Performance Review Templates

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Property Management Group

Performance Review Examples in 2024

You’re a busy manager running your business, and researching the best performance review questions you can use to grow your team is time-consuming. So, we took the liberty of doing this legwork for you.

These example templates can help you create a better review experience by asking the right questions for each role.

We've curated the best questions by researching industry standard practices, pulling examples from our most successful teams, and by incorporating other other subjective parameters that we think would contribute best to growth. We hope this will help you save time in your own performance management process.

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Property Management Group

Performance Review Examples

A Property Management Group is entrusted with the responsibility of efficiently managing and maintaining real estate properties, typically on behalf of property owners, landlords, or real estate investors. Property Management Groups are deeply involved in tenant relations, property maintenance, financial management, and various aspects of property oversight to provide value to property owners and ensure tenant satisfaction.
Administrative Assistant Property Management
Property Manager
Property Inspector
Property Accountant
Property Marketing Coordinator
Leasing Consultant
Lease Compliance Coordinator
Maintenance Technician
Accounting Clerk
Marketing Coordinator Property Management

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Property Management Group

Administrative Assistant Property Management

Job Description:
Provides administrative support to property management teams and office operations. Handles tasks such as document management, correspondence, appointment scheduling, and tenant communication.
Performance Areas:
Document Management and Filing
  1. How effectively does the employee manage property-related documents and records?
  2. Does the employee ensure that documents are organized and easily accessible?
  3. Does the employee maintain accuracy and completeness in document filing?
Tenant Communication and Support
  1. How well does the employee communicate with tenants and address their inquiries and requests?
  2. Does the employee provide a helpful and professional response to tenant questions and concerns?
  3. Does the employee assist in coordinating tenant communications and notifications?
Appointment Scheduling and Coordination
  1. How does the employee handle appointment scheduling and coordination for property management teams?
  2. Does the employee manage calendars efficiently, ensuring appointments are scheduled and confirmed?
  3. Does the employee handle scheduling changes and conflicts effectively?
Clerical Tasks and Administrative Support
  1. How effectively does the employee assist in clerical tasks, such as photocopying, faxing, and scanning documents?
  2. Does the employee provide administrative support to property management teams?
  3. Does the employee contribute to efficient office operations and workflow?
Vendor and Contractor Coordination
  1. How well does the employee coordinate with external vendors and contractors for property-related services?
  2. Does the employee ensure timely and efficient vendor services and repairs?
  3. Does the employee maintain vendor relationships and monitor service quality?
Telephone and Email Management
  1. How does the employee manage telephone calls and email communication for property management teams?
  2. Does the employee handle incoming calls and messages professionally and promptly?
  3. Does the employee ensure that important communications are relayed to the appropriate team members?
Overall Performance:
  • Summarize the employee's performance during the review period.
  • Highlight key strengths and areas for improvement.
Goals and Development:
  • Discuss performance goals for the next review period, structured as SMART goals (Specific, Measurable, Achievable, Relevant, Time-Bound).
  • Identify areas for professional development and training opportunities.
Additional Comments:
  • Provide any additional comments or feedback about the employee's performance.
View
Property Management Group

Property Manager

Job Description:
Manages residential or commercial properties on behalf of property owners. Responsible for rent collection, tenant relations, property maintenance, and financial reporting.
Performance Areas:
Tenant Relations and Communication
  1. How well does the employee communicate with tenants and address their inquiries and concerns?
  2. Does the employee maintain positive tenant relations and handle conflicts effectively?
  3. Does the employee ensure timely responses to tenant requests and issues?
Property Maintenance and Repairs
  1. How effectively does the employee oversee property maintenance and repairs?
  2. Does the employee ensure that properties are well-maintained and in compliance with regulations?
  3. Does the employee manage maintenance budgets efficiently?
Rent Collection and Financial Management
  1. How does the employee handle rent collection and financial transactions for properties?
  2. Does the employee ensure timely rent payments and enforce lease agreements?
  3. Does the employee provide accurate financial reports and updates to property owners?
Leasing and Vacancy Management
  1. How well does the employee handle property leasing and tenant turnover?
  2. Does the employee market properties effectively and fill vacancies promptly?
  3. Does the employee screen potential tenants and ensure lease agreements are in place?
Legal and Regulatory Compliance
  1. How effectively does the employee stay updated on property-related laws and regulations?
  2. Does the employee ensure that properties comply with safety and zoning codes?
  3. Does the employee handle legal issues and evictions in accordance with the law?
Property Inspections and Reporting
  1. How does the employee conduct property inspections and assess conditions?
  2. Does the employee maintain detailed records and reports on property conditions?
  3. Does the employee identify maintenance needs and improvement opportunities during inspections?
Overall Performance:
  • Summarize the employee's performance during the review period.
  • Highlight key strengths and areas for improvement.
Goals and Development:
  • Discuss performance goals for the next review period, structured as SMART goals (Specific, Measurable, Achievable, Relevant, Time-Bound).
  • Identify areas for professional development and training opportunities.
Additional Comments:
  • Provide any additional comments or feedback about the employee's performance.
View
Property Management Group

