Leadership - Performance Management Assessment Sample #9





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)
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?


Instructions: In this example assessment, there are 4 possible Overall Scores:
  1. Score >= 2.8 is Outstanding (O)
  2. Score >=2.5 is Exceeds Expectations (E)
  3. Score >=1.6: Meets Expectations (M)
  4. Otherwise: Did not meet expectations (D)
The actual numeric value is shown at the bottom of this assessment form. A single letter grade representing the Overall Rating is shown here at the top of the form.

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.

Score
0.0
Letter Grades
Score >= 2.8 is Outstanding (O)
Score >=2.5 is Exceeds Expectations (E)
Score >=1.6: Meets Expectations (M)
Otherwise: Did not meet expectations (D)



As you make ratings on the form below, the employee's overall score will be displayed in the floating box at the top of the screen.

Leadership

Gives direct, constructive, and actionable feedback. Acts decisively in implementing decisions. Recognizes individual and team accomplishments and reward them appropriately. Highly effective supervisor.
Unsatisfactory
Satisfactory
Exceeds Expectations
Comments:

Supervisory Skills

Determines appropriate staffing levels for the job. Motivates and inspires high performance by team members. Encourages employees to take responsibility for mistakes. Is sought after for advice in a variety of situations.
Unsatisfactory
Satisfactory
Exceeds Expectations
Comments:

Goals

Makes sure that I have a clear idea of our group's goals. Sets high expectations and goals; encourages others to support the organization. Achieves established goals. Makes sure that team members have a clear idea of our group's goals.
Unsatisfactory
Satisfactory
Exceeds Expectations
Comments:

Communication Skills

Delivers messages with personal energy, enthusiasm, and conviction. Communicates concepts and ideas to others. Chooses the communication medium (ie. email, voice mail, memo, project document) that reflects the needs of the content. (ie. urgency, confidentiality, content scope) Notifies others about developments in plans and goals.
Unsatisfactory
Satisfactory
Exceeds Expectations
Comments:

Flexibility

Open to the perspectives/viewpoints of others. Adapts workflows according to changing needs. Identifies new opportunities to achieve goals Willing to try new approaches to solving problems if the current solution isn't working.
Unsatisfactory
Satisfactory
Exceeds Expectations
Comments:

Bias for Action

Displays high energy and enthusiasm on consistent basis. Completes a large volume of work. Encourages risk taking and experimentation to improve performance Projects a "can-do" attitude when interfacing with peers, subordinates and customers(especially during difficult and challenging times).
Unsatisfactory
Satisfactory
Exceeds Expectations
Comments:

Technology Use/Management

Maximizes the use of new technology to deliver products and services. Supports employee training and development initiatives regarding implementation of technology. Applies complex rules and regulations to maintain optimal system performance. Proficient in the use of technical systems and processes.
Unsatisfactory
Satisfactory
Exceeds Expectations
Comments:

Regulatory/Compliance

Develops compliance reports in accordance with federal and industry regulations. Addresses issues quickly before they develop into major problems. Develops the appropriate incentives (or disincentives) for regulatory compliance. Offers training to employees to ensure they comply with regulations.
Unsatisfactory
Satisfactory
Exceeds Expectations
Comments:

Others

Able to see issues from others' perspectives. Forms working relationships with employees from other departments. Works across boundaries within the organization. Includes others in the decision making processes.
Unsatisfactory
Satisfactory
Exceeds Expectations
Comments:

Company

Follows existing procedures and processes. Impresses upon others the important aspects of [Company]. Understands the "basics" as to how [Company] functions/operates. Attends [Company] gatherings and social events.
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
What new skills do you plan to acquire within the next evaluation period?