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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

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Organizational Fluency

Able to deal with sensitive issues with tact and professionalism. Understands departmental policies and procedures. Understands the current organizational culture. Able to explain departmental policies and procedures to others.
How have you performed this competency and what are your plans for improvement in this area?

Entrepreneurship

Understands the processes and various stages of business development. Encourages risk taking for developing potential business opportunities. Finds unique ways to go around barriers to success. Devotes a certain amount of time and effort to developing new business opportunities.
How have you performed this competency and what are your plans for improvement in this area?

Bias for Action

Displays high energy and enthusiasm on consistent basis. Encourages risk taking and experimentation to improve performance Conveys a sense of urgency about addressing problems and opportunities Motivates others to achieve or exceed goals
How have you performed this competency and what are your plans for improvement in this area?

Feedback

Asks others for their ideas and opinions. Actively seeks feedback from others. Looks to others for input. Seeks feedback to enhance performance.
How have you performed this competency and what are your plans for improvement in this area?

Decision Making

Regularly evaluates information before making important decisions. Examines relevant factors needed to make a decision. Uses reasonable assumptions and logic to decide between alternate courses of action Is aware of the impact of decisions and informs others about potential outcomes.
How have you performed this competency and what are your plans for improvement in this area?

Time Management

Integrates automation into the process whenever feasible. Effectively delegates tasks to maximize the use of time. Reacts promptly to inquiries from customers/clients. Approaches work with a sense of urgency.
How have you performed this competency and what are your plans for improvement in this area?

Regulatory/Compliance

Implements internal control processes to detect misconduct or patterns of illegal transactions. Coordinates the work of other Business Managers to ensure all are in compliance with established standards and guidelines. Observes, monitors and coordinates compliance activities. Uses operational compliance reports to evaluate the effectiveness of internal processes.
How have you performed this competency and what are your plans for improvement in this area?

Customer Focus

Anticipates resources needed to meet the customer needs. Is above average in addressing the needs of the customers. Makes sure customer needs are understood by the team members. Puts customer's needs first.
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?