Initiative - Performance Management Assessment Sample #3


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)

Performance Management System
Supervisor: [Supervisor Name]


Signature: ___________________


Date: _____________ 		Employee: [Employee Name]


Signature: ___________________


Date: ___________
Job Title: Mid-Level Manager in X Department Hire Date:
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.
Manager-Assessment
As a manager, your feedback is crucial in capturing the achievements and performance of your employees during the review period. Please provide brief answers to the questions below. The information you share will be included in the employee's Performance Appraisal.

If you have additional printed sheets to submit, ensure they are signed, dated, and handed over to your Department Head. If you believe another individual should contribute to this review, kindly provide their name and contact details.

Part 1: Status Recommendation

If currently on Probational Status:



If on Regular Employment Status:

Justification for the above Status Recommendation:


Competencies Included:
Initiative, Communication Skills, Action, Self-Management, Management, Project Management, Delegation, Partnering/Networking, Business Acumen, Strategic Insight, Global Perspective

Part 2: Results of 360-Degree Feedback


The following are results from the 360-Degree Assessment conducted earlier in the year. This information can help guide the development of focus areas for the Individual Development Plan.
  1. Initiative: Initiates the development of new products. Analyzes the needs of the situation and acts before being told to do so. Takes the initiative to change the direction or course of events. Addresses small problems before they become big ones.
  1. Communication Skills: Coaches others and provides feedback on the use of different oral communication styles for different audiences Confidently interacts with all tiers of the organization. Coaches others on their written communication skills Ensures comprehension during conversations or group presentations.
  1. Action: Effectively handles multiple complex issues simultaneously. Undertakes actions to achieve specific goals. Seeks new opportunities for advancement. Establishes the tasks and direction for the team.
  1. Self Management: 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. Steps away from a situation to process appropriate response. Analyzes interpersonal problems instead of reacting to them.
  1. Management: Delegate tasks effectively Takes responsibility for things that go wrong Sets an example for others to follow Makes you feel enthusiastic about your work
  1. Project Management: Creates a schedule for the different phases of the project. Accurately determines the number of staff needed for the project. Determines the project strategy for implementation. Locates the equipment and supplies needed for the project.
  1. Delegation: Assigns tasks to create learning opportunities for the employees. Allows subordinates to use their own methods and procedures. Clearly defines duties and tasks to be completed. Encourages and empowers subordinates to use initiative in achieving goals and objectives.
  1. Partnering/Networking: Creates strategic partnerships when resources are limited. Leverages core competencies of partners to the benefit of both parties. Creates joint initiatives or projects that serve the common interests of all parties. Creates joint ventures with others to create new entities to pursue a common goal.
  1. Business Acumen: Understands impacts of domestic & global market events & issues. Gathers important information from customers to make sure our products are relevant and useful. Views problems from a business perspective, opportunity, investment, risks, and anticipated results Understands our competitors and their strengths and weaknesses.
  1. Strategic Insight: Maintains knowledge of current trends in the industry. 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. Converses with customers and clients to get a better insight into their personal needs.
  1. Global Perspective: Excellent communication skills to conduct effective business with individuals from different cultures and/or countries. Develops both the cultural awareness and business skills to grow our business in all countries, and work effectively across borders with employees, customers, and shareowners. Exemplifies the skills of a global worker. Able to work with others from different cultures and countries.

Part 3: Individual Productivity and/or SMART Goals

Employee Comments


Supervisor Comments


Part 4: Team Productivity and/or SMART Goals

Employee Comments


Supervisor Comments