Analytical - Performance Management Assessment Sample #3


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)

Performance Management System
Supervisor: [Supervisor Name]


Signature: ___________________


Date: _____________ 		Employee: [Employee Name]


Signature: ___________________


Date: ___________
Job Title: Mid-Level Manager in X Department Hire Date:
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.
Manager-Assessment
As a manager, your feedback is crucial in capturing the achievements and performance of your employees during the review period. Please provide brief answers to the questions below. The information you share will be included in the employee's Performance Appraisal.

If you have additional printed sheets to submit, ensure they are signed, dated, and handed over to your Department Head. If you believe another individual should contribute to this review, kindly provide their name and contact details.

Part 1: Status Recommendation

If currently on Probational Status:



If on Regular Employment Status:

Justification for the above Status Recommendation:


Competencies Included:
Analytical, Change Management, Flexibility, Creativity, Cultural Awareness, Objectives, Client Focus, Customer Focus, Recognition, Business Acumen

Part 2: Results of 360-Degree Feedback


The following are results from the 360-Degree Assessment conducted earlier in the year. This information can help guide the development of focus areas for the Individual Development Plan.
  1. Analytical: Identifies the root cause of a problem. Uses appropriate techniques to solve problems. Prioritizes various actions to be taken when solving a problem. Analyzes issues and reduces them to their component parts.
  1. Change Management: Adopts changes to set and example for others to follow. Assists others in understanding changes to the organization. Supports the Company's efforts to implement changes. Supports new initiatives for organizational changes to improve effectiveness.
  1. Flexibility: Implements changes as a result of having listened to employees Fosters a culture of flexibility and agility. Demonstrates the ability to think outside the box and adjust as needed. Adapts to different settings, tasks, and challenges with ease.
  1. Creativity: Creates a lot of new ideas. Is creative. Adds value to the department/organization. Is creative and inspirational.
  1. Cultural Awareness: Participates in cultural training sessions/classes. Seeks knowledge and information about other cultures. Seeks to reduce obstacles in communication that might arise from cultural differences. Is curious and willing to ask questions about the cultural differences in the workplace.
  1. Objectives: Assures [Company] principles are understood, employed & pursued. Encourages me to take on greater responsibility. Consistently provides me with timely feedback for improving my performance. Organizes and schedules events, activities, and resources.
  1. Client Focus: Has received good feedback from clients. Uses client feedback to help improve products and services. Delivers customized solutions for each client. Creates an environment that enables clients to receive excellent service.
  1. Customer Focus: Provides training to others on how to improve customer service. Develops good rapport and trust with the customer. Treats customers with courtesy and respect. Understands what resources are needed to meet customer needs.
  1. Recognition: Recognizes individuals for a specific outstanding achievement. Finds opportunities to recognize others. Says "thank you" to show appreciation for work of others. Makes people around them feel appreciated and valued.
  1. Business Acumen: Effectively develops and uses resources (people, time, money, supplies, equipment, and space) to improve organizational performance Gathers essential customer data to align our products with their expectations. Understands business fundamentals and practices. Incorporates innovative approaches and being adaptable to change.

Part 3: Individual Productivity and/or SMART Goals

Employee Comments


Supervisor Comments


Part 4: Team Productivity and/or SMART Goals

Employee Comments


Supervisor Comments