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Establishing Focus Direction - Performance Management Assessment Sample #5





Performance Management System:

Performance Assessments that include Establishing Focus Direction:
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:
  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?





Part 2: Job Competencies

Rating Scale:

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.
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.
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

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Establishing Focus/Direction

Unsatisfactory Satisfactory Exceptional
  1. Makes sure that employees understand and identify with the team's mission.
  1. Sets appropriate goals for employees.
  1. Maintains focus when handling several problems or tasks simultaneously.

Regulatory/Compliance

Unsatisfactory Satisfactory Exceptional
  1. Interacts with auditors and regulators on a professional basis.
  1. Maintains compliance with federal, state, and local laws.
  1. Establishes a governance body to monitor and guide the organization's activities.

Developing Others

Unsatisfactory Satisfactory Exceptional
  1. Tries to ensure employees are ready to move to the next level.
  1. Creates opportunities for professional development.
  1. Supports the successes of other employees.

Partnering/Networking

Unsatisfactory Satisfactory Exceptional
  1. Uses informal networks to share information.
  1. Synchronizes efforts, processes, and resources with partners to enhance strategic opportunities.
  1. Communicates with others in an open manner.

Recognition

Unsatisfactory Satisfactory Exceptional
  1. Compliments other people when they do good work
  1. Readily shares credit and gives others opportunity for visibility.
  1. Makes people around them feel appreciated and valued.

Others

Unsatisfactory Satisfactory Exceptional
  1. Consistently demonstrates ability and willingness to trust others.
  1. Is able to see issues from others' perspectives.
  1. Constructively receives criticism and suggestions from others.

Organizational Fluency

Unsatisfactory Satisfactory Exceptional
  1. Gets things done through the department.
  1. Understands the current organizational culture.
  1. Understands departmental policies and procedures.

Global Perspective

Unsatisfactory Satisfactory Exceptional
  1. Can effectively deliver presentations to international clients.
  1. Able to work with others from different cultures and countries.
  1. Aligns personal vision with global strategies.


Part 3: Individual Productivity and/or SMART Goals

Employee Comments


Supervisor Comments


Part 4: Team Productivity and/or SMART Goals

Employee Comments


Supervisor Comments