Strategic Focus - Performance Management Assessment Sample #2





Performance Management System:

Performance Assessments that include Strategic Focus:
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.


Competencies Included:
Strategic Focus, Bias for Action, Continual Improvement, Cultural Awareness, Analytical, Change Management, Others

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 think are your most valuable qualities in your current role? Could you explain on how these strengths have contributed to your success and impact at work?



  4. Discuss the aspects of your performance that you believe could benefit from further development? Please provide some details on how you plan to address these areas for improvement, and any resources or support that might help you enhance your skills and effectiveness in your role.


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.

Strategic Focus

Makes strategic decisions to optimize the returns on capital investments. Mobilizes change through executive leadership to implement corporate strategies. Strategically positions resources to meet the needs of branch locations. Makes sure that all departments/teams are contributing toward the success of the strategy.
Unsatisfactory
Satisfactory
Exceeds Expectations
Comments:

Bias for Action

Conveys a sense of urgency about addressing problems and opportunities Motivates others to achieve or exceed goals Identifies ways to simplify work processes and reduce cycle times Encourages risk taking and experimentation to improve performance
Unsatisfactory
Satisfactory
Exceeds Expectations
Comments:

Continual Improvement

Searches for new methods, techniques, and processes that increase efficiency and reduce costs. Looks for ways to expand and learn new job skills. Looks for ways to expand current job responsibilities. Looks for ways to improve work processes and procedures.
Unsatisfactory
Satisfactory
Exceeds Expectations
Comments:

Cultural Awareness

Is aware of the similarities and differences among and between cultural groups. Views diversity as a strength, not as an issue. Is open and honest in communications with individuals from other cultures. Effective in working with individuals with a variety of cultural backgrounds.
Unsatisfactory
Satisfactory
Exceeds Expectations
Comments:

Analytical

Identifies problems and issues needing resolution. Implements data validation techniques and methods. Identifies the root cause of a problem. Selects the appropriate techniques for analysis.
Unsatisfactory
Satisfactory
Exceeds Expectations
Comments:

Change Management

Inspires others to accept changes. Facilitates change with minimal resistance. Assists others in understanding changes to the organization. Is a leading force driving changes.
Unsatisfactory
Satisfactory
Exceeds Expectations
Comments:

Others

...treats others with respect and dignity. Constructively receives criticism and suggestions from others. Supports the efforts of other employees in implementing solutions to problems. Respects the opinions of other employees.
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
Describe the new skills you aim to acquire during the upcoming evaluation period? Please include specific areas of expertise or knowledge you intend to develop, and how these skills will enhance your performance and contribute to the company's overall success. Additionally, it would be helpful to list your plans for learning these skills, such as any courses, workshops, or mentorship opportunities you plan to pursue.