Delegation - Performance Management Assessment Sample #2





Performance Management System:

Performance Assessments that include Delegation:
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.


Competencies Included:
Delegation, Supervisory Skills, Decision Making, Creativity, Professional Development, Punctuality, Innovation, Achievement, Clarity, Developing Others, Strategic Focus, Organizational Fluency

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 think are your most valuable qualities in your current role? Could you explain on how these strengths have contributed to your success and impact at work?



  4. Discuss the aspects of your performance that you believe could benefit from further development? Please provide some details on how you plan to address these areas for improvement, and any resources or support that might help you enhance your skills and effectiveness in your role.


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.

Delegation

Allows employees to decide how they wish to complete the tasks. Delegates tasks, responsibilities, and accountability as appropriate to the level of employee. Delegates authority and responsibility to subordinates and holds them accountable for their actions. Sets clear and reasonable expectations for others and follows through on their progress.
Unsatisfactory
Satisfactory
Exceeds Expectations
Comments:

Supervisory Skills

Recognizes those who have exceeded expectations. Facilitates open communication between employees. Effective in resolving conflicts to mutual satisfaction of the parties. Measures job performance fairly using established criteria.
Unsatisfactory
Satisfactory
Exceeds Expectations
Comments:

Decision Making

Decides which short- and long-term goals should be created. Is confident in the decisions they make. Defines what constraints must be met for the decision making process. Has enough self-control to avoid making impulsive decisions.
Unsatisfactory
Satisfactory
Exceeds Expectations
Comments:

Creativity

Conceives, implements and evaluates ideas. Creates a lot of new ideas. Is creative and inspirational. Inspires creativity in their team.
Unsatisfactory
Satisfactory
Exceeds Expectations
Comments:

Professional Development

Keep themselves up-to-date of technical/professional issues Demonstrate enthusiasm and a willingness to learn new skills and knowledge Seeks opportunities for professional development. Allows employees to fully participate in employee training and professional development.
Unsatisfactory
Satisfactory
Exceeds Expectations
Comments:

Punctuality

Invoices clients on a timely basis. Starts the workday when scheduled. Avoids making personal phone calls during working hours. Starts meetings on time.
Unsatisfactory
Satisfactory
Exceeds Expectations
Comments:

Innovation

Suggests new ideas at meetings. Builds upon the ideas and solutions of others. Implements best practices within the department. Finds creative ways to get things done with limited resources.
Unsatisfactory
Satisfactory
Exceeds Expectations
Comments:

Achievement

Motivated to exceed performance goals. Driven to complete assignments on time. Schedules time for self and others to optimize high priority and long term actions. Monitors progress towards business goals. Strives to meet goals and objectives.
Unsatisfactory
Satisfactory
Exceeds Expectations
Comments:

Clarity

Clarifies problems and their causes to help employees correct them. Avoids creating ambiguity or mixed messages. Adjusts communication methods to the needs of the audience. Checks details thoroughly.
Unsatisfactory
Satisfactory
Exceeds Expectations
Comments:

Developing Others

Sets performance objectives for subordinates that encourages development opportunities. Recognizes and celebrates accomplishments of others. Is open to receiving feedback. Tries to ensure employees are ready to move to the next level.
Unsatisfactory
Satisfactory
Exceeds Expectations
Comments:

Strategic Focus

Develops a strategic focus on internal factors to improve efficiency or conserve limited resources. Develops strategies that are practical and can be feasibly implemented within a reasonable period of time. Looks for opportunities to enhance contributions to the bottom line. Uses strategic thinking to make better strategic decisions.
Unsatisfactory
Satisfactory
Exceeds Expectations
Comments:

Organizational Fluency

Is aware of other organizational cultures to compare/contrast with the current organizational culture. Adept at navigating within the culture of the department. Anticipates problems that may affect the department. Able to use corporate politics to advance department objectives.
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
Describe the new skills you aim to acquire during the upcoming evaluation period? Please include specific areas of expertise or knowledge you intend to develop, and how these skills will enhance your performance and contribute to the company's overall success. Additionally, it would be helpful to list your plans for learning these skills, such as any courses, workshops, or mentorship opportunities you plan to pursue.