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Persuasion and Influence - Performance Management Assessment Sample #2





Performance Management System:

Performance Assessments that include Persuasion and Influence:
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 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:
Persuasion and Influence, Creativity, Action, Change Management, Technology Use/Management, Excellence, Regulatory/Compliance, Trustworthy, Strategic Insight, Planning

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 think are your most valuable qualities in your current role? Could you explain on how these strengths have contributed to your success and impact at work?



  4. Discuss the aspects of your performance that you believe could benefit from further development? Please provide some details on how you plan to address these areas for improvement, and any resources or support that might help you enhance your skills and effectiveness in your role.


Part 2: Job Competencies

Rating Scale:

Exceeds ExpectationsPerformance 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.
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Persuasion and Influence

Able to express own goals and needs. Develops a good rapport with others. Has excellent influencing/negotiating skills. Communicates effectively with others.
Unsatisfactory
Satisfactory
Exceeds Expectations
Comments:

Creativity

Creates a lot of new ideas. Is creative and inspirational. Is creative. Conceives, implements and evaluates ideas.
Unsatisfactory
Satisfactory
Exceeds Expectations
Comments:

Action

Anticipates critical incidents in the department and takes steps to mitigate their effect. Acts immediately instead of waiting for someone else to solve the issue. Creates innovative products and services. Takes advantage of changes to the current situation.
Unsatisfactory
Satisfactory
Exceeds Expectations
Comments:

Change Management

Effective in implementing new organizational vision and values. Develops a strategy for implementing changes. Supports new initiatives for organizational changes to improve effectiveness. Able to get team members to change their attitudes.
Unsatisfactory
Satisfactory
Exceeds Expectations
Comments:

Technology Use/Management

Applies complex rules and regulations to maintain optimal system performance. Maximizes the use of new technology to deliver products and services. Supports employee training and development initiatives regarding implementation of technology. Adopts the implementation of new technology into the workplace.
Unsatisfactory
Satisfactory
Exceeds Expectations
Comments:

Excellence

Demonstrates the analytical skills to do their job. Takes a lot of pride in their work. Keeps themselves and others focused on constant improvement. Is planful and organized.
Unsatisfactory
Satisfactory
Exceeds Expectations
Comments:

Regulatory/Compliance

Responds promptly to inquiries from regulatory bodies. Offers training on various subjects to help ensure employees are aware of regulations. Develops the appropriate incentives (or disincentives) for regulatory compliance. Appoints a supervisory committee to ensure effective oversight of the organization.
Unsatisfactory
Satisfactory
Exceeds Expectations
Comments:

Trustworthy

Demonstrates a sense of responsibility and commitment to public trust. Communicates an understanding of the other person's interests, needs and concerns. Delivers on promises made. Takes ownership, delivers on commitments
Unsatisfactory
Satisfactory
Exceeds Expectations
Comments:

Strategic Insight

Anticipates business cycles and trends and makes adjustments in a timely manner. Converses with customers and clients to get a better insight into their personal needs. Creates strategies that significantly benefit the Company. Allocates proper resources for employee training to meet future needs based on insight into employee skill levels.
Unsatisfactory
Satisfactory
Exceeds Expectations
Comments:

Planning

Conducts regular assessments of the project status to ensure adherence to the set schedule. Notifies staff when the plan is not on schedule. Anticipates obstacles and ways to overcome them. Determines the allocation of funds based on plans for future development.
Unsatisfactory
Satisfactory
Exceeds Expectations
Comments:

Part 3: Your Individual Development Plan

Short-term Goals
What goals do you wish to accomplish in the next year?


Long-term Goals
What goals do you wish to accomplish within the next 2 to 3 years?


Skill Acquisition
Describe the new skills you aim to acquire during the upcoming evaluation period? Please include specific areas of expertise or knowledge you intend to develop, and how these skills will enhance your performance and contribute to the company's overall success. Additionally, it would be helpful to list your plans for learning these skills, such as any courses, workshops, or mentorship opportunities you plan to pursue.