Fiscal Management - Performance Management Assessment Sample #5





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)
Limiting Feature: This assessment example features a minimum and a maximum limit on responses at the extreme ends of the scale. For this example, you are limited to selecting a response of "Exceptional" to at least 3 and no more than 6 items and a response of "Unsatisfactory" to at least 3 and no more than 6 items.
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?





Part 2: Job Competencies

Rating Scale:

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.
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.
Rating Limit: Please note: You must select at least 3 but no more than 6 responses of "Exceptional" and at least 3 but no more than 6 responses of "Unsatisfactory". Once you check the 6th item with that response, the remaining unchecked options will be removed.

What you need to do

Fiscal Management

Unsatisfactory Satisfactory Exceptional
  1. Monitors expenses and verifies the need for items purchased.
  1. Develops of the department's annual budget.
  1. Monitors spending.

Company

Unsatisfactory Satisfactory Exceptional
  1. Follows existing procedures and processes.
  1. Understands the use of [Company] products and services.
  1. Understands the "basics" as to how [Company] functions/operates.

Creativity

Unsatisfactory Satisfactory Exceptional
  1. Develops solutions to challenging problems.
  1. Creates a lot of new ideas.
  1. Inspires creativity in their team.

Continual Improvement

Unsatisfactory Satisfactory Exceptional
  1. Analyzes processes to determine areas for improvement.
  1. Looks for ways to expand and learn new job skills.
  1. Open to the suggestions from others.

Attitude

Unsatisfactory Satisfactory Exceptional
  1. Builds open and trusting relationships.
  1. Visibly supports and encourages diversity in style and background.
  1. Shows by their actions that they trust in the positive intentions of others.

Quality

Unsatisfactory Satisfactory Exceptional
  1. Implements appropriate training to maintain high quality standards.
  1. Evaluates and improves the quality of services and products.
  1. Always strives to produce the highest quality work products.

Time Management

Unsatisfactory Satisfactory Exceptional
  1. Works quickly to keep on schedule.
  1. Completes work on a timely basis.
  1. Provides accurate estimates for the amount of time needed to accomplish certain tasks.

Trustworthy

Unsatisfactory Satisfactory Exceptional
  1. Demonstrates congruence between statements and actions.
  1. Delivers on promises made.
  1. Seeks to mitigate grievances by clarifying intentions and finding suitable remedies.

Empowering Others

Unsatisfactory Satisfactory Exceptional
  1. Allows for flexibility in the working hours.
  1. Allows employees to take on more responsibilities.
  1. Allows employees the freedom to do tasks how they see fit, but holds them accountable for obtaining results.

Partnering/Networking

Unsatisfactory Satisfactory Exceptional
  1. Aligns efforts, processes, and resources with partners to maximize strategic opportunities.
  1. Exchanges innovative ideas with a network of colleagues.
  1. Involves others in communications about any changing process.


Part 3: Individual Productivity and/or SMART Goals

Employee Comments


Supervisor Comments


Part 4: Team Productivity and/or SMART Goals

Employee Comments


Supervisor Comments