Team Member Appraisal Form - Sales Team

Are you enjoying your job? *

Rate how satisfied you are in your job. *

Do you feel secure in your job? *

If other, precise:

Do you get enough feedback from management about the job you do and how you are going? *

If other, precise:

Do you feel that the part you play within the team is important and matters to the overall success of XO2? *

If other, precise:

Are you happy with how you are treated by management? *

If other, precise:

Are you happy with how you are treated by other team members? *

If other, precise:

Are you happy with how you are treated by our clients? *

If other, precise:

Are you happy with how you are treated by our suppliers? *

If other, precise:

Do you believe that your workload is fair and resonable? *

If other, precise:

Is there a different position or task within the company that you would like to try, aspire to, or be trained on? *

If other, precise:

Do you feel you are adequately rewarded appreciated for your efforts? *

If other, precise:

Do you feel you have an opportunity to learn new skills? *

If other, precise:

Are you being supported with the training you need? *

If other, precise:

Comments about your answers above. (Managers can include actions and objectives in this section)Do you have any suggestions, requests or further comments? We also want to know if we can do anything better...


Ability to build relationships and rapport with other people. *

If other, precise:

Happily involves other people in a caring and curious manner to fulfill their needs... Care & Curiosity! *

If other, precise:

Passionate contributor to team initiatives and carries out action points accurately & efficiently. *

Sensitive to the needs and feelings of others. *

Effectively communicate and delegate tasks and responsibilities to other team members in the event of absence or inability to do the task. *

Can avoid and resolve conflict between clients and fellow team members appropriately. *

Respects and is respected and liked by those you come into contact with. *

Contributes in an enthusiastic, positive & efficient way. *

Encouraging and motivating to people around you. *

Listening to others. *

Comments about your answers above. (Managers can include actions and objectives in this section) Do you have any suggestions, requests or further comments? We also want to know if we can do anything better...


Work area is kept clean, tidy and presentable. *

Takes care and is conscientious. Achieves low mistake rates. Has good attention to detail. *

Understands and improves computer system knowledge and skills. *

Provides fast efficient service with good awareness of general traffic and team workload. *

Receives positive feedback from customers and team members as the result of a job well done. *

Encourages and sets an example to provide high standards of service and execution of the organisations goals. *

Looks for and actions ways and ideas on how they could become better and/or 'Make It Better.' *

Is aware of wasted resources and does something about it. *

Actively seeks coaching and performance training to increase skills and abilities. *

Ensures adequate follow up and follow through takes place on all transactions. *

Works hard, always chips in to help out the team, nothing is ever a problem or a hassle. *

Conducts themself with a positive attitude. Including words and body language. *

Regular and punctual attendance. Understands and considers the effect of absenteeism on the team and ensures adequate cover is organised with the supervisor. Lifestyle does not effect work performance. *

Takes personal responsibility and accountability for their work and the team. *

Gets the job done. Does not need constant supervision or guidance. Has and shows initiative and action. *

Has a professional appearance (Dress, grooming, manners, speech, etiquette etc) *

Time effectiveness. Do tasks get done efficiently without follow up from supervisor? Is delegation effective? *

Carries out tasks quickly with minimal disruption to the rest of the team. *

Shows determination, perseverance & focus in the face of obstacles and setbacks. *

Flexibility: open minded to new ideas and willing to change. *

Ability to cope with pressure. To retain composure and keep control. *

Comments about your answers above. (Managers can include actions and objectives in this section) Do you have any suggestions, requests or further comments? We also want to know if we can do anything better...


Good knowledge and understanding of customer requirements & the latest changes in the market. *

Understanding of new products & systems, taking initiative to increase knowledge to be an excellent ambassador for the company. *

Constantly asks good questions to give accurate responses and learns though client, staff, and supplier answers to improve knowledge. Tries and tests for themself. *

Actively seeks coaching and performance training to increase customer, product and systems skills. *

Knows company accounting, POS & CRM system, inputting data accurately and correctly. *

If other, precise:

Comments about your answers above. (Managers can include actions and objectives in this section) Do you have any suggestions, requests or further comments? We also want to know if we can do anything better...


Sales growth *

Call effectiveness *

Activity effectiveness *

Consistently visits, calls, emails and communicates with allocated customers. *

Planning *

Sales presentations *

Looks for and acts on good potential opportunities. *

Has good time management and maintains a steady, busy, efficient and consistent schedule. *

Has a plan for every assigned to clients. Knows assigned to accounts back to front. *

Carries out required number of cold calls, and existing client opportunity calls.

Presents the company in a professional way including dress, presentation, proposal and communication delivery. *

Responds to leads quickly, professionally and converts the good ones into sales. *

Negotiating skills *

Manages and maintains customer company and contact details, special pricing, dispenser support agreements, and order forms. *

Manages and keeps pipeline up to date *

Uses existing clients to get new clients. e.g. referrals and testimonials. *

Follows up on proposals and any other communications made. *

Comments about your answers above. (Managers can include actions and objectives in this section) Do you have any suggestions, requests or further comments? We also want to know if we can do anything better...


Summary comments - Thanks, We really appreciate all your feedback. The next part of our regular appraisal process is for your manager to run through your answers with you and give encouraging and constructive feedback on how we feel you are going. Have a great day.