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Continuous Improvement - Performance Management Assessment Sample #9





Performance Management System:

Performance Assessments that include Continuous 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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Continuous Improvement

Asks questions and solicits feedback. Encourages collaborative efforts across departments to highlight shared dependencies and workflow connections. Acquires necessary resources to maintain continual improvement efforts. Driven to continuously improve ratings from customers.
Unsatisfactory
Satisfactory
Exceeds Expectations
Comments:

Feedback

Identifies specific steps to improve based on feedback and tracks progress over time. Acknowledges both strengths and areas for improvement. Keeps the conversation focused on growth and development, not blame or give justifications. Embraces feedback to help to build self-awareness.
Unsatisfactory
Satisfactory
Exceeds Expectations
Comments:

Accountability

Accepts the consequences for their actions. Exhibits a sense of ownership of the process. Requires employees to submit monthly reports of the work they performed. Follows through on commitments made.
Unsatisfactory
Satisfactory
Exceeds Expectations
Comments:

Integrity

Honors all debts and fulfills contractual obligations. Pays attention to the "little things" to help maintain a positive reputation. Ensures that all stakeholders have access to the information needed. Demonstrates consistency in actions and values based on core principles and beliefs.
Unsatisfactory
Satisfactory
Exceeds Expectations
Comments:

Emotional Intelligence

Helps employees to resolve conflicts, communicate clearly, and work together to solve problems. Is able to control their own emotions. Able to understand others' points of view. Is able to express themselves clearly.
Unsatisfactory
Satisfactory
Exceeds Expectations
Comments:

Project Management

Identifies risks to each phase of the project. Ensures work is completed to the appropriate standards. Acquires and allocates internal and external resources needed for the project. Determines the roles for project team members.
Unsatisfactory
Satisfactory
Exceeds Expectations
Comments:

Technical

Leverages technical expertise in the policy-making process. Integrates cross-functional requirements into technical designs to support business objectives. Builds dashboards and KPIs to monitor system health and team performance. Conducts scientific and technical inquiries.
Unsatisfactory
Satisfactory
Exceeds Expectations
Comments:

Safety

Assigns team members to the safety leadership role. Identifies safety problems. Ensures employees are certified according to Federal regulations/standards. Conducts regular walkthroughs to assess the safety of the work environment.
Unsatisfactory
Satisfactory
Exceeds Expectations
Comments:

Coaching

Provides challenges that go beyond perceived limitations Participates in training offered for individuals interested in learning about coaching. Asks questions to clarify the employee intentions or motives. Offers coaching that has a maximum impact on the employee.
Unsatisfactory
Satisfactory
Exceeds Expectations
Comments:

Negotiation

Establishes a protocol/structure at the beginning of the negotiations for the development of issues. Creates a decisive, team-oriented environment; clarifies goals; and outlines a strategic agenda. Understands the other person's needs, concerns, and motivations. Able to adapt to dynamic situations created by new information or unexpected challenges.
Unsatisfactory
Satisfactory
Exceeds Expectations
Comments:

Vision

Creates and executes a strategic vision that drives the company's growth forward. Avoids mixed messages by ensuring verbal and non-verbal cues reflect the same priorities. Demonstrates conviction and enthusiasm when discussing the vision, energizing the team. Works to support the strategy of [Company]
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?