Fiscal Management - Performance Management Assessment Sample #9





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, Communication Skills, Self-Management, Emotional Intelligence, Persuasion and Influence, Administrative Skill, Change Management, Technology Use/Management, Safety, Co-worker Development

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?


Instructions: In this example assessment, there are 4 possible Overall Scores:
  1. Score >= 2.8 is Outstanding (O)
  2. Score >=2.5 is Exceeds Expectations (E)
  3. Score >=1.6: Meets Expectations (M)
  4. Otherwise: Did not meet expectations (D)
The actual numeric value is shown at the bottom of this assessment form. A single letter grade representing the Overall Rating is shown here at the top of the form.

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.

Score
0.0
 Letter Grades
Score >= 2.8 is Outstanding (O)
Score >=2.5 is Exceeds Expectations (E)
Score >=1.6: Meets Expectations (M)
Otherwise: Did not meet expectations (D)



As you make ratings on the form below, the employee's overall score will be displayed in the floating box at the top of the screen.

Fiscal Management

Develops of the department's annual budget. Provides budgeting and accounting support to the Company. Effectively manages appropriations, reporting, purchases, expenditures, payrolls, and staff. Ensures others follow the correct rules and regulations on fiscal matters.
Unsatisfactory
Satisfactory
Exceeds Expectations
Comments:

Communication Skills

Communicates concepts and ideas to others. Deconstructs complex issues into understandable segments. An effective listener who is responsive to information needs. Recaps action steps from meetings to ensure clarity and execution.
Unsatisfactory
Satisfactory
Exceeds Expectations
Comments:

Self Management

Sets an example for associates during stressful periods by maintaining a positive, can-do attitude. Analyzes own reactions on the spot to ensure that communication does not appear to be driven by anger. Does not allow own emotions to interfere with the performance of others. Deals with conflict by controlling own emotions by listening, being flexible, and sincere in responding.
Unsatisfactory
Satisfactory
Exceeds Expectations
Comments:

Emotional Intelligence

Is able to control their own emotions. Is attentive to emotional cues and interprets others' feelings correctly. Helps to make decisions and solve problems using knowledge about how others will react in certain situations. Is able to express themselves clearly.
Unsatisfactory
Satisfactory
Exceeds Expectations
Comments:

Persuasion and Influence

Ensures stakeholders are involved in the decision making process. Communicates effectively with others. Able to express own goals and needs. Attempts to persuade others rather than simply control them.
Unsatisfactory
Satisfactory
Exceeds Expectations
Comments:

Administrative Skill

Completes reports on-time. Enthusiastic about taking on challenging projects. Strong organizational skills to keep the workspace and department in order High attention to detail.
Unsatisfactory
Satisfactory
Exceeds Expectations
Comments:

Change Management

Addresses organizational and departmental resistance to changes. Is an inspiration for others to accept the recent changes. Inspires others to accept changes. Facilitates change with minimal resistance.
Unsatisfactory
Satisfactory
Exceeds Expectations
Comments:

Technology Use/Management

Adopts the implementation of new technology into the workplace. Proficient in the use of technical systems and processes. Supports technical training and development of employees. Understands and is committed to implementing new technologies.
Unsatisfactory
Satisfactory
Exceeds Expectations
Comments:

Safety

Ensures compliance with safety regulations. Participates in safety training when offered. Is aware of OSHA safety guidelines. Supports our company's safety programs.
Unsatisfactory
Satisfactory
Exceeds Expectations
Comments:

Co-worker Development

Adapts coaching and mentoring approach to meet the style or needs of individuals Takes immediate action on poor performance Gives others development opportunities through project assignments and increased job responsibilities Works to identify root causes of performance problems
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
What new skills do you plan to acquire within the next evaluation period?