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Coaching - Performance Management Assessment Sample #8





Performance Management System:

Performance Assessments that include Coaching:
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:
Coaching, Adaptability, Action, Continual Learning, Cultural Awareness, Persuasion and Influence, Delegation, Innovation, Results Oriented, Regulatory/Compliance

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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Coaching

Helps employees to understand responsibilities, authority, and expectations. Helps employees to maintain high personal standards. Meets regularly with employees to coach them on areas that will enhance their performance Addresses employee behavior problems effectively.
How have you performed this competency and what are your plans for improvement in this area?

Adaptability

Adapts quickly to new situations. Able to step in and help co-workers when needed. Is flexible and open minded in dealing with others. Is open to change and adjusts plans when needed.
How have you performed this competency and what are your plans for improvement in this area?

Action

Focuses on tasks without being distracted. Initiates projects or tasks that have a positive impact on the team. Ensures timely completion of tasks. Takes advantage of opportunities to move the organization forward.
How have you performed this competency and what are your plans for improvement in this area?

Continual Learning

Sets relevant learning objectives and goals. Pursues learning that will enhance job performance. Pursues professional development opportunities when they arise. Takes the initiative to learn new skills.
How have you performed this competency and what are your plans for improvement in this area?

Cultural Awareness

Is curious and willing to ask questions about the cultural differences in the workplace. Aware of their own cultural views. Shows respect in daily interactions Understands how implicit biases can affect decisions, communication and productivity.
How have you performed this competency and what are your plans for improvement in this area?

Persuasion and Influence

Develops a good rapport with others. Understanding what others need. Persuades others to consider alternative points of view. Has excellent influencing/negotiating skills.
How have you performed this competency and what are your plans for improvement in this area?

Delegation

Defines goals and objectives for subordinates. Assigns tasks to create learning opportunities for the employees. Clearly defines duties and tasks to be completed. Entrusts subordinates with important tasks.
How have you performed this competency and what are your plans for improvement in this area?

Innovation

Prioritizes disruptive innovation to achieve substantial growth and maintain a competitive edge in the marketplace. Creates improved methods or solutions for meeting goals and objectives. Transforms raw ideas into actionable plans with a higher likelihood of successful implementation. Creates innovative solutions to critical problems facing the Company.
How have you performed this competency and what are your plans for improvement in this area?

Results Oriented

Highly motivated to complete tasks despite obstacles that may arise. Has a positive attitude that encourages others to continue supporting the production goals. Sets a common goals for the team. Inspires and motivates co-workers to be productive and energetic at work
How have you performed this competency and what are your plans for improvement in this area?

Regulatory/Compliance

Responds accurately and completely to questions from regulators. Is professional and courteous in interactions with auditors and regulators. Creates a standardized response protocol for responding to compliance related issues. Knows who to contact at various regulatory agencies if needed.
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?