Self-Management - Performance Management Assessment Sample #1





Performance Management System:

Performance Assessments that include Self-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 list of your significant accomplishments and any team projects you completed during this evaluation period. Be sure to include a description of the purpose of each project and your specific contributions.
  2. This information will help us recognize your efforts and understand the impact of your work.



  3. Please detail any professional development activities you have engaged in, such as
    college courses, additional training, seminars, and trade magazine readings.



  4. What do you consider your greatest strengths in your current job?



  5. Which areas of your performance at the company do you feel need improvement?





Part 2: Job Competencies

Rating Scale:

5: 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.
4: Very GoodThe employee consistently exhibits strong performance across nearly all competencies, skills, and responsibilities. They often surpass expectations when executing their tasks, with minimal preventable or controllable errors. Furthermore, they make significant contributions to their team(s) and are highly regarded and sought after within their team(s).
3: 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.
2: Needs ImprovementThe employee falls short of the high expectations for this competency and does not sufficiently achieve assigned task objectives or fulfill all responsibilities. The employee has not demonstrated sustained improvement or maintained the necessary skill set. Performance must improve within the specified time frame set by the manager.
1: 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.

Self Management

Unsatisfactory
Needs
Improvement
Satisfactory
Very
Good
Exceptional
Steps away from a situation to process appropriate response. Deals with conflict by controlling own emotions by listening, being flexible, and sincere in responding. Consciously controls own negative emotions in order to keep team morale up.

Continual Improvement

Unsatisfactory
Needs
Improvement
Satisfactory
Very
Good
Exceptional
Looks for ways to expand current job responsibilities. Analyzes processes to determine areas for improvement. Searches for new methods, techniques, and processes that increase efficiency and reduce costs.

Emotional Intelligence

Unsatisfactory
Needs
Improvement
Satisfactory
Very
Good
Exceptional
Is able to control their own emotions. Accurately perceives the emotional reactions of others. Is attentive to emotional cues and interprets others' feelings correctly.

Adaptability

Unsatisfactory
Needs
Improvement
Satisfactory
Very
Good
Exceptional
Adjusts plans to meet the needs of new constraints. Handles changes easily. Easily accepts new responsibilities.

Bias for Action

Unsatisfactory
Needs
Improvement
Satisfactory
Very
Good
Exceptional
Conveys a sense of urgency about addressing problems and opportunities Coach others to foster an environment which can adapt quickly and willingly to rapid change. Completes work on time

Supervisory Skills

Unsatisfactory
Needs
Improvement
Satisfactory
Very
Good
Exceptional
Gives employees the ability to complete their tasks as they see fit. Encourages employees to take responsibility for mistakes. Enforces workplace rules fairly.

Quality

Unsatisfactory
Needs
Improvement
Satisfactory
Very
Good
Exceptional
Develops processes to enhance quality standards. Creates a culture of quality standards in the workplace. Committed to the improvement of the quality of services and products.

Time Management

Unsatisfactory
Needs
Improvement
Satisfactory
Very
Good
Exceptional
Optimizes time management through automation. Consistently meets the project schedule. Combines tasks to save time.

Commitment To Result

Unsatisfactory
Needs
Improvement
Satisfactory
Very
Good
Exceptional
Conveys strong sense of own pride in Company to associates by creating a shared vision around sales and customer service. Creates a sense of urgency among the store team members to complete activities, which drive sales. Encourages commitment in others to obtain results.

Technology Use/Management

Unsatisfactory
Needs
Improvement
Satisfactory
Very
Good
Exceptional
Supports technical training and development of employees. Supports employee training and development initiatives regarding implementation of technology. Applies complex rules and regulations to maintain optimal system performance.

Managing Risk

Unsatisfactory
Needs
Improvement
Satisfactory
Very
Good
Exceptional
Bases decisions on patterns found in fluid/changing information. Is concerned about process safety management. Effectively manages risk for the department.

Responsible

Unsatisfactory
Needs
Improvement
Satisfactory
Very
Good
Exceptional
Completes assigned work tasks. Is a person you can trust. Responsible for setting the vision of the department.

Empowering Others

Unsatisfactory
Needs
Improvement
Satisfactory
Very
Good
Exceptional
Encourages employees to take the initiative when responding to an issue. Avoids micromanaging their employees. Gives employees the authority to act on their own.

Others

Unsatisfactory
Needs
Improvement
Satisfactory
Very
Good
Exceptional
Works effectively with people from other departments. Constructively receives criticism and suggestions from others. Able to see issues from others' perspectives.

Planning

Unsatisfactory
Needs
Improvement
Satisfactory
Very
Good
Exceptional
Establishes a course of action for self and others to accomplish specific goals. Understands what materials will be required to successfully implement the plan. Develops proper plans to ensure seamless flow of materials through logistics.

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?