Flexibility - Performance Management Assessment Sample #2





Performance Management System:

Performance Assessments that include Flexibility:
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:
Flexibility, Continual Improvement, Punctuality, Attitude, Managing Performance, Project Management, Goals, Achievement, Trustworthy, Business Acumen, Vision

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 think are your most valuable qualities in your current role? Could you explain on how these strengths have contributed to your success and impact at work?



  4. Discuss the aspects of your performance that you believe could benefit from further development? Please provide some details on how you plan to address these areas for improvement, and any resources or support that might help you enhance your skills and effectiveness in your role.


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.

Flexibility

Capable of delivering a diverse range of goods and services to meet various business requirements. Changes strategies based on new information. Flexible in adjusting to the demands of the market place. Responds positively to unanticipated changes in the work schedule.
Unsatisfactory
Satisfactory
Exceeds Expectations
Comments:

Continual Improvement

Looks for ways to expand current job responsibilities. Looks for ways to expand and learn new job skills. Looks for ways to improve work processes and procedures. Open to the suggestions from others.
Unsatisfactory
Satisfactory
Exceeds Expectations
Comments:

Punctuality

Conducts appointments at scheduled start time. Maintains an efficient schedule of activities. Responds to requests for information in a timely manner. Avoids making personal phone calls during working hours.
Unsatisfactory
Satisfactory
Exceeds Expectations
Comments:

Attitude

Builds open and trusting relationships. Shows by their actions that they trust in the positive intentions of others. Visibly supports and encourages diversity in style and background. Is gracious and professional in their interactions with others.
Unsatisfactory
Satisfactory
Exceeds Expectations
Comments:

Managing Performance

Sets and maintains high standards for self and others. Ensures that OKRs are aligned with company objectives. Increases responsibilities for high performing individuals. Addresses poor performance sooner rather than later.
Unsatisfactory
Satisfactory
Exceeds Expectations
Comments:

Project Management

Has the requisite industry knowledge to manage projects in this field. Identifies critical requirements for each phase of the project. Documents the risk assessments for different parts of the project. Outlines the key objectives for the project.
Unsatisfactory
Satisfactory
Exceeds Expectations
Comments:

Goals

Conducts timely follow-up; keeps others informed on a need to know basis. Understands & contributes to development of strategic goals. Sets high expectations and goals; encourages others to support the organization. Achieves established goals.
Unsatisfactory
Satisfactory
Exceeds Expectations
Comments:

Achievement

Sets challenging goals for the department. Takes calculated risks to achieve significant rewards. Demonstrates a well-organized and timely approach to achieve desired results Increased customer satisfaction scores for the quarter.
Unsatisfactory
Satisfactory
Exceeds Expectations
Comments:

Trustworthy

Works in a way that makes others want to work with her/him. Demonstrates congruence between statements and actions. Consistently keeps commitments. Delivers on promises made.
Unsatisfactory
Satisfactory
Exceeds Expectations
Comments:

Business Acumen

Calculates return on investment (ROI) for various business projects. Creates strategic plans that conform with regulations and industry guidelines. Conducts thorough market research to understand industry trends, customer needs, and competitive landscapes. Gathers important information from customers to make sure our products are relevant and useful.
Unsatisfactory
Satisfactory
Exceeds Expectations
Comments:

Vision

Creates an ambitious and aspirational vision for the company. Creates strategic initiatives that support the organization's common vision. Inspires and motivates employees through an influential vision. Expresses the Company vision in a way that is easily understood and adopted by employees.
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
Describe the new skills you aim to acquire during the upcoming evaluation period? Please include specific areas of expertise or knowledge you intend to develop, and how these skills will enhance your performance and contribute to the company's overall success. Additionally, it would be helpful to list your plans for learning these skills, such as any courses, workshops, or mentorship opportunities you plan to pursue.