Emotional Intelligence - Performance Management Assessment Sample #5

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)

Limiting Feature: This assessment example features a minimum and a maximum limit on responses at the extreme ends of the scale. For this example, you are limited to selecting a response of "Exceptional" to at least 3 and no more than 6 items and a response of "Unsatisfactory" to at least 3 and no more than 6 items.

Instructions:

This performance appraisal program is designed to provide a standardized method to:
Provide an objective evaluation of an employee's performance and to share this feedback with the employee
Assist in determining the true development needs of the employee and actions that should be taken to improve their job performance.
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:
Emotional Intelligence, Customer Focus, Partnering/Networking, Strategic Insight, Organizational Fluency, Fiscal Management, Global Perspective

Part 1: Skills and Accomplishments

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.
Please detail any professional development activities you have engaged in, such as
college courses, additional training, seminars, and trade magazine readings.
What do you consider your greatest strengths in your current job?
Which areas of your performance at the company do you feel need improvement?

Part 2: Job Competencies

Rating Scale:

Exceptional	Performance 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.
Satisfactory	The 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.
Unsatisfactory	The 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.

Rating Limit: Please note: You must select at least 3 but no more than 6 responses of "Exceptional" and at least 3 but no more than 6 responses of "Unsatisfactory". Once you check the 6th item with that response, the remaining unchecked options will be removed.

What you need to do

Part 3: Individual Productivity and/or SMART Goals

Employee Comments

Supervisor Comments

Part 4: Team Productivity and/or SMART Goals

Employee Comments

Supervisor Comments

Emotional Intelligence	Unsatisfactory	Satisfactory	Exceptional
Helps employees to resolve conflicts, communicate clearly, and work together to solve problems.
Is able to manage their own emotions.
Is able to express themselves clearly.
Customer Focus	Unsatisfactory	Satisfactory	Exceptional
Understands the needs of the customer.
Fulfills commitments made to customers.
Effectively troubleshoots customer issues.
Partnering/Networking	Unsatisfactory	Satisfactory	Exceptional
Provides expertise that may be lacking in other partners or other parts of the network.
Participates in conflict resolution to find mutually beneficial solutions.
Is comfortable working in partnership with colleagues from other departments.
Strategic Insight	Unsatisfactory	Satisfactory	Exceptional
Creates a vision for the organization based on insights gathered from other companies in the industry.
Attends industry conferences to gain further insight into how other companies deal with similar issues.
Communicates with employees to find out their needs.
Organizational Fluency	Unsatisfactory	Satisfactory	Exceptional
Effective in communicating with others within the organization.
Understands the current organizational culture.
Able to use corporate politics to advance department objectives.
Fiscal Management	Unsatisfactory	Satisfactory	Exceptional
Provides budgeting and accounting support to the Company.
Effectively manages appropriations, reporting, purchases, expenditures, payrolls, and staff.
Effective in using Company's resources.
Global Perspective	Unsatisfactory	Satisfactory	Exceptional
Excellent communication skills to conduct effective business with individuals from different cultures and/or countries.
Communicates effectively on a multi-lingual basis.
Accepts setbacks and challenges in foreign markets as improvement opportunities