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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

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Goals

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

Juggling Multiple Responsibilities

Avoids bottlenecks in progress by assigning multiple individuals to critical tasks. Ensures that assignments are prioritized according to the needs of the department/company. Integrates developing others with driving sales, serving customers, merchandising, performing operational procedures, and maintaining an appealing store environment. Ranks the importance of tasks to make sure critical tasks are completed first.
How have you performed this competency and what are your plans for improvement in this area?

Managing Risk

Gathers information regarding potential risks. Quantifies current business practices to make better informed decisions. Evaluates risks in terms of their consequences and likelihood of occurrence. Performs regular risk analyses to minimize adverse outcomes.
How have you performed this competency and what are your plans for improvement in this area?

Performance

Works effectively in the department. Shown significant improvement in job performance. Has great overall performance Works well in this position.
How have you performed this competency and what are your plans for improvement in this area?

Problem Solving

Implements effective solutions to critical problems. Routinely checks and maintains equipment, systems, or processes to catch any signs of wear or inefficiency before they turn into bigger issues. Able to conduct a thorough Critical Incident interview. Sets up clear communication (e.g., regular meetings, email updates, project management software) to keep employees updated of action plans.
How have you performed this competency and what are your plans for improvement in this area?

Regulatory/Compliance

Ensures regulations are followed as required. Performs audits regularly, or without notice, to ensure proper compliance with regulations. Effectively communicates the importance of meeting compliance standards. Complies with trade agreements affecting international companies.
How have you performed this competency and what are your plans for improvement in this area?

Client Focus

Prioritizes client issues based on urgency. Provides a responsive service that meets the needs of clients. Ensures client commitments and requirements are met or exceeded Prioritizes the needs and preferences of the client.
How have you performed this competency and what are your plans for improvement in this area?

Coaching

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

Business Acumen

Calculates return on investment (ROI) for various business projects. Understands the critical business needs of the customer. Bases decisions on business data rather than on intuition or hunches. Looks at business problems from a variety of perspectives.
How have you performed this competency and what are your plans for improvement in this area?

Strategic Insight

Inspires employees to adopt the strategic plan. Creates a mission statement describing the purpose for the organization. Creates strategic plans to develop and promote organizational and area strengths, as well as to address weaknesses based on insight from surveys. Anticipates business cycles and trends and makes adjustments in a timely manner.
How have you performed this competency and what are your plans for improvement in this area?

Organizational Fluency

Able to explain departmental policies and procedures to others. Adept at navigating within the culture of the department. Able to deal with sensitive issues with tact and professionalism. Gets things done through the department.
How have you performed this competency and what are your plans for improvement in this area?

Self Management

Steps away from a situation to process appropriate response. Uses patience and self-control in working with customers and associates. Deals with conflict by controlling own emotions by listening, being flexible, and sincere in responding. Consciously controls own negative emotions in order to keep team morale up.
How have you performed this competency and what are your plans for improvement in this area?

Attitude

Treats all people fairly and with respect. Builds open and trusting relationships. Works to eliminate unnecessary work or barriers that get in others' way. Is gracious and professional in their interactions with others.
How have you performed this competency and what are your plans for improvement in this area?

Supervisory Skills

Determines the training and development needs of employees and staff. Facilitates conversations where each person can be heard. Makes decisions based on all relevant information. Is a calming force during stressful periods.
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?