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Managing Risk - Performance Management Assessment Sample #11





Performance Management System: April 2025

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)
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

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Managing Risk

Unsatisfactory
Needs
Improvement
Satisfactory
Very
Good
Exceptional
Accurately determines appropriate risk levels (i.e., levels of acceptable risk). Determines the impact of specific risks on infrastructure. Works effectively to transfers risk.

Decision Making

Unsatisfactory
Needs
Improvement
Satisfactory
Very
Good
Exceptional
Seeks input from key people who should be involved in, or will be affected by, decisions Has a good rapport other people which is helpful in making decisions on the team. Makes creative decisions.

Achievement

Unsatisfactory
Needs
Improvement
Satisfactory
Very
Good
Exceptional
Demonstrates a well-organized and timely approach to achieve desired results Completes work to given time frame and to budget Takes calculated risks to achieve significant rewards.

Collaboration

Unsatisfactory
Needs
Improvement
Satisfactory
Very
Good
Exceptional
Builds and strengthens relationships to improve collaboration and leadership. Seeks continuous improvement through the input from coworkers and staff. Models collaborative behavior through leading by example.

Client Focus

Unsatisfactory
Needs
Improvement
Satisfactory
Very
Good
Exceptional
Provides a responsive service that meets the needs of clients. Maintains up-to-date information regarding client products. Anticipates potential obstacles to meeting client needs.

Part 3: Core Values

Business Acumen

Unsatisfactory
Needs
Improvement
Satisfactory
Very
Good
Exceptional
Maintains currency with laws, regulations, policies, procedures, trends, and developments. Shares information among teams and departments. Keeps informed of current income and expenses.

Planning

Unsatisfactory
Needs
Improvement
Satisfactory
Very
Good
Exceptional
Determines the appropriate actions needed to achieve goals. Determines what supplies/equipment will be needed for the job. Assigns the right tasks to the right people and holds them accountable.

Bias for Action

Unsatisfactory
Needs
Improvement
Satisfactory
Very
Good
Exceptional
Projects a "can-do" attitude when interfacing with peers, subordinates and customers(especially during difficult and challenging times). Motivates others to achieve or exceed goals Encourages risk taking and experimentation to improve performance

Managing Performance

Unsatisfactory
Needs
Improvement
Satisfactory
Very
Good
Exceptional
Recognizes and values good performance. Uses pre-established key benchmarks to measure performance. Clearly articulates the performance requirements for the position.

Project Management

Unsatisfactory
Needs
Improvement
Satisfactory
Very
Good
Exceptional
Holds meetings with supply-chain vendors regarding acquisition of resources. Interacts with stakeholders regarding the outcomes required by the project. Defines project outcomes based on customer requirements.

Part 4: 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?