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Analytical - Performance Management Assessment Sample #2





Performance Management System:

Performance Assessments that include Analytical:
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 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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Analytical

Identifies the root cause of a problem. Evaluates evidence for accuracy and relevance. Creates new ways of interpreting the data. Understands the basic principles of research.
Unsatisfactory
Satisfactory
Exceeds Expectations
Comments:

Decision Making

Gathers information before making a decision. Does not lose sight of the big picture when making decisions Defines parameters that will impact the decision making process. Makes creative decisions.
Unsatisfactory
Satisfactory
Exceeds Expectations
Comments:

Communication Skills

Keeps the supervisor informed about achievements and milestones. Delivers effective presentations. Is an effective communicator Faces the person when speaking or listening to engage in direct communication.
Unsatisfactory
Satisfactory
Exceeds Expectations
Comments:

Punctuality

Avoids making personal phone calls during working hours. Starts the workday when scheduled. Responds to requests for information in a timely manner. Conducts appointments at scheduled start time.
Unsatisfactory
Satisfactory
Exceeds Expectations
Comments:

Leadership

Expresses clear goals and objectives. Gives inspiring presentations or discussions. Effectively leads others. Sits down regularly with employees to review their job performance.
Unsatisfactory
Satisfactory
Exceeds Expectations
Comments:

Innovation

Champion disruptive innovations to open new market opportunities and redefine industry standards. Regularly reviews the strategic risks associated with innovation. Willing to entertain and experiment with new ideas leading to potential breakthrough innovations and competitive advantages. Develops effective solutions for viewing problems from a different point of view.
Unsatisfactory
Satisfactory
Exceeds Expectations
Comments:

Clarity

Is clear about the roles and duties of team members. Seeks to reduce ambiguity in messaging and documents. Avoids creating ambiguity or mixed messages. Clearly explains responsibilities to individuals.
Unsatisfactory
Satisfactory
Exceeds Expectations
Comments:

Developing Others

Develops employees by offering and encouraging them to take on new or additional responsibilities. Assigns tasks and responsibilities to develop skills of others. Is open to receiving feedback. Creates a work environment that fosters positive feedback to employees.
Unsatisfactory
Satisfactory
Exceeds Expectations
Comments:

Teamwork

Facilitates team discussions and problem-solving Listens carefully to other team members. Helps the team balance analysis with decisiveness in making decisions. Listens to the opinions of other team members.
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.