Excellence - Performance Management Assessment Sample #2





Performance Management System:

Performance Assessments that include Excellence:
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.


Competencies Included:
Excellence, Decision Making, Innovation, Technology Use/Management, Regulatory/Compliance, Client Focus, Adaptability, Bias for Action, Leadership, Supervisory Skills, Persuasion and Influence

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 think are your most valuable qualities in your current role? Could you explain on how these strengths have contributed to your success and impact at work?



  4. Discuss the aspects of your performance that you believe could benefit from further development? Please provide some details on how you plan to address these areas for improvement, and any resources or support that might help you enhance your skills and effectiveness in your role.


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.

Excellence

Demonstrates the analytical skills to do their job. Demonstrates the functional or technical skills necessary to do their job. Keeps themselves and others focused on constant improvement. Can be counted on to add value wherever they are involved.
Unsatisfactory
Satisfactory
Exceeds Expectations
Comments:

Decision Making

Has enough self-control to avoid making impulsive decisions. Uses reasonable assumptions and logic to decide between alternate courses of action Maintains focus on the "big picture" when making decisions. Is open to listening to others who may have different ideas.
Unsatisfactory
Satisfactory
Exceeds Expectations
Comments:

Innovation

Develops new products and services. Suggests new ideas at meetings. Offers constructive improvements to existing systems. Challenges current procedures to develop other alternatives.
Unsatisfactory
Satisfactory
Exceeds Expectations
Comments:

Technology Use/Management

Adopts the implementation of new technology into the workplace. Uses technology in decision making and problem solving. Proficient in the use of technical systems and processes. Applies complex rules and regulations to maintain optimal system performance.
Unsatisfactory
Satisfactory
Exceeds Expectations
Comments:

Regulatory/Compliance

Follows up on any unresolved compliance issues. Reviews operations and work flows to ensure compliance with standards. Reviews documentation and procedures manuals to ensure regulatory compliance. Maintains historical records and documents as needed/required.
Unsatisfactory
Satisfactory
Exceeds Expectations
Comments:

Client Focus

Forms strong client relationships Thoroughly understands the needs of the client. Focuses on providing excellent client service. Creates an environment that enables clients to receive excellent service.
Unsatisfactory
Satisfactory
Exceeds Expectations
Comments:

Adaptability

Able to quickly learn new ways of performing their job. Able to respond to incidents without stopping the workflow. Adjusts priorities to the new Corporate mission. Able to adjust to changing environments.
Unsatisfactory
Satisfactory
Exceeds Expectations
Comments:

Bias for Action

Projects a "can-do" attitude when interfacing with peers, subordinates and customers(especially during difficult and challenging times). Conveys a sense of urgency about addressing problems and opportunities Identifies ways to simplify work processes and reduce cycle times Encourages risk taking and experimentation to improve performance
Unsatisfactory
Satisfactory
Exceeds Expectations
Comments:

Leadership

Provides resources to enable individuals to develop professionally. Able to align manpower, design work, an allocate tasks to achieve goals. Sets specific, measurable, and challenging goals. Holds others accountable for their actions.
Unsatisfactory
Satisfactory
Exceeds Expectations
Comments:

Supervisory Skills

Emphasizes constructive discipline strategies, prioritizing the development and feedback of employees over punitive measures. Gives feedback that includes both a recognition of the employee's strengths and areas where the employee could do better. Uses disciplinary measures with the intent to guide and improve behavior, rather than to seek retribution. Uses the team to its fullest capacity.
Unsatisfactory
Satisfactory
Exceeds Expectations
Comments:

Persuasion and Influence

Develops a good rapport with others. Understanding what others need. Seeks to obtain consensus or compromise. Communicates effectively with others.
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
Describe the new skills you aim to acquire during the upcoming evaluation period? Please include specific areas of expertise or knowledge you intend to develop, and how these skills will enhance your performance and contribute to the company's overall success. Additionally, it would be helpful to list your plans for learning these skills, such as any courses, workshops, or mentorship opportunities you plan to pursue.