Organizational Fluency - Performance Management Assessment Sample #8





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:



Enter comments in each of the boxes below. Partially completed forms can be saved by using the Save/Still Working button at the bottom of the page. You may return at a later time to complete/edit the form. Your saved responses will be shown each time you re-visit the evaluation form. When you are certain that you have completed your responses and will be not making any changes, click the Complete button.


Competencies Included:
Organizational Fluency, Entrepreneurship, Bias for Action, Feedback, Decision Making, Time Management, Regulatory/Compliance, Customer Focus

Part 1: Skills and Accomplishments




  1. Please enter detailed information regarding the completion or current status of your goals. Be sure to cover the following points for each goal:
    1. Goal Description: Briefly describe the goal you set out to achieve. Include the objective and any specific targets or outcomes you aimed for.
    2. Completion Status: Indicate whether the goal has been fully completed, partially completed, or if it is still in progress. Specify the percentage of completion if applicable.
    3. Achievements and Outcomes: Describe any achievements or results that have come from working towards this goal. Highlight any significant milestones or successes.
    4. Challenges and Solutions: Discuss any challenges or obstacles you encountered while working towards this goal. Explain how you addressed or overcame these challenges.
    5. Learnings and Insights: Reflect on what you have learned from pursuing this goal. Share any insights or new skills you have gained through the process.
    6. Future Actions: Outline any next steps or future actions you plan to take in relation to this goal. If the goal is still in progress, provide a timeline for completion and any additional resources you might need.






  2. Please detail any professional development activities you have engaged in, such as college courses, additional training, seminars, and trade magazine readings. Include the skills or knowledge gained, how they have contributed to your role, and any future development plans or goals you have.






Part 2: Job Competencies


Organizational Fluency

Understands departmental policies and procedures. Understands the current organizational culture. Able to use corporate politics to advance department objectives. Anticipates problems that may affect the department.
How have you performed this competency and what are your plans for improvement in this area?

Entrepreneurship

Can work effectively in an environment of uncertainty. Understands the processes and various stages of business development. Devotes a certain amount of time and effort to developing new business opportunities. Encourages dynamic growth opportunities.
How have you performed this competency and what are your plans for improvement in this area?

Bias for Action

Conveys a sense of urgency about addressing problems and opportunities Completes a large volume of work. Seeks and utilizes opportunities for continuous learning and self-development. Completes work on time
How have you performed this competency and what are your plans for improvement in this area?

Feedback

Shares past experiences with others as learning opportunities. Actively seeks feedback from others. Is easy to approach with ideas and opinions. Open to the suggestions of others.
How have you performed this competency and what are your plans for improvement in this area?

Decision Making

Makes creative decisions. Outlines the parameters influencing the decision making process. Makes good decisions for the department. Maintains focus on the "big picture" when making decisions.
How have you performed this competency and what are your plans for improvement in this area?

Time Management

Allows for time buffers between tasks so that the schedule does not become delayed due to unforeseen circumstances. Successfully completes critical tasks within deadlines. Frequently arrives early to start the day. Wastes very little time.
How have you performed this competency and what are your plans for improvement in this area?

Regulatory/Compliance

Works quickly to implement changes in regulations. Keeps up-to-date with legislation affecting employees. Coordinates the work of other Business Managers to ensure all are in compliance with established standards and guidelines. Reviews documentation, processes and practices.
How have you performed this competency and what are your plans for improvement in this area?

Customer Focus

Takes the initiative in solving difficult customer issues. Obtains feedback to ensure customer needs are being met. Competent in managing customer projects. Prioritizes the needs and preferences of the customer.
How have you performed this competency and what are your plans for improvement in this area?

Part 3: Final Comments

Goals for Next Year
What are your goals for the next evaluation period?


Overall Comments
What final comments do you wish to enter for your assessment?