Initiative - Performance Management Assessment Sample #11





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:


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


Initiative

Unsatisfactory
Needs
Improvement
Satisfactory
Very
Good
Exceptional
Updates the documentation as soon as the situation changes. Actively works on resolving the issue instead of procrastinating or hoping it will resolve itself. Anticipates what needs to be done and makes necessary preparations.

Flexibility

Unsatisfactory
Needs
Improvement
Satisfactory
Very
Good
Exceptional
Able to maintain productivity and effectiveness no matter the context. Shows a readiness to adapt and optimize. Ensures that each employee's unique learning style is accommodated, which maximizes the effectiveness of the training.

Self Management

Unsatisfactory
Needs
Improvement
Satisfactory
Very
Good
Exceptional
Is aware of personal impact on others and adjusts behavior to create a positive leadership presence. Deals with conflict by controlling own emotions by listening, being flexible, and sincere in responding. Analyzes own reactions on the spot to ensure that communication does not appear to be driven by anger.

Attitude

Unsatisfactory
Needs
Improvement
Satisfactory
Very
Good
Exceptional
Shows by their actions that they trust in the positive intentions of others. Treats all people fairly and with respect. Builds open and trusting relationships.

Leadership

Unsatisfactory
Needs
Improvement
Satisfactory
Very
Good
Exceptional
Sets clear goals and objectives for subordinates. Motivates and challenges employees to attain a shared vision. Guides decision-making by coaching, counseling and rewarding.

Part 3: Core Values

Analytical

Unsatisfactory
Needs
Improvement
Satisfactory
Very
Good
Exceptional
Balances risks and costs with the rewards and probabilities of success when decisions. Analyzes issues and reduces them to their component parts. Analyzes data and information from several sources and arrives at logical conclusions.

Commitment To Result

Unsatisfactory
Needs
Improvement
Satisfactory
Very
Good
Exceptional
Creates a sense of urgency among the store team members to complete activities, which drive sales. Encourages commitment in others to obtain results. Conveys strong sense of own pride in Company to associates by creating a shared vision around sales and customer service.

Collaboration

Unsatisfactory
Needs
Improvement
Satisfactory
Very
Good
Exceptional
Works with others to develop strategies to identify needs and priorities. Creates a culture that encourages understanding and valuing diverse perspectives to effectively resolve conflicts. Creates a culture that fosters and values collaboration.

Business Acumen

Unsatisfactory
Needs
Improvement
Satisfactory
Very
Good
Exceptional
Can effectively interpret and analyze data. Effectively develops and uses resources (people, time, money, supplies, equipment, and space) to improve organizational performance Conducts thorough market research to understand industry trends, customer needs, and competitive landscapes.

Vision

Unsatisfactory
Needs
Improvement
Satisfactory
Very
Good
Exceptional
Fosters a culture that aligns with the organization's vision. Pinpoints challenges and devises strategies. Articulates a vision for the department that is aligned with the division/company's vision.

Part 4: Your Individual Development Plan

Short-term Goals
What goals do you wish to accomplish in the next year?


Long-term Goals
What goals do you wish to accomplish within the next 2 to 3 years?


Skill Acquisition
What new skills do you plan to acquire within the next evaluation period?