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Action - Performance Management Assessment Sample #2





Performance Management System:

Performance Assessments that include Action:
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.


Competencies Included:
Action, Punctuality, Attitude, Management, Commitment To Result, Technical, Trustworthy, Conflict Management, Teamwork, Vision

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 think are your most valuable qualities in your current role? Could you explain on how these strengths have contributed to your success and impact at work?



  4. Discuss the aspects of your performance that you believe could benefit from further development? Please provide some details on how you plan to address these areas for improvement, and any resources or support that might help you enhance your skills and effectiveness in your role.


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.
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Action

Takes charge without being asked. Effectively handles multiple complex issues simultaneously. Successfully identifies the right person for a job when distributing tasks. Converts plans into actions.
Unsatisfactory
Satisfactory
Exceeds Expectations
Comments:

Punctuality

Starts meetings on time. Conducts appointments at scheduled start time. Arrives to meetings on time. Avoids making personal phone calls during working hours.
Unsatisfactory
Satisfactory
Exceeds Expectations
Comments:

Attitude

Shows by their actions that they trust in the positive intentions of others. Contributes to a positive work environment. Is gracious and professional in their interactions with others. Builds open and trusting relationships.
Unsatisfactory
Satisfactory
Exceeds Expectations
Comments:

Management

Delegate tasks effectively Sets an example for others to follow Keep staff informed about what is happening in the company Makes you feel enthusiastic about your work
Unsatisfactory
Satisfactory
Exceeds Expectations
Comments:

Commitment To Result

Takes immediate action toward goals. Conveys strong sense of own pride in Company to associates by creating a shared vision around sales and customer service. Coordinates all department activities into a cohesive team effort. Able to focus on a task even when working alone.
Unsatisfactory
Satisfactory
Exceeds Expectations
Comments:

Technical

Uses expertise to identify issues and think through creative solutions to get a problem solved or objective accomplished. Is naturally sought out by people outside his/her particular area for advice and opinion on a broad range of matters - not necessarily solely legal advice. Is knowledgeable of procedures or systems necessary for the job. Knows how to produce high quality products/work.
Unsatisfactory
Satisfactory
Exceeds Expectations
Comments:

Trustworthy

Seeks to mitigate grievances by clarifying intentions and finding suitable remedies. Delivers on promises made. Takes care to maintain confidential information. Works in a way that makes others want to work with her/him.
Unsatisfactory
Satisfactory
Exceeds Expectations
Comments:

Conflict Management

Seeks to maintain positive relationships with coworkers. Able to persuade and influence others. Prevents minor issues from escalating into major problems. Combines ideas and viewpoints of different team members.
Unsatisfactory
Satisfactory
Exceeds Expectations
Comments:

Teamwork

Encourages open communication Makes decisions that positively impact team performance. Shares pertinent information with all members of the team. Actively participates in the work of teams; seeks and listens to others' contributions
Unsatisfactory
Satisfactory
Exceeds Expectations
Comments:

Vision

Diagnoses issues and envisions solutions. Provides the vision needed to help the organization remain competitive and adaptable in a dynamic market. Formulates and implements the organization's vision. Creates and executes a strategic vision that drives the company's growth forward.
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
Describe the new skills you aim to acquire during the upcoming evaluation period? Please include specific areas of expertise or knowledge you intend to develop, and how these skills will enhance your performance and contribute to the company's overall success. Additionally, it would be helpful to list your plans for learning these skills, such as any courses, workshops, or mentorship opportunities you plan to pursue.