Leadership - Performance Management Assessment Sample #5

Performance Management System:

Performance Assessments that include Leadership:
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 minimum and a maximum limit on responses at the extreme ends of the scale. For this example, you are limited to selecting a response of "Exceptional" to at least 3 and no more than 6 items and a response of "Unsatisfactory" to at least 3 and no more than 6 items.

Instructions:

This performance appraisal program is designed to provide a standardized method to:
Provide an objective evaluation of an employee's performance and to share this feedback with the employee
Assist in determining the true development needs of the employee and actions that should be taken to improve their job performance.
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:
Leadership, Juggling Multiple Responsibilities, Collaboration, Responsible, Coaching, Business Acumen, Strategic Insight, Fiscal Management, Global Perspective

Part 1: Skills and Accomplishments

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.
Please detail any professional development activities you have engaged in, such as
college courses, additional training, seminars, and trade magazine readings.
What do you consider your greatest strengths in your current job?
Which areas of your performance at the company do you feel need improvement?

Part 2: Job Competencies

Rating Scale:

Exceptional	Performance 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.
Satisfactory	The 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.
Unsatisfactory	The 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.

Rating Limit: Please note: You must select at least 3 but no more than 6 responses of "Exceptional" and at least 3 but no more than 6 responses of "Unsatisfactory". Once you check the 6th item with that response, the remaining unchecked options will be removed.

What you need to do

Part 3: Individual Productivity and/or SMART Goals

Employee Comments

Supervisor Comments

Part 4: Team Productivity and/or SMART Goals

Employee Comments

Supervisor Comments

Leadership	Unsatisfactory	Satisfactory	Exceptional
Expresses clear goals and objectives.
Effectively leads others.
Highly effective supervisor.
Juggling Multiple Responsibilities	Unsatisfactory	Satisfactory	Exceptional
Switches attention to more urgent tasks when necessary.
Ranks the importance of tasks to make sure critical tasks are completed first.
Assigns tasks based on skills of team members.
Collaboration	Unsatisfactory	Satisfactory	Exceptional
Effectively uses digital tools do you use to improve collaboration in the department.
Works with others to manage conflicts using a constructive approach.
Create an environment where collaboration and teamwork is encouraged.
Responsible	Unsatisfactory	Satisfactory	Exceptional
Behavior is ethical and honest.
Is a person you can trust.
Responsible for setting the vision of the department.
Coaching	Unsatisfactory	Satisfactory	Exceptional
Helps employees to understand responsibilities, authority, and expectations.
Helps employees to maintain high personal standards.
Addresses employee behavior problems effectively.
Business Acumen	Unsatisfactory	Satisfactory	Exceptional
Understands consumer behaviors and how they may change in the future.
Gathers important information from customers to make sure our products are relevant and useful.
Considers environmental, social, and governance (ESG) factors to ensure the business is sustainable in the long run.
Strategic Insight	Unsatisfactory	Satisfactory	Exceptional
Creates a vision for the organization based on insights gathered from other companies in the industry.
Develops a strategic vision for the future.
Analyzes unique issues or problems impacting the Company.
Fiscal Management	Unsatisfactory	Satisfactory	Exceptional
Monitors expenses and verifies the need for items purchased.
Keeps excellent records for financial transparency.
Monitors spending.
Global Perspective	Unsatisfactory	Satisfactory	Exceptional
Aligns personal vision with global strategies.
Excellent communication skills to conduct effective business with individuals from different cultures and/or countries.
Develops both the cultural awareness and business skills to grow our business in all countries, and work effectively across borders with employees, customers, and shareowners.