Organizational Fluency - Performance Management Assessment Sample #C





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 aims to provide a consistent approach to:
  1. Objectively evaluating an employee's performance and sharing this feedback with the employee.
  2. Identifying the employee's development needs and outlining actions to enhance their job performance.
  3. Ensuring fair and equitable salary management.

Please note that this review is one of several factors considered in salary decisions.

Employee Self-Assessment

Please provide concise answers to the questions below as your feedback is vital to us. Your input helps us capture a comprehensive record of your accomplishments during the performance review period. By thoroughly documenting your achievements, we can ensure that your contributions are accurately reflected in your Performance Appraisal.

The information you provide will be carefully reviewed and included in your Performance Appraisal. This assessment is a crucial part of understanding your progress and performance, allowing us to recognize your hard work and dedication. If you need to include any additional printed sheets, please make sure they are signed, dated, and submitted to your Department Head for proper documentation.


Competencies Included:
Organizational Fluency, Continual Improvement, Establishing Focus/Direction, Initiative, Juggling Multiple Responsibilities

Part 1: Completing the Self Assessment



Upon completing the Self Assessment, please submit the form electronically to your Manager for further assessment. The form can be saved and resumed later if needed. You can review it at any time before finalizing and printing it. However, once submitted to your Manager, no further changes can be made.

To submit the form electronically to your manager, you will need to complete the form and press the button labeled: "Submit as Complete". Press that button and the form will be sent to your manager.

The assessment form consists of a set of behavioral statements. For each behavioral statement, assess yourself using the four point rating scale as below:
  • Consistently demonstrates
  • Often demonstrates
  • Sometimes demonstrates
  • Does not demonstrate



Organizational Fluency

Does not
demonstrate
Sometimes
demonstrates
Often
demonstrates
Consistently
demonstrates
Understands the current organizational culture. Adept at navigating within the culture of the department. Able to explain departmental policies and procedures to others.

Continual Improvement

Does not
demonstrate
Sometimes
demonstrates
Often
demonstrates
Consistently
demonstrates
Looks for ways to improve work processes and procedures. Searches for new methods, techniques, and processes that increase efficiency and reduce costs. Analyzes processes to determine areas for improvement.

Establishing Focus/Direction

Does not
demonstrate
Sometimes
demonstrates
Often
demonstrates
Consistently
demonstrates
Maintains self-control when personally criticized. Aligns the department's goals with the goals of the organization. Maintains focus when handling several problems or tasks simultaneously.

Initiative

Does not
demonstrate
Sometimes
demonstrates
Often
demonstrates
Consistently
demonstrates
Takes decisive action to address problems, following up with relevant team members and coaching them on how to improve. Actively works on resolving the issue instead of procrastinating or hoping it will resolve itself. Acts independently to solve pressing needs.

Juggling Multiple Responsibilities

Does not
demonstrate
Sometimes
demonstrates
Often
demonstrates
Consistently
demonstrates
Manages impact of increased traffic flow and freight receipt by detailed planning of controllables and by anticipating and reacting positively to uncontrollables. Builds in extra time in the schedule for unplanned events/occurrences. Organizes tasks for the most efficient order of completion.

Part 2: Comments

What do you consider to be your most important achievements in this evaluation period?


Were there goals that you were unable to meet? If so, please explain.


What could you do to complete more goals next year?


What actions could you take to improve your job performance in the next evaluation period?


Would you like to alter anything about your current position to add value to the organization?


What are your future plans for five years from now?