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Accountability - Performance Management Assessment Sample #8





Performance Management System:

Performance Assessments that include Accountability:
Assessment 1 (5-point scale; IDP Comments)
Assessment 2 (3-point scale with Comments)
Assessment 3 (Manager Assessment; 360-Feedback)
Assessment 4 (3-point scale; Rating Limits)
Assessment 5 (3-point scale; Rating Limits)
Assessment 6 (5-point scale with Comments)
Assessment 7 (Comment Boxes Only; IDP)
Assessment 8 (Comment Boxes Only)
Assessment 9 (3-point scale with Letter Grade)
Assessment 10 (360-Feedback; Bonus/Merit Pay)
Assessment 11 (Core Values & Job Competencies)
Assessment 12 (4-point scale; 6 Comment Boxes)
Instructions:



Enter comments in each of the boxes below. Partially completed forms can be saved by using the Save/Still Working button at the bottom of the page. You may return at a later time to complete/edit the form. Your saved responses will be shown each time you re-visit the evaluation form. When you are certain that you have completed your responses and will be not making any changes, click the Complete button.


Competencies Included:
Accountability, Administrative Skill, Change Management, Managing Risk, Regulatory/Compliance, Customer Focus, Organizational Fluency, Vision

Part 1: Skills and Accomplishments




  1. Please enter detailed information regarding the completion or current status of your goals. Be sure to cover the following points for each goal:
    1. Goal Description: Briefly describe the goal you set out to achieve. Include the objective and any specific targets or outcomes you aimed for.
    2. Completion Status: Indicate whether the goal has been fully completed, partially completed, or if it is still in progress. Specify the percentage of completion if applicable.
    3. Achievements and Outcomes: Describe any achievements or results that have come from working towards this goal. Highlight any significant milestones or successes.
    4. Challenges and Solutions: Discuss any challenges or obstacles you encountered while working towards this goal. Explain how you addressed or overcame these challenges.
    5. Learnings and Insights: Reflect on what you have learned from pursuing this goal. Share any insights or new skills you have gained through the process.
    6. Future Actions: Outline any next steps or future actions you plan to take in relation to this goal. If the goal is still in progress, provide a timeline for completion and any additional resources you might need.






  2. Please detail any professional development activities you have engaged in, such as college courses, additional training, seminars, and trade magazine readings. Include the skills or knowledge gained, how they have contributed to your role, and any future development plans or goals you have.






Part 2: Job Competencies

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Accountability

Encourages employees to take on greater responsibilities. Takes full responsibility for results. Makes sure the supervisor is always informed of any important events. Maintains honesty and transparency in all communications.
How have you performed this competency and what are your plans for improvement in this area?

Administrative Skill

High attention to detail. Completes reports on-time. Has strong technical/computer skills. Strong organizational skills to keep the workspace and department in order
How have you performed this competency and what are your plans for improvement in this area?

Change Management

Is an inspiration for others to accept the recent changes. Supports new initiatives for organizational changes to improve effectiveness. Inspires others to accept changes. Addresses organizational and departmental resistance to changes.
How have you performed this competency and what are your plans for improvement in this area?

Managing Risk

Promotes risk management competence throughout the organization. Understands that risk may represent a threat or an opportunity. Uses financial data to mitigate financial risks. Determines the impact of specific risks on marketplace.
How have you performed this competency and what are your plans for improvement in this area?

Regulatory/Compliance

Uses compliance reports to evaluate the effectiveness of compliance initiatives identifying areas of risk. Coordinates the work of other Business Managers to ensure all are in compliance with established standards and guidelines. Develops compliance reports in accordance with federal and industry regulations. Responds accurately and completely to questions from regulators.
How have you performed this competency and what are your plans for improvement in this area?

Customer Focus

Focuses on providing excellent customer service. Does not hesitate to address customer concerns or complaints. Makes sure team members understand the issues faced by the customer. Is available to respond to customer needs.
How have you performed this competency and what are your plans for improvement in this area?

Organizational Fluency

Understands the current organizational culture. Understands departmental policies and procedures. Able to deal with sensitive issues with tact and professionalism. Gets things done through the department.
How have you performed this competency and what are your plans for improvement in this area?

Vision

Skilled in developing and realizing a comprehensive organizational vision. Creates a timeline to fulfill the organization's vision. Shapes the department's vision into actionable goals. Transforms the current vision into clear objectives and a strategic roadmap.
How have you performed this competency and what are your plans for improvement in this area?

Part 3: Final Comments

Goals for Next Year
What are your goals for the next evaluation period?


Overall Comments
What final comments do you wish to enter for your assessment?