Continual Learning - Performance Management Assessment Sample #4

Performance Management System:

Performance Assessments that include Continual Learning:
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)

Limiting Feature: This assessment example features a limit on responses at the extreme ends of the scale. For this example, you are limited to selecting a response of "Exceptional" to no more than 5 items and a response of "Unsatisfactory" to no more than 5 items.

Instructions:

This performance appraisal program is designed to provide a standardized method to:
Provide an objective evaluation of an employee's performance and to share this feedback with the employee
Assist in determining the true development needs of the employee and actions that should be taken to improve their job performance.
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.

Competencies Included:
Continual Learning, Professional Development, Management, Innovation, Objectives, Customer Focus, Empowering Others, Partnering/Networking, Conflict Management, Strategic Focus

Part 1: Skills and Accomplishments

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.
Please detail any professional development activities you have engaged in, such as
college courses, additional training, seminars, and trade magazine readings.
What do you consider your greatest strengths in your current job?
Which areas of your performance at the company do you feel need improvement?

Part 2: Job Competencies

Rating Scale:

Exceptional	Performance 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.
Satisfactory	The 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.
Unsatisfactory	The 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.

Your assessment is limited in the number of ratings that you can give as Exceptional or as Unsatisfactory. This form will limit the number of items that you can rate at the extreme ends of the scale. Once you have reached the limit, the computer will prevent you from selecting any more of that rating.

Rating Limit: Please note: You are limited to no more than 5 responses of "Exceptional" and 5 responses of "Unsatisfactory". Once you check the 5th item with that response, the remaining unchecked options will be removed.

Part 3: Individual Productivity and/or SMART Goals

First Quarter Project

Third Quarter Project

Part 4: Team Productivity and/or SMART Goals

First Quarter Project

Third Quarter Project

Continual Learning	Unsatisfactory	Satisfactory	Exceptional
Takes the initiative to learn new skills.
Views setbacks as opportunities to learn from.
Sets relevant learning objectives and goals.
Professional Development	Unsatisfactory	Satisfactory	Exceptional
Seeks opportunities for continuous learning.
Keep themselves up-to-date of technical/professional issues
Contributing fully to the extent of their skills
Management	Unsatisfactory	Satisfactory	Exceptional
Takes responsibility for things that go wrong
Is ready to offer help
Delegate tasks effectively
Innovation	Unsatisfactory	Satisfactory	Exceptional
Suggests new ideas at meetings.
Encourages open communication to ensure that all proposals are considered.
Solves problems with insight and understanding.
Objectives	Unsatisfactory	Satisfactory	Exceptional
Consistently provides me with timely feedback for improving my performance.
Encourages me to take on greater responsibility.
Sets long-term and short-term goals.
Customer Focus	Unsatisfactory	Satisfactory	Exceptional
Makes sure team members understand the issues faced by the customer.
Treats customers with courtesy and respect.
Takes the initiative in solving difficult customer issues.
Empowering Others	Unsatisfactory	Satisfactory	Exceptional
Considers ideas from employees that may challenge traditional ways of doing the job.
Gives employees important tasks to expand their career options.
Assigns important tasks to subordinates.
Partnering/Networking	Unsatisfactory	Satisfactory	Exceptional
Maintains a strong track record of networking and partnering.
Develops important government contacts to ensure smooth business operations.
Enters into licensing agreements to share intellectual property.
Conflict Management	Unsatisfactory	Satisfactory	Exceptional
Settles disputes with agreement from both parties.
Persuades others to accept ideas that may be difficult and uncomfortable.
Seeks to reduce the scarcity of limited resources by sourcing materials from new locations.
Strategic Focus	Unsatisfactory	Satisfactory	Exceptional
Uses strategic thinking to make better strategic decisions.
Strategically deploys resources to areas of the greatest need.
Makes decisions that yield more competitive advantages.