Delegation - Performance Management Assessment Sample #8





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:



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:
Delegation, Time Management, Objectives, Client Focus, Flexibility, Bias for Action, Continual Learning, Feedback, Customer Focus, Partnering/Networking

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


Delegation

Allows subordinates to use their own methods and procedures. Defines the roles, responsibilities, required actions, and deadlines for team members. Tells subordinates what to do, not how to do it. Clearly defines duties and tasks to be completed.
How have you performed this competency and what are your plans for improvement in this area?

Time Management

Is good at keeping track of time and avoiding getting behind schedule. Often works through lunches instead of going out for lunches. Makes time for developing plans and schedules. Uses a team and delegates tasks to specialists to help get more work done within the same amount of time.
How have you performed this competency and what are your plans for improvement in this area?

Objectives

Assures [Company] principles are understood, employed & pursued. Communicates goals and objectives to employees. Sets long-term and short-term goals. Establishes goals and objectives.
How have you performed this competency and what are your plans for improvement in this area?

Client Focus

Is competent in handling client cases. Is committed to the success of the client. Identifies the most pressing needs of each client. Makes sure their interests are aligned with the client's interests.
How have you performed this competency and what are your plans for improvement in this area?

Flexibility

Delivers a variety of products that vary in type and volume. Is flexible in considering different viewpoints. Agile and versatile when dealing with issues. Allows workflows to evolve with the employees' creativity.
How have you performed this competency and what are your plans for improvement in this area?

Bias for Action

Displays high energy and enthusiasm on consistent basis. Identifies ways to simplify work processes and reduce cycle times Motivates others to achieve or exceed goals Coach others to foster an environment which can adapt quickly and willingly to rapid change.
How have you performed this competency and what are your plans for improvement in this area?

Continual Learning

Participates in regular training offered. Shares best practices with others and learns from others. Seeks opportunities to grow in skills and knowledge. Sets relevant learning objectives and goals.
How have you performed this competency and what are your plans for improvement in this area?

Feedback

Shares past experiences with others as learning opportunities. Is visible and approachable. Open to the suggestions of others. Is easy to approach with ideas and opinions.
How have you performed this competency and what are your plans for improvement in this area?

Customer Focus

Follows up with any unanswered questions from the customer. Uses customer feedback to help improve products and services. Exhibits a positive attitude even when dealing with difficult customers. Acts with integrity in all customer interactions.
How have you performed this competency and what are your plans for improvement in this area?

Partnering/Networking

Uses informal networks to share information. Nurtures partnerships with key individuals in the industry to stay on top of the latest trends and best practices. Exchanges ideas, resources, plans, and technologies with colleagues. Develops trust in others to form partnerships and networks.
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?