Goals - Performance Management Assessment Sample #8





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:



Enter comments in each of the boxes below. Partially completed forms can be saved by using the Save/Still Working button at the bottom of the page. You may return at a later time to complete/edit the form. Your saved responses will be shown each time you re-visit the evaluation form. When you are certain that you have completed your responses and will be not making any changes, click the Complete button.


Competencies Included:
Goals, Juggling Multiple Responsibilities, Managing Risk, Performance, Problem Solving, Regulatory/Compliance, Client Focus, Coaching, Business Acumen, Strategic Insight, Organizational Fluency, Self-Management, Attitude, Supervisory Skills

Part 1: Skills and Accomplishments




  1. Please enter detailed information regarding the completion or current status of your goals. Be sure to cover the following points for each goal:
    1. Goal Description: Briefly describe the goal you set out to achieve. Include the objective and any specific targets or outcomes you aimed for.
    2. Completion Status: Indicate whether the goal has been fully completed, partially completed, or if it is still in progress. Specify the percentage of completion if applicable.
    3. Achievements and Outcomes: Describe any achievements or results that have come from working towards this goal. Highlight any significant milestones or successes.
    4. Challenges and Solutions: Discuss any challenges or obstacles you encountered while working towards this goal. Explain how you addressed or overcame these challenges.
    5. Learnings and Insights: Reflect on what you have learned from pursuing this goal. Share any insights or new skills you have gained through the process.
    6. Future Actions: Outline any next steps or future actions you plan to take in relation to this goal. If the goal is still in progress, provide a timeline for completion and any additional resources you might need.






  2. Please detail any professional development activities you have engaged in, such as college courses, additional training, seminars, and trade magazine readings. Include the skills or knowledge gained, how they have contributed to your role, and any future development plans or goals you have.






Part 2: Job Competencies


Goals

Makes sure that I have a clear idea of our group's goals. Makes sure that team members have a clear idea of our group's goals. Sets high expectations and goals; encourages others to support the organization. Goal Setting
How have you performed this competency and what are your plans for improvement in this area?

Juggling Multiple Responsibilities

Completes multiple tasks simultaneously. Determines which tasks are critical and which tasks are optional. Integrates developing others with driving sales, serving customers, merchandising, performing operational procedures, and maintaining an appealing store environment. Can multitask while performing all of their other responsibilities and activities.
How have you performed this competency and what are your plans for improvement in this area?

Managing Risk

Creates a level of resilience in the organization. Recognizes the potential financial impact of specific risks. Determines the risk tolerance of the company. Minimizes the increase in costs due to global events or supply chain issues.
How have you performed this competency and what are your plans for improvement in this area?

Performance

Shown significant improvement in job performance. Works well in this position. Effective in performing his/her job. Has great overall performance
How have you performed this competency and what are your plans for improvement in this area?

Problem Solving

Skilled at quickly diagnosing issues, identifying root causes, and developing and implementing effective solutions in the workplace. Solves problems using logic and insight. Identifies fresh approaches and shows a willingness to question traditional assumptions. Finds creative ways to get things done with limited resources.
How have you performed this competency and what are your plans for improvement in this area?

Regulatory/Compliance

Reviews transactions for potential misconduct. Ensures appropriate followup for regulatory violations. Keeps track of changes in legislation affecting regulatory compliance. Coordinates with legal counsel investigating any instances of misconduct.
How have you performed this competency and what are your plans for improvement in this area?

Client Focus

Is above average in addressing the needs of the clients. Identifies opportunities that will enhance the client's experience. Helps clients feel they are receiving services tailored specifically to their needs. Understands what resources are needed to meet client needs.
How have you performed this competency and what are your plans for improvement in this area?

Coaching

Provides clear, motivating, and constructive feedback. Helps employees to understand responsibilities, authority, and expectations. Conducts regular performance appraisals and feedback. Meets regularly with employees to coach them on areas that will enhance their performance
How have you performed this competency and what are your plans for improvement in this area?

Business Acumen

Understands financial terminology, statements. Establishes key performance indicators (KPIs) to measure progress and success. Exhibits behavior that is consistent with the vision, mission, and core values of the organization Understands business fundamentals and practices.
How have you performed this competency and what are your plans for improvement in this area?

Strategic Insight

Ensures that the department's goals are strategically aligned with the company's goals. Understands the Company's strengths and weaknesses and uses this information to create optimal solutions to problems. Identifies potential problems before they become critical incidents. Develops a plan and strategy for each functional area within the mission statement.
How have you performed this competency and what are your plans for improvement in this area?

Organizational Fluency

Understands departmental policies and procedures. Able to use corporate politics to advance department objectives. Gets things done through the department. Able to explain departmental policies and procedures to others.
How have you performed this competency and what are your plans for improvement in this area?

Self Management

Uses patience and self-control in working with customers and associates. Does not allow own emotions to interfere with the performance of others. Consciously controls own negative emotions in order to keep team morale up. Analyzes interpersonal problems instead of reacting to them.
How have you performed this competency and what are your plans for improvement in this area?

Attitude

Treats all people fairly and with respect. Is gracious and professional in their interactions with others. Contributes to a positive and fun work environment. Contributes to a positive work environment.
How have you performed this competency and what are your plans for improvement in this area?

Supervisory Skills

Provides constructive, ongoing feedback. Provides direction and coaching to employees. Assigns tasks appropriately. Recognizes those who have exceeded expectations.
How have you performed this competency and what are your plans for improvement in this area?

Part 3: Final Comments

Goals for Next Year
What are your goals for the next evaluation period?


Overall Comments
What final comments do you wish to enter for your assessment?