Performance Review Criteria

[Susie Costa]

#96854

Forum: Private

Hello,

We are working on updating our performance management system and would like some additional criteria when staff competencies as follows:

Meets Expectations
Exceeds Expectations
Outstanding

Our current criteria is:
(OS) Outstanding – Consistently embodies this value, participates regularly, takes on additional tasks, always remains positive, extremely efficient and accurate in their work at all times.
(AE) Above Expectations – Most of the time, embodies this value, will go above and beyond some of the time.
(ME) Meeting Expectations – Does their job well at a satisfactory level.

We feel this criteria is not enough, managers have a difficult time pinpointing performance based on this criteria but was hoping you could share some additional insight.

Thank you,
Susie

[Haley O’Halloran]

#96855

Hi Susie!

What often helps is defining specific observable behaviours and impact levels under each category, so it’s easier to anchor evaluations.

Here’s a more detailed framework you could consider expanding to:

Outstanding (OS)

Consistency & Reliability: Consistently demonstrates excellence in all areas of work, with little to no oversight required. Anticipates needs and resolves potential issues proactively.

Initiative & Leadership: Frequently takes ownership of complex or high-impact projects beyond their role. Actively mentors, coaches, or elevates team performance.

Innovation & Problem-Solving: Regularly introduces improvements, creative solutions, or efficiencies that positively impact the organization.

Collaboration & Culture: Seen as a role model for organizational values; inspires others with positivity, resilience, and adaptability.

Exceeds Expectations (EE / AE)

Consistency & Reliability: Performs all duties at a strong level, often going above the standard requirements. Occasionally anticipates needs and identifies opportunities for improvement.

Initiative & Leadership: Willingly takes on new or difficult tasks when needed; contributes to team success beyond their own role.

Innovation & Problem-Solving: Suggests improvements and solutions, some of which are implemented with success.

Collaboration & Culture: Encourages teamwork and maintains a positive attitude, serving as a reliable support to peers and managers.

Meets Expectations (ME)

Consistency & Reliability: Completes assigned tasks on time and to an acceptable standard. Requires standard levels of guidance.

Initiative & Leadership: Takes responsibility for their own work but rarely steps outside defined responsibilities.

Innovation & Problem-Solving: Resolves issues within scope using established methods, but seldom introduces new approaches.

Collaboration & Culture: Works respectfully and cooperatively with colleagues, demonstrating alignment with core values.

Optional Additions

Some organizations also add a “Needs Improvement” or “Developing” category for clarity at the lower end. This gives managers language to describe performance that is below expectations without having to misapply “Meets Expectations.”

I hope this helps!
-HRInsider Staff

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