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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.
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Excellence

Is planful and organized. Produces high quality work. Demonstrates the functional or technical skills necessary to do their job. Demonstrates the analytical skills to do their job.
Unsatisfactory
Satisfactory
Exceeds Expectations
Comments:

Decision Making

Views the issues from multiple perspectives before making a decision. Considers the ethical implications of decisions. Makes decisions independently (without having to be told what or how). Is able to learn from mistakes.
Unsatisfactory
Satisfactory
Exceeds Expectations
Comments:

Innovation

Empowers employees to create innovative solutions to problems. Keeps an open mind towards innovative concepts ensuring managers are continuously exploring potential growth avenues. Encourages innovation from all levels of employees. Develops new products and services.
Unsatisfactory
Satisfactory
Exceeds Expectations
Comments:

Technology Use/Management

Uses technology in decision making and problem solving. Supports technical training and development of employees. Adopts the implementation of new technology into the workplace. Identifies gaps between actual and needed technical competencies and provides recommendations for required training.
Unsatisfactory
Satisfactory
Exceeds Expectations
Comments:

Regulatory/Compliance

Coordinates the execution of compliance strategies across departments. Develops strategies to comply with established regulations. Establishes clear communication channels and lines of communication for compliance related issues. Performs regulatory risk management to manage the risks of compliance (or non-compliance).
Unsatisfactory
Satisfactory
Exceeds Expectations
Comments:

Client Focus

Puts client's needs first. Forms strong client relationships Creates innovative solutions to meet client needs. Is focused on improving client services.
Unsatisfactory
Satisfactory
Exceeds Expectations
Comments:

Adaptability

Easily accepts new responsibilities. Adapts to new environments. Can take on new assignments. Accommodates changes as needed.
Unsatisfactory
Satisfactory
Exceeds Expectations
Comments:

Bias for Action

Completes a large volume of work. Seeks and utilizes opportunities for continuous learning and self-development. Displays high energy and enthusiasm on consistent basis. Motivates others to achieve or exceed goals
Unsatisfactory
Satisfactory
Exceeds Expectations
Comments:

Leadership

Guides decision-making by coaching, counseling and rewarding. Expresses clear goals and objectives. Acts decisively in implementing decisions. Leads team to set goals, solve problems, and accomplish tasks.
Unsatisfactory
Satisfactory
Exceeds Expectations
Comments:

Supervisory Skills

Successful in resolving personnel conflicts. Is able to manage emotions during difficult times. Decides the best approach for addressing issues that arise on the job. Has a strong work ethic that inspires others.
Unsatisfactory
Satisfactory
Exceeds Expectations
Comments:

Persuasion and Influence

Ensures stakeholders are involved in the decision making process. Seeks to obtain consensus or compromise. Attempts to persuade others rather than simply control them. Has excellent influencing/negotiating skills.
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.