Property Inspector

Job Description:
Conducts inspections of residential or commercial properties to assess their condition, identify maintenance needs, and ensure compliance with regulations.
Performance Areas:
Property Inspection and Assessment
  1. How effectively does the employee conduct thorough property inspections?
  2. Does the employee assess property conditions, identifying maintenance and repair needs?
  3. Does the employee maintain detailed inspection reports and documentation?
Regulatory Compliance
  1. How well does the employee ensure that properties comply with safety and zoning regulations?
  2. Does the employee identify and report violations and non-compliance issues?
  3. Does the employee stay updated on local property regulations and codes?
Documentation and Reporting
  1. How does the employee manage inspection documentation and reporting?
  2. Does the employee maintain organized records of inspection findings and recommendations?
  3. Does the employee provide clear and accurate reports to property management and owners?
Tenant and Resident Interaction
  1. How effectively does the employee interact with tenants and residents during inspections?
  2. Does the employee communicate the purpose and process of inspections to occupants?
  3. Does the employee address tenant questions and concerns professionally?
Photography and Documentation
  1. How well does the employee use photography and documentation to record property conditions?
  2. Does the employee capture clear and relevant images to support inspection findings?
  3. Does the employee use technology and tools for efficient documentation?
Quality Assurance and Follow-Up
  1. How does the employee ensure the quality and consistency of inspection processes?
  2. Does the employee conduct follow-up inspections to verify completed maintenance tasks?
  3. Does the employee provide feedback to property management for improvement?
Overall Performance:
  • Summarize the employee's performance during the review period.
  • Highlight key strengths and areas for improvement.
Goals and Development:
  • Discuss performance goals for the next review period, structured as SMART goals (Specific, Measurable, Achievable, Relevant, Time-Bound).
  • Identify areas for professional development and training opportunities.
Additional Comments:
  • Provide any additional comments or feedback about the employee's performance.
View
Property Management Group

Property Accountant

Job Description:
Manages financial records and accounting tasks for rental properties within the property management portfolio. Responsibilities include bookkeeping, budgeting, financial reporting, and tax preparation.
Performance Areas:
Financial Record Keeping and Bookkeeping
  1. How effectively does the employee maintain accurate financial records for rental properties?
  2. Does the employee handle bookkeeping tasks, including income, expenses, and transactions, with precision and attention to detail?
  3. Does the employee ensure that financial records comply with accounting standards and regulations?
Budget Planning and Management
  1. How well does the employee contribute to budget planning and financial management for rental properties?
  2. Does the employee assist in creating property budgets, forecasting expenses, and optimizing financial performance?
  3. Does the employee monitor budget adherence and propose adjustments as needed?
Financial Reporting and Analysis
  1. How does the employee handle financial reporting and analysis for property management?
  2. Does the employee generate regular financial reports, income statements, and balance sheets for property owners and stakeholders?
  3. Does the employee analyze financial data to provide insights and recommendations for improving property profitability?
Tax Preparation and Compliance
  1. How effectively does the employee manage tax-related tasks and ensure compliance with tax regulations?
  2. Does the employee prepare and submit accurate tax returns for rental properties and property owners?
  3. Does the employee stay updated on tax laws and utilize tax strategies to minimize property tax liabilities?
Vendor Payments and Invoices
  1. How well does the employee handle vendor payments and invoice processing for property-related services?
  2. Does the employee ensure that vendors are paid accurately and on time?
  3. Does the employee review invoices, reconcile payments, and address discrepancies professionally?
Tenant Rent Collection and Records
  1. How does the employee manage tenant rent collection and maintain rent records?
  2. Does the employee oversee rent collection processes, including issuing invoices and tracking payments?
  3. Does the employee handle rent-related inquiries and maintain organized rent records?
Overall Performance:
  • Summarize the employee's performance during the review period.
  • Highlight key strengths and areas for improvement.
Goals and Development:
  • Discuss performance goals for the next review period, structured as SMART goals (Specific, Measurable, Achievable, Relevant, Time-Bound).
  • Identify areas for professional development and training opportunities.
Additional Comments:
  • Provide any additional comments or feedback about the employee's performance.
View
Property Management Group

