Action - Performance Management Assessment Sample #4





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)
Limiting Feature: This assessment example features a limit on responses at the extreme ends of the scale. For this example, you are limited to selecting a response of "Exceptional" to no more than 5 items and a response of "Unsatisfactory" to no more than 5 items.
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?


Part 2: Job Competencies

Rating Scale:

ExceptionalPerformance 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.


Your assessment is limited in the number of ratings that you can give as Exceptional or as Unsatisfactory. This form will limit the number of items that you can rate at the extreme ends of the scale. Once you have reached the limit, the computer will prevent you from selecting any more of that rating.
Rating Limit: Please note: You are limited to no more than 5 responses of "Exceptional" and 5 responses of "Unsatisfactory". Once you check the 5th item with that response, the remaining unchecked options will be removed.

Action

Unsatisfactory Satisfactory Exceptional
  1. Addresses performance issues quickly.
  1. Motivates & supports others to gain skills
  1. Is proactive in developing solutions to problems.

Flexibility

Unsatisfactory Satisfactory Exceptional
  1. Has the ability to pivot strategies, operations, or processes in real-time to meet new challenges or seize new opportunities.
  1. Accommodates the needs of employees when requests for time off are made.
  1. Faces the unknown head-on, turning challenges into opportunities for growth and innovation.

Cultural Awareness

Unsatisfactory Satisfactory Exceptional
  1. Engages with individuals that have different cultural backgrounds.
  1. Is aware of differences in how individuals from other cultures greet one another.
  1. Willing to work with employees who have different cultural backgrounds.

Managing Performance

Unsatisfactory Satisfactory Exceptional
  1. Monitors performance on a regular basis.
  1. Uses timely and appropriate corrective/disciplinary actions.
  1. Recognizes and values good performance.

Initiative

Unsatisfactory Satisfactory Exceptional
  1. Initiates projects that have an impact on the department.
  1. Builds strong interpersonal relationships upon first meeting.
  1. Capitalizes on opportunities as they become available.

Results Oriented

Unsatisfactory Satisfactory Exceptional
  1. Strives to achieve high volume of output.
  1. Establishes benchmarks to be met when working on projects.
  1. Willing to adapt to new procedures to maintain production capacities.

Customer Focus

Unsatisfactory Satisfactory Exceptional
  1. Identifies the most pressing needs of each customer.
  1. Is available to respond to customer needs.
  1. Creates innovative solutions to meet customer needs.

Developing Others

Unsatisfactory Satisfactory Exceptional
  1. Sets performance objectives for subordinates that encourages development opportunities.
  1. Supports the successes of other employees.
  1. Provides constructive feedback to others.

Partnering/Networking

Unsatisfactory Satisfactory Exceptional
  1. Builds trust with colleagues at other companies to form partnerships to promote growth.
  1. Builds trust with colleagues and coworkers.
  1. Partners with peers to obtain influence within the Company.

Company

Unsatisfactory Satisfactory Exceptional
  1. Follows existing procedures and processes.
  1. Attends [Company] gatherings and social events.
  1. Expresses loyalty and dedication to [Company] in interactions with others.


Part 3: Individual Productivity and/or SMART Goals

First Quarter Project


Third Quarter Project


Part 4: Team Productivity and/or SMART Goals

First Quarter Project


Third Quarter Project