Goals - Performance Management Assessment Sample #1





Performance Management System:

Performance Assessments that include Goals:
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 list of your significant accomplishments and any team projects you completed during this evaluation period. Be sure to include a description of the purpose of each project and your specific contributions.
  2. This information will help us recognize your efforts and understand the impact of your work.



  3. Please detail any professional development activities you have engaged in, such as
    college courses, additional training, seminars, and trade magazine readings.



  4. What do you consider your greatest strengths in your current job?



  5. Which areas of your performance at the company do you feel need improvement?





Part 2: Job Competencies

Rating Scale:

5: ExceptionalPerformance 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.
4: Very GoodThe employee consistently exhibits strong performance across nearly all competencies, skills, and responsibilities. They often surpass expectations when executing their tasks, with minimal preventable or controllable errors. Furthermore, they make significant contributions to their team(s) and are highly regarded and sought after within their team(s).
3: 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.
2: Needs ImprovementThe employee falls short of the high expectations for this competency and does not sufficiently achieve assigned task objectives or fulfill all responsibilities. The employee has not demonstrated sustained improvement or maintained the necessary skill set. Performance must improve within the specified time frame set by the manager.
1: 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.

Goals

Unsatisfactory
Needs
Improvement
Satisfactory
Very
Good
Exceptional
Understands & contributes to development of strategic goals. Achieves goals. Sets high expectations and goals; encourages others to support the organization.

Achievement

Unsatisfactory
Needs
Improvement
Satisfactory
Very
Good
Exceptional
Sets challenging goals. Holds others to high standards of achievement. Takes calculated risks to achieve difficult goals.

Interpersonal Skills

Unsatisfactory
Needs
Improvement
Satisfactory
Very
Good
Exceptional
Communicates well at all levels of the organization. Takes time to recognize the efforts of others. Embraces the differences in individuals that comprise the team.

Developing Others

Unsatisfactory
Needs
Improvement
Satisfactory
Very
Good
Exceptional
Provides constructive feedback to others. Is open to receiving feedback. Assesses employees' developmental needs.

Entrepreneurship

Unsatisfactory
Needs
Improvement
Satisfactory
Very
Good
Exceptional
Takes the initiative to complete tasks. Seeks and utilizes mentors to help guide professional development. Has a strategic awareness on how to promote the organization.

Decision Making

Unsatisfactory
Needs
Improvement
Satisfactory
Very
Good
Exceptional
Seeks input from key people who should be involved in, or will be affected by, decisions Understands what factors are important for deciding if a decision is "worth it"? Supports, encourages or helps others to be sure about the decisions they are making.

Adaptability

Unsatisfactory
Needs
Improvement
Satisfactory
Very
Good
Exceptional
Will stop what they are doing to help colleagues in need. Is open to changes in policies and procedures. Responsive to the needs of others.

Action

Unsatisfactory
Needs
Improvement
Satisfactory
Very
Good
Exceptional
Takes the initiative and does not wait for the situation to change. Seeks new opportunities for advancement. Prepares equipment at the start of the shift.

Continual Learning

Unsatisfactory
Needs
Improvement
Satisfactory
Very
Good
Exceptional
Grasps new ideas, concepts, technical, or business knowledge. Views setbacks as opportunities to learn from. Seeks opportunities to grow in skills and knowledge.

Leadership

Unsatisfactory
Needs
Improvement
Satisfactory
Very
Good
Exceptional
Sets a high level of performance expectations and challenges others to do the same. Highly effective supervisor. Motivates others to reach and exceed organizational goals and objectives.

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?