I manage the customer support team at a heating and air-conditioning company in Richmond, Virginia. I need to write the annual review for Marcus Reyes, one of my two team leads. It goes into his HR file, we both sign it, and he will read every word. These are my notes from the year, exactly as I kept them:
2026-01-12 Q4 2025 CSAT for Marcus's team: 87%. Company target is 90%.
2026-02-03 Escalation runbook was due Jan 30. Marcus delivered it Feb 3.
2026-02-18 Two agents on his team told me, separately, that he talks over
them in standups. I haven't seen it myself.
2026-03-02 Marcus out on approved medical leave (surgery) through Mar 23.
2026-03-27 Q1 shift schedule went out today. It was due Mar 15.
2026-04-10 Hendricks Property Management outage: Marcus took the escalation
himself on a Saturday and stayed on it until it was fixed.
Hendricks renewed in May ($48,000/year).
2026-05-06 April first-response time for his team: 4h 10m average.
Target is 2h.
2026-05-20 He asked for training budget for two agents. I approved one
course ($450).
2026-06-14 Vanessa in Sales says a customer told her Marcus was "short"
with them on a call. No ticket, no recording, and we couldn't
identify the call.
2026-07-08 Q2 CSAT for his team: 84%.
2026-08-19 Marcus rewrote the refund macro. Refund-related ticket reopens
went from 22% to 9% over the next four weeks.
2026-09-15 He has missed two of our last four one-on-ones. Rescheduled both
himself; said the queue was backed up.
Write the review. Between 350 and 500 words, in these sections:
Three goals, each measurable.
One of: Exceeds expectations / Meets expectations / Partially meets expectations / Does not meet expectations. One sentence on why.
After the review, under a heading ## Notes for me, tell me anything in my notes you left out on purpose and why. That part is for me, not for the file.
Marcus Reyes demonstrated strong ownership of critical customer issues and made a measurable improvement to a support process. His team’s documented customer satisfaction and response-time results, however, fell short of company targets. His performance reflects valuable contributions alongside a need for more consistent service outcomes and execution. Next year’s priorities should be improving team results, meeting commitments, and maintaining a reliable management cadence.
Marcus showed commitment during the Hendricks Property Management outage, personally taking the escalation on a Saturday and remaining engaged until the issue was resolved. The account subsequently renewed at $48,000 annually. His handling of the incident was a meaningful contribution to the customer relationship, although the renewal cannot be attributed solely to that work.
Marcus also demonstrated effective process improvement by rewriting the refund macro. Refund-related ticket reopens declined from 22% to 9% over the following four weeks—a substantial improvement that supports clearer customer communication and reduces repeat work.
He advocated for staff development by requesting training funding for two agents. One $450 course was approved.
The available service metrics show significant gaps against expectations. Team CSAT was 87% for Q4 2025 and 84% for Q2 2026, both below the 90% target. April’s average first-response time was 4 hours and 10 minutes, compared with a two-hour target. Marcus should use regular metric reviews to identify contributing factors, establish corrective actions, and flag staffing or operational constraints that require management support.
Follow-through also needs greater consistency. The escalation runbook was delivered February 3, after its January 30 deadline. Marcus missed two of the last four scheduled one-on-ones, although he rescheduled both himself and cited queue pressure. Timely escalation of competing priorities would help protect both operational work and management coordination.
Partially meets expectations. Marcus delivered meaningful customer and process improvements, but documented service results and consistency of execution did not fully meet expectations.