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.
  1. Fiscal Management: Effectively manages appropriations, reporting, purchases, expenditures, payrolls, and staff. Monitors expenses and verifies the need for items purchased. Ensures others follow the correct rules and regulations on fiscal matters. Keeps excellent records for financial transparency.
  1. Entrepreneurship: Seeks and utilizes mentors to help guide professional development. Understands the processes and various stages of business development. Encourages dynamic growth opportunities. Maintains a high level of energy to respond to demands of the job.
  1. Creativity: Adds value to the department/organization. Develops solutions to challenging problems. Creates a lot of new ideas. Is creative and inspirational.
  1. Professional Development: Seeks opportunities for continuous learning. Keep themselves up-to-date of technical/professional issues Seeks opportunities for professional development. Allows employees to fully participate in employee training and professional development.
  1. Punctuality: Avoids making personal phone calls during working hours. Arrives to meetings on time. Starts the workday when scheduled. Maintains an efficient schedule of activities.
  1. Performance: Shown significant improvement in job performance. Works well in this position. Listens and responds to issues and problems Sets a high standard for job performance.
  1. Analytical: Analyzes data and information from several sources and arrives at logical conclusions. Identifies problems and issues needing resolution. Uses appropriate techniques to solve problems. Identifies opportunities for progress and innovation.
  1. Objectives: Assures [Company] principles are understood, employed & pursued. Consistently provides me with timely feedback for improving my performance. Establishes goals and objectives. Able to organize work.
  1. Client Focus: Consistently meets client's needs. Gets feedback from the client on a weekly basis. Transparent in all communications with the client. Uses feedback from clients to help improve services.
  1. Conflict Management: Seeks to achieve mutually acceptable outcomes. Is open and honest to avoid misunderstandings. Is supportive of consensus and power sharing. Examines differences and disagreements for creative and strategic resolutions.

Part 3: Individual Productivity and/or SMART Goals

Employee Comments


Supervisor Comments


Part 4: Team Productivity and/or SMART Goals

Employee Comments


Supervisor Comments