Change Management - Performance Management Assessment Sample #2





Performance Management System:

Performance Assessments that include Change Management:
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:
Change Management, Decision Making, Innovation, Clarity, Managing Risk, Interpersonal Skills, Developing Others, Coaching, Global Perspective, Communication Skills, Punctuality, Leadership

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 think are your most valuable qualities in your current role? Could you explain on how these strengths have contributed to your success and impact at work?



  4. Discuss the aspects of your performance that you believe could benefit from further development? Please provide some details on how you plan to address these areas for improvement, and any resources or support that might help you enhance your skills and effectiveness in your role.


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.

Change Management

Adopts changes to set and example for others to follow. Is an inspiration for others to accept the recent changes. Inspires others to accept changes. Facilitates change with minimal resistance.
Unsatisfactory
Satisfactory
Exceeds Expectations
Comments:

Decision Making

Assesses the risks, benefits, and potential impact of a number of options when deciding a course of action Exercises good judgment by making sound and informed decisions. Decides which short- and long-term goals should be created. Understands what factors are important for deciding if a decision is "worth it"?
Unsatisfactory
Satisfactory
Exceeds Expectations
Comments:

Innovation

Develops new products and services. Fosters a creative and innovative work environment. Solves problems with insight and understanding. Finds creative ways to get things done with limited resources.
Unsatisfactory
Satisfactory
Exceeds Expectations
Comments:

Clarity

Makes sure employees understand why they were given certain assignments. Clearly explains the vision and goals of the company. Clearly defines work objectives for employees. Communicates with clarity and efficiency.
Unsatisfactory
Satisfactory
Exceeds Expectations
Comments:

Managing Risk

Performs monthly risk management assessments. Reduces risk to a manageable level. Committed to implementing rules and procedures to minimize risk. Is aware of process safety management.
Unsatisfactory
Satisfactory
Exceeds Expectations
Comments:

Interpersonal Skills

Maintains a high degree of honesty and integrity. Is well respected in the department. Gives good advice and suggestions to coworkers. Builds strong relationships with team members.
Unsatisfactory
Satisfactory
Exceeds Expectations
Comments:

Developing Others

Supports the successes of other employees. Creates a work environment that fosters positive feedback to employees. Provides constructive feedback to others. Tries to ensure employees are ready to move to the next level.
Unsatisfactory
Satisfactory
Exceeds Expectations
Comments:

Coaching

Helps employees to understand responsibilities, authority, and expectations. Provides clear, motivating, and constructive feedback. Helps employees to maintain high personal standards. Coaches employees in how to strengthen knowledge and skills to improve work performance.
Unsatisfactory
Satisfactory
Exceeds Expectations
Comments:

Global Perspective

Is able to work with individuals having different backgrounds and cultures. Works well with others from different cultural backgrounds. Communicates effectively on a multi-lingual basis. Sets the example for team on importance of cultural awareness.
Unsatisfactory
Satisfactory
Exceeds Expectations
Comments:

Communication Skills

Articulates ideas and emotions clearly to others. An effective listener who is responsive to information needs. Communicates effectively with all levels of the organization. Deconstructs complex issues into understandable segments.
Unsatisfactory
Satisfactory
Exceeds Expectations
Comments:

Punctuality

Maintains an efficient schedule of activities. Responds to requests for information in a timely manner. Arrives to meetings on time. Avoids making personal phone calls during working hours.
Unsatisfactory
Satisfactory
Exceeds Expectations
Comments:

Leadership

Highly effective supervisor. Acts decisively in implementing decisions. Able to organize the work of others. Guides decision-making by coaching, counseling and rewarding.
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
Describe the new skills you aim to acquire during the upcoming evaluation period? Please include specific areas of expertise or knowledge you intend to develop, and how these skills will enhance your performance and contribute to the company's overall success. Additionally, it would be helpful to list your plans for learning these skills, such as any courses, workshops, or mentorship opportunities you plan to pursue.