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Management - Performance Management Assessment Sample #2





Performance Management System:

Performance Assessments that include Management:
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:
Management, Supervisory Skills, Action, Problem Solving, Change Management, Technology Use/Management, Partnering/Networking, Recognition, Entrepreneurship, 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.
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Management

Takes responsibility for things that go wrong Makes you feel enthusiastic about your work Keep staff informed about what is happening in the company Delegate tasks effectively
Unsatisfactory
Satisfactory
Exceeds Expectations
Comments:

Supervisory Skills

Identifies and maximizes opportunities for continuing education for employees. Able to remain calm in tense situations. Always remains calm and professional even in stressful situations. Decides which team members are assigned to each job.
Unsatisfactory
Satisfactory
Exceeds Expectations
Comments:

Action

Successfully makes progress despite repeated failures or setbacks at work. Avoids procrastination. Takes preemptive actions avoid obstacles or delays. Sets high standards for themselves and others.
Unsatisfactory
Satisfactory
Exceeds Expectations
Comments:

Problem Solving

Identifies potential courses of action. Gathers input from staff for use in problem solving. Able to solve problems at root cause rather than at symptom level. Regularly assesses the situation and the effectiveness of solutions.
Unsatisfactory
Satisfactory
Exceeds Expectations
Comments:

Change Management

Adopts changes to set and example for others to follow. Effective in dealing with ambiguous and challenging situations. Works cooperatively with others to implement changes. Develops plans for following through on the changes.
Unsatisfactory
Satisfactory
Exceeds Expectations
Comments:

Technology Use/Management

Supports employee training and development initiatives regarding implementation of technology. Understands and is committed to implementing new technologies. Uses technology in decision making and problem solving. Maximizes the use of new technology to deliver products and services.
Unsatisfactory
Satisfactory
Exceeds Expectations
Comments:

Partnering/Networking

Networks with others in the company to better understand the workflows and operational requirements. Builds trust with colleagues at other companies to form partnerships to promote growth. Uses networks to create new business opportunities. Works in tandem with colleagues to pursue common goals and needs.
Unsatisfactory
Satisfactory
Exceeds Expectations
Comments:

Recognition

Recognizes the abilities and skills of self and others Compliments other people when they do good work Is sincerely interested in the suggestions of co-workers Says "thank you" to show appreciation for work of others.
Unsatisfactory
Satisfactory
Exceeds Expectations
Comments:

Entrepreneurship

Is comfortable operating in an environment of uncertainty. Excellent at managing relationships with stakeholders. Exhibits determination and passion in completion of goals. Maintains a high level of energy to respond to demands of the job.
Unsatisfactory
Satisfactory
Exceeds Expectations
Comments:

Fiscal Management

Ensures others follow the correct rules and regulations on fiscal matters. Keeps excellent records for financial transparency. Develops of the department's annual budget. 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.