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Feedback - Performance Management Assessment Sample #9





Performance Management System:

Performance Assessments that include Feedback:
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.


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?


Instructions: In this example assessment, there are 4 possible Overall Scores:
  1. Score >= 2.8 is Outstanding (O)
  2. Score >=2.5 is Exceeds Expectations (E)
  3. Score >=1.6: Meets Expectations (M)
  4. Otherwise: Did not meet expectations (D)
The actual numeric value is shown at the bottom of this assessment form. A single letter grade representing the Overall Rating is shown here at the top of the form.

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.

Score
0.0
Letter Grades
Score >= 2.8 is Outstanding (O)
Score >=2.5 is Exceeds Expectations (E)
Score >=1.6: Meets Expectations (M)
Otherwise: Did not meet expectations (D)



As you make ratings on the form below, the employee's overall score will be displayed in the floating box at the top of the screen.
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Feedback

Looks to others for input. Asks others for their ideas and opinions. Is visible and approachable. Accepts the views of others.
Unsatisfactory
Satisfactory
Exceeds Expectations
Comments:

Flexibility

Able to produce a wide range of products/services to meet demands. Open to adapting thoughts, behaviors, and strategies in response to evolving situations and new information. Allows workflows to evolve with the employees' creativity. Is able to bounce back from obstacles.
Unsatisfactory
Satisfactory
Exceeds Expectations
Comments:

Bias for Action

Motivates others to achieve or exceed goals Projects a "can-do" attitude when interfacing with peers, subordinates and customers(especially during difficult and challenging times). Completes a large volume of work. Identifies ways to simplify work processes and reduce cycle times
Unsatisfactory
Satisfactory
Exceeds Expectations
Comments:

Emotional Intelligence

Is able to express themselves clearly. Helps to make decisions and solve problems using knowledge about how others will react in certain situations. Is able to manage their own emotions. Is attentive to emotional cues and interprets others' feelings correctly.
Unsatisfactory
Satisfactory
Exceeds Expectations
Comments:

Managing Performance

Links qualitative objectives to quantitative key results. Makes sure employees understand what is expected of them. Creates clear standards that are understandable and fair. Places employees on probation if they fail to meet minimum performance standards.
Unsatisfactory
Satisfactory
Exceeds Expectations
Comments:

Analytical

Meticulously records and maintains logs of observations/measurements. Able to interpret financial data, reports, balance sheets, and cash flow analysis. Connects experiences, analyzes the facts and spots issues across a wide array of legal and business issues to see patterns and draw conclusions not readily apparent to others. Optimizes limited resources, such as time and money, by finding the most efficient solutions to problems.
Unsatisfactory
Satisfactory
Exceeds Expectations
Comments:

Technology Use/Management

Maximizes the use of new technology to deliver products and services. Identifies gaps between actual and needed technical competencies and provides recommendations for required training. Supports technical training and development of employees. Applies complex rules and regulations to maintain optimal system performance.
Unsatisfactory
Satisfactory
Exceeds Expectations
Comments:

Empowering Others

Coordinates the knowledge, skills and resources of others to accomplish more in the department. Allows employees to take on more responsibilities. Gives employees the authority to act on their own. Willing to share in the decision making process.
Unsatisfactory
Satisfactory
Exceeds Expectations
Comments:

Teamwork

Shares credit for accomplishments with team members Emphasizes the importance of getting individuals to work as a team Joins with other team members to brainstorm solutions to the problem. Actively participates as a team member
Unsatisfactory
Satisfactory
Exceeds Expectations
Comments:

Organizational Fluency

Gets things done through the department. Understands the current organizational culture. Is aware of other organizational cultures to compare/contrast with the current organizational culture. Able to use corporate politics to advance department objectives.
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
What new skills do you plan to acquire within the next evaluation period?