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Company - Performance Management Assessment Sample #2





Performance Management System:

Performance Assessments that include Company:
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.


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 think are your most valuable qualities in your current role? Could you explain on how these strengths have contributed to your success and impact at work?



  4. Discuss the aspects of your performance that you believe could benefit from further development? Please provide some details on how you plan to address these areas for improvement, and any resources or support that might help you enhance your skills and effectiveness in your role.


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.
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Company

Understands the use of [Company] products and services. Follows existing procedures and processes. Understands how decisions impact other business units beyond their immediate department of work group. Attends [Company] gatherings and social events.
Unsatisfactory
Satisfactory
Exceeds Expectations
Comments:

Communication Skills

Maintains a formal and respectful tone, avoiding use of slang or overly casual language. Implements performance appraisals focused on employee development using SMART criteria Listens effectively and responds to new information. Confidently communicates across all organizational levels, including external stakeholders.
Unsatisfactory
Satisfactory
Exceeds Expectations
Comments:

Self Management

Analyzes interpersonal problems instead of reacting to them. Is aware of personal impact on others and adjusts behavior to create a positive leadership presence. Deals with conflict by controlling own emotions by listening, being flexible, and sincere in responding. Analyzes own reactions on the spot to ensure that communication does not appear to be driven by anger.
Unsatisfactory
Satisfactory
Exceeds Expectations
Comments:

Feedback

Asks others for their ideas and opinions. Is visible and approachable. Looks to others for input. Considers other's opinion and suggestions.
Unsatisfactory
Satisfactory
Exceeds Expectations
Comments:

Delegation

Clearly defines duties and tasks to be completed. Tells subordinates what to do, not how to do it. Delegates tasks, responsibilities, and accountability as appropriate to the level of employee. Allows employees to decide how they wish to complete the tasks.
Unsatisfactory
Satisfactory
Exceeds Expectations
Comments:

Achievement

Makes use of talents of others to help achieve a high level of performance. Demonstrates a sense of urgency to quickly and accurately solve problems and issues. Driven to complete goals despite obstacles that may arise. Establishes stretch goals to advance skills and output.
Unsatisfactory
Satisfactory
Exceeds Expectations
Comments:

Technology Use/Management

Identifies gaps between actual and needed technical competencies and provides recommendations for required training. Proficient in the use of technical systems and processes. Supports employee training and development initiatives regarding implementation of technology. Uses technology in decision making and problem solving.
Unsatisfactory
Satisfactory
Exceeds Expectations
Comments:

Client Focus

Forms strong client relationships Promptly responds to clients. Keeps the client informed of all progress. Effectively troubleshoots client issues.
Unsatisfactory
Satisfactory
Exceeds Expectations
Comments:

Empowering Others

Delegates authority to employees and allows them to make their own decisions. Gives employees important tasks to expand their career options. Assigns tasks that allow employees to use their critical thinking skills. Values the expertise that others bring to the team.
Unsatisfactory
Satisfactory
Exceeds Expectations
Comments:

Others

Is able to see issues from others' perspectives. Includes others in the decision making processes. Constructively receives criticism and suggestions from others. Treats others with respect and dignity.
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
Describe the new skills you aim to acquire during the upcoming evaluation period? Please include specific areas of expertise or knowledge you intend to develop, and how these skills will enhance your performance and contribute to the company's overall success. Additionally, it would be helpful to list your plans for learning these skills, such as any courses, workshops, or mentorship opportunities you plan to pursue.