Achievement - Performance Management Assessment Sample #9





Performance Management System:

Performance Assessments that include Achievement:
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:


This performance appraisal program is designed to provide a standardized method to:
  1. Provide an objective evaluation of an employee's performance and to share this feedback with the employee
  2. Assist in determining the true development needs of the employee and actions that should be taken to improve their job performance.
  3. This form is intended to ensure fair and equitable salary management. Please note that this review is one of several factors considered in salary decisions.

Employee Input

Please provide brief answers to the questions below. Your feedback is vital to us. We aim to capture all your achievements during the performance review period. The details you enter will be part of your Performance Appraisal. If you need to include any additional printed sheets, please sign, date, and submit them to your Department Head. Additionally, if someone else should contribute to this review, kindly provide their name and contact details.


Part 1: Skills and Accomplishments






  1. Please provide a comprehensive list of your significant accomplishments and any special projects you contributed to during this evaluation period. Be sure to include:
    • The objectives and goals of each project.
    • Your specific role and contributions.
    • The outcomes or results achieved.
    • Any challenges you faced and how you overcame them.
    • The skills and knowledge you applied or developed.
    This information will help us recognize your efforts and understand the impact of your work.



  2. Please detail any professional development activities you have engaged in, such as
    college courses, additional training, seminars, and trade magazine readings.



  3. What do you consider your greatest strengths in your current job?



  4. Which areas of your performance at the company do you feel need improvement?


Instructions: In this example assessment, there are 4 possible Overall Scores:
  1. Score >= 2.8 is Outstanding (O)
  2. Score >=2.5 is Exceeds Expectations (E)
  3. Score >=1.6: Meets Expectations (M)
  4. Otherwise: Did not meet expectations (D)
The actual numeric value is shown at the bottom of this assessment form. A single letter grade representing the Overall Rating is shown here at the top of the form.

Part 2: Job Competencies

Rating Scale:

Exceeds ExpectationsPerformance consistently surpasses job requirements. Both the quality of your work and the manner in which you achieve it far exceed the standards and expectations for your position. You demonstrate exceptional competence and productivity. This high level of performance is evident throughout the year and across all critical aspects of your role.
SatisfactoryThe employee consistently shows satisfactory performance and effectively completes assigned tasks. They are fully competent in their role and perform their duties adequately. However, they may require some direction or supervision.
UnsatisfactoryThe employee consistently falls short of the performance standards expected for this role in nearly all key areas. The quality and manner of their work are below company standards and deemed unacceptable. Without significant and immediate improvement, this rating should prompt the employee to reflect on the suitability of their continued employment.

Score
0.0
Letter Grades
Score >= 2.8 is Outstanding (O)
Score >=2.5 is Exceeds Expectations (E)
Score >=1.6: Meets Expectations (M)
Otherwise: Did not meet expectations (D)



As you make ratings on the form below, the employee's overall score will be displayed in the floating box at the top of the screen.

Achievement

Demonstrates a well-organized and timely approach to achieve desired results Inspires others to work with a sense of urgency. Completes work promptly and efficiently. Sets performance metrics to measure achievement or attainment of goals.
Unsatisfactory
Satisfactory
Exceeds Expectations
Comments:

Administrative Skill

Enthusiastic about taking on challenging projects. Accurately implements contract provisions. Implements and uses performance measures. Able to develop, justify and present a budget.
Unsatisfactory
Satisfactory
Exceeds Expectations
Comments:

Time Management

Is proactive in addressing important issues. Uses scripts or software tools to automate computer centered processes. Delegates as many repetitive tasks as possible to maximize the amount of work being done. Organizes work responsibilities for maximum efficiency.
Unsatisfactory
Satisfactory
Exceeds Expectations
Comments:

Responsible

Works in a way that makes others want to work with her/him. ...takes personal responsibility for results. Holds herself / himself accountable to goals / objectives Sets high personal standards of performance.
Unsatisfactory
Satisfactory
Exceeds Expectations
Comments:

Negotiation

Stays calm and focuses on the core issues to be discussed. Is aware of potential emotional triggers that could negatively impact the negotiations. Is flexible in responses. Is able to decline bad ideas to avoid making poor decisions.
Unsatisfactory
Satisfactory
Exceeds Expectations
Comments:

Organizational Fluency

Able to deal with sensitive issues with tact and professionalism. Effective in communicating with others within the organization. Understands departmental policies and procedures. Adept at navigating within the culture of the department.
Unsatisfactory
Satisfactory
Exceeds Expectations
Comments:

Communication Skills

Speaks clearly, fluently, and in a compelling manner to both individuals and groups. Responds to critical concerns of stakeholders. Addresses issues of key importance to stakeholders. Chooses the communication medium (ie. email, voice mail, memo, project document) that reflects the needs of the content. (ie. urgency, confidentiality, content scope)
Unsatisfactory
Satisfactory
Exceeds Expectations
Comments:

Flexibility

Is able to recover from setbacks. Is able to change their approach to solving a problem based on new information. Embraces change and is willing to pivot strategies based on new information. Is flexible in their approach to dealing with unpredictable events.
Unsatisfactory
Satisfactory
Exceeds Expectations
Comments:

Bias for Action

Coach others to foster an environment which can adapt quickly and willingly to rapid change. Displays high energy and enthusiasm on consistent basis. Encourages risk taking and experimentation to improve performance Projects a "can-do" attitude when interfacing with peers, subordinates and customers(especially during difficult and challenging times).
Unsatisfactory
Satisfactory
Exceeds Expectations
Comments:

Emotional Intelligence

Accurately perceives the emotional reactions of others. Is attentive to emotional cues and interprets others' feelings correctly. Is able to manage their own emotions. Helps to make decisions and solve problems using knowledge about how others will react in certain situations.
Unsatisfactory
Satisfactory
Exceeds Expectations
Comments:

Part 3: Your Individual Development Plan

Short-term Goals
What goals do you wish to accomplish in the next year?


Long-term Goals
What goals do you wish to accomplish within the next 2 to 3 years?


Skill Acquisition
What new skills do you plan to acquire within the next evaluation period?