Fiscal Management - Performance Management Assessment Sample #1





Performance Management System:

Performance Assessments that include Fiscal Management:
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 list of your significant accomplishments and any team projects you completed during this evaluation period. Be sure to include a description of the purpose of each project and your specific contributions.
  2. This information will help us recognize your efforts and understand the impact of your work.



  3. Please detail any professional development activities you have engaged in, such as
    college courses, additional training, seminars, and trade magazine readings.



  4. What do you consider your greatest strengths in your current job?



  5. Which areas of your performance at the company do you feel need improvement?





Part 2: Job Competencies

Rating Scale:

5: 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.
4: Very GoodThe employee consistently exhibits strong performance across nearly all competencies, skills, and responsibilities. They often surpass expectations when executing their tasks, with minimal preventable or controllable errors. Furthermore, they make significant contributions to their team(s) and are highly regarded and sought after within their team(s).
3: 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.
2: Needs ImprovementThe employee falls short of the high expectations for this competency and does not sufficiently achieve assigned task objectives or fulfill all responsibilities. The employee has not demonstrated sustained improvement or maintained the necessary skill set. Performance must improve within the specified time frame set by the manager.
1: 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.

Fiscal Management

Unsatisfactory
Needs
Improvement
Satisfactory
Very
Good
Exceptional
Develops budgets and plans for various programs and initiatives. Provides budgeting and accounting support to the Company. Effectively manages appropriations, reporting, purchases, expenditures, payrolls, and staff.

Global Perspective

Unsatisfactory
Needs
Improvement
Satisfactory
Very
Good
Exceptional
Aligns personal vision with global strategies. Understands and appreciates the perspectives offered by others with different cultural backgrounds. Creates an environment where individual differences are valued and supported.

Action

Unsatisfactory
Needs
Improvement
Satisfactory
Very
Good
Exceptional
Establishes the tasks and direction for the team. Is decisive when making decisions. Does whatever it takes (within reason) to get the job done.

Attitude

Unsatisfactory
Needs
Improvement
Satisfactory
Very
Good
Exceptional
Builds open and trusting relationships. Works to eliminate unnecessary work or barriers that get in others' way. Contributes to a positive work environment.

Establishing Focus/Direction

Unsatisfactory
Needs
Improvement
Satisfactory
Very
Good
Exceptional
Maintains self-control when personally criticized. Makes sure that employees understand and identify with the team's mission. Sets appropriate goals for employees.

Administrative Skill

Unsatisfactory
Needs
Improvement
Satisfactory
Very
Good
Exceptional
Completes reports on-time. Able to develop, justify and present a budget. Strong organizational skills to keep the workspace and department in order

Results Oriented

Unsatisfactory
Needs
Improvement
Satisfactory
Very
Good
Exceptional
Achieves performance benchmarks. Achieves high levels of performance. Flexible and willing to change the strategy to better achieve the objectives.

Safety

Unsatisfactory
Needs
Improvement
Satisfactory
Very
Good
Exceptional
Ensures that all supervisors are aware of regulatory and compliance measures. Supports safety programs and procedures. Is not afraid to question a potential safety issue observed in the workplace.

Empowering Others

Unsatisfactory
Needs
Improvement
Satisfactory
Very
Good
Exceptional
Is aware of the skill levels of employees and assigns tasks that are at the appropriate skill level. Avoids micromanaging their employees. Allows employees to make their own decisions.

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?