Initiative - Performance Management Assessment Sample #8





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:



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:
Initiative, Flexibility, Bias for Action, Self-Management, Continual Learning, Feedback, Change Management, Technical, Objectives, Responsible, Partnering/Networking, Strategic Focus

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


Initiative

Anticipates problems and initiates plans to address them. Is an inspiration for others to perform above expectations. Actively works on resolving the issue instead of procrastinating or hoping it will resolve itself. Guides strategic initiatives to advance the department/organization.
How have you performed this competency and what are your plans for improvement in this area?

Flexibility

Fosters a culture of flexibility and agility. Regularly assesses current methods, welcomes feedback, and is willing to implement changes to improve efficiency and effectiveness. Creates personalized training schedules, offering various learning formats (like virtual and in-person sessions), and provides tailored training resources. Willing to try new approaches to solving problems if the current solution isn't working.
How have you performed this competency and what are your plans for improvement in this area?

Bias for Action

Seeks and utilizes opportunities for continuous learning and self-development. Coach others to foster an environment which can adapt quickly and willingly to rapid change. Completes a large volume of work. Displays high energy and enthusiasm on consistent basis.
How have you performed this competency and what are your plans for improvement in this area?

Self Management

Does not allow own emotions to interfere with the performance of others. 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?

Continual Learning

Seeks opportunities to grow in skills and knowledge. Pursues professional development opportunities when they arise. Participates in regular training offered. Views setbacks as opportunities to learn from.
How have you performed this competency and what are your plans for improvement in this area?

Feedback

Is easy to approach with ideas and opinions. Seeks feedback to enhance performance. Asks others for their ideas and opinions. Is visible and approachable.
How have you performed this competency and what are your plans for improvement in this area?

Change Management

Adopts changes to set and example for others to follow. Addresses organizational and departmental resistance to changes. Works cooperatively with others to implement changes. Able to get department employees to accept new changes.
How have you performed this competency and what are your plans for improvement in this area?

Technical

Is naturally sought out by people outside his/her particular area for advice and opinion on a broad range of matters - not necessarily solely legal advice. Willingly shares his/her technical expertise; sought out as resource by others Keeps current with technical advances within his/her professional discipline; embraces and applies new techniques and practices Willingly shares information and expertise; sought out as resource by others
How have you performed this competency and what are your plans for improvement in this area?

Objectives

Establishes goals and objectives. Sets long-term and short-term goals. Ability to establish realistic goals. Consistently provides me with timely feedback for improving my performance.
How have you performed this competency and what are your plans for improvement in this area?

Responsible

Holds herself / himself accountable to goals / objectives Sets a good example. Works in a way that makes others want to work with her/him. Sets a good example
How have you performed this competency and what are your plans for improvement in this area?

Partnering/Networking

Willingly participates on committees and project teams. Attends industry conferences and seminars to meet new contacts and learn from industry leaders. Seeks an understanding of diverse functions within the Company. Aligns efforts, processes, and resources with partners to maximize strategic opportunities.
How have you performed this competency and what are your plans for improvement in this area?

Strategic Focus

Strategically positions resources to meet the needs of branch locations. Determines the best approach to achieving desired goals. Makes sure that all departments/teams are contributing toward the success of the strategy. Creates a strategy to achieve departmental objectives.
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?