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Continual Improvement - Performance Management Assessment Sample #1





Performance Management System:

Performance Assessments that include Continual Improvement:
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 list of your significant accomplishments and any team projects you completed during this evaluation period. Be sure to include a description of the purpose of each project and your specific contributions.
  2. This information will help us recognize your efforts and understand the impact of your work.



  3. Please detail any professional development activities you have engaged in, such as
    college courses, additional training, seminars, and trade magazine readings.



  4. What do you consider your greatest strengths in your current job?



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





Part 2: Job Competencies

Rating Scale:

5: ExceptionalPerformance 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.
4: Very GoodThe employee consistently exhibits strong performance across nearly all competencies, skills, and responsibilities. They often surpass expectations when executing their tasks, with minimal preventable or controllable errors. Furthermore, they make significant contributions to their team(s) and are highly regarded and sought after within their team(s).
3: 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.
2: Needs ImprovementThe employee falls short of the high expectations for this competency and does not sufficiently achieve assigned task objectives or fulfill all responsibilities. The employee has not demonstrated sustained improvement or maintained the necessary skill set. Performance must improve within the specified time frame set by the manager.
1: 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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Continual Improvement

Unsatisfactory
Needs
Improvement
Satisfactory
Very
Good
Exceptional
Looks for ways to improve work processes and procedures. Searches for new methods, techniques, and processes that increase efficiency and reduce costs. Looks for ways to expand current job responsibilities.

Adaptability

Unsatisfactory
Needs
Improvement
Satisfactory
Very
Good
Exceptional
Adjusts plans and procedures. Learns from personal experiences and/or mistakes. Is aware of changes in the environment.

Establishing Focus/Direction

Unsatisfactory
Needs
Improvement
Satisfactory
Very
Good
Exceptional
Sets appropriate goals for employees. Helps guide employees with prioritizing tasks. Makes sure that employees understand and identify with the team's mission.

Persuasion and Influence

Unsatisfactory
Needs
Improvement
Satisfactory
Very
Good
Exceptional
Understanding what others need. Persuades others to consider alternative points of view. Develops a good rapport with others.

Analytical

Unsatisfactory
Needs
Improvement
Satisfactory
Very
Good
Exceptional
Identifies opportunities for progress and innovation. Understands how supplier relationships affect inventory levels, production schedules, and customer satisfaction. Open and adaptable to exploring innovative perspectives and techniques when conventional methods prove ineffective.

Excellence

Unsatisfactory
Needs
Improvement
Satisfactory
Very
Good
Exceptional
Demonstrates the functional or technical skills necessary to do their job. Is planful and organized. Produces high quality work.

Customer Focus

Unsatisfactory
Needs
Improvement
Satisfactory
Very
Good
Exceptional
Anticipates problems that the customer may encounter. Is aware of expectations from customers. Asks questions and listens carefully to determine customer needs and to ensure that the customer's needs are met.

Developing Others

Unsatisfactory
Needs
Improvement
Satisfactory
Very
Good
Exceptional
Provides constructive feedback to others. Develops employees by offering and encouraging them to take on new or additional responsibilities. Creates a work environment that fosters positive feedback to employees.

Conflict Management

Unsatisfactory
Needs
Improvement
Satisfactory
Very
Good
Exceptional
Promotes a culture that values diverse perspectives. Works with others as needed to facilitate resolution of conflicts. Settles disputes resulting in a win-win for both parties.

Fiscal Management

Unsatisfactory
Needs
Improvement
Satisfactory
Very
Good
Exceptional
Monitors expenses and verifies the need for items purchased. Effectively manages appropriations, reporting, purchases, expenditures, payrolls, and staff. Develops budgets and plans for various programs and initiatives.

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?