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Company - Performance Management Assessment Sample #9





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 consider your greatest strengths in your current job?



  4. Which areas of your performance at the company do you feel need improvement?


Instructions: In this example assessment, there are 4 possible Overall Scores:
  1. Score >= 2.8 is Outstanding (O)
  2. Score >=2.5 is Exceeds Expectations (E)
  3. Score >=1.6: Meets Expectations (M)
  4. Otherwise: Did not meet expectations (D)
The actual numeric value is shown at the bottom of this assessment form. A single letter grade representing the Overall Rating is shown here at the top of the form.

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.

Score
0.0
Letter Grades
Score >= 2.8 is Outstanding (O)
Score >=2.5 is Exceeds Expectations (E)
Score >=1.6: Meets Expectations (M)
Otherwise: Did not meet expectations (D)



As you make ratings on the form below, the employee's overall score will be displayed in the floating box at the top of the screen.
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Company

Expresses loyalty and dedication to [Company] in interactions with others. Understands the "basics" as to how [Company] functions/operates. Follows existing procedures and processes. Attends [Company] gatherings and social events.
Unsatisfactory
Satisfactory
Exceeds Expectations
Comments:

Passion To Learn

Embraces new technology and procedures. Stays up-to-date on emerging technologies. Recognizes own areas for development and consciously seeks assignments that will provide practice in areas of developmental need. Takes advantage of training opportunities when they arise.
Unsatisfactory
Satisfactory
Exceeds Expectations
Comments:

Emotional Intelligence

Helps employees to resolve conflicts, communicate clearly, and work together to solve problems. Accurately perceives the emotional reactions of others. Helps to make decisions and solve problems using knowledge about how others will react in certain situations. Is able to manage their own emotions.
Unsatisfactory
Satisfactory
Exceeds Expectations
Comments:

Performance

Effective in performing his/her job. ...Produce Quality Works effectively in the department. ...Overall Performance
Unsatisfactory
Satisfactory
Exceeds Expectations
Comments:

Analytical

Connects experiences, analyzes the facts and spots issues across a wide array of legal and business issues to see patterns and draw conclusions not readily apparent to others. Gathers information from a variety of sources. Creates detailed budgets that guide financial planning and decision-making. Reduces issues to their fundamental elements.
Unsatisfactory
Satisfactory
Exceeds Expectations
Comments:

Clarity

Clarifies problems and their causes to help employees correct them. Writes clear job descriptions for positions in the organization. Uses appropriate grammar and tense in communications. Communicates with clarity and efficiency.
Unsatisfactory
Satisfactory
Exceeds Expectations
Comments:

Interpersonal Skills

Maintains open and regular communication with others. Assists those in the department who need help in meeting performance metrics. Is transparent and honest in communications, intentions, and actions. Respects other members of the team/department.
Unsatisfactory
Satisfactory
Exceeds Expectations
Comments:

Customer Focus

Builds long term relationships with customers. Is aware of expectations from customers. Ensures customers' expectations are met or exceeded. Creates customized solutions for the customer.
Unsatisfactory
Satisfactory
Exceeds Expectations
Comments:

Conflict Management

Is supportive of consensus and power sharing. Seeks to remove misperceptions that may contribute toward conflict. Seeks to have both sides voluntarily work together to resolve their differences. Achieves mutually acceptable solutions through collaborative efforts by both parties.
Unsatisfactory
Satisfactory
Exceeds Expectations
Comments:

Teamwork

Works well with other team members. Is committed to the success of the team. Actively and openly participates in team meetings. Helps the team make good decisions even under conditions of uncertainty.
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
What new skills do you plan to acquire within the next evaluation period?