Property Marketing Coordinator

Job Description:
Supports property marketing efforts to attract tenants and optimize property occupancy. Responsibilities include digital marketing, advertising, social media management, and coordinating marketing campaigns.
Performance Areas:
Digital Marketing and Advertising
  1. How effectively does the employee utilize digital marketing channels for property promotion?
  2. Does the employee create and manage online property listings, advertisements, and campaigns?
  3. Does the employee monitor and analyze digital marketing performance metrics?
Social Media Management
  1. How well does the employee manage property-related social media accounts and engage with online audiences?
  2. Does the employee create engaging social media content to promote properties and engage with followers?
  3. Does the employee respond to inquiries and comments on social media platforms professionally and promptly?
Marketing Campaign Coordination
  1. How does the employee contribute to coordinating marketing campaigns for rental properties?
  2. Does the employee assist in planning and executing marketing campaigns to attract tenants?
  3. Does the employee collaborate with marketing teams and external partners to ensure campaign success?
Property Photography and Visual Content
  1. How effectively does the employee create visual content, such as property photos and videos, for marketing purposes?
  2. Does the employee capture high-quality images and videos showcasing property features?
  3. Does the employee ensure that visual content aligns with property branding and marketing objectives?
Tenant Outreach and Communication
  1. How well does the employee communicate marketing updates and property availability to prospective tenants?
  2. Does the employee assist in organizing and conducting property tours and open houses?
  3. Does the employee maintain communication with potential tenants throughout the leasing process?
Marketing Material Creation
  1. How does the employee contribute to the creation of marketing materials, brochures, and promotional collateral?
  2. Does the employee design and produce marketing materials that effectively highlight property features and benefits?
  3. Does the employee maintain an organized library of marketing materials?
Overall Performance:
  • Summarize the employee's performance during the review period.
  • Highlight key strengths and areas for improvement.
Goals and Development:
  • Discuss performance goals for the next review period, structured as SMART goals (Specific, Measurable, Achievable, Relevant, Time-Bound).
  • Identify areas for professional development and training opportunities.
Additional Comments:
  • Provide any additional comments or feedback about the employee's performance.
View
Property Management Group

Leasing Consultant

Job Description:
Assists in the leasing and marketing of residential or commercial properties. Interacts with prospective tenants, conducts property tours, and handles lease agreements.
Performance Areas:
Prospective Tenant Interaction
  1. How well does the employee engage with prospective tenants and answer their questions?
  2. Does the employee provide detailed information about available properties and leasing terms?
  3. Does the employee create a positive and welcoming atmosphere during property tours?
Lease Agreement Handling
  1. How effectively does the employee handle lease agreements and related paperwork?
  2. Does the employee explain lease terms and conditions clearly to tenants?
  3. Does the employee ensure accurate and timely lease signings?
Marketing and Promotion
  1. How does the employee contribute to property marketing and promotion efforts?
  2. Does the employee use various channels to reach potential tenants and advertise available units?
  3. Does the employee actively participate in marketing campaigns and outreach?
Property Tour Management
  1. How well does the employee conduct property tours and showcase available units?
  2. Does the employee highlight property features and benefits during tours?
  3. Does the employee personalize tours to match tenant preferences and needs?
Tenant Screening and Qualification
  1. How does the employee assist in tenant screening and qualification processes?
  2. Does the employee collect necessary tenant information and documentation?
  3. Does the employee communicate with property managers to assess tenant qualifications?
Leasing Process Efficiency
  1. How effectively does the employee manage the leasing process and tenant inquiries?
  2. Does the employee respond to inquiries promptly and professionally?
  3. Does the employee follow up with prospective tenants to secure lease agreements?
Overall Performance:
  • Summarize the employee's performance during the review period.
  • Highlight key strengths and areas for improvement.
Goals and Development:
  • Discuss performance goals for the next review period, structured as SMART goals (Specific, Measurable, Achievable, Relevant, Time-Bound).
  • Identify areas for professional development and training opportunities.
Additional Comments:
  • Provide any additional comments or feedback about the employee's performance.
View
Property Management Group

