Administrative Assistant Evaluation Form Template
Streamline Your Administrative Assistant's Performance Review Process
Struggling to assess your administrative assistants effectively? This evaluation form template streamlines performance reviews, helping you gain clear insights into your team's contributions. With this template, you can easily document strengths and areas for growth, establish performance benchmarks, and encourage self-reflection among assistants. Make feedback more constructive and engaging while ensuring all evaluations meet compliance standards, such as WCAG-aligned labeling. Start using the live template now for effortless evaluations.
When to use this form
Use this form during quarterly check-ins, end of probation, or before merit increases to capture performance across scheduling, communication, and process ownership. It helps office managers and team leads document strengths, gaps, and training needs, while giving assistants a clear path to goals. Pair it with the Self assessment tool form so the assistant reflects on results ahead of the meeting. If you run a broader cycle, roll the findings into the Simple annual performance review form to keep records consistent. Supervisors who oversee multiple admins can also combine notes with the Staff supervision form to track coaching and follow-ups. Outcome: a fair, evidence-based evaluation and a focused plan for the next quarter.
Must Ask Administrative Assistant Evaluation Questions
- How do you prioritize and manage competing deadlines across executives or teams?
This reveals your planning method and time management under pressure. It helps your manager validate workload balance and set realistic expectations.
- What steps do you take to ensure calendar accuracy, meeting readiness, and follow-up?
Details show reliability and control over critical logistics. Answers highlight gaps in checklists, tools, or handoffs we can fix quickly.
- Describe a recent process you improved (for example, travel booking or invoice tracking). What changed as a result?
This surfaces initiative and measurable impact, such as time saved or errors reduced. It directs the review toward results, not just tasks.
- How do you handle confidential information and sensitive communications?
Confidentiality is essential for trust and compliance. Your approach shows judgment, tool use, and when you escalate.
- What support, tools, or training would help you perform at a higher level next quarter?
This pinpoints practical development actions and budget needs. If coaching fits, align goals with the Mentor evaluation form.
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