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Recognition - Performance Management Assessment Sample #9





Performance Management System:

Performance Assessments that include Recognition:
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.
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Recognition

Finds opportunities to recognize others. Lets employees know when they have done well Recognizes the abilities and skills of self and others Is sincerely interested in the suggestions of co-workers
Unsatisfactory
Satisfactory
Exceeds Expectations
Comments:

Developing Others

Sets performance objectives for subordinates that encourages development opportunities. Creates a work environment that fosters positive feedback to employees. Creates opportunities for professional development. Tries to ensure employees are ready to move to the next level.
Unsatisfactory
Satisfactory
Exceeds Expectations
Comments:

Business Acumen

Involves key stakeholders (employees, customers, investors, partners) in the planning process to gain diverse perspectives and buy-in. Collects valuable customer insights to ensure our services meet their needs. Fosters a critical analysis of events and issues. Shares information on best practices to facilitate business workflows and operations during times of transition and changes in personnel.
Unsatisfactory
Satisfactory
Exceeds Expectations
Comments:

Fiscal Management

Ensures others follow the correct rules and regulations on fiscal matters. Monitors spending. Develops of the department's annual budget. Develops budgets and plans for various programs and initiatives.
Unsatisfactory
Satisfactory
Exceeds Expectations
Comments:

Communication Skills

Delivers clear and concise instructions. Accurately attends to/understands ideas which are exchanged. Writes complete and developmentally-oriented performance appraisals with clear goals, using SMART criteria Confidently interacts with all tiers of the organization.
Unsatisfactory
Satisfactory
Exceeds Expectations
Comments:

Self Management

Steps away from a situation to process appropriate response. Deals with conflict by controlling own emotions by listening, being flexible, and sincere in responding. Analyzes interpersonal problems instead of reacting to them. Analyzes own reactions on the spot to ensure that communication does not appear to be driven by anger.
Unsatisfactory
Satisfactory
Exceeds Expectations
Comments:

Punctuality

Arrives to meetings on time. Maintains an efficient schedule of activities. Starts meetings on time. Conducts appointments at scheduled start time.
Unsatisfactory
Satisfactory
Exceeds Expectations
Comments:

Analytical

Identifies trends and patterns in data can lead to valuable insights and strategic decisions. Considers the context in which information was produced. Finds trends in data to helped make important decisions. Evaluates whether the information is specific enough to be meaningful.
Unsatisfactory
Satisfactory
Exceeds Expectations
Comments:

Innovation

Optimizes the innovation process by incorporating feedback and lessons learned from previous experiences. Analyzes current procedures and identifies opportunities for improvement. Coordinates the activities of the innovation steering committee. Encourages a diverse range of ideas and perspectives to cultivate an environment where innovation thrives.
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?