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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:
  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

Rating Scale:

ExceptionalPerformance 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.
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

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Leadership

Unsatisfactory Satisfactory Exceptional
  1. Takes ownership and accountability for results
  1. Effectively leads others.
  1. Motivates others to reach and exceed organizational goals and objectives.

Juggling Multiple Responsibilities

Unsatisfactory Satisfactory Exceptional
  1. Plans and organizes continuously while performing all other responsibilities and activities.
  1. Keeps track of multiple assignments and deadlines.
  1. Observes, analyzes, and responds to merchandise needs while serving customers and accomplishing operational tasks.

Collaboration

Unsatisfactory Satisfactory Exceptional
  1. Participates in the team's deliberations.
  1. Creates an environment of open and transparent communication.
  1. Creates an environment where others feel comfortable sharing knowledge and information.

Responsible

Unsatisfactory Satisfactory Exceptional
  1. Sets a good example.
  1. ...takes personal responsibility for results.
  1. Responsible for setting the vision of the department.

Coaching

Unsatisfactory Satisfactory Exceptional
  1. Helps employees to understand responsibilities, authority, and expectations.
  1. Conducts regular performance appraisals and feedback.
  1. Addresses employee behavior problems effectively.

Business Acumen

Unsatisfactory Satisfactory Exceptional
  1. Involves key stakeholders (employees, customers, investors, partners) in the planning process to gain diverse perspectives and buy-in.
  1. Engages in strategic alliances with valued partners.
  1. Aware of regulations that impact our business.

Strategic Insight

Unsatisfactory Satisfactory Exceptional
  1. Creates a mission statement describing the purpose for the organization.
  1. Identifies potential problems before they become critical incidents.
  1. Understands how to strategically grow the business and increase customers.

Fiscal Management

Unsatisfactory Satisfactory Exceptional
  1. Effectively manages appropriations, reporting, purchases, expenditures, payrolls, and staff.
  1. Monitors expenses and verifies the need for items purchased.
  1. Effective in using Company's resources.

Global Perspective

Unsatisfactory Satisfactory Exceptional
  1. Is aware of the culture, behaviors, identities and beliefs of others.
  1. Aligns personal vision with global strategies.
  1. Demonstrates working knowledge of global transactions.


Part 3: Individual Productivity and/or SMART Goals

Employee Comments


Supervisor Comments


Part 4: Team Productivity and/or SMART Goals

Employee Comments


Supervisor Comments