Administrative Skill - Performance Management Assessment Sample #2





Performance Management System:

Performance Assessments that include Administrative Skill:
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:
Administrative Skill, Creativity, Punctuality, Managing Performance, Results Oriented, Clarity, Regulatory/Compliance, Teamwork, Strategic Insight, Planning

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.

Administrative Skill

High attention to detail. Able to develop, justify and present a budget. Enthusiastic about taking on challenging projects. Implements and uses performance measures.
Unsatisfactory
Satisfactory
Exceeds Expectations
Comments:

Creativity

Conceives, implements and evaluates ideas. Is creative. Develops solutions to challenging problems. Inspires creativity in their team.
Unsatisfactory
Satisfactory
Exceeds Expectations
Comments:

Punctuality

Maintains an efficient schedule of activities. Conducts appointments at scheduled start time. Starts the workday when scheduled. Invoices clients on a timely basis.
Unsatisfactory
Satisfactory
Exceeds Expectations
Comments:

Managing Performance

Provides employees with training as needed to increase their performance. Communicates OKRs to employees regularly during monthly meetings. Is proactive in administering the rewards program. Reviews job performance shortly after completion of tasks.
Unsatisfactory
Satisfactory
Exceeds Expectations
Comments:

Results Oriented

Flexible in adjusting priorities to meet the demands of changing situations. Stays focused on meeting the needs of customers. Determines the proper order for completion of the tasks. Strives to achieve high volume of output.
Unsatisfactory
Satisfactory
Exceeds Expectations
Comments:

Clarity

Checks details thoroughly. Avoids creating ambiguity or mixed messages. Attends to the important details of a job or task. Adjusts communication methods to the needs of the audience.
Unsatisfactory
Satisfactory
Exceeds Expectations
Comments:

Regulatory/Compliance

Ensures appropriate followup for regulatory violations. Creates and maintains necessary regulatory documentation. Is professional and courteous in interactions with auditors and regulators. Knows who to contact at various regulatory agencies if needed.
Unsatisfactory
Satisfactory
Exceeds Expectations
Comments:

Teamwork

Shows respect for other team members. Shares pertinent information with all members of the team. Coaches team members to work toward a common goal. Is open to new ideas that may change own goals for benefit of the team
Unsatisfactory
Satisfactory
Exceeds Expectations
Comments:

Strategic Insight

Understands how to strategically grow the business and increase customers. Recognizes the needs of customers. Implements long-term solutions to problems. Lets employees know how their roles contribute toward the achievement of strategic company objectives.
Unsatisfactory
Satisfactory
Exceeds Expectations
Comments:

Planning

Initiates the planning process by defining the scope of the project. Encourages others to follow the plan. Assesses the risks of various strategic plans. Open to input from others into the plan for the project.
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.