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Organizational Fluency - Performance Management Assessment Sample #1





Performance Management System:

Performance Assessments that include Organizational Fluency:
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 list of your significant accomplishments and any team projects you completed during this evaluation period. Be sure to include a description of the purpose of each project and your specific contributions.
  2. This information will help us recognize your efforts and understand the impact of your work.



  3. Please detail any professional development activities you have engaged in, such as
    college courses, additional training, seminars, and trade magazine readings.



  4. What do you consider your greatest strengths in your current job?



  5. Which areas of your performance at the company do you feel need improvement?





Part 2: Job Competencies

Rating Scale:

5: 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.
4: Very GoodThe employee consistently exhibits strong performance across nearly all competencies, skills, and responsibilities. They often surpass expectations when executing their tasks, with minimal preventable or controllable errors. Furthermore, they make significant contributions to their team(s) and are highly regarded and sought after within their team(s).
3: 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.
2: Needs ImprovementThe employee falls short of the high expectations for this competency and does not sufficiently achieve assigned task objectives or fulfill all responsibilities. The employee has not demonstrated sustained improvement or maintained the necessary skill set. Performance must improve within the specified time frame set by the manager.
1: 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.
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Organizational Fluency

Unsatisfactory
Needs
Improvement
Satisfactory
Very
Good
Exceptional
Adept at navigating within the culture of the department. Able to explain departmental policies and procedures to others. Is aware of other organizational cultures to compare/contrast with the current organizational culture.

Fiscal Management

Unsatisfactory
Needs
Improvement
Satisfactory
Very
Good
Exceptional
Monitors expenses and verifies the need for items purchased. Keeps excellent records for financial transparency. Effective in using Company's resources.

Cultural Awareness

Unsatisfactory
Needs
Improvement
Satisfactory
Very
Good
Exceptional
Accepts individual differences. Views diversity as a strength, not as an issue. Seeks to reduce obstacles in communication that might arise from cultural differences.

Leadership

Unsatisfactory
Needs
Improvement
Satisfactory
Very
Good
Exceptional
Expresses clear goals and objectives. Motivates others to reach and exceed organizational goals and objectives. Recognizes individual and team accomplishments and reward them appropriately.

Persuasion and Influence

Unsatisfactory
Needs
Improvement
Satisfactory
Very
Good
Exceptional
Communicates effectively with others. Ensures stakeholders are involved in the decision making process. Attempts to persuade others rather than simply control them.

Quality

Unsatisfactory
Needs
Improvement
Satisfactory
Very
Good
Exceptional
Verifies the operators have the necessary equipment and supplies to ensure high quality. Identifies strategies and their associated risks to improve quality. Able to identify quality issues critical to the organization.

Juggling Multiple Responsibilities

Unsatisfactory
Needs
Improvement
Satisfactory
Very
Good
Exceptional
Ensures that assignments are prioritized according to the needs of the department/company. Ranks the importance of tasks to make sure critical tasks are completed first. Assigns tasks based on skills of team members.

Technology Use/Management

Unsatisfactory
Needs
Improvement
Satisfactory
Very
Good
Exceptional
Supports technical training and development of employees. Supports employee training and development initiatives regarding implementation of technology. Uses technology in decision making and problem solving.

Regulatory/Compliance

Unsatisfactory
Needs
Improvement
Satisfactory
Very
Good
Exceptional
Follows all safety regulations and procedures. Develops compliance reports in accordance with federal and industry regulations. Is aware of the documents and reports needed to maintain compliance with regulations.

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?