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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.


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

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Organizational Fluency

Unsatisfactory Satisfactory Exceptional
  1. Is aware of other organizational cultures to compare/contrast with the current organizational culture.
  1. Understands departmental policies and procedures.
  1. Able to explain departmental policies and procedures to others.

Strategic Insight

Unsatisfactory Satisfactory Exceptional
  1. Understands the Company's strengths and weaknesses and uses this information to create optimal solutions to problems.
  1. Creates a vision for the organization based on insights gathered from other companies in the industry.
  1. Allocates proper resources for employee training to meet future needs based on insight into employee skill levels.

Fiscal Management

Unsatisfactory Satisfactory Exceptional
  1. Provides budgeting and accounting support to the Company.
  1. Keeps excellent records for financial transparency.
  1. Monitors spending.

Passion To Learn

Unsatisfactory Satisfactory Exceptional
  1. Demonstrates through personal behavior the commitment to high standards of performance.
  1. Is open minded and curious about learning new skills.
  1. Inspires others to learn new things.

Management

Unsatisfactory Satisfactory Exceptional
  1. Makes you feel enthusiastic about your work
  1. Keep staff informed about what is happening in the company
  1. Delegate tasks effectively

Supervisory Skills

Unsatisfactory Satisfactory Exceptional
  1. Offers constructive feedback to facilitate performance improvement.
  1. Uses the team to its fullest capacity.
  1. Delegates effectively.

Achievement

Unsatisfactory Satisfactory Exceptional
  1. Takes reasonable risks to achieve desired results.
  1. Sets challenging goals.
  1. Takes calculated risks to achieve significant rewards.

Technical

Unsatisfactory Satisfactory Exceptional
  1. Willingly shares information and expertise; sought out as resource by others
  1. Uses expertise to identify issues and think through creative solutions to get a problem solved or objective accomplished.
  1. Seeks information from others as needed.

Client Focus

Unsatisfactory Satisfactory Exceptional
  1. Is aware of what the client wants to receive.
  1. Responds to the needs of the client.
  1. Identifies the most pressing needs of each client.

Teamwork

Unsatisfactory Satisfactory Exceptional
  1. Contributes to and supports team decision-making process
  1. Builds relationships across boundaries and with key stakeholders by developing informal and formal networks.
  1. Listens carefully to other team members.


Part 3: Individual Productivity and/or SMART Goals

Employee Comments


Supervisor Comments


Part 4: Team Productivity and/or SMART Goals

Employee Comments


Supervisor Comments