Clarity - Performance Management Assessment Sample #9





Performance Management System:

Performance Assessments that include Clarity:
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:
Clarity, Analytical, Change Management, Technical, Partnering/Networking, Others, Entrepreneurship, Organizational Fluency, Accountability, Continual Improvement, Delegation

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.

Clarity

Avoids stating unclear or conflicting goals. Is clear about goals that need to be achieved. Is clear about the roles and duties of team members. Seeks to reduce ambiguity in messaging and documents.
Unsatisfactory
Satisfactory
Exceeds Expectations
Comments:

Analytical

Balances risks and costs with the rewards and probabilities of success when decisions. Identifies the root cause of a problem. Uses appropriate techniques to solve problems. Selects the appropriate techniques for analysis.
Unsatisfactory
Satisfactory
Exceeds Expectations
Comments:

Change Management

Develops plans for following through on the changes. Inspires others to accept changes. Addresses organizational and departmental resistance to changes. Supports new initiatives for organizational changes to improve effectiveness.
Unsatisfactory
Satisfactory
Exceeds Expectations
Comments:

Technical

Keeps current with technical advances within his/her professional discipline; embraces and applies new techniques and practices Willingly shares his/her technical expertise; sought out as resource by others Uses expertise to identify issues and think through creative solutions to get a problem solved or objective accomplished. Seeks information from others as needed.
Unsatisfactory
Satisfactory
Exceeds Expectations
Comments:

Partnering/Networking

Regularly schedules coffee chats or informal meetups to deepen personal connections. Encourages employees to explore new partnership opportunities to expand market presence. Encourages colleagues to participate in networking opportunities. Involves others in communications about any changing process.
Unsatisfactory
Satisfactory
Exceeds Expectations
Comments:

Others

Able to see issues from others' perspectives. Works across boundaries within the organization. Treats others with respect and dignity. Helpful
Unsatisfactory
Satisfactory
Exceeds Expectations
Comments:

Entrepreneurship

Is comfortable operating in an environment of uncertainty. Has a strategic awareness on how to promote the organization. Excellent at managing relationships with stakeholders. Able to adapt the department to changing business demands and climate.
Unsatisfactory
Satisfactory
Exceeds Expectations
Comments:

Organizational Fluency

Able to use corporate politics to advance department objectives. Anticipates problems that may affect the department. Understands the current organizational culture. Able to explain departmental policies and procedures to others.
Unsatisfactory
Satisfactory
Exceeds Expectations
Comments:

Accountability

Defines roles, rights, and responsibilities of the team. Ensures that employees are compensated fairly and in accordance with established policies. Can be counted on to do what they say they are going to do. Defines roles, rights, and responsibilities of employees.
Unsatisfactory
Satisfactory
Exceeds Expectations
Comments:

Continual Improvement

Promotes training and development opportunities to enhance job performance. Looks for ways to expand and learn new job skills. Analyzes processes to determine areas for improvement. Looks for ways to expand current job responsibilities.
Unsatisfactory
Satisfactory
Exceeds Expectations
Comments:

Delegation

Allows subordinates to use their own methods and procedures. Defines the roles, responsibilities, required actions, and deadlines for team members. Tells subordinates what to do, not how to do it. Delegates authority and responsibility to subordinates and holds them accountable for their actions.
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?