Project Management - Performance Management Assessment Sample #4





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)
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.

Project Management

Unsatisfactory Satisfactory Exceptional
  1. Ensures the project is executed on time and on budget.
  1. Locates the equipment and supplies needed for the project.
  1. Responds quickly and appropriately to unforeseen problems.

Leadership

Unsatisfactory Satisfactory Exceptional
  1. Effectively leads others.
  1. Gives direct, constructive, and actionable feedback.
  1. Sets a high level of performance expectations and challenges others to do the same.

Persuasion and Influence

Unsatisfactory Satisfactory Exceptional
  1. Seeks to obtain consensus or compromise.
  1. Able to express own goals and needs.
  1. Persuades others to consider alternative points of view.

Performance

Unsatisfactory Satisfactory Exceptional
  1. ...Overall Performance
  1. Effective in performing his/her job.
  1. Works well in this position.

Quality

Unsatisfactory Satisfactory Exceptional
  1. Develops processes to enhance quality standards.
  1. Creates effective policies regarding quality of services and products.
  1. Sets benchmarks for quality improvements.

Time Management

Unsatisfactory Satisfactory Exceptional
  1. Manages the workload effectively in order to stay on schedule.
  1. Prioritizes major tasks over smaller ones.
  1. Is concerned about adhering to the schedule.

Commitment To Result

Unsatisfactory Satisfactory Exceptional
  1. Willing to do whatever it takes-not afraid to have to put in extra effort.
  1. Conveys strong sense of own pride in Company to associates by creating a shared vision around sales and customer service.
  1. Maintains persistence and dedication to achieving results.

Coaching

Unsatisfactory Satisfactory Exceptional
  1. Addresses employee behavior problems effectively.
  1. Develops the skills and capabilities of others.
  1. Conducts regular performance appraisals and feedback.

Conflict Management

Unsatisfactory Satisfactory Exceptional
  1. Identifies strategies to prevent the recurrence of issues.
  1. Clearly expresses expectations to others.
  1. Encourages individuals to seek areas of common ground.

Recognition

Unsatisfactory Satisfactory Exceptional
  1. Lets employees know when they have done well
  1. Is sincerely interested in the suggestions of co-workers
  1. Reinforces and rewards employees for accomplishing necessary goals.

Fiscal Management

Unsatisfactory Satisfactory Exceptional
  1. Keeps excellent records for financial transparency.
  1. Develops of the department's annual budget.
  1. Effective in using Company's resources.


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