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Initiative - Performance Management Assessment Sample #2





Performance Management System:

Performance Assessments that include Initiative:
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.


Competencies Included:
Initiative, Creativity, Professional Development, Punctuality, Managing Performance, Quality, Goals, Results Oriented, Clarity, Co-worker Development, Conflict Management, Planning

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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Initiative

Informs the manager of any important changes in the equipment operation. Independently seeks out new learning opportunities to improve their skills. Is proactive when preparing for potential problems or critical events. Takes on extra projects after required work is completed.
Unsatisfactory
Satisfactory
Exceeds Expectations
Comments:

Creativity

Conceives, implements and evaluates ideas. Adds value to the department/organization. Inspires creativity in their team. Is creative.
Unsatisfactory
Satisfactory
Exceeds Expectations
Comments:

Professional Development

Seeks opportunities for professional development. Quickly acquire and apply new knowledge and skills when needed Demonstrate enthusiasm and a willingness to learn new skills and knowledge Seeks opportunities for continuous learning.
Unsatisfactory
Satisfactory
Exceeds Expectations
Comments:

Punctuality

Maintains an efficient schedule of activities. Avoids making personal phone calls during working hours. Arrives to meetings on time. Starts the workday when scheduled.
Unsatisfactory
Satisfactory
Exceeds Expectations
Comments:

Managing Performance

Sets and maintains high standards for self and others. Provides additional responsibilities for employees that exceed performance standards. Increases responsibilities for high performing individuals. Ensures employees are trained in areas where performance may be lacking.
Unsatisfactory
Satisfactory
Exceeds Expectations
Comments:

Quality

Creates quality improvement programs and processes. Communicates quality standards clearly. Establishes timeframes for achieving suitable quality levels. Is flexible in addressing issues related to quality.
Unsatisfactory
Satisfactory
Exceeds Expectations
Comments:

Goals

Makes sure that team members have a clear idea of our group's goals. Makes sure that I have a clear idea of our group's goals. Conducts timely follow-up; keeps others informed on a need to know basis. Establishes and documents goals and objectives.
Unsatisfactory
Satisfactory
Exceeds Expectations
Comments:

Results Oriented

Explains the "whys" behind organizational objectives Pursues performance benchmarks despite obstacles and setbacks. Completes work on time. Always willing to help coworkers to keep productions levels high.
Unsatisfactory
Satisfactory
Exceeds Expectations
Comments:

Clarity

Clearly explains the vision and goals of the company. Is clear about goals that need to be achieved. Attends to the important details of a job or task. Avoids creating ambiguity or mixed messages.
Unsatisfactory
Satisfactory
Exceeds Expectations
Comments:

Co-worker Development

Takes immediate action on poor performance Provides ongoing feedback to co-workers on their development progress Works to identify root causes of performance problems Gives others development opportunities through project assignments and increased job responsibilities
Unsatisfactory
Satisfactory
Exceeds Expectations
Comments:

Conflict Management

Ensures that all team members feel respected and heard. Encourages both sides to make compromises to resolve the conflict. Determines who has the autonomy (authority) to make the decisions necessary to end the conflict. Addresses concerns about the availability of limited resources.
Unsatisfactory
Satisfactory
Exceeds Expectations
Comments:

Planning

Determines staffing needs for the project/department. Sets the appropriate sequence of tasks to ensure completion of the project. Purchases equipment and software that will be needed in the future. Develops an effective plan to guide the project.
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.