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Managing Risk - Performance Management Assessment Sample #4





Performance Management System:

Performance Assessments that include Managing Risk:
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 limit on responses at the extreme ends of the scale. For this example, you are limited to selecting a response of "Exceptional" to no more than 5 items and a response of "Unsatisfactory" to no more than 5 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.


Your assessment is limited in the number of ratings that you can give as Exceptional or as Unsatisfactory. This form will limit the number of items that you can rate at the extreme ends of the scale. Once you have reached the limit, the computer will prevent you from selecting any more of that rating.
Rating Limit: Please note: You are limited to no more than 5 responses of "Exceptional" and 5 responses of "Unsatisfactory". Once you check the 5th item with that response, the remaining unchecked options will be removed.
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Managing Risk

Unsatisfactory Satisfactory Exceptional
  1. Tracks risks in a project.
  1. Seeks to capitalize on risks.
  1. Recognizes that small changes may snowball into major events.

Results Oriented

Unsatisfactory Satisfactory Exceptional
  1. Establishes benchmarks to be met when working on projects.
  1. Adapts to disruptions in the supply chain to maintain production levels.
  1. Sets benchmarks and milestones to measure progress toward the objectives.

Business Acumen

Unsatisfactory Satisfactory Exceptional
  1. Seeks to better understand other areas of the company, including their operations, personnel, and output.
  1. Involves key stakeholders (employees, customers, investors, partners) in the planning process to gain diverse perspectives and buy-in.
  1. Formulates business strategies for addressing the Company's important needs.

Vision

Unsatisfactory Satisfactory Exceptional
  1. Leads with a growth-oriented mindset, driving innovation and expansion.
  1. Able to convert the current department vision into strategic objectives/plan.
  1. Crafts a compelling roadmap for the department's future.

Communication Skills

Unsatisfactory Satisfactory Exceptional
  1. Communicates effectively with all levels of the organization.
  1. Effectively delivers presentations to teams, large groups, and diverse audiences
  1. Delivers influential presentations.

Creativity

Unsatisfactory Satisfactory Exceptional
  1. Creates a lot of new ideas.
  1. Develops solutions to challenging problems.
  1. Inspires creativity in their team.

Integrity

Unsatisfactory Satisfactory Exceptional
  1. Demonstrates honesty and truthfulness at all times.
  1. Demonstrates sincerity in actions with others.
  1. Accepts responsibility for mistakes.

Professional Development

Unsatisfactory Satisfactory Exceptional
  1. Contributing fully to the extent of their skills
  1. Seeks opportunities for continuous learning.
  1. Encourages employees to take courses relevant to their job.

Emotional Intelligence

Unsatisfactory Satisfactory Exceptional
  1. Is able to manage their own emotions.
  1. Helps to make decisions and solve problems using knowledge about how others will react in certain situations.
  1. Is attentive to emotional cues and interprets others' feelings correctly.


Part 3: Individual Productivity and/or SMART Goals

First Quarter Project


Third Quarter Project


Part 4: Team Productivity and/or SMART Goals

First Quarter Project


Third Quarter Project