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Fiscal Management - Performance Management Assessment Sample #3


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)

Performance Management System
Supervisor: [Supervisor Name]


Signature: ___________________


Date: _____________ 		Employee: [Employee Name]


Signature: ___________________


Date: ___________
Job Title: Mid-Level Manager in X Department Hire Date:
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.
Manager-Assessment
As a manager, your feedback is crucial in capturing the achievements and performance of your employees during the review period. Please provide brief answers to the questions below. The information you share will be included in the employee's Performance Appraisal.

If you have additional printed sheets to submit, ensure they are signed, dated, and handed over to your Department Head. If you believe another individual should contribute to this review, kindly provide their name and contact details.

Part 1: Status Recommendation

If currently on Probational Status:



If on Regular Employment Status:

Justification for the above Status Recommendation:


Competencies Included:
Fiscal Management, Entrepreneurship, Creativity, Professional Development, Punctuality, Performance, Analytical, Objectives, Client Focus, Conflict Management

Part 2: Results of 360-Degree Feedback


The following are results from the 360-Degree Assessment conducted earlier in the year. This information can help guide the development of focus areas for the Individual Development Plan.
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  1. Fiscal Management: Ensures others follow the correct rules and regulations on fiscal matters. Develops budgets and plans for various programs and initiatives. Monitors spending. Provides budgeting and accounting support to the Company.
  1. Entrepreneurship: Understands the processes and various stages of business development. Finds unique ways to go around barriers to success. Seeks and utilizes mentors to help guide professional development. Encourages dynamic growth opportunities.
  1. Creativity: Inspires creativity in their team. Conceives, implements and evaluates ideas. Is creative. Develops solutions to challenging problems.
  1. Professional Development: Keep themselves up-to-date of technical/professional issues Demonstrate enthusiasm and a willingness to learn new skills and knowledge Contributing fully to the extent of their skills Allows employees to fully participate in employee training and professional development.
  1. Punctuality: Invoices clients on a timely basis. Arrives to meetings on time. Avoids making personal phone calls during working hours. Maintains an efficient schedule of activities.
  1. Performance: ...Overall Performance ...Produce Quality Able to organize work. Works well in this position.
  1. Analytical: Can effectively interpret and analyze data. Evaluates evidence impartially, especially when it challenges existing beliefs or ideas. Able to project future data points based on historical data. Measures and assesses the potential loss in value of a portfolio under normal market conditions.
  1. Objectives: Encourages me to take on greater responsibility. Effectively organizes resources and plans Ability to establish realistic goals. Consistently provides me with timely feedback for improving my performance.
  1. Client Focus: Effectively troubleshoots client issues. Creates customized solutions for the client. Fosters an environment that supports strong client focus. Makes sure team members understand the issues faced by the client.
  1. Conflict Management: Tries to ensure that all basic needs are satisfied. Ensures that the basic needs of each party are satisfied. Listens to individuals as they offer their unique perspectives on the situation. Encourages both sides to make compromises to resolve the conflict.

Part 3: Individual Productivity and/or SMART Goals

Employee Comments


Supervisor Comments


Part 4: Team Productivity and/or SMART Goals

Employee Comments


Supervisor Comments