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Continual Improvement - Performance Management Assessment Sample #9





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 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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Continual Improvement

Open to the suggestions from others. Looks for ways to expand and learn new job skills. Promotes training and development opportunities to enhance job performance. Analyzes processes to determine areas for improvement.
Unsatisfactory
Satisfactory
Exceeds Expectations
Comments:

Feedback

Actively seeks feedback from others. Asks others for their ideas and opinions. Is visible and approachable. Shares past experiences with others as learning opportunities.
Unsatisfactory
Satisfactory
Exceeds Expectations
Comments:

Accountability

Accepts personal responsibility for not meeting expectations. Takes full responsibility for team's lack of progress. Documents performance goals through an individual development plan. Provides clear reasons for underperformance.
Unsatisfactory
Satisfactory
Exceeds Expectations
Comments:

Integrity

Fosters an environment built upon trust. Accepts responsibility for mistakes. Demonstrates honesty and truthfulness at all times. Protects the integrity and confidentiality of information
Unsatisfactory
Satisfactory
Exceeds Expectations
Comments:

Emotional Intelligence

Able to understand others' points of view. Is able to manage their own emotions. Is attentive to emotional cues and interprets others' feelings correctly. Helps to make decisions and solve problems using knowledge about how others will react in certain situations.
Unsatisfactory
Satisfactory
Exceeds Expectations
Comments:

Project Management

Outlines key project dates and milestones. Keeps accurate records regarding the costs of various aspects of the project. Ensures the project is executed on time and on budget. Defines project outcomes based on customer requirements.
Unsatisfactory
Satisfactory
Exceeds Expectations
Comments:

Technical

Is knowledgeable of procedures or systems necessary for the job. Willingly shares information and expertise; sought out as resource by others Uses expertise to identify issues and think through creative solutions to get a problem solved or objective accomplished. Knows how to produce high quality products/work.
Unsatisfactory
Satisfactory
Exceeds Expectations
Comments:

Safety

Mitigates hazards and safety issues that arise. Performs work safely. Is not afraid to question a potential safety issue observed in the workplace. Creates accurate and effective measures of safety.
Unsatisfactory
Satisfactory
Exceeds Expectations
Comments:

Coaching

Conducts regular performance appraisals and feedback. Meets regularly with employees to coach them on areas that will enhance their performance Coaches employees in how to strengthen knowledge and skills to improve work performance. Develops the skills and capabilities of others.
Unsatisfactory
Satisfactory
Exceeds Expectations
Comments:

Negotiation

Able to say "no" when necessary to effectively execute business strategy and meet long-term objectives. Demonstrates confidence in own position and can influence the other party's perception of proposals being offered. Clearly articulates points and actively listens to the others to ensure that both sides understand each other's needs and concerns. Uses the motivations of each party to identify mutually advantageous solutions.
Unsatisfactory
Satisfactory
Exceeds Expectations
Comments:

Vision

Able to see trends in the business environment. Formulates and implements the organization's vision. Translates the department's vision into actionable objectives and a strategic plan. Develops a vision to inspire collective action.
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?