Planning - Performance Management Assessment Sample #5





Performance Management System:

Performance Assessments that include Planning:
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

Planning

Unsatisfactory Satisfactory Exceptional
  1. Ensures everyone in the department is onboard with the current plan.
  1. Assigns the right tasks to the right people and holds them accountable.
  1. Anticipates resources needed to successfully implement a plan or project.

Fiscal Management

Unsatisfactory Satisfactory Exceptional
  1. Develops of the department's annual budget.
  1. Provides budgeting and accounting support to the Company.
  1. Develops budgets and plans for various programs and initiatives.

Bias for Action

Unsatisfactory Satisfactory Exceptional
  1. Identifies ways to simplify work processes and reduce cycle times
  1. Coach others to foster an environment which can adapt quickly and willingly to rapid change.
  1. Motivates others to achieve or exceed goals

Cultural Awareness

Unsatisfactory Satisfactory Exceptional
  1. Treats others with dignity and respect.
  1. Is curious and willing to ask questions about the cultural differences in the workplace.
  1. Hires individuals with different cultural backgrounds for the department.

Managing Performance

Unsatisfactory Satisfactory Exceptional
  1. Determines the operational standards needed for performance of the job.
  1. Is proactive in administering the rewards program.
  1. Communicates OKRs to employees regularly during monthly meetings.

Results Oriented

Unsatisfactory Satisfactory Exceptional
  1. Persists in seeking objectives despite obstacles or setbacks.
  1. Measures progress toward the goal.
  1. Inspires and motivates co-workers to be productive and energetic at work

Technical

Unsatisfactory Satisfactory Exceptional
  1. Willingly shares information and expertise; sought out as resource by others
  1. Seeks information from others as needed.
  1. Demonstrates mastery of the technical competencies required in his/her work.

Excellence

Unsatisfactory Satisfactory Exceptional
  1. Can be counted on to add value wherever they are involved.
  1. Produces high quality work.
  1. Demonstrates the functional or technical skills necessary to do their job.

Customer Focus

Unsatisfactory Satisfactory Exceptional
  1. Sets an example for excellent customer relations.
  1. Provides training to others on how to improve customer service.
  1. Able to handle difficult customers.

Recognition

Unsatisfactory Satisfactory Exceptional
  1. Reinforces and rewards employees for accomplishing necessary goals.
  1. Recognizes team members who offer a significant contribution to a project.
  1. Is sincerely interested in the suggestions of co-workers


Part 3: Individual Productivity and/or SMART Goals

Employee Comments


Supervisor Comments


Part 4: Team Productivity and/or SMART Goals

Employee Comments


Supervisor Comments