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Continual Learning - Performance Management Assessment Sample #9





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)
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 Learning

Seeks opportunities to grow in skills and knowledge. Improves on their skill sets. Pursues professional development opportunities when they arise. Sets relevant learning objectives and goals.
Unsatisfactory
Satisfactory
Exceeds Expectations
Comments:

Feedback

Seeks feedback to enhance performance. Is easy to approach with ideas and opinions. Is visible and approachable. Asks others for their ideas and opinions.
Unsatisfactory
Satisfactory
Exceeds Expectations
Comments:

Adaptability

Able to adapt to changes in technology and processes. Able to quickly learn new ways of performing their job. Able to work effectively with new people and new teams. Adapts to changes in team membership.
Unsatisfactory
Satisfactory
Exceeds Expectations
Comments:

Action

Seeks out opportunities to contribute beyond assigned responsibilities. Fixes small issues before they become critical incidents. Prevents small issues from becoming critical incidents. Rapidly adapts to changes in the situation.
Unsatisfactory
Satisfactory
Exceeds Expectations
Comments:

Delegation

Encourages and empowers subordinates to use initiative in achieving goals and objectives. Entrusts subordinates with important tasks. Tells subordinates what to do, not how to do it. Sets clear and reasonable expectations for others and follows through on their progress.
Unsatisfactory
Satisfactory
Exceeds Expectations
Comments:

Quality

Competently and accurately analyzes quality measures. Promotes an environment that fosters quality and safety. Consistently provides timely, accurate, and reliable information on quality measures. Systematically and thoroughly inspects products for consistency in meeting specifications.
Unsatisfactory
Satisfactory
Exceeds Expectations
Comments:

Goals

Makes sure that team members have a clear idea of our group's goals. Sets high expectations and goals; encourages others to support the organization. Achieves established goals. Goal Setting
Unsatisfactory
Satisfactory
Exceeds Expectations
Comments:

Juggling Multiple Responsibilities

Manages impact of increased traffic flow and freight receipt by detailed planning of controllables and by anticipating and reacting positively to uncontrollables. Coordinates the work of a team by assigning tasks to other team members. Prioritizes tasks for efficiency. Assesses current capabilities before committing to new requests from customers.
Unsatisfactory
Satisfactory
Exceeds Expectations
Comments:

Clarity

Writes clear job descriptions for positions in the organization. Is clear about the roles and duties of team members. Clearly explains responsibilities to individuals. Clearly explains the vision and goals of the company.
Unsatisfactory
Satisfactory
Exceeds Expectations
Comments:

Trustworthy

Builds and maintains the trust of others. Demonstrates congruence between statements and actions. Is trustworthy; is someone I can trust. Communicates an understanding of the other person's interests, needs and concerns.
Unsatisfactory
Satisfactory
Exceeds Expectations
Comments:

Co-worker Development

Gives others development opportunities through project assignments and increased job responsibilities Provides ongoing feedback to co-workers on their development progress Sets and clearly communicates expectations, performance goals, and measurements to others Takes immediate action on poor performance
Unsatisfactory
Satisfactory
Exceeds Expectations
Comments:

Negotiation

Keeps the negotiations constructive and focused on problem-solving rather than conflict. Knows the BATNA (Best Alternative to a Negotiated Agreement) and is prepared to walk away if core interests are not met. Firmly believes the company is making the best offer. Able to say "no" when it is essential to maintaining quality and high standards.
Unsatisfactory
Satisfactory
Exceeds Expectations
Comments:

Others

Includes others in the decision making processes. Respects the opinions of other employees. Supports the efforts of other employees in implementing solutions to problems. Constructively receives criticism and suggestions from others.
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?