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


Planning

Accurately estimates the amount of materials/supplies needed for the project. Reorders the schedule of events to maximize attendance/efficiency. Plans for how to allocate time to specific activities. Plans for future staffing needs.
How have you performed this competency and what are your plans for improvement in this area?

Strategic Focus

Exhibits a strategic orientation to identify and capitalize on opportunities to advance the organization. Strategically focuses efforts to improve operational efficiencies. Identifies and focuses resources on strategic growth opportunities. Looks for opportunities to enhance contributions to the bottom line.
How have you performed this competency and what are your plans for improvement in this area?

Action

Moves forward on important projects. Acts immediately instead of waiting for someone else to solve the issue. Fixes small issues before they become critical incidents. Is proactive in developing solutions to problems.
How have you performed this competency and what are your plans for improvement in this area?

Professional Development

Allows employees to fully participate in employee training and professional development. Encourages employees to take courses relevant to their job. 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

Avoids making personal phone calls during working hours. Responds to requests for information in a timely manner. Invoices clients on a timely basis. Starts the workday when scheduled.
How have you performed this competency and what are your plans for improvement in this area?

Management

Delegate tasks effectively Makes you feel enthusiastic about your work Keep staff informed about what is happening in the company 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

Maintains good working relationships with employees. Has a strong work ethic that inspires others. Oversees the work of a group of employees. Provides feedback referencing specific instances or examples of behaviors.
How have you performed this competency and what are your plans for improvement in this area?

Analytical

Identifies the root cause of a problem. Prioritizes various actions to be taken when solving a problem. Implements data validation techniques and methods. Analyzes issues and reduces them to their component parts.
How have you performed this competency and what are your plans for improvement in this area?

Time Management

Ranks tasks based on importance to maximize available time. Achieves more through effective time management. Does not procrastinate. Never late for work.
How have you performed this competency and what are your plans for improvement in this area?

Juggling Multiple Responsibilities

Begins tasks as soon as possible. Observes, analyzes, and responds to merchandise needs while serving customers and accomplishing operational tasks. Uses a scheduler/planner to keep tasks organized and on time. Builds in extra time in the schedule for unplanned events/occurrences.
How have you performed this competency and what are your plans for improvement in this area?

Technology Use/Management

Maximizes the use of new technology to deliver products and services. Identifies gaps between actual and needed technical competencies and provides recommendations for required training. Uses technology in decision making and problem solving. Applies complex rules and regulations to maintain optimal system performance.
How have you performed this competency and what are your plans for improvement in this area?

Safety

Works to implement corrective safety measures. Mitigates hazards and safety issues that arise. Identifies predictable hazards in the workplace. 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?