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.

Initiative

Unsatisfactory Satisfactory Exceptional
  1. Acts quickly when a small problem arises to keep it from becoming a major issue.
  1. Prepares for unexpected contingencies.
  1. Anticipates problems and initiates plans to address them.

Accountability

Unsatisfactory Satisfactory Exceptional
  1. Consistently exhibits professionalism in interactions with employees.
  1. Takes responsibility for errors in the production line.
  1. Does not make excuses for missed deadlines.

Integrity

Unsatisfactory Satisfactory Exceptional
  1. Fosters a high standard of ethics and integrity.
  1. Protects the integrity and confidentiality of information
  1. Accepts responsibility for mistakes.

Self Management

Unsatisfactory Satisfactory Exceptional
  1. Consciously controls own negative emotions in order to keep team morale up.
  1. Does not allow own emotions to interfere with the performance of others.
  1. Analyzes interpersonal problems instead of reacting to them.

Passion To Learn

Unsatisfactory Satisfactory Exceptional
  1. Demonstrates through personal behavior the commitment to high standards of performance.
  1. Will participate in training classes even if offered outside of normal working hours.
  1. Is committed to enhancing their own knowledge and skills.

Supervisory Skills

Unsatisfactory Satisfactory Exceptional
  1. Listens to the concerns of employees.
  1. Coaches and mentors others to achieve higher performance levels.
  1. Able to remain calm in tense situations.

Analytical

Unsatisfactory Satisfactory Exceptional
  1. Identifies problems and issues needing resolution.
  1. Identifies opportunities for progress and innovation.
  1. Asks the "right" questions to size up or evaluate situations.

Decision Making

Unsatisfactory Satisfactory Exceptional
  1. Willing to consider information from other sources.
  1. Seeks input from key people who should be involved in, or will be affected by, decisions
  1. Has a good rapport other people which is helpful in making decisions on the team.

Customer Focus

Unsatisfactory Satisfactory Exceptional
  1. Maintains up-to-date information regarding customer products.
  1. Adapts to changes proposed by the customer.
  1. Attends to the customer's needs in addition to the specific needs of the project.

Company

Unsatisfactory Satisfactory Exceptional
  1. Impresses upon others the important aspects of [Company].
  1. Follows existing procedures and processes.
  1. Understands how decisions impact other business units beyond their immediate department of work group.


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