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Organizational Fluency - Performance Management Assessment Sample #2





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.


Competencies Included:
Organizational Fluency, Creativity, Passion to Learn, Professional Development, Delegation, Initiative, Time Management, Commitment To Result, Coaching, Teamwork

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 think are your most valuable qualities in your current role? Could you explain on how these strengths have contributed to your success and impact at work?



  4. Discuss the aspects of your performance that you believe could benefit from further development? Please provide some details on how you plan to address these areas for improvement, and any resources or support that might help you enhance your skills and effectiveness in your role.


Part 2: Job Competencies

Rating Scale:

Exceeds ExpectationsPerformance 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.
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Organizational Fluency

Effective in communicating with others within the organization. Gets things done through the department. Adept at navigating within the culture of the department. Understands the current organizational culture.
Unsatisfactory
Satisfactory
Exceeds Expectations
Comments:

Creativity

Conceives, implements and evaluates ideas. Inspires creativity in their team. Develops solutions to challenging problems. Adds value to the department/organization.
Unsatisfactory
Satisfactory
Exceeds Expectations
Comments:

Passion To Learn

Demonstrates through personal behavior the commitment to high standards of performance. Holds self and associates accountable for goal achievement. Exhibits willingness to upgrade skills through additional training and education. Is open to feedback from others.
Unsatisfactory
Satisfactory
Exceeds Expectations
Comments:

Professional Development

Allows employees to fully participate in employee training and professional development. Quickly acquire and apply new knowledge and skills when needed Keep themselves up-to-date of technical/professional issues Contributing fully to the extent of their skills
Unsatisfactory
Satisfactory
Exceeds Expectations
Comments:

Delegation

Assigns tasks to create learning opportunities for the employees. Defines the roles, responsibilities, required actions, and deadlines for team members. Entrusts subordinates with important tasks. Allows employees to decide how they wish to complete the tasks.
Unsatisfactory
Satisfactory
Exceeds Expectations
Comments:

Initiative

Acts with urgency when time is of the essence. Is proactive when preparing for potential problems or critical events. Initiates projects that have an impact on the department. Acts independently to solve pressing needs.
Unsatisfactory
Satisfactory
Exceeds Expectations
Comments:

Time Management

Is good at keeping track of time and avoiding getting behind schedule. Keeps accurate records of time spent on projects for proper billing. Sets clearly defined goals. Accurately captures time across various tasks.
Unsatisfactory
Satisfactory
Exceeds Expectations
Comments:

Commitment To Result

Maintains persistence and dedication to achieving results. Committed to the team. Takes immediate action toward goals. Willing to do whatever it takes-not afraid to have to put in extra effort.
Unsatisfactory
Satisfactory
Exceeds Expectations
Comments:

Coaching

Provides clear, motivating, and constructive feedback. Coaches employees in how to strengthen knowledge and skills to improve work performance. Meets regularly with employees to coach them on areas that will enhance their performance Develops the skills and capabilities of others.
Unsatisfactory
Satisfactory
Exceeds Expectations
Comments:

Teamwork

Makes eye contact when listening to colleagues. Communicates a clear message that teamwork and collaboration are expected. Coaches team members to work toward a common goal. Takes the time to actively listen to other team member's perspectives.
Unsatisfactory
Satisfactory
Exceeds Expectations
Comments:

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
Describe the new skills you aim to acquire during the upcoming evaluation period? Please include specific areas of expertise or knowledge you intend to develop, and how these skills will enhance your performance and contribute to the company's overall success. Additionally, it would be helpful to list your plans for learning these skills, such as any courses, workshops, or mentorship opportunities you plan to pursue.