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Marketing performance review template

A marketing performance review template guides managers and employees for a better and well-structured evaluation process.

Template by Nguyen Huu Phuc
4 minutes to finish · English · DOCX
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Performance review is an opportunity to analyze goals and objectives. This template will help you highlight areas for improvement and drive professional growth in the marketing department. Download (for free) the customizable template and evaluate your marketing team's performance. 

Overview

Marketing plays a huge role in the success of your business. It is the image, the call out, and the attractiveness of your brand in the eyes of customers. So, having a high-performing marketing team is without question.  The marketing performance review provides an overview of the individual strengths and weaknesses of each team member in order to assess how they can develop further.

With this marketing with performance review template, you have a guide that will help you assess your marketing efforts and find areas of opportunity to grow. You can use it at the end of every quarter or year to compare results with goals and set targets for the next period.

Duties and personal behavior

Feedback on the period: Duties: Workload, tasks, collaboration, quality of work, customer satisfaction, sales, marketing, etc.

Criteria

Description

Score

Quality of Deliverables    

Accuracy, consistency, follow-through, meets deadlines, keeps trying to work smarter, not harder.

 

 

Teamwork

Collaborates with internal and external teams across positions, proactively helps others, puts team targets higher than personal achievements, contributes and takes initiative to social activities

 

Innovation 

Propose/use digital technologies to change internal processes,  generates ideas and gives input that makes our product more efficient

 

Professional Working Attitude 

Help create a good atmosphere and working environment, accepts constructive criticism, follows standards.

 

Job Knowledge

Monitor market trends, create advertising campaigns, develop pricing strategies and targeting strategies based on demographic data. Work with the company to develop more awareness of what they offer.

 

 

Skill Development

1. Personal strengths

Professional and personal strengths and drivers: Eg. analysis, problem-solving, planning, development, method knowledge, technical expertise

Ex:

  • Possess effective analytical skills which help in targeting only potential interested consumers. 
  • Analytics skills prove to be effective where competitive information is concerned. 
  • Possess a workable relationship with teams from other departments in developing plans that align with the company's goals.
  • Understands the marketing industry, its tools and objectives.

2. Skills development 

Professional and personal skills: Be precise in describing the skills that the employee needs / wants to develop.

Ex:

  • Enhance your communication skills to coherently explain the marketing objectives to relevant departments and leaders. 
  • Observation skills are also a necessary addition to accurately detect remarkable changes in the market and propose plans on how to launch effective sales despite it.
  • Familiarize yourself more with the core values of the company and the essense of the product you are selling so you can better represent the company and market the product effectively.
  • Improve your networking skills and build strong rapport with potential customers and/or clients.

Cooperative and well-being

1. You and your colleagues

How do you find the working environment at the company? What are your suggestions to make it even better? Do you get professional support from your colleagues when you need it? Do you think that your cooperation with your colleagues is working well? What is your contribution to the cooperation and community?

Ex:

  • The atmosphere at work is comfortable and increases productivity 
  • Colleagues are supportive and easy to work with 

2. You and your manager

Feedback to your leader: Eg. the delegation of tasks, responsibilities and competence. 

Ex:

  • The delegation of minor duties should include interns too. 

Career Development in the long-term

Reflections on job opportunities, other tasks, new disciplines, etc. Do you need support from your manager to achieve your development goals?

Ex:

  • Joe hopes to be an effective marketing manager in the future. 
  • Requires tutoring from manager to prepare for his career goal. 

Work-life balance

How do you feel about your work-life balance? Do your career ambitions correspond with your personal relationships (family life, marriage, having children)? Are there other issues you would like to discuss?

Ex:

  • Mary struggles with punctuality for its strenuous managing of the kids while preparing for work. 
  • Work-life is balanced.

Download now the full template 👉

What you'll get:

  • A well-structured form to measure employee performance and conduct better one-on-one reviews
  • Areas for employees to highlight their strengths and weaknesses.
  • Honest feedback from employees about colleagues, managers or work-life balance.

How to use this template

  • ✂️
    The template is fair use for your own purposes. Feel free to copy or refer to the structure and guidelines inside.
  • 🛎
    Keep in mind that this template is not a legal document and may not take into account all relevant local or national laws.
  • ✍️
    The contents in the template are just a starter. Make sure you insert and edit the variables (name, logos, etc.) to tailor the template to your business.
  • 📟
    Upgrade the material by changing or adding in texts, sections, and visuals
  • 🖨
    Export as PDF or print it out for easier handling and communication with your team.

Who this template is for

  • Head of marketing department in charge of performance review
  • Employees in the marketing department preparing for their performance review
  • HR specialist in charge of the performance review process.  

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