Organizational Fluency - Performance Management Assessment Sample #5





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)
Limiting Feature: This assessment example features a minimum and a maximum limit on responses at the extreme ends of the scale. For this example, you are limited to selecting a response of "Exceptional" to at least 3 and no more than 6 items and a response of "Unsatisfactory" to at least 3 and no more than 6 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.


Competencies Included:
Organizational Fluency, Strategic Insight, Fiscal Management, Passion to Learn, Management, Supervisory Skills, Achievement, Technical, Client Focus, 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 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.
Rating Limit: Please note: You must select at least 3 but no more than 6 responses of "Exceptional" and at least 3 but no more than 6 responses of "Unsatisfactory". Once you check the 6th item with that response, the remaining unchecked options will be removed.

What you need to do

Organizational Fluency

 Unsatisfactory Satisfactory Exceptional
  1. Adept at navigating within the culture of the department.
  1. Able to explain departmental policies and procedures to others.
  1. Able to deal with sensitive issues with tact and professionalism.

Strategic Insight

 Unsatisfactory Satisfactory Exceptional
  1. Attends industry conferences to gain further insight into how other companies deal with similar issues.
  1. Ensures that the department's goals are strategically aligned with the company's goals.
  1. Creates a mission statement describing the purpose for the organization.

Fiscal Management

 Unsatisfactory Satisfactory Exceptional
  1. Effective in using Company's resources.
  1. Provides budgeting and accounting support to the Company.
  1. Ensures others follow the correct rules and regulations on fiscal matters.

Passion To Learn

 Unsatisfactory Satisfactory Exceptional
  1. Takes advantage of training opportunities when they arise.
  1. Enhances value to the company through additional training and development.
  1. Embraces new technology and procedures.

Management

 Unsatisfactory Satisfactory Exceptional
  1. Takes responsibility for things that go wrong
  1. Delegate tasks effectively
  1. Is ready to offer help

Supervisory Skills

 Unsatisfactory Satisfactory Exceptional
  1. Decides the best approach for addressing issues that arise on the job.
  1. Communicates equally well with all employees.
  1. Considers diverse perspectives during the disciplinary process.

Achievement

 Unsatisfactory Satisfactory Exceptional
  1. Inspires others to work with a sense of urgency.
  1. Set high standards in their performance
  1. Establishes Specific Measurable Achievable Realistic and Timed (SMART) goals.

Technical

 Unsatisfactory Satisfactory Exceptional
  1. Demonstrates mastery of the technical competencies required in his/her work.
  1. Seeks information from others as needed.
  1. Is naturally sought out by people outside his/her particular area for advice and opinion on a broad range of matters - not necessarily solely legal advice.

Client Focus

 Unsatisfactory Satisfactory Exceptional
  1. Manages client accounts with high degree of competence.
  1. Anticipates client needs.
  1. Adapts to changes proposed by the client.

Teamwork

 Unsatisfactory Satisfactory Exceptional
  1. Makes decisions that support the team's goals and objectives.
  1. Actively participates as a team member
  1. Relates to all kinds of people tactfully


Part 3: Individual Productivity and/or SMART Goals

Employee Comments


Supervisor Comments


Part 4: Team Productivity and/or SMART Goals

Employee Comments


Supervisor Comments