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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.


Competencies Included:
Project Management, Accountability, Integrity, Professional Development, Leadership, Delegation, Innovation, Technical, Safety, Interpersonal Skills, Responsible, Strategic Insight, Global Perspective

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.
Edit this Survey
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Project Management

Researches potential solutions to meet the constraints of the project. Understands the budget constraints for the project. Implements risk mitigation strategies to help move the project to successful completion. Inspires the project implementation team to achieve success.
Unsatisfactory
Satisfactory
Exceeds Expectations
Comments:

Accountability

Encourages employees to take on greater responsibilities. Regularly completes tasks on time. Establishes who is responsible for various aspects of the project. Takes full responsibility for team's lack of progress.
Unsatisfactory
Satisfactory
Exceeds Expectations
Comments:

Integrity

Develops trust and confidence from others. Fosters an environment built upon trust. Fosters a high standard of ethics and integrity. Establishes relationships of trust, honesty, fairness, and integrity.
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 continuous learning. Quickly acquire and apply new knowledge and skills when needed
Unsatisfactory
Satisfactory
Exceeds Expectations
Comments:

Leadership

Sets a high level of performance expectations and challenges others to do the same. Provides resources to enable individuals to develop professionally. Highly effective supervisor. Sets clear goals and objectives for subordinates.
Unsatisfactory
Satisfactory
Exceeds Expectations
Comments:

Delegation

Defines goals and objectives for subordinates. Entrusts subordinates with important tasks. Clearly defines duties and tasks to be completed. Defines the roles, responsibilities, required actions, and deadlines for team members.
Unsatisfactory
Satisfactory
Exceeds Expectations
Comments:

Innovation

Generates innovative and practical solutions. Ensures that employees feel safe to take risks and experiment without the fear of failure or retribution. Creates innovative methods of developing business opportunities. Adjusts creative approaches to ensure they meet both short-term and long-term business goals.
Unsatisfactory
Satisfactory
Exceeds Expectations
Comments:

Technical

Keeps current with technical advances within his/her professional discipline; embraces and applies new techniques and practices Willingly shares information and expertise; sought out as resource by others Seeks information from others as needed. Knows how to produce high quality products/work.
Unsatisfactory
Satisfactory
Exceeds Expectations
Comments:

Safety

Ensures compliance with safety regulations. Creates accurate and effective measures of safety. Participates in safety training when available. Performs work safely.
Unsatisfactory
Satisfactory
Exceeds Expectations
Comments:

Interpersonal Skills

Builds a strong rapport with co-workers. Builds strong relationships with team members. Honest about owning up to mistakes made. Expresses appreciation of other's work.
Unsatisfactory
Satisfactory
Exceeds Expectations
Comments:

Responsible

Is a person you can trust. Completes assigned work tasks. Sets a good example. Works in a way that makes others want to work with her/him.
Unsatisfactory
Satisfactory
Exceeds Expectations
Comments:

Strategic Insight

Meets with customers to gain insight into their core needs and how best to serve them. Lets employees know how their roles contribute toward the achievement of strategic company objectives. Creates values statement to ensure all employees are working under the same guiding principles. Identifies root causes of problems.
Unsatisfactory
Satisfactory
Exceeds Expectations
Comments:

Global Perspective

Builds working relationships with others across cultures. Respects individual differences. Comfortable using teleconferencing equipment to facilitate meetings with others abroad. Volunteers for experiences and assignments abroad.
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?