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.

Self Management

Analyzes interpersonal problems instead of reacting to them. Consciously controls own negative emotions in order to keep team morale up. Analyzes own reactions on the spot to ensure that communication does not appear to be driven by anger. Does not allow own emotions to interfere with the performance of others.
Unsatisfactory
Satisfactory
Exceeds Expectations
Comments:

Flexibility

Is flexible to manage uncertain changes in technology. Able to integrate the latest tools and methods without causing disruption. Adapts quickly to new technologies that impact the production line. Encourages open communication and collaboration, allowing everyone to contribute their ideas and perspectives.
Unsatisfactory
Satisfactory
Exceeds Expectations
Comments:

Bias for Action

Completes a large volume of work. Displays high energy and enthusiasm on consistent basis. Projects a "can-do" attitude when interfacing with peers, subordinates and customers(especially during difficult and challenging times). Motivates others to achieve or exceed goals
Unsatisfactory
Satisfactory
Exceeds Expectations
Comments:

Continual Learning

Participates in regular training offered. Takes the initiative to learn new skills. Sets relevant learning objectives and goals. Grasps new ideas, concepts, technical, or business knowledge.
Unsatisfactory
Satisfactory
Exceeds Expectations
Comments:

Feedback

Is easy to approach with ideas and opinions. Accepts the views of others. Considers other's opinion and suggestions. Seeks feedback to enhance performance.
Unsatisfactory
Satisfactory
Exceeds Expectations
Comments:

Attitude

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

Innovation

Encourages open communication to ensure that all proposals are considered. Takes risks to advance important ideas. Fosters a creative and innovative work environment. Solves problems with insight and understanding.
Unsatisfactory
Satisfactory
Exceeds Expectations
Comments:

Time Management

Encourages colleagues to spend more time on work related activities. Efficiently completes tasks. Confronts significant problems directly to reduce their impact on the schedule. Allocates full attention to completing critical tasks.
Unsatisfactory
Satisfactory
Exceeds Expectations
Comments:

Excellence

Can be counted on to add value wherever they are involved. Takes a lot of pride in their work. Is planful and organized. Produces high quality work.
Unsatisfactory
Satisfactory
Exceeds Expectations
Comments:

Safety

Identifies and addresses safety needs. Keeps accurate safety records. Develops a strong safety culture. Ensures that all supervisors are aware of regulatory and compliance measures.
Unsatisfactory
Satisfactory
Exceeds Expectations
Comments:

Teamwork

Considers the impact and implications of decisions on the team. Comes across as a reliable, committed team member Finds opportunities to recognize and reward team members. Creates opportunities to learn with other team members
Unsatisfactory
Satisfactory
Exceeds Expectations
Comments:

Company

Understands how decisions impact other business units beyond their immediate department of work group. Understands the use of [Company] products and services. Attends [Company] gatherings and social events. Expresses loyalty and dedication to [Company] in interactions with others.
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?