hr-survey.com

Fiscal Management - Performance Management Assessment Sample #2





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.


Competencies Included:
Fiscal Management, Company, Planning, Accountability, Cultural Awareness, Leadership, Decision Making, Juggling Multiple Responsibilities, Regulatory/Compliance, Developing Others

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.
Edit this Survey
Would you like to edit this survey? Click here to begin.


Fiscal Management

Monitors spending. Provides budgeting and accounting support to the Company. Ensures others follow the correct rules and regulations on fiscal matters. Keeps excellent records for financial transparency.
Unsatisfactory
Satisfactory
Exceeds Expectations
Comments:

Company

Follows existing procedures and processes. Understands the use of [Company] products and services. Attends [Company] gatherings and social events. Expresses loyalty and dedication to [Company] in interactions with others.
Unsatisfactory
Satisfactory
Exceeds Expectations
Comments:

Planning

Efficiently manages deadlines. Adjusts and rearranges the schedule to maximize efficiency. Understands the process for developing strategic plans for the organization. Divides complex tasks into smaller steps to measure progress toward a goal.
Unsatisfactory
Satisfactory
Exceeds Expectations
Comments:

Accountability

Takes responsibility for their actions and admits mistakes openly. Takes full responsibility for project outcomes. Documents performance goals through an individual development plan. Tackles issues head on and finds solutions.
Unsatisfactory
Satisfactory
Exceeds Expectations
Comments:

Cultural Awareness

Is responsive to individuals from other cultures. Is open and honest in communications with individuals from other cultures. Understands the impact that our culture may have on interactions between individuals. Interacts effectively with people from different cultural backgrounds.
Unsatisfactory
Satisfactory
Exceeds Expectations
Comments:

Leadership

Leads team to set goals, solve problems, and accomplish tasks. Able to organize the work of others. Holds others accountable for their actions. Is a highly effective supervisor.
Unsatisfactory
Satisfactory
Exceeds Expectations
Comments:

Decision Making

Determines constraints that may impact what decisions are acceptable. Comes across as confident, decisive, and resilient Views the long and short-term impact of decisions. Is creative about the decisions they make.
Unsatisfactory
Satisfactory
Exceeds Expectations
Comments:

Juggling Multiple Responsibilities

Builds in extra time in the schedule for unplanned events/occurrences. Spends the most time and effort on critical tasks first. Is aware of the deadlines for specific tasks/assignments. Organizes tasks for the most efficient order of completion.
Unsatisfactory
Satisfactory
Exceeds Expectations
Comments:

Regulatory/Compliance

Reviews transactions for potential misconduct. Maintains a state of readiness to address new and changing regulations and procedures. Formulates compliance policies and procedures. Periodically assesses the effectiveness of regulatory/compliance programs.
Unsatisfactory
Satisfactory
Exceeds Expectations
Comments:

Developing Others

Provides constructive feedback to others. Sets performance objectives for subordinates that encourages development opportunities. Assigns tasks and responsibilities to develop skills of others. Is open to receiving feedback.
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.