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Action - Performance Management Assessment Sample #8





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:



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:
Action, Establishing Focus/Direction, Decision Making, Change Management, Managing Risk, Regulatory/Compliance, Empowering Others, Strategic Focus, Organizational Fluency

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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Action

Initiates projects or tasks that have a positive impact on the team. Takes preemptive actions avoid obstacles or delays. Anticipates needs and takes pre-emptive action to address the issue. Overcomes obstacles that may impede progress on a task.
How have you performed this competency and what are your plans for improvement in this area?

Establishing Focus/Direction

Makes sure that employees understand how their work relates to organizational goals. Functions well under stress, deadlines, and/or significant workloads. Maintains focus when handling several problems or tasks simultaneously. Stays focused even when under pressure and stress.
How have you performed this competency and what are your plans for improvement in this area?

Decision Making

Coaches team members individually when "poor" decisions are made; helps them see what could have been done differently Remains focused on the immediate goal when making decisions. Formulates imaginative decisions. Willing to change their strategy if new information arises.
How have you performed this competency and what are your plans for improvement in this area?

Change Management

Adopts changes to set and example for others to follow. Able to get team members to change their attitudes. Facilitates change with minimal resistance. Is a leading force driving changes.
How have you performed this competency and what are your plans for improvement in this area?

Managing Risk

Monitors risk events and notifies appropriate stakeholders. Decides what actions will be taken. Performs a risk analysis as needed. Determines the potential outcome of adverse risk events.
How have you performed this competency and what are your plans for improvement in this area?

Regulatory/Compliance

Creates and implements training courses for new hires to ensure knowledge of regulations and policies. Conducts necessary risk assessments. Identifies and assesses areas of regulatory or compliance risk. Is professional and courteous in interactions with auditors and regulators.
How have you performed this competency and what are your plans for improvement in this area?

Empowering Others

Views others in the department as valued assets to be trained and employed. Trusts employees with important responsibilities. Allows employees to make their own decisions. Considers ideas from employees that may challenge traditional ways of doing the job.
How have you performed this competency and what are your plans for improvement in this area?

Strategic Focus

Able to decline a poor strategy by proposing alternate strategies. Develops strategies to effectively use company resources and exploit potential opportunities. Develops a strategic vision for the future. Determines the best strategy for achieving elevated levels of performance.
How have you performed this competency and what are your plans for improvement in this area?

Organizational Fluency

Anticipates problems that may affect the department. Gets things done through the department. Is aware of other organizational cultures to compare/contrast with the current organizational culture. Understands departmental policies and procedures.
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?