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Management - Performance Management Assessment Sample #9





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.


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.
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Management

Is ready to offer help Delegate tasks effectively Sets an example for others to follow Takes responsibility for things that go wrong
Unsatisfactory
Satisfactory
Exceeds Expectations
Comments:

Quality

Designs effective quality control systems. Verifies the correct materials were used in the installation. Recognizes their role in promoting quality and safety in the workplace. Creates quality improvement programs and processes.
Unsatisfactory
Satisfactory
Exceeds Expectations
Comments:

Juggling Multiple Responsibilities

Is aware of the deadlines for specific tasks/assignments. Ensures that assignments are prioritized according to the needs of the department/company. Determines which tasks are critical and which tasks are optional. Assesses current capabilities before committing to new requests from customers.
Unsatisfactory
Satisfactory
Exceeds Expectations
Comments:

Action

Takes the initiative to address problems sooner rather than later. Avoids procrastination. Overcomes obstacles that may impede progress on a task. Displays high energy and enthusiasm on consistent basis.
Unsatisfactory
Satisfactory
Exceeds Expectations
Comments:

Professional Development

Quickly acquire and apply new knowledge and skills when needed Encourages employees to take courses relevant to their job. Keep themselves up-to-date of technical/professional issues Contributing fully to the extent of their skills
Unsatisfactory
Satisfactory
Exceeds Expectations
Comments:

Clarity

Clearly explains the vision and goals of the company. Avoids stating unclear or conflicting goals. Clarifies problems and their causes to help employees correct them. Avoids creating ambiguity or mixed messages.
Unsatisfactory
Satisfactory
Exceeds Expectations
Comments:

Safety

Creates accurate and effective measures of safety. Supports safety programs and procedures. Supports our company's safety programs. Identifies predictable hazards in the workplace.
Unsatisfactory
Satisfactory
Exceeds Expectations
Comments:

Trustworthy

Demonstrates a sense of responsibility and commitment to public trust. Works in a way that makes others want to work with her/him. Is a person you can trust. Communicates an understanding of the other person's interests, needs and concerns.
Unsatisfactory
Satisfactory
Exceeds Expectations
Comments:

Business Acumen

Describes and summarizes data. Creates a risk management strategy to meet the business needs of the organization. Exhibits behavior that is consistent with the vision, mission, and core values of the organization Uses risk management to make more effective business decisions.
Unsatisfactory
Satisfactory
Exceeds Expectations
Comments:

Planning

Purchases equipment and software that will be needed in the future. Understands what materials will be required to successfully implement the plan. Is able to follow the plan set in place. Reduces uncertainty in the department through clear planning and schedules.
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?