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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

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Fiscal Management

Unsatisfactory
Needs
Improvement
Satisfactory
Very
Good
Exceptional
Effective in using Company's resources. Develops of the department's annual budget. Effectively manages appropriations, reporting, purchases, expenditures, payrolls, and staff.

Business Acumen

Unsatisfactory
Needs
Improvement
Satisfactory
Very
Good
Exceptional
Provides a high level of business services to customers. Understands consumer behaviors and how they may change in the future. Is up-to-date with regulatory guidelines and policies.

Planning

Unsatisfactory
Needs
Improvement
Satisfactory
Very
Good
Exceptional
Reduces uncertainty in the department through clear planning and schedules. Develops plans to help manage expectations and project demands. Plans for future staffing needs.

Bias for Action

Unsatisfactory
Needs
Improvement
Satisfactory
Very
Good
Exceptional
Completes a large volume of work. Conveys a sense of urgency about addressing problems and opportunities Encourages risk taking and experimentation to improve performance

Continual Improvement

Unsatisfactory
Needs
Improvement
Satisfactory
Very
Good
Exceptional
Analyzes processes to determine areas for improvement. Searches for new methods, techniques, and processes that increase efficiency and reduce costs. Open to the suggestions from others.

Part 3: Core Values

Punctuality

Unsatisfactory
Needs
Improvement
Satisfactory
Very
Good
Exceptional
Conducts appointments at scheduled start time. Maintains an efficient schedule of activities. Starts meetings on time.

Managing Performance

Unsatisfactory
Needs
Improvement
Satisfactory
Very
Good
Exceptional
Participates in training as needed to improve job performance. Places employees on probation if they fail to meet minimum performance standards. Uses weekly staff meetings to assess performance of key responsibilities.

Technology Use/Management

Unsatisfactory
Needs
Improvement
Satisfactory
Very
Good
Exceptional
Uses technology in decision making and problem solving. Maximizes the use of new technology to deliver products and services. Applies complex rules and regulations to maintain optimal system performance.

Managing Risk

Unsatisfactory
Needs
Improvement
Satisfactory
Very
Good
Exceptional
Conducts regular audit of the risk management framework. Performs a risk analysis as needed. Responds appropriately to unexplained or unanticipated events.

Interpersonal Skills

Unsatisfactory
Needs
Improvement
Satisfactory
Very
Good
Exceptional
Addresses critical customer issues in a timely manner. Responds quickly to inquiries from potential customers. Strives for win/win solutions

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?