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Problem Solving - Performance Management Assessment Sample #4





Performance Management System:

Performance Assessments that include Problem Solving:
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 limit on responses at the extreme ends of the scale. For this example, you are limited to selecting a response of "Exceptional" to no more than 5 items and a response of "Unsatisfactory" to no more than 5 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.


Your assessment is limited in the number of ratings that you can give as Exceptional or as Unsatisfactory. This form will limit the number of items that you can rate at the extreme ends of the scale. Once you have reached the limit, the computer will prevent you from selecting any more of that rating.
Rating Limit: Please note: You are limited to no more than 5 responses of "Exceptional" and 5 responses of "Unsatisfactory". Once you check the 5th item with that response, the remaining unchecked options will be removed.
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Problem Solving

Unsatisfactory Satisfactory Exceptional
  1. Gets buy-in from constituents before implementing solutions.
  1. Create a timeline for completing the action steps including deadlines for each task and milestones to be achieved.
  1. Optimizes resource utilization, reducing waste and maximizing efficacy of the solutions implemented.

Adaptability

Unsatisfactory Satisfactory Exceptional
  1. Works effectively with various personalities of team members.
  1. Is aware of changes in the environment.
  1. Learns from personal experiences and/or mistakes.

Emotional Intelligence

Unsatisfactory Satisfactory Exceptional
  1. Is able to control their own emotions.
  1. Is able to manage their own emotions.
  1. Helps to make decisions and solve problems using knowledge about how others will react in certain situations.

Supervisory Skills

Unsatisfactory Satisfactory Exceptional
  1. Facilitates team members working well together.
  1. Makes sure employees are accomplishing important objectives.
  1. Fosters a positive work environment in the department.

Analytical

Unsatisfactory Satisfactory Exceptional
  1. Able to prepare appropriate visualizations of data in charts, graphs, and reports.
  1. Makes reasonable decisions about the importance of different sources of information.
  1. Synthesizes data from multiple sources to draw logical conclusions.

Change Management

Unsatisfactory Satisfactory Exceptional
  1. Works cooperatively with others to implement changes.
  1. Inspires others to accept changes.
  1. Develops a strategy for implementing changes.

Technical

Unsatisfactory Satisfactory Exceptional
  1. Willingly shares his/her technical expertise; sought out as resource by others
  1. Is naturally sought out by people outside his/her particular area for advice and opinion on a broad range of matters - not necessarily solely legal advice.
  1. Knows how to produce high quality products/work.

Partnering/Networking

Unsatisfactory Satisfactory Exceptional
  1. Collaborates effectively with team members to achieve shared objectives and meet collective needs.
  1. Strives to cultivate and maintain a partnership based on trust and commitment in relationships.
  1. Uses networks of personal contacts to gain introductions to others who may have valuable information.

Planning

Unsatisfactory Satisfactory Exceptional
  1. Allows input from others for the 5-year plan.
  1. Determines the allocation of funds based on plans for future development.
  1. Develops a detailed plan outlining tasks, resources, timelines, and deliverables.


Part 3: Individual Productivity and/or SMART Goals

First Quarter Project


Third Quarter Project


Part 4: Team Productivity and/or SMART Goals

First Quarter Project


Third Quarter Project