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Safety - Performance Management Assessment Sample #9





Performance Management System:

Performance Assessments that include Safety:
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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Safety

Participates in safety training as applicable. Seeks to reduce the likelihood of accidents. Keeps accurate safety records. Works to implement corrective safety measures.
Unsatisfactory
Satisfactory
Exceeds Expectations
Comments:

Change Management

Inspires others to want to change. Facilitates change with minimal resistance. Develops plans for following through on the changes. Addresses organizational and departmental resistance to changes.
Unsatisfactory
Satisfactory
Exceeds Expectations
Comments:

Technical

Willingly shares information and expertise; sought out as resource by others Willingly shares his/her technical expertise; sought out as resource by others Knows how to produce high quality products/work. Demonstrates mastery of the technical competencies required in his/her work.
Unsatisfactory
Satisfactory
Exceeds Expectations
Comments:

Client Focus

Anticipates resources needed to meet the client needs. Is committed to resolving client issues in a positive way. Prioritizes the needs and preferences of the client. Uses feedback from the client to help improve the client's experience.
Unsatisfactory
Satisfactory
Exceeds Expectations
Comments:

Teamwork

Coaches team on how to solve problems, plan, and meet organizational goals and objectives. Establishes good rapport with team members. Takes the time to actively listen to other team member's perspectives. Provides assistance and support to other team members when needed
Unsatisfactory
Satisfactory
Exceeds Expectations
Comments:

Organizational Fluency

Able to explain departmental policies and procedures to others. Anticipates problems that may affect the department. Is aware of other organizational cultures to compare/contrast with the current organizational culture. Understands the current organizational culture.
Unsatisfactory
Satisfactory
Exceeds Expectations
Comments:

Adaptability

Accommodates changes as needed. Is open to changes in policies and procedures. Adjusts to new plans and procedures. Performs a wide range of tasks, responds to changes in direction and priorities and accepts new challenges, responsibilities, and assignments.
Unsatisfactory
Satisfactory
Exceeds Expectations
Comments:

Professional Development

Encourages employees to take courses relevant to their job. Keep themselves up-to-date of technical/professional issues Demonstrate enthusiasm and a willingness to learn new skills and knowledge Allows employees to fully participate in employee training and professional development.
Unsatisfactory
Satisfactory
Exceeds Expectations
Comments:

Cultural Awareness

Respects the views offered by individuals with different cultural backgrounds. Aware of their own cultural views. Recognizes and values individual and cultural differences. Develops skills and attitudes to bridge cultural differences.
Unsatisfactory
Satisfactory
Exceeds Expectations
Comments:

Delegation

Delegates authority and responsibility to subordinates and holds them accountable for their actions. Entrusts subordinates with important tasks. Defines the roles, responsibilities, required actions, and deadlines for team members. Sets clear and reasonable expectations for others and follows through on their progress.
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?