Project Management - Performance Management Assessment Sample #9





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.


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?


Instructions: In this example assessment, there are 4 possible Overall Scores:
  1. Score >= 2.8 is Outstanding (O)
  2. Score >=2.5 is Exceeds Expectations (E)
  3. Score >=1.6: Meets Expectations (M)
  4. Otherwise: Did not meet expectations (D)
The actual numeric value is shown at the bottom of this assessment form. A single letter grade representing the Overall Rating is shown here at the top of the form.

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.

Score
0.0
Letter Grades
Score >= 2.8 is Outstanding (O)
Score >=2.5 is Exceeds Expectations (E)
Score >=1.6: Meets Expectations (M)
Otherwise: Did not meet expectations (D)



As you make ratings on the form below, the employee's overall score will be displayed in the floating box at the top of the screen.

Project Management

Has detailed knowledge about the project and can adapt the project plan as needed. Anticipates potential problems and institutes controls and contingency plans to address them. Understands what software tools are available to be used to manage the project. Ensures the project is executed on time and on budget.
Unsatisfactory
Satisfactory
Exceeds Expectations
Comments:

Accountability

Can be counted on to do what they say they are going to do. Understands the importance of holding employees accountable for their work. Takes full responsibility for project outcomes. Encourages employees to take on greater responsibilities.
Unsatisfactory
Satisfactory
Exceeds Expectations
Comments:

Integrity

Does what was promised. Demonstrates honesty and truthfulness at all times. Fosters a high standard of ethics and integrity. Protects the integrity and confidentiality of information
Unsatisfactory
Satisfactory
Exceeds Expectations
Comments:

Professional Development

Allows employees to fully participate in employee training and professional development. Contributing fully to the extent of their skills Seeks opportunities for professional development. Encourages employees to take courses relevant to their job.
Unsatisfactory
Satisfactory
Exceeds Expectations
Comments:

Leadership

Sits down regularly with employees to review their job performance. Able to influence others. Effectively leads others. Sets clear goals and objectives for subordinates.
Unsatisfactory
Satisfactory
Exceeds Expectations
Comments:

Delegation

Defines goals and objectives for subordinates. Assigns tasks to create learning opportunities for the employees. Encourages and empowers subordinates to use initiative in achieving goals and objectives. Allows employees to decide how they wish to complete the tasks.
Unsatisfactory
Satisfactory
Exceeds Expectations
Comments:

Innovation

Fosters a creative and innovative work environment. Searches for opportunities and innovative ways to improve the organization. Creates a safe environment for idea-sharing. Suggests new ideas at meetings.
Unsatisfactory
Satisfactory
Exceeds Expectations
Comments:

Technical

Keeps current with technical advances within his/her professional discipline; embraces and applies new techniques and practices Uses expertise to identify issues and think through creative solutions to get a problem solved or objective accomplished. Willingly shares information and expertise; sought out as resource by others Knows how to produce high quality products/work.
Unsatisfactory
Satisfactory
Exceeds Expectations
Comments:

Safety

Identifies and addresses safety needs. Creates accurate and effective measures of safety. Committed to safety in the workplace. Ensures that all supervisors are aware of regulatory and compliance measures.
Unsatisfactory
Satisfactory
Exceeds Expectations
Comments:

Interpersonal Skills

Shows appreciation for other's work. Able to work with individuals at all levels of the Company. Works diligently to assist customers in finding the right products. Provides constructive feedback in a way that fosters acceptance and development.
Unsatisfactory
Satisfactory
Exceeds Expectations
Comments:

Responsible

Behavior is ethical and honest. Responsible for setting the vision of the department. Sets a good example Sets a good example.
Unsatisfactory
Satisfactory
Exceeds Expectations
Comments:

Strategic Insight

Creates a mission statement describing the purpose for the organization. Identifies potential problems before they become critical incidents. Converses with customers and clients to get a better insight into their personal needs. Adjusts strategic plans based on insights gathered from different points of view.
Unsatisfactory
Satisfactory
Exceeds Expectations
Comments:

Global Perspective

Cooperates with others on a global scale. Can effectively deliver presentations to international clients. Aligns personal vision with global strategies. Develops both the cultural awareness and business skills to grow our business in all countries, and work effectively across borders with employees, customers, and shareowners.
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
What new skills do you plan to acquire within the next evaluation period?