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Fiscal Management - Performance Management Assessment Sample #8





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:



Enter comments in each of the boxes below. Partially completed forms can be saved by using the Save/Still Working button at the bottom of the page. You may return at a later time to complete/edit the form. Your saved responses will be shown each time you re-visit the evaluation form. When you are certain that you have completed your responses and will be not making any changes, click the Complete button.


Competencies Included:
Fiscal Management, Bias for Action, Professional Development, Punctuality, Project Management, Problem Solving, Commitment To Result, Clarity, Client Focus

Part 1: Skills and Accomplishments




  1. Please enter detailed information regarding the completion or current status of your goals. Be sure to cover the following points for each goal:
    1. Goal Description: Briefly describe the goal you set out to achieve. Include the objective and any specific targets or outcomes you aimed for.
    2. Completion Status: Indicate whether the goal has been fully completed, partially completed, or if it is still in progress. Specify the percentage of completion if applicable.
    3. Achievements and Outcomes: Describe any achievements or results that have come from working towards this goal. Highlight any significant milestones or successes.
    4. Challenges and Solutions: Discuss any challenges or obstacles you encountered while working towards this goal. Explain how you addressed or overcame these challenges.
    5. Learnings and Insights: Reflect on what you have learned from pursuing this goal. Share any insights or new skills you have gained through the process.
    6. Future Actions: Outline any next steps or future actions you plan to take in relation to this goal. If the goal is still in progress, provide a timeline for completion and any additional resources you might need.






  2. Please detail any professional development activities you have engaged in, such as college courses, additional training, seminars, and trade magazine readings. Include the skills or knowledge gained, how they have contributed to your role, and any future development plans or goals you have.






Part 2: Job Competencies

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Fiscal Management

Provides budgeting and accounting support to the Company. Effective in using Company's resources. Monitors spending. Monitors expenses and verifies the need for items purchased.
How have you performed this competency and what are your plans for improvement in this area?

Bias for Action

Completes a large volume of work. Motivates others to achieve or exceed goals Displays high energy and enthusiasm on consistent basis. Projects a "can-do" attitude when interfacing with peers, subordinates and customers(especially during difficult and challenging times).
How have you performed this competency and what are your plans for improvement in this area?

Professional Development

Keep themselves up-to-date of technical/professional issues Quickly acquire and apply new knowledge and skills when needed Contributing fully to the extent of their skills Seeks opportunities for continuous learning.
How have you performed this competency and what are your plans for improvement in this area?

Punctuality

Invoices clients on a timely basis. Avoids making personal phone calls during working hours. Arrives to meetings on time. Maintains an efficient schedule of activities.
How have you performed this competency and what are your plans for improvement in this area?

Project Management

Establishes the scope for the project. Maintains costs and expenses within budget limits. Inspires the project implementation team to achieve success. Assesses the ability of the organization to handle the project.
How have you performed this competency and what are your plans for improvement in this area?

Problem Solving

Assesses the extent to which proposed solutions would lead to success. Focuses solutions on closing the gap between expected outcomes and the current situation. Is smooth and seamless in transitions between different ideas and approaches, avoiding getting stuck in one line of thinking. Creates systems for gathering and acting on feedback from employees, customers, and stakeholders.
How have you performed this competency and what are your plans for improvement in this area?

Commitment To Result

Creates a sense of urgency among the store team members to complete activities, which drive sales. Encourages commitment in others to obtain results. Willing to do whatever it takes-not afraid to have to put in extra effort. Conveys strong sense of own pride in Company to associates by creating a shared vision around sales and customer service.
How have you performed this competency and what are your plans for improvement in this area?

Clarity

Seeks to reduce ambiguity in messaging and documents. Avoids creating ambiguity or mixed messages. Clearly explains the vision and goals of the company. Is clear about the roles and duties of team members.
How have you performed this competency and what are your plans for improvement in this area?

Client Focus

Transparent in all communications with the client. Anticipates resources needed to meet the client needs. Helps others in responding to client needs. Persistent in solving client issues.
How have you performed this competency and what are your plans for improvement in this area?

Part 3: Final Comments

Goals for Next Year
What are your goals for the next evaluation period?


Overall Comments
What final comments do you wish to enter for your assessment?