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Strategic Focus - Performance Management Assessment Sample #3


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)

Performance Management System
Supervisor: [Supervisor Name]


Signature: ___________________


Date: _____________ 		Employee: [Employee Name]


Signature: ___________________


Date: ___________
Job Title: Mid-Level Manager in X Department Hire Date:
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.
Manager-Assessment
As a manager, your feedback is crucial in capturing the achievements and performance of your employees during the review period. Please provide brief answers to the questions below. The information you share will be included in the employee's Performance Appraisal.

If you have additional printed sheets to submit, ensure they are signed, dated, and handed over to your Department Head. If you believe another individual should contribute to this review, kindly provide their name and contact details.

Part 1: Status Recommendation

If currently on Probational Status:



If on Regular Employment Status:

Justification for the above Status Recommendation:


Competencies Included:
Strategic Focus, Entrepreneurship, Accountability, Managing Performance, Analytical, Innovation, Interpersonal Skills, Trustworthy, Co-worker Development, Partnering/Networking

Part 2: Results of 360-Degree Feedback


The following are results from the 360-Degree Assessment conducted earlier in the year. This information can help guide the development of focus areas for the Individual Development Plan.
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  1. Strategic Focus: Assigns individuals the responsibility of keeping track of progress toward achieving milestones. Creates a mission statement describing the purpose for the organization. Undertakes a SWOT analysis to determine the best strategy to move forward. Identifies and addresses strategic risks impacting operations.
  1. Entrepreneurship: Understands the processes and various stages of business development. Seeks and utilizes mentors to help guide professional development. Encourages dynamic growth opportunities. Finds unique ways to go around barriers to success.
  1. Accountability: Keeps supervisor informed of recent events. Holds team accountable to meeting goals. Can be counted on to do their role well. Accepts accountability for their actions and results.
  1. Managing Performance: Records production quotas on a daily basis. Aligns individual and team goals with the organization's goals and objectives. Effectively uses the current performance review process. Sets performance expectations that are clear, specific and concise.
  1. Analytical: Considers both risks and costs alongside the potential benefits and success rates when making decisions. Is precise in the measurement of variables, leading to more accurate data collection. Integrates customer feedback loops, market trends, social media influence, and brand perception to create a cohesive strategy. Identifies patterns in conflicting information, events, or data.
  1. Innovation: Is able to think through complex problems using unique solutions. Creates innovative products or services. Shares innovative ideas with others. Builds upon the ideas and solutions of others.
  1. Interpersonal Skills: Assists those in the department who need help in meeting performance metrics. Is a committed and reliable partner. Addresses critical customer issues in a timely manner. Works diligently to assist customers in finding the right products.
  1. Trustworthy: Demonstrates a sense of responsibility and commitment to public trust. Demonstrates congruence between statements and actions. Builds and maintains the trust of others. Takes care to maintain confidential information.
  1. Co-worker Development: Works to identify root causes of performance problems Sets and clearly communicates expectations, performance goals, and measurements to others Gives others development opportunities through project assignments and increased job responsibilities Provides ongoing feedback to co-workers on their development progress
  1. Partnering/Networking: Seeks an understanding of diverse functions within the Company. Guarantees equitable and fair treatment for all network participants. Facilitates the formation of collaborative relationships with suppliers and vendors. Maintains communication channels with colleagues in the industry.

Part 3: Individual Productivity and/or SMART Goals

Employee Comments


Supervisor Comments


Part 4: Team Productivity and/or SMART Goals

Employee Comments


Supervisor Comments