Communication - Performance Management Assessment Sample #7





Performance Management System:

Performance Assessments that include Communication:
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:
Communication Skills, Establishing Focus/Direction, Managing Risk, Regulatory/Compliance, Empowering Others, Business Acumen, Organizational Fluency

Part 1: Skills and Accomplishments


  1. Please enter detailed information regarding the completion or current status of your goals. Be sure to enter a goal description, completion status, achievements and outcomes, challenges and solutions, and any future actions you may want to take.



  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


Communication Skills

Produces written content that is both succinct and orderly. Articulates ideas clearly and assertively. Informs others about changes or developments in plans and goals. Comes across as comfortable and effective as a public speaker
How have you performed this competency and what are your plans for improvement in this area?

Establishing Focus/Direction

Maintains self-control when personally criticized. Sets appropriate goals for employees. Functions well under stress, deadlines, and/or significant workloads. Stays focused even when under pressure and stress.
How have you performed this competency and what are your plans for improvement in this area?

Managing Risk

Adds value to the organization through acceptance of certain risk. Accurately perceives potential risks in the workplace. Promotes risk management competence throughout the organization. Bases decisions on patterns found in fluid/changing information.
How have you performed this competency and what are your plans for improvement in this area?

Regulatory/Compliance

Documents the performance of compliance audits. Formulates compliance policies and procedures. Effectively communicates the importance of meeting compliance standards. Explains regulations and procedures to others as required.
How have you performed this competency and what are your plans for improvement in this area?

Empowering Others

Creates a culture where employees are recognized and rewarded for taking the initiative and making impactful choices. Allows subordinates to perform mission critical tasks. Allows employees to participate in the workload of the department. Gives employees the opportunity to make their own decisions at work.
How have you performed this competency and what are your plans for improvement in this area?

Business Acumen

Effectively develops and uses resources (people, time, money, supplies, equipment, and space) to improve organizational performance Understands impacts of domestic & global market events & issues. Has an understanding of various asset classes and how to interpret balance sheets. Understands business fundamentals and practices.
How have you performed this competency and what are your plans for improvement in this area?

Organizational Fluency

Able to deal with sensitive issues with tact and professionalism. Adept at navigating within the culture of the department. Understands departmental policies and procedures. Is aware of other organizational cultures to compare/contrast with the current organizational culture.
How have you performed this competency and what are your plans for improvement in this area?

Part 3: Final Comments

Team Goals
What are your "team" goals for next year?


Professional Development Plans
What are your professional development plans for next year?


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