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Objectives - Performance Management Assessment Sample #4





Performance Management System:

Performance Assessments that include Objectives:
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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Objectives

Unsatisfactory Satisfactory Exceptional
  1. Organizes and schedules events, activities, and resources.
  1. Effectively organizes resources and plans
  1. Consistently provides me with timely feedback for improving my performance.

Goals

Unsatisfactory Satisfactory Exceptional
  1. Conducts timely follow-up; keeps others informed on a need to know basis.
  1. Achieves established goals.
  1. Goal Setting

Customer Focus

Unsatisfactory Satisfactory Exceptional
  1. Anticipates customer needs.
  1. Accepts responsibility for ensuring customer satisfaction.
  1. Uses feedback from the customer to help improve the customer's experience.

Partnering/Networking

Unsatisfactory Satisfactory Exceptional
  1. Establishes clear expectations at the start of a new partnership.
  1. Develops alliances with colleagues at other companies.
  1. Promotes teamwork across departments, encouraging information exchange, and setting common goals.

Planning

Unsatisfactory Satisfactory Exceptional
  1. Determines what supplies/equipment will be needed for the department.
  1. Develops effective plans to deal with unforeseen circumstances.
  1. Determines the allocation of funds based on plans for future development.

Accountability

Unsatisfactory Satisfactory Exceptional
  1. Accepts responsibility to lead efforts to solving critical problems.
  1. Holds employees accountable through regular performance reviews.
  1. Aware of the consequences for failure to complete the project.

Action

Unsatisfactory Satisfactory Exceptional
  1. Initiates projects or tasks that have a positive impact on the team.
  1. Is ambitious when working on the project.
  1. Persists in work despite obstacles encountered.

Continual Learning

Unsatisfactory Satisfactory Exceptional
  1. Takes the initiative to learn new skills.
  1. Pursues self-improvement through continual learning.
  1. Improves on their skill sets.

Project Management

Unsatisfactory Satisfactory Exceptional
  1. Correctly estimates the cost of supplies for the project.
  1. Develops a plan for resource management.
  1. Implements project metrics to track progress.


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