Strategic Focus - Performance Management Assessment Sample #9





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, Business Acumen, Self-Management, Continual Improvement, Management, Problem Solving, Change Management, Technology Use/Management

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.

Strategic Focus

Recognizes the need for strategically developing unique capabilities. Sustains or achieves a competitive advantage for the organization by analyzing the best practices and lessons learned from other organizations. Gives adequate consideration to the time and resources available. Creates a strategy to pursue and maintain a competitive advantage in business.
Unsatisfactory
Satisfactory
Exceeds Expectations
Comments:

Business Acumen

Collects valuable customer insights to ensure our services meet their needs. Has an understanding of various asset classes and how to interpret balance sheets. Understands the dynamics of our industry. Understands cash flow procedures and statements.
Unsatisfactory
Satisfactory
Exceeds Expectations
Comments:

Self Management

Does not allow own emotions to interfere with the performance of others. Uses patience and self-control in working with customers and associates. Is aware of personal impact on others and adjusts behavior to create a positive leadership presence. Sets an example for associates during stressful periods by maintaining a positive, can-do attitude.
Unsatisfactory
Satisfactory
Exceeds Expectations
Comments:

Continual Improvement

Analyzes processes to determine areas for improvement. Open to the suggestions from others. Promotes training and development opportunities to enhance job performance. Looks for ways to expand and learn new job skills.
Unsatisfactory
Satisfactory
Exceeds Expectations
Comments:

Management

Sets an example for others to follow Makes you feel enthusiastic about your work Is ready to offer help Takes responsibility for things that go wrong
Unsatisfactory
Satisfactory
Exceeds Expectations
Comments:

Problem Solving

Ability to develop innovative solutions to problems. Skilled at quickly diagnosing issues, identifying root causes, and developing and implementing effective solutions in the workplace. Finds creative ways to get things done with limited resources. Understands the root causes of problems.
Unsatisfactory
Satisfactory
Exceeds Expectations
Comments:

Change Management

Supports new initiatives for organizational changes to improve effectiveness. Is a leading force driving changes. Adopts changes to set and example for others to follow. Supports the Company's efforts to implement changes.
Unsatisfactory
Satisfactory
Exceeds Expectations
Comments:

Technology Use/Management

Applies complex rules and regulations to maintain optimal system performance. Adopts the implementation of new technology into the workplace. Uses technology in decision making and problem solving. Identifies gaps between actual and needed technical competencies and provides recommendations for required training.
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?