invested in the employee’s success and development. This can lead to increased employee engagement, job satisfaction, and loyalty to the organization.

    Training and Support: The review process can help identify areas where the employee may need additional training or support, ensuring they have the resources necessary to perform at their best.

    Alignment with Company Culture: The 90-day review allows employers to assess how well the employee fits within the company culture and values, which is crucial for long-term success and job satisfaction.

    Decision-making: The review serves as a checkpoint for both the employee and employer to decide whether the working relationship is mutually beneficial and should continue beyond the probationary period.

    The Value of a 90-Day Evaluation Meeting for New Employees

    The 90-day evaluation meeting offers new employees a platform to discuss their experiences, respond to questions in the evaluation form, and gain various advantages throughout the process.

    Sharing onboarding insights: Company managers constantly seek ways to enhance their processes, including hiring and onboarding. The 90-day evaluation meeting is an ideal opportunity for new employees to share their experiences, both positive and negative, with the management. Providing specific details enables the organization to make informed improvements.

    Receiving constructive feedback: The evaluation meeting is a prime occasion for employees to obtain valuable feedback from their supervisors regarding their performance and productivity. It is also an opportune moment for new employees to inquire about their manager’s future expectations, demonstrating their commitment to progress.

    Addressing concerns and seeking guidance: New employees may have work-related issues or concerns that they wish to discuss. The 90-day evaluation meeting is an excellent platform to bring up these concerns and seek guidance from their manager. Topics may include work culture, expectations, productivity, or seeking clarification on specific matters.

    Key elements of 90-day review

    A comprehensive 90-day review should include several key elements to ensure that both the employee and employer benefit from the process. These elements include:

    Review of job responsibilities and expectations: Begin by revisiting the employee’s job description and the expectations outlined during the hiring process. Assess if the employee has met these expectations and discuss any areas where they may need improvement.

    Performance assessment: Evaluate the employee’s performance in terms of skills, productivity, quality of work, and adherence to deadlines. Discuss their accomplishments and any challenges they faced during the probationary period.

    Alignment with company culture and values: Assess how well the employee fits within the organization’s culture and values. Discuss their ability to work within teams, communication skills, and adaptability to the company’s environment.

    Goal setting and future expectations: Set short-term and long-term goals for the employee, outlining clear expectations for their future performance. This should be a collaborative process that involves input from both the employee and manager.

    Feedback and guidance: Provide constructive feedback on the employee’s performance, highlighting their strengths and areas for improvement. Offer guidance and resources to help them develop professionally and achieve their goals.

    Employee concerns and questions: Create a safe space for the employee to share their experiences, concerns, and questions. Address any issues they may have and provide support to help them succeed in their role.

    Training and development opportunities: Identify areas where the employee may need additional training or support. Discuss potential development opportunities, such as workshops, seminars, or mentorship programs, to help them grow in their role.

    Recognition and appreciation: Acknowledge the employee’s hard work, accomplishments, and contributions during the probationary period. This recognition can help boost their morale and motivation.

    Documentation: Record the outcomes of the 90-day review, including performance assessment, goals, feedback, and agreed-upon action items. This documentation serves as a reference for future evaluations and performance management.

    Decision-making: Based on the review, make a decision regarding the employee’s continued employment with the company. If the employee has demonstrated satisfactory performance, confirm their status as a permanent member of the organization. If not, discuss the next steps, which may include extending the probationary period or terminating employment.

    How to write a 90-Day Performance Review

    Step 1: Create a review outline

    Develop a clear structure for the review with distinct sections, such as job responsibilities, performance assessment, goal setting, feedback, and future expectations.

    Step 2: Review job responsibilities and expectations

    Outline the employee’s job description and the expectations discussed during the hiring process as a foundation for the performance evaluation.

    Step 3: Evaluate performance and accomplishments

    • Assess the employee’s skills, productivity, work quality, and adherence to deadlines.
    • Highlight their accomplishments and challenges during the probationary period.

    Step 4: Assess alignment with company culture and values

    • Analyze the employee’s fit within the organization’s culture, values, and teamwork dynamics.
    • Consider their communication skills and adaptability to the work environment.

    Step 5: Set SMART goals and future expectations

    • Collaborate with the employee to establish Specific, Measurable, Achievable, Relevant, and Time-bound (SMART) goals.
    • Clearly outline expectations for their future performance.

