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Delegation - Performance Management Assessment Sample #9





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.


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.
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Delegation

Delegates tasks, responsibilities, and accountability as appropriate to the level of employee. Sets clear and reasonable expectations for others and follows through on their progress. Entrusts subordinates with important tasks. Delegates authority and responsibility to subordinates and holds them accountable for their actions.
Unsatisfactory
Satisfactory
Exceeds Expectations
Comments:

Time Management

Uses a calendar effectively to keep track of when events or milestones are supposed to occur. Achieves more through effective time management. Frequently arrives early to start the day. Leverages calendars to help keep better track of events.
Unsatisfactory
Satisfactory
Exceeds Expectations
Comments:

Accountability

Handles sensitive information with discretion and confidentiality. Shows up for work on time. Regularly completes tasks on time. Lets supervisor know of any setbacks to the progress on achieving goals.
Unsatisfactory
Satisfactory
Exceeds Expectations
Comments:

Continual Learning

Is open to new ideas and concepts. Builds on their strengths while addressing their weaknesses. Takes charge of their training and skills enhancement. Participates in regular training offered.
Unsatisfactory
Satisfactory
Exceeds Expectations
Comments:

Emotional Intelligence

Able to understand others' points of view. Helps employees to resolve conflicts, communicate clearly, and work together to solve problems. Is able to manage their own emotions. Is able to control their own emotions.
Unsatisfactory
Satisfactory
Exceeds Expectations
Comments:

Managing Performance

Identifies the Key Performance Indicators (KPIs) for the position. Administers the performance rewards program in a fair and equitable manner. Implements remediation plans with follow up after 3 months. Measures job performance of subordinates against defined goals and objectives.
Unsatisfactory
Satisfactory
Exceeds Expectations
Comments:

Results Oriented

Stays focused on meeting the needs of customers. Sets objectives for the department. Exceeds performance requirements. Determines the best approach to achieving the expected results.
Unsatisfactory
Satisfactory
Exceeds Expectations
Comments:

Safety

Supports safety programs and procedures. Identifies and addresses safety needs. Performs work safely. Ensures that all supervisors are aware of regulatory and compliance measures.
Unsatisfactory
Satisfactory
Exceeds Expectations
Comments:

Coaching

Provides clear, motivating, and constructive feedback. Helps employees to maintain high personal standards. Addresses employee behavior problems effectively. Conducts regular performance appraisals and feedback.
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?