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How to Create Job Descriptions & Performance Reviews



Organizational information: Information such as the job title, department name, reporting relationships and whether the job is regular or temporary and full-time or part-time.

Job summary: One to four sentences to answer the question "Why does this job exist?"

Duties/responsibilities/percentage of time: A listing of the major duties and responsibilities of the position organized from essential to non-essential or most important to least important, or from most time spent to least time spent. Keep it simple! The last one is “Other duties as assigned.”

Working conditions (optional): The physical, mental, and environmental conditions in which the work is performed. Keep it simple!

Job specifications: The minimum education, work experience, knowledge, skills, and abilities required to do the job. Also lists any needed licenses or certifications. Keep it simple!

Disclaimer: A brief statement indicating that the job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities required of the employee.

Signatures: Both the reporting manager and the employee should sign to demonstrate that the employee has the core skills, experience, and safety awareness to carry out key responsibilities, and that the employer has taken the time to discuss the role with the employee.

 Performance Review Form 

  1. Open the job description in Word.
  2. Copy the Organizational information, Job summary, and Duties/responsibilities/percentage of time sections from the job description.
  3. Paste these sections into the new Performance Review document for this job.
  4. For each “Duties/responsibilities/percentage of time section”, leave space for a rating from 1 to 5 and some remarks.
  5. As desired, add sections for universal competencies such as Attitude, Attendance, Innovation, Teamwork, Interpersonal skills, etc. Keep the list brief. For each of these sections, also leave space to rate 1 to 5 plus remarks.


Keep it simple!


Bill Collier is a St. Louis-based business coach, consultant and speaker. He is the author of the book “How to Succeed as a Small Business Owner … and Still Have a Life.” His website is, and his email is


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