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Bias for Action - Performance Management Assessment Sample #9





Performance Management System:

Performance Assessments that include Bias for Action:
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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Bias for Action

Conveys a sense of urgency about addressing problems and opportunities Completes work on time Projects a "can-do" attitude when interfacing with peers, subordinates and customers(especially during difficult and challenging times). Displays high energy and enthusiasm on consistent basis.
Unsatisfactory
Satisfactory
Exceeds Expectations
Comments:

Communication Skills

Uses polite language and shows respect for others' opinions and time. Communicates goals of project, resources required, resources available, etc. to the team Shares important information with others. Approachable, dependable, and ready to assist when needed.
Unsatisfactory
Satisfactory
Exceeds Expectations
Comments:

Flexibility

Accommodates the needs of employees when requests for time off are made. Continuously learning and adapting new techniques to address evolving challenges. Encourages a culture of experimentation and innovation. Flexible and resilient in addressing critical incidents.
Unsatisfactory
Satisfactory
Exceeds Expectations
Comments:

Emotional Intelligence

Accurately perceives the emotional reactions of others. Is able to control their own emotions. Able to understand others' points of view. Helps employees to resolve conflicts, communicate clearly, and work together to solve problems.
Unsatisfactory
Satisfactory
Exceeds Expectations
Comments:

Managing Performance

Monitors performance on a regular basis. Rewards individuals who show imagination in developing creative solutions to problems. Continuously measures performance and provides feedback to employees regularly. Makes sure the team's goals are met.
Unsatisfactory
Satisfactory
Exceeds Expectations
Comments:

Analytical

Considers the context in which information was produced. Maximizes the efficient use of scarce resources such as time and money. Presents data in a format that makes comparisons easier. Synthesizes data from multiple sources to draw logical conclusions.
Unsatisfactory
Satisfactory
Exceeds Expectations
Comments:

Goals

Conducts timely follow-up; keeps others informed on a need to know basis. Goal Setting Achieves goals. Sets high expectations and goals; encourages others to support the organization.
Unsatisfactory
Satisfactory
Exceeds Expectations
Comments:

Technology Use/Management

Applies complex rules and regulations to maintain optimal system performance. Understands and is committed to implementing new technologies. Identifies gaps between actual and needed technical competencies and provides recommendations for required training. Supports employee training and development initiatives regarding implementation of technology.
Unsatisfactory
Satisfactory
Exceeds Expectations
Comments:

Customer Focus

Exceeds expectations of the customers. Anticipates and proactively resolves issues that the customer may face. Sets an example for excellent customer relations. Transparent in all communications with the customer.
Unsatisfactory
Satisfactory
Exceeds Expectations
Comments:

Others

...treats others with respect and dignity. Consistently demonstrates ability and willingness to trust others. Constructively receives criticism and suggestions from others. Helpful
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?