Innovation - Performance Management Assessment Sample #2





Performance Management System:

Performance Assessments that include Innovation:
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.


Competencies Included:
Innovation, Creativity, Self-Management, Punctuality, Attitude, Persuasion and Influence, Client Focus, Co-worker Development, Company, Fiscal Management

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 think are your most valuable qualities in your current role? Could you explain on how these strengths have contributed to your success and impact at work?



  4. Discuss the aspects of your performance that you believe could benefit from further development? Please provide some details on how you plan to address these areas for improvement, and any resources or support that might help you enhance your skills and effectiveness in your role.


Part 2: Job Competencies

Rating Scale:

Exceeds ExpectationsPerformance 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.

Innovation

Develops new products and services. Takes risks to advance important ideas. Searches for opportunities and innovative ways to improve the organization. Implements best practices within the department.
Unsatisfactory
Satisfactory
Exceeds Expectations
Comments:

Creativity

Is creative and inspirational. Develops solutions to challenging problems. Conceives, implements and evaluates ideas. Inspires creativity in their team.
Unsatisfactory
Satisfactory
Exceeds Expectations
Comments:

Self Management

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. Uses patience and self-control in working with customers and associates. Sets an example for associates during stressful periods by maintaining a positive, can-do attitude.
Unsatisfactory
Satisfactory
Exceeds Expectations
Comments:

Punctuality

Conducts appointments at scheduled start time. Starts meetings on time. Maintains an efficient schedule of activities. Arrives to meetings on time.
Unsatisfactory
Satisfactory
Exceeds Expectations
Comments:

Attitude

Works to eliminate unnecessary work or barriers that get in others' way. Is gracious and professional in their interactions with others. Builds open and trusting relationships. Treats all people fairly and with respect.
Unsatisfactory
Satisfactory
Exceeds Expectations
Comments:

Persuasion and Influence

Develops a good rapport with others. Able to express own goals and needs. Understanding what others need. Communicates effectively with others.
Unsatisfactory
Satisfactory
Exceeds Expectations
Comments:

Client Focus

Responsive to client needs. Effectively troubleshoots client issues. Transparent in all communications with the client. Uses feedback from the client to help improve the client's experience.
Unsatisfactory
Satisfactory
Exceeds Expectations
Comments:

Co-worker Development

Takes immediate action on poor performance Gives others development opportunities through project assignments and increased job responsibilities Adapts coaching and mentoring approach to meet the style or needs of individuals Provides ongoing feedback to co-workers on their development progress
Unsatisfactory
Satisfactory
Exceeds Expectations
Comments:

Company

Understands the use of [Company] products and services. Understands the "basics" as to how [Company] functions/operates. Follows existing procedures and processes. Expresses loyalty and dedication to [Company] in interactions with others.
Unsatisfactory
Satisfactory
Exceeds Expectations
Comments:

Fiscal Management

Effective in using Company's resources. Ensures others follow the correct rules and regulations on fiscal matters. Monitors spending. Develops budgets and plans for various programs and initiatives.
Unsatisfactory
Satisfactory
Exceeds Expectations
Comments:

Part 3: 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
Describe the new skills you aim to acquire during the upcoming evaluation period? Please include specific areas of expertise or knowledge you intend to develop, and how these skills will enhance your performance and contribute to the company's overall success. Additionally, it would be helpful to list your plans for learning these skills, such as any courses, workshops, or mentorship opportunities you plan to pursue.