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Planning - Performance Management Assessment Sample #8





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)
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:
Planning, Strategic Focus, Action, Professional Development, Punctuality, Management, Supervisory Skills, Analytical, Time Management, Juggling Multiple Responsibilities, Technology Use/Management, Safety

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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Planning

Creates effective project plans. Establishes and monitors timeframes and timelines. Reduces uncertainty in the department through clear planning and schedules. Able to develop logistics plans to move material through a multi-step supply chain.
How have you performed this competency and what are your plans for improvement in this area?

Strategic Focus

Undertakes a SWOT analysis to determine the best strategy to move forward. Identifies and addresses strategic risks impacting operations. Exhibits a strategic orientation to identify and capitalize on opportunities to advance the organization. Develops strategies that are practical and can be feasibly implemented within a reasonable period of time.
How have you performed this competency and what are your plans for improvement in this area?

Action

Looks for extra ways to help the department achieve performance goals. Undertakes actions to achieve specific goals. Leverages skills and resources to exceed performance expectations. Ensures that the team's tasks align with its overall objectives.
How have you performed this competency and what are your plans for improvement in this area?

Professional Development

Encourages employees to take courses relevant to their job. Quickly acquire and apply new knowledge and skills when needed Seeks opportunities for continuous learning. Contributing fully to the extent of their skills
How have you performed this competency and what are your plans for improvement in this area?

Punctuality

Responds to requests for information in a timely manner. Conducts appointments at scheduled start time. Avoids making personal phone calls during working hours. Starts meetings on time.
How have you performed this competency and what are your plans for improvement in this area?

Management

Keep staff informed about what is happening in the company Is ready to offer help Sets an example for others to follow Takes responsibility for things that go wrong
How have you performed this competency and what are your plans for improvement in this area?

Supervisory Skills

Introduces targeted training and development initiatives to address and elevate subpar performance. Enforces workplace rules fairly. Coaches and mentors others to achieve higher performance levels. Implements disciplinary policy in accordance with the union contract
How have you performed this competency and what are your plans for improvement in this area?

Analytical

Organizes data in a way that simplifies its interpretation and comparisons. Easily able to separate a process/procedure into its component parts. Creates new ways of interpreting the data. Uses a methodical approach to the understanding and resolving of problems.
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. Regularly delivers results on-time. Sets goals to complete specific parts of the project by certain times to keep on schedule. Stops doing things that have suddenly become unnecessary or irrelevant.
How have you performed this competency and what are your plans for improvement in this area?

Juggling Multiple Responsibilities

Keeps track of multiple assignments and deadlines. Spends the most time and effort on critical tasks first. Avoids bottlenecks in progress by assigning multiple individuals to critical tasks. Is aware of the deadlines for specific tasks/assignments.
How have you performed this competency and what are your plans for improvement in this area?

Technology Use/Management

Supports technical training and development of employees. Identifies gaps between actual and needed technical competencies and provides recommendations for required training. Maximizes the use of new technology to deliver products and services. Proficient in the use of technical systems and processes.
How have you performed this competency and what are your plans for improvement in this area?

Safety

Develops safety guidelines for the department. Supports safety programs and procedures. Creates accurate and effective measures of safety. Supports our company's safety programs.
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?