Strategic Focus - Performance Management Assessment Sample #5





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)
Limiting Feature: This assessment example features a minimum and a maximum limit on responses at the extreme ends of the scale. For this example, you are limited to selecting a response of "Exceptional" to at least 3 and no more than 6 items and a response of "Unsatisfactory" to at least 3 and no more than 6 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.
Rating Limit: Please note: You must select at least 3 but no more than 6 responses of "Exceptional" and at least 3 but no more than 6 responses of "Unsatisfactory". Once you check the 6th item with that response, the remaining unchecked options will be removed.

What you need to do

Strategic Focus

Unsatisfactory Satisfactory Exceptional
  1. Creates strategic objectives to increase revenue and profit margins.
  1. Lets employees know how their roles contribute toward the achievement of strategic company objectives.
  1. Develops strategies to effectively use company resources and exploit potential opportunities.

Planning

Unsatisfactory Satisfactory Exceptional
  1. Anticipates potential challenges, develops plan to overcome them and then carries out the plan.
  1. Schedules staff based on seasonal needs.
  1. Plans for how to allocate time to specific activities.

Punctuality

Unsatisfactory Satisfactory Exceptional
  1. Conducts appointments at scheduled start time.
  1. Invoices clients on a timely basis.
  1. Starts the workday when scheduled.

Leadership

Unsatisfactory Satisfactory Exceptional
  1. Takes ownership and accountability for results
  1. Holds others accountable for their actions.
  1. Highly effective supervisor.

Establishing Focus/Direction

Unsatisfactory Satisfactory Exceptional
  1. Sets appropriate goals for employees.
  1. Maintains focus when handling several problems or tasks simultaneously.
  1. Aligns the department's goals with the goals of the organization.

Decision Making

Unsatisfactory Satisfactory Exceptional
  1. Is firm in their decision and not easily influenced by the whims of others.
  1. Makes decisions that support the department's goals and objectives.
  1. Asks for additional information when making critical decisions.

Initiative

Unsatisfactory Satisfactory Exceptional
  1. Initiates important conversation topics at meetings.
  1. Takes charge when there is a crisis.
  1. Immediately informs the HR Department of any personnel complaints or issues.

Technical

Unsatisfactory Satisfactory Exceptional
  1. Willingly shares information and expertise; sought out as resource by others
  1. Seeks information from others as needed.
  1. Willingly shares his/her technical expertise; sought out as resource by others

Negotiation

Unsatisfactory Satisfactory Exceptional
  1. Actively listens to conversations to be able to recall important details later.
  1. Able to influence others to accept certain positions.
  1. Establishes a protocol/structure at the beginning of the negotiations for the development of issues.

Recognition

Unsatisfactory Satisfactory Exceptional
  1. Reinforces and rewards employees for accomplishing necessary goals.
  1. Recognizes the abilities and skills of self and others
  1. Says "thank you" to show appreciation for work of others.


Part 3: Individual Productivity and/or SMART Goals

Employee Comments


Supervisor Comments


Part 4: Team Productivity and/or SMART Goals

Employee Comments


Supervisor Comments