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Flexibility - Performance Management Assessment Sample #6





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 your employee's performance and to share this feedback with the employee
  2. Assist in determining the true development needs of your 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.

Manager's Assessment

As a manager, your insights are essential to capture the accomplishments and performance of your team members during the review period. Please provide brief answers to the questions below. The information you provide will be included in the employee's Performance Appraisal.

If you need to submit additional printed sheets, ensure they are signed, dated, and handed over to your Department Head. Additionally, if you believe another individual should contribute to this review, please provide their name and contact details.


Competencies Included:
Flexibility, Self-Management, Passion to Learn, Professional Development, Feedback, Establishing Focus/Direction, Excellence, Interpersonal Skills, Strategic Insight, Planning

Part 1: Skills and Accomplishments


  1. Please provide a comprehensive list of this employee's significant accomplishments and any special projects they contributed to during this evaluation period. This information will help us recognize their efforts and understand the impact to the organization.



  2. Please detail any professional development activities this employee has engaged in, such as
    college courses, additional training, seminars, and trade magazine readings.



  3. What do you consider this employee's greatest strengths in your current job?



  4. Which areas of their performance at the company do you feel they need to improveme?


Part 2: Job Competencies

Rating Scale:

Exceeds ExpectationsPerformance consistently surpasses job requirements. Both the quality of their work and the manner in which they achieved it far exceeded the standards and expectations for the position. They demonstrated exceptional competence and productivity. This high level of performance is evident throughout the year and across all critical aspects of their 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.
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  1. Flexibility:
Unsatisfactory.
Needs Improvement
Satisfactory
Above Expectations
Outstanding
Able to adapt processes in response to critical incidents that impact the workflow. Open to adapting thoughts, behaviors, and strategies in response to evolving situations and new information. Willing to change strategies, operations, or processes in to meet new challenges or seize new opportunities. Accommodates the needs of employees when requests for time off are made.
Comments, Compliments, and/or Constructive Criticism:


  1. Self Management:
Unsatisfactory.
Needs Improvement
Satisfactory
Above Expectations
Outstanding
Uses patience and self-control in working with customers and associates. Does not allow own emotions to interfere with the performance of others. Steps away from a situation to process appropriate response. Analyzes own reactions on the spot to ensure that communication does not appear to be driven by anger.
Comments, Compliments, and/or Constructive Criticism:


  1. Passion To Learn:
Unsatisfactory.
Needs Improvement
Satisfactory
Above Expectations
Outstanding
Takes advantage of training opportunities when they arise. Stays up-to-date on emerging technologies. Enhances value to the company through additional training and development. Creates an environment that supports personal development and exploration.
Comments, Compliments, and/or Constructive Criticism:


  1. Professional Development:
Unsatisfactory.
Needs Improvement
Satisfactory
Above Expectations
Outstanding
Quickly acquire and apply new knowledge and skills when needed Encourages employees to take courses relevant to their job. Seeks opportunities for professional development. Seeks opportunities for continuous learning.
Comments, Compliments, and/or Constructive Criticism:


  1. Feedback:
Unsatisfactory.
Needs Improvement
Satisfactory
Above Expectations
Outstanding
Open to the suggestions of others. Is easy to approach with ideas and opinions. Actively seeks feedback from others. Looks to others for input.
Comments, Compliments, and/or Constructive Criticism:


  1. Establishing Focus/Direction:
Unsatisfactory.
Needs Improvement
Satisfactory
Above Expectations
Outstanding
Functions well under stress, deadlines, and/or significant workloads. Helps guide employees with prioritizing tasks. Maintains focus when handling several problems or tasks simultaneously. Stays focused even when under pressure and stress.
Comments, Compliments, and/or Constructive Criticism:


  1. Excellence:
Unsatisfactory.
Needs Improvement
Satisfactory
Above Expectations
Outstanding
Demonstrates the analytical skills to do their job. Keeps themselves and others focused on constant improvement. Is planful and organized. Produces high quality work.
Comments, Compliments, and/or Constructive Criticism:


  1. Interpersonal Skills:
Unsatisfactory.
Needs Improvement
Satisfactory
Above Expectations
Outstanding
Demonstrates a high degree of ethics and integrity in the workplace. Successfully resolves conflicts and grievances to a win-win solution. Communicates initiatives in a clear and actionable manner to employees. Gives constructive feedback on performance reviews.
Comments, Compliments, and/or Constructive Criticism:


  1. Strategic Insight:
Unsatisfactory.
Needs Improvement
Satisfactory
Above Expectations
Outstanding
Creates strategic plans to develop and promote organizational and area strengths, as well as to address weaknesses based on insight from surveys. Understands how to strategically grow the business and increase customers. Communicates with employees to find out their needs. Analyzes records and reports to obtain insight into potential issues and trends.
Comments, Compliments, and/or Constructive Criticism:


  1. Planning:
Unsatisfactory.
Needs Improvement
Satisfactory
Above Expectations
Outstanding
Understands what materials will be required to successfully implement the plan. Has plans to handle unexpected events. Sets the appropriate sequence of tasks to ensure completion of the project. Establishes a course of action for self and others to accomplish specific goals.
Comments, Compliments, and/or Constructive Criticism:



Part 3: Employee's Individual Development Plan

Short-term Goals
What goals do you wish the employee to accomplish in the next year?


Long-term Goals
What goals do you wish the employee to accomplish within the next 2 to 3 years?


Skill Acquisition
What new skills should the employee plan to acquire within the next evaluation period?