Project Management - Performance Management Assessment Sample #2





Performance Management System:

Performance Assessments that include Project Management:
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:
Project Management, Communication Skills, Management, Administrative Skill, Initiative, Change Management, Clarity, Managing Risk, Business Acumen, Organizational Fluency, Vision

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.

Project Management

Keeps stakeholders informed of progress on the project. Identifies the potential risks for each phase of the project. Establishes the sequence of steps needed to complete the project. Creates the implementation strategy for the project.
Unsatisfactory
Satisfactory
Exceeds Expectations
Comments:

Communication Skills

Can effectively deliver presentations. Mentors others on enhancing their written communication. Keeps the supervisor informed about achievements and milestones. Uses ideas and perspectives to persuade others.
Unsatisfactory
Satisfactory
Exceeds Expectations
Comments:

Management

Keep staff informed about what is happening in the company Makes you feel enthusiastic about your work Is ready to offer help Sets an example for others to follow
Unsatisfactory
Satisfactory
Exceeds Expectations
Comments:

Administrative Skill

Strong organizational skills to keep the workspace and department in order Able to develop, justify and present a budget. Completes reports on-time. Accurately implements contract provisions.
Unsatisfactory
Satisfactory
Exceeds Expectations
Comments:

Initiative

Initiates draft reports for consideration. Capitalizes on opportunities as they become available. Acts quickly to address any issues or problems. Guides strategic initiatives to advance the department/organization.
Unsatisfactory
Satisfactory
Exceeds Expectations
Comments:

Change Management

Effective in dealing with ambiguous and challenging situations. Assists others in understanding changes to the organization. Effective in implementing new organizational vision and values. Inspires others to want to change.
Unsatisfactory
Satisfactory
Exceeds Expectations
Comments:

Clarity

Avoids creating ambiguity or mixed messages. Adjusts communication methods to the needs of the audience. Makes sure employees understand why they were given certain assignments. Writes clear job descriptions for positions in the organization.
Unsatisfactory
Satisfactory
Exceeds Expectations
Comments:

Managing Risk

Designs risk management activities that support the success of the company. Is responsible for regulatory, strategic, operational and project risk management. Uses risk management to make better strategic decisions. Uses risk data to generate insights and drive strategic decisions.
Unsatisfactory
Satisfactory
Exceeds Expectations
Comments:

Business Acumen

Considers environmental, social, and governance (ESG) factors to ensure the business is sustainable in the long run. Recognizes trends in underlying data. Is up-to-date with regulatory guidelines and policies. Periodically assesses the current market environment.
Unsatisfactory
Satisfactory
Exceeds Expectations
Comments:

Organizational Fluency

Effective in communicating with others within the organization. Anticipates problems that may affect the department. Able to use corporate politics to advance department objectives. Adept at navigating within the culture of the department.
Unsatisfactory
Satisfactory
Exceeds Expectations
Comments:

Vision

Inspires individuals to achieve success by clearly communicating the organization's vision and motivating them to align their personal goals with this vision. Transforms the department's vision into a clearly defined, actionable set of goals and a comprehensive strategic plan. Establishes the direction and strategy for the organization. Leads employees in new directions.
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.