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Client Focus - Performance Management Assessment Sample #8





Performance Management System:

Performance Assessments that include Client Focus:
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:



Enter comments in each of the boxes below. Partially completed forms can be saved by using the Save/Still Working button at the bottom of the page. You may return at a later time to complete/edit the form. Your saved responses will be shown each time you re-visit the evaluation form. When you are certain that you have completed your responses and will be not making any changes, click the Complete button.


Competencies Included:
Client Focus, Interpersonal Skills, Customer Focus, Developing Others, Teamwork, Company, Continual Learning, Management, Initiative, Results Oriented

Part 1: Skills and Accomplishments




  1. Please enter detailed information regarding the completion or current status of your goals. Be sure to cover the following points for each goal:
    1. Goal Description: Briefly describe the goal you set out to achieve. Include the objective and any specific targets or outcomes you aimed for.
    2. Completion Status: Indicate whether the goal has been fully completed, partially completed, or if it is still in progress. Specify the percentage of completion if applicable.
    3. Achievements and Outcomes: Describe any achievements or results that have come from working towards this goal. Highlight any significant milestones or successes.
    4. Challenges and Solutions: Discuss any challenges or obstacles you encountered while working towards this goal. Explain how you addressed or overcame these challenges.
    5. Learnings and Insights: Reflect on what you have learned from pursuing this goal. Share any insights or new skills you have gained through the process.
    6. Future Actions: Outline any next steps or future actions you plan to take in relation to this goal. If the goal is still in progress, provide a timeline for completion and any additional resources you might need.






  2. Please detail any professional development activities you have engaged in, such as college courses, additional training, seminars, and trade magazine readings. Include the skills or knowledge gained, how they have contributed to your role, and any future development plans or goals you have.






Part 2: Job Competencies

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Client Focus

Helps clients feel they are receiving services tailored specifically to their needs. Takes the initiative in solving difficult client issues. Ensures commitments made to clients are completed to the client's satisfaction. Is above average in addressing the needs of the clients.
How have you performed this competency and what are your plans for improvement in this area?

Interpersonal Skills

Uses knowledge and charisma rather than position, power, or coercion to influence others Is honest about making mistakes and willing to fix them. Is well respected in the department. Appreciates the extra efforts made by coworkers.
How have you performed this competency and what are your plans for improvement in this area?

Customer Focus

Effectively troubleshoots customer issues. Puts customer's needs first. Is focused on improving customer services. Persistent in solving customer issues.
How have you performed this competency and what are your plans for improvement in this area?

Developing Others

Provides constructive feedback to others. Assesses employees' developmental needs. Supports the successes of other employees. Encourages employees through recognition of positive changes in behavior.
How have you performed this competency and what are your plans for improvement in this area?

Teamwork

Appreciates the input from other team members. Gives constructive advice to other team members. Coaches team members to work toward a common goal. Shares resources and information with the team.
How have you performed this competency and what are your plans for improvement in this area?

Company

Understands the "basics" as to how [Company] functions/operates. Expresses loyalty and dedication to [Company] in interactions with others. Understands how decisions impact other business units beyond their immediate department of work group. Attends [Company] gatherings and social events.
How have you performed this competency and what are your plans for improvement in this area?

Continual Learning

Takes the initiative to learn new skills. Grasps new ideas, concepts, technical, or business knowledge. Pursues self-improvement through continual learning. Takes charge of their training and skills enhancement.
How have you performed this competency and what are your plans for improvement in this area?

Management

Makes you feel enthusiastic about your work Is ready to offer help Sets an example for others to follow Keep staff informed about what is happening in the company
How have you performed this competency and what are your plans for improvement in this area?

Initiative

Able to initiate work on projects independently without direct supervision. Goes above and beyond the stated goals. Actively works on resolving the issue instead of procrastinating or hoping it will resolve itself. Acts quickly when a small problem arises to keep it from becoming a major issue.
How have you performed this competency and what are your plans for improvement in this area?

Results Oriented

Always willing to help coworkers to keep productions levels high. Promptly and efficiently completes assigned tasks. Prioritizes tasks to best achieve the results. Prioritizes goals to complete those in urgent need first.
How have you performed this competency and what are your plans for improvement in this area?

Part 3: Final Comments

Goals for Next Year
What are your goals for the next evaluation period?


Overall Comments
What final comments do you wish to enter for your assessment?