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Adaptability - Performance Management Assessment Sample #9





Performance Management System:

Performance Assessments that include Adaptability:
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.
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Adaptability

Able to step in and help co-workers when needed. Develops insights and applies innovative solutions to projects and problems. Performs a wide range of tasks, responds to changes in direction and priorities and accepts new challenges, responsibilities, and assignments. Continually trying to improve skills to remain current.
Unsatisfactory
Satisfactory
Exceeds Expectations
Comments:

Self Management

Uses patience and self-control in working with customers and associates. Steps away from a situation to process appropriate response. Analyzes interpersonal problems instead of reacting to them. Is aware of personal impact on others and adjusts behavior to create a positive leadership presence.
Unsatisfactory
Satisfactory
Exceeds Expectations
Comments:

Emotional Intelligence

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

Managing Performance

Awards new assignments to those who are most capable. Implements remediation plans with follow up after 3 months. Participates in training as needed to improve job performance. Presents performance feedback in a clear and concise manner to address performance issues.
Unsatisfactory
Satisfactory
Exceeds Expectations
Comments:

Goals

Goal Setting Makes sure that I have a clear idea of our group's goals. Understands & contributes to development of strategic goals. Conducts timely follow-up; keeps others informed on a need to know basis.
Unsatisfactory
Satisfactory
Exceeds Expectations
Comments:

Technology Use/Management

Adopts the implementation of new technology into the workplace. Identifies gaps between actual and needed technical competencies and provides recommendations for required training. Supports technical training and development of employees. Maximizes the use of new technology to deliver products and services.
Unsatisfactory
Satisfactory
Exceeds Expectations
Comments:

Objectives

Consistently provides me with timely feedback for improving my performance. Effectively organizes resources and plans Organizes and schedules events, activities, and resources. Establishes goals and objectives.
Unsatisfactory
Satisfactory
Exceeds Expectations
Comments:

Coaching

Addresses employee behavior problems effectively. Helps employees to maintain high personal standards. Meets regularly with employees to coach them on areas that will enhance their performance Provides clear, motivating, and constructive feedback.
Unsatisfactory
Satisfactory
Exceeds Expectations
Comments:

Strategic Insight

Lets employees know how their roles contribute toward the achievement of strategic company objectives. Identifies potential problems before they become critical incidents. Works with others to develop insights into the resources and actions required to produce desired results. Understands the Company's strengths and weaknesses and uses this information to create optimal solutions to problems.
Unsatisfactory
Satisfactory
Exceeds Expectations
Comments:

Organizational Fluency

Anticipates problems that may affect the department. Effective in communicating with others within the organization. Understands the current organizational culture. Adept at navigating within the culture of the department.
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?