Lease Compliance Coordinator

Job Description:
Responsible for ensuring that tenants adhere to lease agreements and property policies. Tasks include monitoring lease compliance, addressing violations, and assisting in lease administration.
Performance Areas:
Lease Compliance Monitoring
  1. How effectively does the employee monitor tenant compliance with lease agreements and property policies?
  2. Does the employee conduct regular inspections and checks to verify compliance?
  3. Does the employee document and report lease violations accurately and promptly?
Tenant Communication and Education
  1. How well does the employee communicate lease terms and property policies to tenants?
  2. Does the employee provide clear explanations of lease requirements and expectations?
  3. Does the employee educate tenants on lease-related matters and potential consequences of non-compliance?
Lease Enforcement and Resolution
  1. How does the employee handle lease violations and non-compliance issues?
  2. Does the employee take appropriate actions to address violations, such as issuing notices or warnings?
  3. Does the employee collaborate with property managers and legal resources as needed for resolution?
Lease Administration Support
  1. How effectively does the employee support lease administration processes?
  2. Does the employee assist in lease signings and ensure that lease agreements accurately reflect terms and conditions?
  3. Does the employee maintain organized records of lease agreements and compliance documentation?
Conflict Resolution and Mediation
  1. How well does the employee handle conflicts and mediate disputes between tenants and property management?
  2. Does the employee employ effective communication and conflict resolution techniques?
  3. Does the employee work to resolve disputes and maintain positive tenant relationships?
Reporting and Documentation
  1. How well does the employee maintain accurate records, reports, and documentation related to lease compliance?
  2. Does the employee provide regular reports on lease compliance status and violation resolution?
  3. Does the employee ensure that compliance records are organized and easily accessible?
Overall Performance:
  • Summarize the employee's performance during the review period.
  • Highlight key strengths and areas for improvement.
Goals and Development:
  • Discuss performance goals for the next review period, structured as SMART goals (Specific, Measurable, Achievable, Relevant, Time-Bound).
  • Identify areas for professional development and training opportunities.
Additional Comments:
  • Provide any additional comments or feedback about the employee's performance.
View
Property Management Group

Maintenance Technician

Job Description:
Performs maintenance and repair tasks on residential or commercial properties. Responsible for ensuring the safety, functionality, and appearance of properties.
Performance Areas:
Property Maintenance and Repairs
  1. How effectively does the employee diagnose and address maintenance issues in properties?
  2. Does the employee perform routine maintenance tasks, such as plumbing, electrical, and HVAC repairs?
  3. Does the employee prioritize and complete maintenance requests in a timely manner?
Safety and Compliance
  1. How well does the employee ensure that properties meet safety and compliance standards?
  2. Does the employee conduct safety inspections and address hazards promptly?
  3. Does the employee comply with regulations related to property maintenance?
Emergency Response and Availability
  1. How does the employee handle maintenance emergencies and urgent repair requests?
  2. Does the employee respond promptly to emergency calls and incidents?
  3. Does the employee ensure that emergency repairs are completed efficiently and effectively?
Tools and Equipment Management
  1. How effectively does the employee manage and maintain maintenance tools and equipment?
  2. Does the employee keep tools in good working condition and ensure their availability?
  3. Does the employee report equipment maintenance needs or replacements?
Preventive Maintenance
  1. How well does the employee perform preventive maintenance tasks to prevent issues?
  2. Does the employee follow maintenance schedules and checklists?
  3. Does the employee contribute to extending the lifespan of property systems and equipment?
Communication and Reporting
  1. How does the employee communicate maintenance updates and progress to property management?
  2. Does the employee maintain detailed records of maintenance tasks and expenses?
  3. Does the employee provide clear and accurate reports on property conditions and repairs?
Overall Performance:
  • Summarize the employee's performance during the review period.
  • Highlight key strengths and areas for improvement.
Goals and Development:
  • Discuss performance goals for the next review period, structured as SMART goals (Specific, Measurable, Achievable, Relevant, Time-Bound).
  • Identify areas for professional development and training opportunities.
Additional Comments:
  • Provide any additional comments or feedback about the employee's performance.
View
Property Management Group

