Emotional Intelligence - Performance Management Assessment Sample #1





Performance Management System:

Performance Assessments that include Emotional Intelligence:
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 list of your significant accomplishments and any team projects you completed during this evaluation period. Be sure to include a description of the purpose of each project and your specific contributions.
  2. This information will help us recognize your efforts and understand the impact of your work.



  3. Please detail any professional development activities you have engaged in, such as
    college courses, additional training, seminars, and trade magazine readings.



  4. What do you consider your greatest strengths in your current job?



  5. Which areas of your performance at the company do you feel need improvement?





Part 2: Job Competencies

Rating Scale:

5: ExceptionalPerformance 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.
4: Very GoodThe employee consistently exhibits strong performance across nearly all competencies, skills, and responsibilities. They often surpass expectations when executing their tasks, with minimal preventable or controllable errors. Furthermore, they make significant contributions to their team(s) and are highly regarded and sought after within their team(s).
3: 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.
2: Needs ImprovementThe employee falls short of the high expectations for this competency and does not sufficiently achieve assigned task objectives or fulfill all responsibilities. The employee has not demonstrated sustained improvement or maintained the necessary skill set. Performance must improve within the specified time frame set by the manager.
1: 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.

Emotional Intelligence

Unsatisfactory
Needs
Improvement
Satisfactory
Very
Good
Exceptional
Helps to make decisions and solve problems using knowledge about how others will react in certain situations. Is able to manage their own emotions. Is able to express themselves clearly.

Action

Unsatisfactory
Needs
Improvement
Satisfactory
Very
Good
Exceptional
Rapidly adapts to changes in the situation. Works at a quick pace. Takes action to respond to dissatisfied customer.

Continual Learning

Unsatisfactory
Needs
Improvement
Satisfactory
Very
Good
Exceptional
Improves on their skill sets. Is open to new ideas and concepts. Pursues professional development opportunities when they arise.

Management

Unsatisfactory
Needs
Improvement
Satisfactory
Very
Good
Exceptional
Makes you feel enthusiastic about your work Keep staff informed about what is happening in the company Is ready to offer help

Juggling Multiple Responsibilities

Unsatisfactory
Needs
Improvement
Satisfactory
Very
Good
Exceptional
Ranks the importance of tasks to make sure critical tasks are completed first. Prioritizes tasks for efficiency. Switches attention to more urgent tasks when necessary.

Technology Use/Management

Unsatisfactory
Needs
Improvement
Satisfactory
Very
Good
Exceptional
Proficient in the use of technical systems and processes. Uses technology in decision making and problem solving. Supports employee training and development initiatives regarding implementation of technology.

Conflict Management

Unsatisfactory
Needs
Improvement
Satisfactory
Very
Good
Exceptional
Seeks to develop a shared understanding of the issues involved. Tries to understand others' point of view before making judgments Works to settle conflicts in a manner that is acceptable for a long-term solution.

Teamwork

Unsatisfactory
Needs
Improvement
Satisfactory
Very
Good
Exceptional
Creates a climate that encourages team participation. Helps the team balance analysis with decisiveness in making decisions. Encourages other team members to adopt new procedures.

Strategic Focus

Unsatisfactory
Needs
Improvement
Satisfactory
Very
Good
Exceptional
Communicates the company's strategic goals and decisions to teams and departments. Makes plans to handle unforeseen events that could impact the achievement of strategic goals. Develops a strategic plan for adapting the organization to better respond to external changes in the marketplace.

Fiscal Management

Unsatisfactory
Needs
Improvement
Satisfactory
Very
Good
Exceptional
Provides budgeting and accounting support to the Company. Effectively manages appropriations, reporting, purchases, expenditures, payrolls, and staff. Ensures others follow the correct rules and regulations on fiscal matters.

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?