Customer Focus - Performance Management Assessment Sample #9





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:


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.

Customer Focus

Competent in managing customer projects. Responds to feedback from customers. Prioritizes the needs and preferences of the customer. Responsive to customer needs.
Unsatisfactory
Satisfactory
Exceeds Expectations
Comments:

Coaching

Conducts regular performance appraisals and feedback. Helps employees to maintain high personal standards. Helps employees to understand responsibilities, authority, and expectations. Addresses employee behavior problems effectively.
Unsatisfactory
Satisfactory
Exceeds Expectations
Comments:

Teamwork

Coaches team members to work toward a common goal. Is open to new ideas that may change own goals for benefit of the team Provides assistance and support to other team members when needed Willingly share their technical expertise
Unsatisfactory
Satisfactory
Exceeds Expectations
Comments:

Business Acumen

Understands financial terminology, statements. Aware of regulations that impact our business. Calculates return on investment (ROI) for various business projects. Recognizes trends in underlying data.
Unsatisfactory
Satisfactory
Exceeds Expectations
Comments:

Fiscal Management

Effectively manages appropriations, reporting, purchases, expenditures, payrolls, and staff. Monitors expenses and verifies the need for items purchased. Develops of the department's annual budget. Provides budgeting and accounting support to the Company.
Unsatisfactory
Satisfactory
Exceeds Expectations
Comments:

Continual Learning

Sets relevant learning objectives and goals. Improves on their skill sets. Takes charge of their training and skills enhancement. Views setbacks as opportunities to learn from.
Unsatisfactory
Satisfactory
Exceeds Expectations
Comments:

Feedback

Accepts the views of others. Is visible and approachable. Open to the suggestions of others. Considers other's opinion and suggestions.
Unsatisfactory
Satisfactory
Exceeds Expectations
Comments:

Managing Performance

Initiates a performance improvement plan for underperforming subordinates. Ensures Job Descriptions are up to date and accurate. Determines the Objectives and Key Results (OKRs) needed for the position. Implements remediation plans with follow up after 3 months.
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?