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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

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Initiative

Is a self-starter. Does not wait to be told to do something. Inspires others to perform above expectations. Takes action to establish clear and concise deadlines for tasks to be completed. Initiates new projects for the department.
How have you performed this competency and what are your plans for improvement in this area?

Flexibility

Is flexible in responding to customer needs. Willing to deviate from rigid plans and consider a variety of methods, ensuring the most effective solution is applied. Demonstrates the ability to modify training methods and materials to suit visual, auditory, and kinesthetic learners, thereby enhancing overall comprehension and engagement. Adapts to circumstances as needed.
How have you performed this competency and what are your plans for improvement in this area?

Bias for Action

Motivates others to achieve or exceed goals Conveys a sense of urgency about addressing problems and opportunities Completes a large volume of work. Encourages risk taking and experimentation to improve performance
How have you performed this competency and what are your plans for improvement in this area?

Self Management

Analyzes own reactions on the spot to ensure that communication does not appear to be driven by anger. Sets an example for associates during stressful periods by maintaining a positive, can-do attitude. Consciously controls own negative emotions in order to keep team morale up. Deals with conflict by controlling own emotions by listening, being flexible, and sincere in responding.
How have you performed this competency and what are your plans for improvement in this area?

Continual Learning

Takes charge of their training and skills enhancement. Takes the initiative to learn new skills. Grasps new ideas, concepts, technical, or business knowledge. Sets relevant learning objectives and goals.
How have you performed this competency and what are your plans for improvement in this area?

Feedback

Seeks feedback to enhance performance. Actively seeks feedback from others. Asks others for their ideas and opinions. Accepts the views of others.
How have you performed this competency and what are your plans for improvement in this area?

Change Management

Works cooperatively with others to implement changes. Inspires others to want to change. Facilitates change with minimal resistance. Assists others in understanding changes to the organization.
How have you performed this competency and what are your plans for improvement in this area?

Technical

Keeps current with technical advances within his/her professional discipline; embraces and applies new techniques and practices Seeks information from others as needed. Uses expertise to identify issues and think through creative solutions to get a problem solved or objective accomplished. Is knowledgeable of procedures or systems necessary for the job.
How have you performed this competency and what are your plans for improvement in this area?

Objectives

Able to organize work. Works toward achieving established goals and objectives. Ability to establish realistic goals. Organizes and schedules events, activities, and resources.
How have you performed this competency and what are your plans for improvement in this area?

Responsible

Behavior is ethical and honest. Responsible for setting the vision of the department. Sets high personal standards of performance. Sets a good example.
How have you performed this competency and what are your plans for improvement in this area?

Partnering/Networking

Exchanges innovative ideas with a network of colleagues. Develops important industry contacts to facilitate business goals. Finds common ground with a wide range of stakeholders. Develops alliances with colleagues at other companies.
How have you performed this competency and what are your plans for improvement in this area?

Strategic Focus

Identifies and focuses resources on strategic growth opportunities. Strategically positions resources to meet the needs of field based employees. Identifies and understands competitors in the marketplace. Analyzes the environment to develop strategies to achieve competitive advantage in the marketplace.
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?