Categories for Annual Review II

There are many different categories for an annual review.  We have discussed company mission and values, customer service, problem-solving, and production. In this module, we will discuss a few other categories that you can use in your annual reviews.

Work Style

Have you ever gone to an interview and had the interviewer ask, “How would you describe your work style?”  Work style is the way in which an employee works and has a lot to do with the employee’s personality.   There are many different facets to a work style.  To add work style as a category to your annual review, you would want to decide the type of work styles you would prefer in your team.  Consider ideas such as, “Is it important that your employees are flexible?” “Is it important that your employees are organized?”  Here are some examples of work styles. Remember, an employee can fit into a few different styles.

  • Collaborative- An employee who is most comfortable working with a team.
  • Independent- An employee who is most comfortable working by themselves.
  • Planner- An employee who prefers to plan their course of action before taking action.
  • Doers- An employee who takes immediate action.
  • Innovator- An employee who excels at coming up with creative solutions, procedures, and ideas.
  • Traditionalist- An employee who prefers to use time-tested methodology.
  • Organizer- An employee who is very organized, and is great at bringing order to chaos.
  • Adapter- An employee who is flexible, and great at changing course quickly.
  • Controller- Want to control every facet of a project.

Resource Management

Another category you could add into your annual employee evaluation is resource management.  Resource management is the distribution of a company’s resources, when they are required, in an efficient and effective manner.  Resources could entail funds, supplies, or employee time.  So how would you measure this?  The best way to look at it is to assess if the employee conserves resources.  Here are some examples:

  • An employee who attempts to find better process that aids in completing tasks in a more efficient way.  This reduces employee time. 
  • An employee who finds a way to use both sides of the page to conserve paper.  This reduces supply costs and funds. 
  • An employee who figures out that the company is paying for supplies that are obsolete.  This helps the company save funds.

Communications Skills

In any relationship, communication is essential.  You spend over 1/3 of your days at work, so communication in the workplace is very important.  Most office conflicts are a result of misunderstandings due to poor communication between coworkers.  Having good communication skills helps solve some of those issues.  So what communication skills could you add to your annual reviews?

  • Employee is able to identify issues that need to be communicated.
  • Employee has good listening skills.
  • Employee understands the right time and place to discuss issues.
  • Employee understands how to phrase their comments and concerns appropriately.
  • Employee understands how to use appropriate body language.
  • Employee understands how to use the appropriate voice tone and volume.


Teamwork is another important aspect of any company.  Teamwork is a group of people who come together to complete a task or action.  One person can be effective and accomplish a lot, but a team can accomplish so much more.  The benefits for instilling teamwork in your employees is immeasurable.  Teamwork helps create camaraderie.  On a project, team members are communicating with one another almost on a continuous basis.  This creates familiarity between co-workers, and helps reduce ‘workplace drama.’  Working as a group pulls everyone’s skill sets together, improving the performance of each employee, and increasing productivity.  Working as a team also allows team members to learn new skills from one another.  Because team members are familiar with each other, it enables them to be able to ask questions where they wouldn’t have been comfortable asking previously.  The ability to learn new skills only strengthens your employees!  These are just a few benefits of teamwork. 

Case Study

There has been a change in management recently at the Rocking Panda Toys Company.  A lot of the employees are worried because the new management is implementing an annual review process.  The employees feel like the annual review process is a way to criticize the employees.   Irma has worked at the company for 3 years, and is not a fan of change.  She talks to her co-worker Darcy, who started around the same time that Irma did, and asks her opinion.  Darcy said that she was in favor of the new changes.  She had spoken to her supervisor earlier, and he told her of some of the categories in the review and the reasons behind them.  She told Irma that the review was to help them be better employees.  Some of the changes the new management wanted to make included better teamwork, conserving materials, and communication among co-workers.  Talking to the supervisor made Darcy feel like the new management team wanted to help strengthen the employees, not critique them.  After talking to Darcy, Irma felt better about the changes also.  She was even kind of excited for the review.