    Step 6: Provide constructive feedback and guidance

    • Offer feedback on the employee’s strengths and areas for improvement.
    • Provide guidance and resources to help them develop professionally and achieve their goals.

    Step 7: Address employee concerns and questions

    • Encourage the employee to share their experiences, concerns, and questions.
    • Address any issues they may have and offer support to help them succeed in their role.

    Step 8: Identify training and development opportunities

    • Discuss areas where the employee may need additional training or support.
    • Suggest potential development opportunities, such as workshops, seminars, or mentorship programs.

    Step 9: Recognize and appreciate the employee’s efforts

    • Acknowledge the employee’s hard work, accomplishments, and contributions during the probationary period.
    • Express gratitude and appreciation to boost their morale and motivation.

    Step 10: Conclude and document the review

    • Summarize the key points discussed during the review, including performance assessment, goals, feedback, and agreed-upon action items.
    • Document the outcomes to serve as a reference for future evaluations and performance management.

    FAQs

    How should an employee prepare for a 90-day review?

    Employees should prepare by reviewing their job description and initial expectations, reflecting on their performance and accomplishments, identifying areas for improvement, setting short-term and long-term goals, and preparing questions or concerns they would like to discuss with their manager.

    Can an employee request a 90-day review if their manager hasn’t scheduled one?

    Yes, an employee can take the initiative to request a 90-day review from their manager. This proactive approach can provide valuable insights for both parties and enhance overall performance. The employee should choose the right time, submit a formal request, and emphasize the benefits of the review.

    What should a manager consider when conducting a 90-day review?

    Managers should consider the employee’s job responsibilities and expectations, assess their performance and accomplishments, evaluate their alignment with the company culture and values, set goals and future expectations, provide feedback and guidance, address employee concerns, identify training and development opportunities, and recognize and appreciate the employee’s efforts.

    How can a 90-day review help improve an employee’s performance?

    A 90-day review offers employees constructive feedback on their performance, identifies areas for improvement, and sets goals for future development. It also provides an opportunity to address concerns, seek guidance, and discuss training and development opportunities, all of which contribute to better performance and growth.

    What happens if an employee’s performance is not satisfactory during the 90-day review?

    If an employee’s performance is not satisfactory during the 90-day review, the manager may consider various options, such as extending the probationary period, providing additional training and support, setting clear expectations for improvement, or, in some cases, terminating the employment.

    How often should performance reviews be conducted after the initial 90-day review?

    After the initial 90-day review, performance reviews are typically conducted on an annual basis. However, some companies may opt for more frequent reviews, such as quarterly or bi-annually, to provide ongoing feedback and support for employee development.

    Can a 90-day review be conducted for remote employees?

    Yes, a 90-day review can be conducted for remote employees using virtual communication tools such as video conferencing or phone calls. The process and objectives remain the same, with a focus on evaluating performance, setting goals, providing feedback, and discussing concerns or development opportunities.

    What are some best practices for conducting a 90-day review?

    Best practices for conducting a 90-day review include setting a clear agenda, creating a comfortable environment for open communication, focusing on both positive achievements and areas for improvement, setting SMART goals, providing constructive feedback, and actively listening to the employee’s concerns and questions.

    How does a 90-day review differ from other performance reviews?

    A 90-day review specifically focuses on the early stages of an employee’s tenure, evaluating their initial performance, fit within the company, and progress in learning their role. Other performance reviews, such as annual evaluations, assess ongoing performance, goal achievement, and long-term growth within the organization.

    Is a 90-day review legally required?

    No, a 90-day review is not legally required. However, many companies choose to implement them as a best practice to ensure that new employees are meeting expectations, fitting well within the company culture, and receiving necessary support and guidance during their initial employment period.

    How can managers provide effective feedback during a 90-day review?

    Managers can provide effective feedback by being specific about the employee’s strengths and areas for improvement, using concrete examples to illustrate their points, focusing on behaviors and actions rather than personal traits, and offering guidance and resources to help the employee develop and grow in their role.

    How can employees use the feedback from a 90-day review to improve their performance?

    Employees can use the feedback from a 90-day review to identify areas of improvement, set personal and professional goals, seek additional training or support, and implement changes in their work habits or behaviors to better align with company expectations and objectives.

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    Betina Jessen

    Betina Jessen

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