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Excellence - Performance Management Assessment Sample #4





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)
Limiting Feature: This assessment example features a limit on responses at the extreme ends of the scale. For this example, you are limited to selecting a response of "Exceptional" to no more than 5 items and a response of "Unsatisfactory" to no more than 5 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.


Your assessment is limited in the number of ratings that you can give as Exceptional or as Unsatisfactory. This form will limit the number of items that you can rate at the extreme ends of the scale. Once you have reached the limit, the computer will prevent you from selecting any more of that rating.
Rating Limit: Please note: You are limited to no more than 5 responses of "Exceptional" and 5 responses of "Unsatisfactory". Once you check the 5th item with that response, the remaining unchecked options will be removed.
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Excellence

Unsatisfactory Satisfactory Exceptional
  1. Demonstrates the analytical skills to do their job.
  1. Demonstrates the functional or technical skills necessary to do their job.
  1. Takes a lot of pride in their work.

Trustworthy

Unsatisfactory Satisfactory Exceptional
  1. Delivers on promises made.
  1. Builds and maintains the trust of others.
  1. Demonstrates congruence between statements and actions.

Developing Others

Unsatisfactory Satisfactory Exceptional
  1. Develops employees by offering and encouraging them to take on new or additional responsibilities.
  1. Supports the successes of other employees.
  1. Tries to ensure employees are ready to move to the next level.

Conflict Management

Unsatisfactory Satisfactory Exceptional
  1. Promotes employee engagement to reduce tensions and negativity, creating an environment where conflicts are easily managed.
  1. Addresses contentious issues earlier rather than later.
  1. Seeks to avert the recurrence of conflict issues.

Others

Unsatisfactory Satisfactory Exceptional
  1. Constructively receives criticism and suggestions from others.
  1. Able to see issues from others' perspectives.
  1. Works effectively with people from other departments.

Company

Unsatisfactory Satisfactory Exceptional
  1. Follows existing procedures and processes.
  1. Understands how decisions impact other business units beyond their immediate department of work group.
  1. Attends [Company] gatherings and social events.

Creativity

Unsatisfactory Satisfactory Exceptional
  1. Develops solutions to challenging problems.
  1. Inspires creativity in their team.
  1. Creates a lot of new ideas.

Self Management

Unsatisfactory Satisfactory Exceptional
  1. Analyzes own reactions on the spot to ensure that communication does not appear to be driven by anger.
  1. Does not allow own emotions to interfere with the performance of others.
  1. Steps away from a situation to process appropriate response.

Passion To Learn

Unsatisfactory Satisfactory Exceptional
  1. Is committed to enhancing their own knowledge and skills.
  1. Stays up-to-date on emerging technologies.
  1. Constantly enhances product knowledge through experimentation and play.

Cultural Awareness

Unsatisfactory Satisfactory Exceptional
  1. Communicates with others without the influence of racism.
  1. Participates in cultural training sessions/classes.
  1. Helps other employees to become more culturally sensitive.

Project Management

Unsatisfactory Satisfactory Exceptional
  1. Procures the resources necessary to complete the project.
  1. Identifies the source materials that will be needed.
  1. Assigns project roles to the team members.


Part 3: Individual Productivity and/or SMART Goals

First Quarter Project


Third Quarter Project


Part 4: Team Productivity and/or SMART Goals

First Quarter Project


Third Quarter Project