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.

Objectives

Unsatisfactory Satisfactory Exceptional
  1. Communicates goals and objectives to employees.
  1. Sets long-term and short-term goals.
  1. Ability to establish realistic goals.

Goals

Unsatisfactory Satisfactory Exceptional
  1. Conducts timely follow-up; keeps others informed on a need to know basis.
  1. Establishes and documents goals and objectives.
  1. Makes sure that I have a clear idea of our group's goals.

Customer Focus

Unsatisfactory Satisfactory Exceptional
  1. Is committed to the success of the customer.
  1. Is available to respond to customer needs.
  1. Adapts to changes proposed by the customer.

Partnering/Networking

Unsatisfactory Satisfactory Exceptional
  1. Engages in continuous dialogue through regular meetings or virtual meetups.
  1. Uses networks to create new business opportunities.
  1. Facilitates open and honest communication to build trust and mutual respect.

Planning

Unsatisfactory Satisfactory Exceptional
  1. Accomplishes major tasks by breaking them into manageable pieces.
  1. Determines the allocation of funds based on plans for future development.
  1. Divides complex tasks into smaller steps to measure progress toward a goal.

Accountability

Unsatisfactory Satisfactory Exceptional
  1. Takes responsibility for seeing the project through to completion.
  1. Expects employees to accept the consequences of their actions.
  1. Holds employees responsible if expectations are not met.

Action

Unsatisfactory Satisfactory Exceptional
  1. Undertakes actions to achieve specific goals.
  1. Works at a quick pace.
  1. Changes course to meet the needs of a new situation.

Continual Learning

Unsatisfactory Satisfactory Exceptional
  1. Participates in regular training offered.
  1. Takes charge of their training and skills enhancement.
  1. Is open to new ideas and concepts.

Project Management

Unsatisfactory Satisfactory Exceptional
  1. Establishes communication protocols for messaging team members and stakeholders.
  1. Assesses the ability of the organization to handle the project.
  1. Locates the equipment and supplies needed for the project.


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