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Goals - Performance Management Assessment Sample #2





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 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.
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Goals

Establishes and documents goals and objectives. Understands & contributes to development of strategic goals. Sets high expectations and goals; encourages others to support the organization. Makes sure that I have a clear idea of our group's goals.
Unsatisfactory
Satisfactory
Exceeds Expectations
Comments:

Technical

Is knowledgeable of procedures or systems necessary for the job. Uses expertise to identify issues and think through creative solutions to get a problem solved or objective accomplished. Is naturally sought out by people outside his/her particular area for advice and opinion on a broad range of matters - not necessarily solely legal advice. Demonstrates mastery of the technical competencies required in his/her work.
Unsatisfactory
Satisfactory
Exceeds Expectations
Comments:

Technology Use/Management

Identifies gaps between actual and needed technical competencies and provides recommendations for required training. Maximizes the use of new technology to deliver products and services. Supports technical training and development of employees. Adopts the implementation of new technology into the workplace.
Unsatisfactory
Satisfactory
Exceeds Expectations
Comments:

Collaboration

Regularly seeks feedback from employees on how to improve collaboration and acts on their suggestions. Respects and utilizes diverse perspectives in addressing challenges. Strengthens relationships with suppliers to improve contract and price negotiation terms. Has the confidence and trust of other partners.
Unsatisfactory
Satisfactory
Exceeds Expectations
Comments:

Trustworthy

Demonstrates a sense of responsibility and commitment to public trust. Seeks to mitigate grievances by clarifying intentions and finding suitable remedies. Works in a way that makes others want to work with her/him. Takes care to maintain confidential information.
Unsatisfactory
Satisfactory
Exceeds Expectations
Comments:

Co-worker Development

Takes immediate action on poor performance Provides ongoing feedback to co-workers on their development progress Adapts coaching and mentoring approach to meet the style or needs of individuals Gives others development opportunities through project assignments and increased job responsibilities
Unsatisfactory
Satisfactory
Exceeds Expectations
Comments:

Vision

Defines a roadmap for realizing the organization's vision. Is skilled at recognizing various issues that arise and formulates practical and strategic solutions to resolve them efficiently. Is aware of their own actions and how that impacts the department. Creates a positive vision of the future for the Company.
Unsatisfactory
Satisfactory
Exceeds Expectations
Comments:

Continual Improvement

Promotes training and development opportunities to enhance job performance. Looks for ways to expand current job responsibilities. Open to the suggestions from others. Searches for new methods, techniques, and processes that increase efficiency and reduce costs.
Unsatisfactory
Satisfactory
Exceeds Expectations
Comments:

Project Management

Schedules project phases and tasks to facilitate successful completion of the project. Documents the risk assessments for different parts of the project. Correctly estimates the cost of supplies for the project. Manages various facets of the project to keep it on track with the delivery date.
Unsatisfactory
Satisfactory
Exceeds Expectations
Comments:

Delegation

Delegates authority and responsibility to subordinates and holds them accountable for their actions. Clearly defines duties and tasks to be completed. Allows subordinates to use their own methods and procedures. Allows employees to decide how they wish to complete the tasks.
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.