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.



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


Client Focus

Ensures clients are comfortable with the services provided. Gets feedback from the client on a weekly basis. Is competent in handling client cases. Uses feedback from the client to help improve the client's experience.
How have you performed this competency and what are your plans for improvement in this area?

Interpersonal Skills

A good listener who is attentive to others. Gives good advice and suggestions to coworkers. Shows appreciation for other's work. Easily approachable.
How have you performed this competency and what are your plans for improvement in this area?

Customer Focus

Anticipates customer needs. Anticipates resources needed to meet the customer needs. Is competent in handling difficult customers. Provides training to others on how to improve customer service.
How have you performed this competency and what are your plans for improvement in this area?

Developing Others

Assesses employees' developmental needs. Tries to ensure employees are ready to move to the next level. Encourages employees through recognition of positive changes in behavior. Creates opportunities for professional development.
How have you performed this competency and what are your plans for improvement in this area?

Teamwork

Actively participates in the work of teams; seeks and listens to others' contributions Shows respect for other team members. Establishes good rapport with team members. Identifies and resolves conflicts within the team to increase team effectiveness
How have you performed this competency and what are your plans for improvement in this area?

Company

Attends [Company] gatherings and social events. Impresses upon others the important aspects of [Company]. Understands the use of [Company] products and services. Expresses loyalty and dedication to [Company] in interactions with others.
How have you performed this competency and what are your plans for improvement in this area?

Continual Learning

Builds on their strengths while addressing their weaknesses. Grasps new ideas, concepts, technical, or business knowledge. Takes the initiative to learn new skills. Sets relevant learning objectives and goals.
How have you performed this competency and what are your plans for improvement in this area?

Management

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

Initiative

Acts with urgency when time is of the essence. Engages with new customers immediately. Will continue to work on a problem even in the face of obstacles. Seizes upon chances to improve the department's prospects.
How have you performed this competency and what are your plans for improvement in this area?

Results Oriented

Encourages a high-energy, fun work environment and coaches others on how to do the same Holds self and others accountable for achieving results. Overcomes obstacles to continue working toward goals. Removes bureaucratic barriers to streamline processes.
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?