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Initiative - Performance Management Assessment Sample #4





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)
Limiting Feature: This assessment example features a limit on responses at the extreme ends of the scale. For this example, you are limited to selecting a response of "Exceptional" to no more than 5 items and a response of "Unsatisfactory" to no more than 5 items.
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 consider your greatest strengths in your current job?



  4. Which areas of your performance at the company do you feel need improvement?


Part 2: Job Competencies

Rating Scale:

ExceptionalPerformance 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.


Your assessment is limited in the number of ratings that you can give as Exceptional or as Unsatisfactory. This form will limit the number of items that you can rate at the extreme ends of the scale. Once you have reached the limit, the computer will prevent you from selecting any more of that rating.
Rating Limit: Please note: You are limited to no more than 5 responses of "Exceptional" and 5 responses of "Unsatisfactory". Once you check the 5th item with that response, the remaining unchecked options will be removed.
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Initiative

Unsatisfactory Satisfactory Exceptional
  1. Is an inspiration for others to perform above expectations.
  1. Takes the initiative to solve pressing issues.
  1. Anticipates problems and initiates plans to address them.

Accountability

Unsatisfactory Satisfactory Exceptional
  1. Sets clear performance measures.
  1. Demonstrates a commitment to taking responsibility for actions.
  1. Takes personal responsibility for the quality of their work.

Integrity

Unsatisfactory Satisfactory Exceptional
  1. Does what was promised.
  1. Maintains strong relationships with others.
  1. Protects the integrity and confidentiality of information

Self Management

Unsatisfactory Satisfactory Exceptional
  1. Deals with conflict by controlling own emotions by listening, being flexible, and sincere in responding.
  1. Does not allow own emotions to interfere with the performance of others.
  1. Is aware of personal impact on others and adjusts behavior to create a positive leadership presence.

Passion To Learn

Unsatisfactory Satisfactory Exceptional
  1. Demonstrates a willingness to participate in continuing education courses.
  1. Exhibits willingness to upgrade skills through additional training and education.
  1. Holds self and associates accountable for goal achievement.

Supervisory Skills

Unsatisfactory Satisfactory Exceptional
  1. Coaches subordinates in how to make good decisions.
  1. Conducts regular performance management sessions.
  1. Willing to consider a spectrum of disciplinary measures, ranging from formal warnings to unpaid leave.

Analytical

Unsatisfactory Satisfactory Exceptional
  1. Presents data in a format that makes comparisons easier.
  1. Able to interpret and analyze data.
  1. Identifies the part of the business value chain that is affected by a particular decision or action, diagnoses the situation, and prioritize what needs to be done and who needs to be involved.

Decision Making

Unsatisfactory Satisfactory Exceptional
  1. Defines parameters that will impact the decision making process.
  1. Regularly evaluates information before making important decisions.
  1. Assesses the risks, benefits, and potential impact of a number of options when deciding a course of action

Customer Focus

Unsatisfactory Satisfactory Exceptional
  1. Delivers customized solutions for each customer.
  1. Creates an environment that enables customers to receive excellent service.
  1. Creates innovative solutions for the customers.

Company

Unsatisfactory Satisfactory Exceptional
  1. Understands the use of [Company] products and services.
  1. Attends [Company] gatherings and social events.
  1. Impresses upon others the important aspects of [Company].


Part 3: Individual Productivity and/or SMART Goals

First Quarter Project


Third Quarter Project


Part 4: Team Productivity and/or SMART Goals

First Quarter Project


Third Quarter Project