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Business Acumen - Performance Management Assessment Sample #11





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)
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.


Competencies Included:
Business Acumen, Organizational Fluency, Planning, Communication Skills, Adaptability, Action, Administrative Skill, Client Focus, Co-worker Development, Partnering/Networking

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

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Business Acumen

Unsatisfactory
Needs
Improvement
Satisfactory
Very
Good
Exceptional
Converses with customers and clients to get a better insight into their business needs. Identifies potential regulatory risks and strategies to mitigate them. Anticipates business cycles and trends and makes strategic adjustments in a timely manner.

Organizational Fluency

Unsatisfactory
Needs
Improvement
Satisfactory
Very
Good
Exceptional
Is aware of other organizational cultures to compare/contrast with the current organizational culture. Understands departmental policies and procedures. Gets things done through the department.

Planning

Unsatisfactory
Needs
Improvement
Satisfactory
Very
Good
Exceptional
Makes plans and follows through. Reduces uncertainty in the department through clear planning and schedules. Assesses the potential impact of changes to the strategic plan.

Communication Skills

Unsatisfactory
Needs
Improvement
Satisfactory
Very
Good
Exceptional
Makes the complex simple. Maintains eye contact to foster direct communication. Presents issues, ideas, and strategy concisely and clearly.

Adaptability

Unsatisfactory
Needs
Improvement
Satisfactory
Very
Good
Exceptional
Ability to recognize the potential benefits of change, and create an infrastructure which supports change. Is aware of changes in the environment. Is aware of changes to the policies and procedures.

Part 3: Core Values

Action

Unsatisfactory
Needs
Improvement
Satisfactory
Very
Good
Exceptional
Moves forward on important projects. Is proactive in addressing the needs of the department. Addresses safety issues immediately.

Administrative Skill

Unsatisfactory
Needs
Improvement
Satisfactory
Very
Good
Exceptional
High attention to detail. Strong organizational skills to keep the workspace and department in order Takes responsibility for decisions.

Client Focus

Unsatisfactory
Needs
Improvement
Satisfactory
Very
Good
Exceptional
Persistent in solving client issues. Delivers on commitments made to clients. Makes sure team members understand the issues faced by the client.

Co-worker Development

Unsatisfactory
Needs
Improvement
Satisfactory
Very
Good
Exceptional
Works to identify root causes of performance problems Adapts coaching and mentoring approach to meet the style or needs of individuals Sets and clearly communicates expectations, performance goals, and measurements to others

Partnering/Networking

Unsatisfactory
Needs
Improvement
Satisfactory
Very
Good
Exceptional
Forms collaborative relationships with others. Utilizes partners' key strengths to create mutual advantages. Shares and develops cutting-edge ideas with a network of colleagues, fostering a culture of innovation and continuous improvement.

Part 4: 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?