Customer success self-evaluation and performance review

Rebecca George
Rebecca George Member Posts: 2 Navigator
Photogenic First Anniversary
edited August 2023 in CS Org Conversations

Hi all! As we grow our CS team, we are looking at templates for evaluation and performance review of our CSMs. Does anyone have a template they use for evaluations they would like to share? Ideally, the template allows for the employee to identify their own goals within certain categories and outline steps to meet those goals.



  • Kevin Mitchell Leonor
    Kevin Mitchell Leonor Member Posts: 248 Expert
    First Comment Name Dropper First Anniversary
    edited July 2021
    It really depends. Most templates I have used were in response to our quarterly goals. What did we set, what did we achieve, what worked well, what were some issues experienced, how do we improve.

    If there isn't a measured business objective, have them still tell a story of success and a story of opportunity to improve using the same guidelines above