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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

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Customer Focus

Ensures customers' expectations are met or exceeded. Adapts to changes proposed by the customer. Is competent in handling customer cases. Interacts with customers to define roles, expectations, and responsibilities.
How have you performed this competency and what are your plans for improvement in this area?

Strategic Insight

Inspires employees to adopt the strategic plan. 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. Strategically aligns projects to the goals of the company.
How have you performed this competency and what are your plans for improvement in this area?

Fiscal Management

Monitors spending. Keeps excellent records for financial transparency. Monitors expenses and verifies the need for items purchased. Effective in using Company's resources.
How have you performed this competency and what are your plans for improvement in this area?

Communication Skills

Chooses the communication medium (ie. email, voice mail, memo, project document) that reflects the needs of the content. (ie. urgency, confidentiality, content scope) Persuasive and articulate when communicating. Overcomes barriers that prevent effective communication. Confidently interacts with all tiers of the organization.
How have you performed this competency and what are your plans for improvement in this area?

Self Management

Analyzes interpersonal problems instead of reacting to them. Consciously controls own negative emotions in order to keep team morale up. Analyzes own reactions on the spot to ensure that communication does not appear to be driven by anger. Sets an example for associates during stressful periods by maintaining a positive, can-do attitude.
How have you performed this competency and what are your plans for improvement in this area?

Punctuality

Invoices clients on a timely basis. Conducts appointments at scheduled start time. Starts the workday when scheduled. Responds to requests for information in a timely manner.
How have you performed this competency and what are your plans for improvement in this area?

Supervisory Skills

Others emulate this supervisor's enthusiasm for work. Is clear about the expectations that employees will be held accountable for. Is clear when assigning tasks to be completed. Effective in resolving conflicts to mutual satisfaction of the parties.
How have you performed this competency and what are your plans for improvement in this area?

Project Management

Ensures work is completed to the appropriate standards. Identifies potential risks that could pose challenges to the project timeline. Keeps accurate records regarding the costs of various aspects of the project. Prepares contingency plans to avoid supply chain disruptions.
How have you performed this competency and what are your plans for improvement in this area?

Initiative

Able to initiate work on projects independently without direct supervision. Does things without being told. Actively works on resolving the issue instead of procrastinating or hoping it will resolve itself. Capitalizes on opportunities as they become available.
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?