Customer Focus - Performance Management Assessment Sample #8





Performance Management System:

Performance Assessments that include Customer Focus:
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:



Enter comments in each of the boxes below. Partially completed forms can be saved by using the Save/Still Working button at the bottom of the page. You may return at a later time to complete/edit the form. Your saved responses will be shown each time you re-visit the evaluation form. When you are certain that you have completed your responses and will be not making any changes, click the Complete button.


Competencies Included:
Customer Focus, Strategic Insight, Fiscal Management, Communication Skills, Self-Management, Punctuality, Supervisory Skills, Project Management, Initiative

Part 1: Skills and Accomplishments




  1. Please enter detailed information regarding the completion or current status of your goals. Be sure to cover the following points for each goal:
    1. Goal Description: Briefly describe the goal you set out to achieve. Include the objective and any specific targets or outcomes you aimed for.
    2. Completion Status: Indicate whether the goal has been fully completed, partially completed, or if it is still in progress. Specify the percentage of completion if applicable.
    3. Achievements and Outcomes: Describe any achievements or results that have come from working towards this goal. Highlight any significant milestones or successes.
    4. Challenges and Solutions: Discuss any challenges or obstacles you encountered while working towards this goal. Explain how you addressed or overcame these challenges.
    5. Learnings and Insights: Reflect on what you have learned from pursuing this goal. Share any insights or new skills you have gained through the process.
    6. Future Actions: Outline any next steps or future actions you plan to take in relation to this goal. If the goal is still in progress, provide a timeline for completion and any additional resources you might need.






  2. Please detail any professional development activities you have engaged in, such as college courses, additional training, seminars, and trade magazine readings. Include the skills or knowledge gained, how they have contributed to your role, and any future development plans or goals you have.






Part 2: Job Competencies


Customer Focus

Tailors innovative products for each customer. Thoroughly understands the needs of the customer. Helps others in responding to customer needs. Anticipates and proactively resolves issues that the customer may face.
How have you performed this competency and what are your plans for improvement in this area?

Strategic Insight

Develops a plan and strategy for each functional area within the mission statement. Allocates proper resources for employee training to meet future needs based on insight into employee skill levels. Attends industry conferences to gain further insight into how other companies deal with similar issues. Formulates policies and strategies for addressing the Company's important challenges.
How have you performed this competency and what are your plans for improvement in this area?

Fiscal Management

Monitors spending. Ensures others follow the correct rules and regulations on fiscal matters. Develops budgets and plans for various programs and initiatives. Develops of the department's annual budget.
How have you performed this competency and what are your plans for improvement in this area?

Communication Skills

Delivers well-prepared, informed, poised and succinct presentations. Comes across as comfortable and effective as a public speaker Faces the person when speaking or listening to engage in direct communication. Open to receiving feedback from others.
How have you performed this competency and what are your plans for improvement in this area?

Self Management

Consciously controls own negative emotions in order to keep team morale up. Uses patience and self-control in working with customers and associates. Deals with conflict by controlling own emotions by listening, being flexible, and sincere in responding. Steps away from a situation to process appropriate response.
How have you performed this competency and what are your plans for improvement in this area?

Punctuality

Avoids making personal phone calls during working hours. Invoices clients on a timely basis. Starts meetings on time. Conducts appointments at scheduled start time.
How have you performed this competency and what are your plans for improvement in this area?

Supervisory Skills

Offers non-monetary rewards as incentives for employees. Asks employees for their ideas and opinions. Works well with the team members. Emphasizes constructive discipline strategies, prioritizing the development and feedback of employees over punitive measures.
How have you performed this competency and what are your plans for improvement in this area?

Project Management

Monitors timelines and milestones to ensure set benchmarks are met. Investigates potential risks of different courses of action. Conducts a risk assessment for each phase of the project. Develops action items, workplans, timelines, and criteria for projects.
How have you performed this competency and what are your plans for improvement in this area?

Initiative

Acts on own initiative to improve the department outcomes. When working on a problem in a team, they are often the first to suggest possible solutions. Immediately informs the HR Department of any personnel complaints or issues. Initiates important conversation topics at meetings.
How have you performed this competency and what are your plans for improvement in this area?

Part 3: Final Comments

Goals for Next Year
What are your goals for the next evaluation period?


Overall Comments
What final comments do you wish to enter for your assessment?