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Business Acumen - Performance Management Assessment Sample #5





Performance Management System:

Performance Assessments that include Business Acumen:
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)
Limiting Feature: This assessment example features a minimum and a maximum limit on responses at the extreme ends of the scale. For this example, you are limited to selecting a response of "Exceptional" to at least 3 and no more than 6 items and a response of "Unsatisfactory" to at least 3 and no more than 6 items.
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?





Part 2: Job Competencies

Rating Scale:

ExceptionalPerformance 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.
Rating Limit: Please note: You must select at least 3 but no more than 6 responses of "Exceptional" and at least 3 but no more than 6 responses of "Unsatisfactory". Once you check the 6th item with that response, the remaining unchecked options will be removed.

What you need to do

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Business Acumen

Unsatisfactory Satisfactory Exceptional
  1. Creates unique strategies that impact the Company.
  1. Facilitates creativity and innovation in individuals by helping them understand different aspects of the business.
  1. Meets with customers to gain insights into their core needs and how to strategically serve them.

Strategic Insight

Unsatisfactory Satisfactory Exceptional
  1. Maintains knowledge of current trends in the industry.
  1. Strategically aligns projects to the goals of the company.
  1. Communicates with employees to find out their needs.

Accountability

Unsatisfactory Satisfactory Exceptional
  1. Works hard to ensure the success of the department.
  1. Consults with the supervisor before engaging in new procedures that have some risk.
  1. Consistently strives to meet high standards of excellence.

Bias for Action

Unsatisfactory Satisfactory Exceptional
  1. Motivates others to achieve or exceed goals
  1. Conveys a sense of urgency about addressing problems and opportunities
  1. Coach others to foster an environment which can adapt quickly and willingly to rapid change.

Continual Learning

Unsatisfactory Satisfactory Exceptional
  1. Pursues learning that will enhance job performance.
  1. Grasps new ideas, concepts, technical, or business knowledge.
  1. Takes the initiative to learn new skills.

Emotional Intelligence

Unsatisfactory Satisfactory Exceptional
  1. Able to understand others' points of view.
  1. Accurately perceives the emotional reactions of others.
  1. Helps employees to resolve conflicts, communicate clearly, and work together to solve problems.

Delegation

Unsatisfactory Satisfactory Exceptional
  1. Entrusts subordinates with important tasks.
  1. Encourages and empowers subordinates to use initiative in achieving goals and objectives.
  1. Clearly defines duties and tasks to be completed.

Decision Making

Unsatisfactory Satisfactory Exceptional
  1. Examines relevant factors needed to make a decision.
  1. Is able to make decisions quickly.
  1. Examines for patterns in data to help predict future possibilities.

Change Management

Unsatisfactory Satisfactory Exceptional
  1. Develops a strategy for implementing changes.
  1. Supports the Company's efforts to implement changes.
  1. Able to get team members to change their attitudes.

Clarity

Unsatisfactory Satisfactory Exceptional
  1. Communicates ideas and facts clearly and effectively in writing.
  1. Attends to the important details of a job or task.
  1. Makes sure employees understand why they were given certain assignments.

Objectives

Unsatisfactory Satisfactory Exceptional
  1. Works toward achieving established goals and objectives.
  1. Encourages me to take on greater responsibility.
  1. Consistently provides me with timely feedback for improving my performance.


Part 3: Individual Productivity and/or SMART Goals

Employee Comments


Supervisor Comments


Part 4: Team Productivity and/or SMART Goals

Employee Comments


Supervisor Comments