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Establishing Focus Direction - Performance Management Assessment Sample #8





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)
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:
Establishing Focus/Direction, Flexibility, Passion to Learn, Managing Performance, Analytical, Results Oriented, Objectives, Client Focus, 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

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Establishing Focus/Direction

Functions well under stress, deadlines, and/or significant workloads. Excellent at managing time. Stays focused even when under pressure and stress. Helps guide employees with prioritizing tasks.
How have you performed this competency and what are your plans for improvement in this area?

Flexibility

Adapts to circumstances as needed. Allows workflows to evolve with the employees' creativity. Delivers a variety of products that vary in type and volume. Able to adapt processes in response to critical incidents that impact the workflow.
How have you performed this competency and what are your plans for improvement in this area?

Passion To Learn

Holds self and associates accountable for goal achievement. Enjoys learning new skills and techniques. Demonstrates a willingness to participate in continuing education courses. Is open minded and curious about learning new skills.
How have you performed this competency and what are your plans for improvement in this area?

Managing Performance

Communicates the roles and responsibilities to the employee. Rewards exceptional individuals with additional responsibilities. Sets the Objectives and Key Results (OKRs) required for the position. Recognizes employees who have courage in persevering against great odds and difficulties.
How have you performed this competency and what are your plans for improvement in this area?

Analytical

Decomposes problems into smaller, manageable parts. Recognizes that all parts of a business are connected where a change in one area can impact others in unexpected ways. Gathers information from a variety of sources. Organizes data in a way that simplifies its interpretation and comparisons.
How have you performed this competency and what are your plans for improvement in this area?

Results Oriented

Is considered a high achiever. Focuses on achieving important goals. Determines the best approach to achieving the expected results. Provides clear expectations for employees.
How have you performed this competency and what are your plans for improvement in this area?

Objectives

Works toward achieving established goals and objectives. Effectively organizes resources and plans Assures [Company] principles are understood, employed & pursued. Ability to establish realistic goals.
How have you performed this competency and what are your plans for improvement in this area?

Client Focus

Looks for opportunities that have a positive impact on Clients. Prioritizes client issues based on urgency. Uses feedback from clients to help improve services. Is committed to the success of the client.
How have you performed this competency and what are your plans for improvement in this area?

Customer Focus

Is above average in addressing the needs of the customers. Able to handle difficult customers. Helps customers to feel satisfied with our work/services. Competent in managing customer projects.
How have you performed this competency and what are your plans for improvement in this area?

Partnering/Networking

Understands the potential risks/rewards of the partnership. Implements effective oversight of network activities. Identifies the right alliance partners with complementary and compatible services and resources. Works to combine the unique strengths of each partner to develop new products or services.
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?