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Analytical - Performance Management Assessment Sample #9





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 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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Analytical

Tests hypotheses and validates theories through empirical evidence. Decomposes problems into smaller, manageable parts. Helps employees see that changes in one part of the business can affect other parts. Determines averages and trends in the data.
Unsatisfactory
Satisfactory
Exceeds Expectations
Comments:

Accountability

Lets supervisor know of any setbacks to the progress on achieving goals. Consistently follows through on commitments and promises. Accepts responsibility to lead efforts to solving critical problems. Welcomes the responsibility for meeting the broad range of needs of stakeholders and clients.
Unsatisfactory
Satisfactory
Exceeds Expectations
Comments:

Integrity

Fosters an environment built upon trust. Demonstrates sincerity in actions with others. Accepts responsibility for mistakes. Protects the integrity and confidentiality of information
Unsatisfactory
Satisfactory
Exceeds Expectations
Comments:

Professional Development

Contributing fully to the extent of their skills Seeks opportunities for continuous learning. Quickly acquire and apply new knowledge and skills when needed Allows employees to fully participate in employee training and professional development.
Unsatisfactory
Satisfactory
Exceeds Expectations
Comments:

Emotional Intelligence

Is attentive to emotional cues and interprets others' feelings correctly. Helps to make decisions and solve problems using knowledge about how others will react in certain situations. Accurately perceives the emotional reactions of others. Helps employees to resolve conflicts, communicate clearly, and work together to solve problems.
Unsatisfactory
Satisfactory
Exceeds Expectations
Comments:

Goals

Establishes and documents goals and objectives. Makes sure that I have a clear idea of our group's goals. Conducts timely follow-up; keeps others informed on a need to know basis. Makes sure that team members have a clear idea of our group's goals.
Unsatisfactory
Satisfactory
Exceeds Expectations
Comments:

Technology Use/Management

Supports technical training and development of employees. Maximizes the use of new technology to deliver products and services. Adopts the implementation of new technology into the workplace. Applies complex rules and regulations to maintain optimal system performance.
Unsatisfactory
Satisfactory
Exceeds Expectations
Comments:

Safety

Seeks to reduce the likelihood of accidents. Ensures compliance with safety regulations. Supports our company's safety programs. Creates accurate and effective measures of safety.
Unsatisfactory
Satisfactory
Exceeds Expectations
Comments:

Partnering/Networking

Identifies the right alliance partners with complementary and compatible services and resources. Creates an environment that supports information exchange. Actively prevents conflicts by identifying issues early and resolving them promptly. Forms strong relationships with customers.
Unsatisfactory
Satisfactory
Exceeds Expectations
Comments:

Strategic Focus

Determines the best strategy for achieving elevated levels of performance. Maintains strategic focus by regularly reviewing the strategic plan and taking corrective actions as needed to stay on track. Turns strategic priorities into action plans. Understands the importance of developing strategic capabilities.
Unsatisfactory
Satisfactory
Exceeds Expectations
Comments:

Company

Understands the "basics" as to how [Company] functions/operates. Impresses upon others the important aspects of [Company]. Understands how decisions impact other business units beyond their immediate department of work group. Expresses loyalty and dedication to [Company] in interactions with others.
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?