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Self-Management - Performance Management Assessment Sample #9





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 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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Self Management

Deals with conflict by controlling own emotions by listening, being flexible, and sincere in responding. Analyzes own reactions on the spot to ensure that communication does not appear to be driven by anger. Uses patience and self-control in working with customers and associates. Steps away from a situation to process appropriate response.
Unsatisfactory
Satisfactory
Exceeds Expectations
Comments:

Flexibility

Faces the unknown head-on, turning challenges into opportunities for growth and innovation. Agile and versatile when dealing with issues. Able to produce a wide range of products/services to meet demands. Shows a readiness to adapt and optimize.
Unsatisfactory
Satisfactory
Exceeds Expectations
Comments:

Bias for Action

Motivates others to achieve or exceed goals Encourages risk taking and experimentation to improve performance Conveys a sense of urgency about addressing problems and opportunities Projects a "can-do" attitude when interfacing with peers, subordinates and customers(especially during difficult and challenging times).
Unsatisfactory
Satisfactory
Exceeds Expectations
Comments:

Continual Learning

Takes charge of their training and skills enhancement. Pursues self-improvement through continual learning. Pursues professional development opportunities when they arise. Shares best practices with others and learns from others.
Unsatisfactory
Satisfactory
Exceeds Expectations
Comments:

Feedback

Shares past experiences with others as learning opportunities. Asks others for their ideas and opinions. Seeks feedback to enhance performance. Open to the suggestions of others.
Unsatisfactory
Satisfactory
Exceeds Expectations
Comments:

Attitude

Contributes to a positive work environment. Treats all people fairly and with respect. Contributes to a positive and fun work environment. Shows by their actions that they trust in the positive intentions of others.
Unsatisfactory
Satisfactory
Exceeds Expectations
Comments:

Innovation

Suggests new ideas at meetings. Takes risks that often yield rewards. Empowers employees to create innovative solutions to problems. Encourages employees to consider opportunities to innovate processes and products.
Unsatisfactory
Satisfactory
Exceeds Expectations
Comments:

Time Management

Persists with crucial assignments. Performs high-impact work first. Utilizes batch workflows to reduce time spent on certain tasks. Stays on track by effectively using the project schedule.
Unsatisfactory
Satisfactory
Exceeds Expectations
Comments:

Excellence

Takes a lot of pride in their work. Is planful and organized. Can be counted on to add value wherever they are involved. Demonstrates the analytical skills to do their job.
Unsatisfactory
Satisfactory
Exceeds Expectations
Comments:

Safety

Identifies predictable hazards in the workplace. Seeks to reduce the likelihood of accidents. Supports our company's safety programs. Encourages others to work safely.
Unsatisfactory
Satisfactory
Exceeds Expectations
Comments:

Teamwork

Creates a climate that encourages team participation. Identifies and resolves conflicts within the team to increase team effectiveness Listens to the opinions of other team members. Communicates a clear message that teamwork and collaboration are expected.
Unsatisfactory
Satisfactory
Exceeds Expectations
Comments:

Company

Understands the "basics" as to how [Company] functions/operates. Expresses loyalty and dedication to [Company] in interactions with others. Understands how decisions impact other business units beyond their immediate department of work group. Attends [Company] gatherings and social events.
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?