Fiscal Management - Performance Management Assessment Sample #11





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, Business Acumen, Planning, Bias for Action, Continual Improvement, Punctuality, Managing Performance, Technology Use/Management, Managing Risk, Interpersonal Skills

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


Fiscal Management

Unsatisfactory
Needs
Improvement
Satisfactory
Very
Good
Exceptional
Effective in using Company's resources. Effectively manages appropriations, reporting, purchases, expenditures, payrolls, and staff. Develops budgets and plans for various programs and initiatives.

Business Acumen

Unsatisfactory
Needs
Improvement
Satisfactory
Very
Good
Exceptional
Understands the costs, profits, markets, and added value of issues. Effectively develops and uses resources (people, time, money, supplies, equipment, and space) to improve organizational performance Can effectively interpret and analyze market data.

Planning

Unsatisfactory
Needs
Improvement
Satisfactory
Very
Good
Exceptional
Establishes and monitors timeframes and timelines. Creates a timeline to specify when each phase of the project should be concluded. Adjusts plans as needed according to situational/strategic changes.

Bias for Action

Unsatisfactory
Needs
Improvement
Satisfactory
Very
Good
Exceptional
Seeks and utilizes opportunities for continuous learning and self-development. Completes a large volume of work. Identifies ways to simplify work processes and reduce cycle times

Continual Improvement

Unsatisfactory
Needs
Improvement
Satisfactory
Very
Good
Exceptional
Encourages an employee culture of continuous improvement to seek out better ways of doing things. Analyzes processes to determine areas for improvement. Looks for ways to expand current job responsibilities.

Part 3: Core Values

Punctuality

Unsatisfactory
Needs
Improvement
Satisfactory
Very
Good
Exceptional
Conducts appointments at scheduled start time. Arrives to meetings on time. Invoices clients on a timely basis.

Managing Performance

Unsatisfactory
Needs
Improvement
Satisfactory
Very
Good
Exceptional
Holds employees accountable for meeting performance expectations. Recognizes employees who have courage in persevering against great odds and difficulties. Implements remediation plans as needed.

Technology Use/Management

Unsatisfactory
Needs
Improvement
Satisfactory
Very
Good
Exceptional
Applies complex rules and regulations to maintain optimal system performance. Understands and is committed to implementing new technologies. Proficient in the use of technical systems and processes.

Managing Risk

Unsatisfactory
Needs
Improvement
Satisfactory
Very
Good
Exceptional
Evaluates risks against acceptable risk levels. Develops policies to address risk situations in the workplace. Takes steps to contain the costs of responding to such events.

Interpersonal Skills

Unsatisfactory
Needs
Improvement
Satisfactory
Very
Good
Exceptional
Respects other members of the team/department. Is someone you can trust. Demonstrates a high degree of ethics and integrity in the workplace.

Part 4: 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?