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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.
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Delegation

Sets clear and reasonable expectations for others and follows through on their progress. Entrusts subordinates with important tasks. Clearly defines duties and tasks to be completed. Assigns tasks to create learning opportunities for the employees.
Unsatisfactory
Satisfactory
Exceeds Expectations
Comments:

Supervisory Skills

Uses persuasion rather than threats of disciplinary action. Determines the training and development needs of employees and staff. Sets a good example for others to follow. Is respectful toward employees.
Unsatisfactory
Satisfactory
Exceeds Expectations
Comments:

Decision Making

Learns from previous bad decisions and rarely repeats them. Willing to consider information from other sources. Makes decisions that support the department's goals and objectives. Determines constraints that may impact what decisions are acceptable.
Unsatisfactory
Satisfactory
Exceeds Expectations
Comments:

Creativity

Creates a lot of new ideas. Conceives, implements and evaluates ideas. Adds value to the department/organization. Is creative.
Unsatisfactory
Satisfactory
Exceeds Expectations
Comments:

Professional Development

Allows employees to fully participate in employee training and professional development. Seeks opportunities for professional development. Keep themselves up-to-date of technical/professional issues Encourages employees to take courses relevant to their job.
Unsatisfactory
Satisfactory
Exceeds Expectations
Comments:

Punctuality

Arrives to meetings on time. Maintains an efficient schedule of activities. Conducts appointments at scheduled start time. Responds to requests for information in a timely manner.
Unsatisfactory
Satisfactory
Exceeds Expectations
Comments:

Innovation

Pursues innovative approaches to the current policies and procedures. Facilitates acceptance of new ideas. Adapts innovative solutions to fit the organizational context and resources for greater effectiveness. Takes risks to reach beyond boundaries.
Unsatisfactory
Satisfactory
Exceeds Expectations
Comments:

Achievement

Establishes Specific Measurable Achievable Realistic and Timed (SMART) goals. Demonstrates a well-organized and timely approach to achieve desired results Increased revenue for the company. Strives to meet goals and objectives.
Unsatisfactory
Satisfactory
Exceeds Expectations
Comments:

Clarity

Clearly explains responsibilities to individuals. Makes sure employees understand why they were given certain assignments. Communicates ideas and facts clearly and effectively in writing. Communicates with clarity and efficiency.
Unsatisfactory
Satisfactory
Exceeds Expectations
Comments:

Developing Others

Supports the successes of other employees. Assigns tasks and responsibilities to develop skills of others. Creates opportunities for professional development. Develops employees by offering and encouraging them to take on new or additional responsibilities.
Unsatisfactory
Satisfactory
Exceeds Expectations
Comments:

Strategic Focus

Pursues strategic alliances with valued partners. Evaluates and reviews the implementation of the strategic plan to ensure achievement of the objectives. Ensures adherence to the strategy to sustain achievement of targeted levels of organizational performance. Makes sure the objectives are clearly communicated and understood.
Unsatisfactory
Satisfactory
Exceeds Expectations
Comments:

Organizational Fluency

Gets things done through the department. Effective in communicating with others within the organization. Understands departmental policies and procedures. 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.