Flexibility - Performance Management Assessment Sample #9





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.


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.

Flexibility

Embraces issues as opportunities to learn and grow. Accommodates adaptable scheduling. Willing to deviate from rigid plans and consider a variety of methods, ensuring the most effective solution is applied. Is open to change and new ways of doing things.
Unsatisfactory
Satisfactory
Exceeds Expectations
Comments:

Bias for Action

Coach others to foster an environment which can adapt quickly and willingly to rapid change. Projects a "can-do" attitude when interfacing with peers, subordinates and customers(especially during difficult and challenging times). Seeks and utilizes opportunities for continuous learning and self-development. Encourages risk taking and experimentation to improve performance
Unsatisfactory
Satisfactory
Exceeds Expectations
Comments:

Communication Skills

Notifies others about developments in plans and goals. Willing to accept feedback from others. Confidently interacts with all tiers of the organization. Takes on challenging questions and provides instant answers.
Unsatisfactory
Satisfactory
Exceeds Expectations
Comments:

Emotional Intelligence

Is able to manage their own emotions. Able to understand others' points of view. Accurately perceives the emotional reactions of others. Is able to express themselves clearly.
Unsatisfactory
Satisfactory
Exceeds Expectations
Comments:

Management

Is ready to offer help Takes responsibility for things that go wrong Sets an example for others to follow Keep staff informed about what is happening in the company
Unsatisfactory
Satisfactory
Exceeds Expectations
Comments:

Persuasion and Influence

Attempts to persuade others rather than simply control them. Develops a good rapport with others. Seeks to obtain consensus or compromise. Ensures stakeholders are involved in the decision making process.
Unsatisfactory
Satisfactory
Exceeds Expectations
Comments:

Quality

Corrects issues in a timely manner. Investigates critical incidents that impact quality. Is innovative and creative in response to issues involving quality of the products. Develops a quality manual to assist in troubleshooting issues and documenting the quality management system.
Unsatisfactory
Satisfactory
Exceeds Expectations
Comments:

Results Oriented

Prioritizes goals to complete those in urgent need first. Responds to changing events to maintain progress toward achieving results. Pursues performance benchmarks despite obstacles and setbacks. Willing to take on new assignments to help increase production.
Unsatisfactory
Satisfactory
Exceeds Expectations
Comments:

Technology Use/Management

Supports employee training and development initiatives regarding implementation of technology. Proficient in the use of technical systems and processes. Maximizes the use of new technology to deliver products and services. Understands and is committed to implementing new technologies.
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?