Accounting Clerk

Job Description:
Provides accounting and financial support to property management teams. Responsible for financial record-keeping, accounts payable, accounts receivable, and financial reporting.
Performance Areas:
Financial Record-Keeping
  1. How effectively does the employee maintain accurate financial records for properties and accounts?
  2. Does the employee ensure that financial transactions are properly documented and recorded?
  3. Does the employee organize financial records for easy access and retrieval?
Accounts Payable and Receivable
  1. How well does the employee manage accounts payable and accounts receivable processes?
  2. Does the employee process invoices, payments, and vendor bills accurately and timely?
  3. Does the employee handle rent collection, deposits, and tenant accounts receivable efficiently?
Financial Reporting and Analysis
  1. How does the employee contribute to financial reporting and analysis?
  2. Does the employee prepare accurate financial statements, reports, and summaries?
  3. Does the employee assist in analyzing financial data to identify trends and opportunities for cost savings?
Budgeting and Expense Tracking
  1. How effectively does the employee assist in budgeting and tracking property-related expenses?
  2. Does the employee contribute to the preparation of annual budgets and forecasts?
  3. Does the employee monitor expenses and variances, providing insights to property management?
Financial Software Proficiency
  1. How well does the employee use financial software and tools for accounting tasks?
  2. Does the employee adapt to changes in accounting software and technology?
  3. Does the employee ensure data accuracy and compliance with accounting standards?
Financial Audits and Compliance
  1. How does the employee support financial audits and compliance efforts?
  2. Does the employee assist in preparing documentation and records for audits?
  3. Does the employee ensure that financial transactions adhere to regulatory and internal policies?
Overall Performance:
  • Summarize the employee's performance during the review period.
  • Highlight key strengths and areas for improvement.
Goals and Development:
  • Discuss performance goals for the next review period, structured as SMART goals (Specific, Measurable, Achievable, Relevant, Time-Bound).
  • Identify areas for professional development and training opportunities.
Additional Comments:
  • Provide any additional comments or feedback about the employee's performance.
View
Property Management Group

Marketing Coordinator Property Management

Job Description:
Assists in marketing and promotional activities for properties managed by the company. Responsibilities include creating marketing materials, managing online listings, and coordinating advertising campaigns.
Performance Areas:
Marketing Materials and Collateral
  1. How effectively does the employee create marketing materials and collateral for properties?
  2. Does the employee design eye-catching and informative brochures, flyers, and signage?
  3. Does the employee maintain a consistent brand image across marketing materials?
Online Listings Management
  1. How well does the employee manage online property listings on various platforms?
  2. Does the employee ensure accurate and up-to-date property information on listing websites?
  3. Does the employee optimize listings for search visibility and engagement?
Advertising Campaign Coordination
  1. How does the employee coordinate advertising campaigns for property promotions?
  2. Does the employee collaborate with advertising partners and agencies to execute campaigns?
  3. Does the employee track the performance of advertising initiatives and make recommendations for improvement?
Digital Marketing and Social Media
  1. How effectively does the employee utilize digital marketing and social media for property promotion?
  2. Does the employee manage property-related social media accounts and engage with the online audience?
  3. Does the employee create and schedule compelling content to drive traffic and inquiries?
Tenant and Prospect Communication
  1. How well does the employee communicate with tenants and prospective tenants through marketing channels?
  2. Does the employee respond promptly to inquiries and messages from tenants and prospects?
  3. Does the employee assist in coordinating property tours and showings?
Market Research and Analysis
  1. How does the employee conduct market research and analysis to support marketing strategies?
  2. Does the employee gather data on market trends, competitor offerings, and pricing?
  3. Does the employee provide insights and recommendations based on market research findings?
Overall Performance:
  • Summarize the employee's performance during the review period.
  • Highlight key strengths and areas for improvement.
Goals and Development:
  • Discuss performance goals for the next review period, structured as SMART goals (Specific, Measurable, Achievable, Relevant, Time-Bound).
  • Identify areas for professional development and training opportunities.
Additional Comments:
  • Provide any additional comments or feedback about the employee's performance.
View
We know that choosing the right performance review questions can be daunting. These are the best options we found during our research, and we hope they're helpful for your team.

If you think there's an excellent addition that should be made, drop an email to our team at hello@workstory.team. Until then, happy growing!

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