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Self-Management - Performance Management Assessment Sample #4





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)
Limiting Feature: This assessment example features a limit on responses at the extreme ends of the scale. For this example, you are limited to selecting a response of "Exceptional" to no more than 5 items and a response of "Unsatisfactory" to no more than 5 items.
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?


Part 2: Job Competencies

Rating Scale:

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.
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.


Your assessment is limited in the number of ratings that you can give as Exceptional or as Unsatisfactory. This form will limit the number of items that you can rate at the extreme ends of the scale. Once you have reached the limit, the computer will prevent you from selecting any more of that rating.
Rating Limit: Please note: You are limited to no more than 5 responses of "Exceptional" and 5 responses of "Unsatisfactory". Once you check the 5th item with that response, the remaining unchecked options will be removed.
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Self Management

Unsatisfactory Satisfactory Exceptional
  1. Steps away from a situation to process appropriate response.
  1. Uses patience and self-control in working with customers and associates.
  1. Analyzes interpersonal problems instead of reacting to them.

Continual Learning

Unsatisfactory Satisfactory Exceptional
  1. Pursues professional development opportunities when they arise.
  1. Pursues learning that will enhance job performance.
  1. Views setbacks as opportunities to learn from.

Adaptability

Unsatisfactory Satisfactory Exceptional
  1. Can take on new assignments.
  1. Adjusts to new plans and procedures.
  1. Embraces change and fosters an open-minded environment.

Leadership

Unsatisfactory Satisfactory Exceptional
  1. Motivates and challenges employees to attain a shared vision.
  1. Takes ownership and accountability for results
  1. Motivates others to reach and exceed organizational goals and objectives.

Persuasion and Influence

Unsatisfactory Satisfactory Exceptional
  1. Able to express own goals and needs.
  1. Has excellent influencing/negotiating skills.
  1. Understanding what others need.

Administrative Skill

Unsatisfactory Satisfactory Exceptional
  1. High attention to detail.
  1. Has strong technical/computer skills.
  1. Enthusiastic about taking on challenging projects.

Juggling Multiple Responsibilities

Unsatisfactory Satisfactory Exceptional
  1. Coordinates the work of a team by assigning tasks to other team members.
  1. Plans and organizes continuously while performing all other responsibilities and activities.
  1. Organizes tasks for the most efficient order of completion.

Technology Use/Management

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

Responsible

Unsatisfactory Satisfactory Exceptional
  1. Sets high personal standards of performance.
  1. Works in a way that makes others want to work with her/him.
  1. Responsible for setting the vision of the department.

Empowering Others

Unsatisfactory Satisfactory Exceptional
  1. Gives employees the freedom to set their own schedule.
  1. Gives employees the resources they need to complete the job.
  1. Ensures employees understand what is being assigned to them.

Coaching

Unsatisfactory Satisfactory Exceptional
  1. Helps employees to maintain high personal standards.
  1. Helps employees to understand responsibilities, authority, and expectations.
  1. Meets regularly with employees to coach them on areas that will enhance their performance

Strategic Focus

Unsatisfactory Satisfactory Exceptional
  1. Pursues strategic alliances with valued partners.
  1. Determines the best strategy for achieving elevated levels of performance.
  1. Makes strategic changes to stay ahead of changes in the business environment.

Fiscal Management

Unsatisfactory Satisfactory Exceptional
  1. Provides budgeting and accounting support to the Company.
  1. Keeps excellent records for financial transparency.
  1. Effectively manages appropriations, reporting, purchases, expenditures, payrolls, and staff.


Part 3: Individual Productivity and/or SMART Goals

First Quarter Project


Third Quarter Project


Part 4: Team Productivity and/or SMART Goals

First Quarter Project


Third Quarter Project