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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:


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.
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  1. Analytical: Meticulously records and maintains logs of observations/measurements. Presents data clearly and concisely to support strong, evidence-based arguments. Formats data to facilitate easy comparisons. Figures out where issues might arise.
  1. Change Management: Able to get department employees to accept new changes. Addresses organizational and departmental resistance to changes. Is an inspiration for others to accept the recent changes. Supports the Company's efforts to implement changes.
  1. Flexibility: Responds to the various needs of other colleagues and departments. Is open to change and new ways of doing things. Adapts workflows according to changing needs. Able to maintain productivity and effectiveness no matter the context.
  1. Creativity: Conceives, implements and evaluates ideas. Develops solutions to challenging problems. Adds value to the department/organization. Inspires creativity in their team.
  1. Cultural Awareness: Is sensitive to the similarities and differences that exist between cultures. Is curious and willing to ask questions about the cultural differences in the workplace. Is aware of differences in how individuals from other cultures greet one another. Understands the impact that our culture may have on interactions between individuals.
  1. Objectives: Consistently provides me with timely feedback for improving my performance. Communicates goals and objectives to employees. Effectively organizes resources and plans Works toward achieving established goals and objectives.
  1. Client Focus: Is committed to the client's success. Anticipates problems that the client may encounter. Maintains strong relationships with clients. Consistently exceeds client expectations.
  1. Customer Focus: Builds long term relationships with customers. Is committed to resolving customer issues in a positive way. Documents customer interactions. Makes sure customer needs are understood by the team members.
  1. Recognition: Lets employees know when they have done well Offers recognition in a timely manner. Says "thank you" to show appreciation for work of others. Makes people around them feel appreciated and valued.
  1. Business Acumen: Ensures employees have easy access to relevant information. Collects valuable customer insights to ensure our services meet their needs. Understands impacts of domestic & global market events & issues. Works cooperatively with others to implement business changes.

Part 3: Individual Productivity and/or SMART Goals

Employee Comments


Supervisor Comments


Part 4: Team Productivity and/or SMART Goals

Employee Comments


Supervisor Comments