Strategic Focus - Performance Management Assessment Sample #11





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, Strategic Insight, Planning, Flexibility, Bias for Action, Emotional Intelligence, Supervisory Skills, Collaboration, Responsible, Coaching

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


Strategic Focus

Unsatisfactory
Needs
Improvement
Satisfactory
Very
Good
Exceptional
Understands how to achieve strategic financial objectives. Able to formulate strategy at the corporate level. Develops strategies to increase efficiency and reduce environmental impacts.

Strategic Insight

Unsatisfactory
Needs
Improvement
Satisfactory
Very
Good
Exceptional
Converses with customers and clients to get a better insight into their personal needs. Creates values statement to ensure all employees are working under the same guiding principles. Understands how to strategically grow the business and increase customers.

Planning

Unsatisfactory
Needs
Improvement
Satisfactory
Very
Good
Exceptional
Assigns the right tasks to the right people and holds them accountable. Develops strategic plans for the company/organization. Schedules staff based on seasonal needs.

Flexibility

Unsatisfactory
Needs
Improvement
Satisfactory
Very
Good
Exceptional
Flexible in effectively handling changes in production volumes. Anticipates differences to the procedures that may be needed due to a changing operating environment. Allows for flexibility in setting realistic performance goals.

Bias for Action

Unsatisfactory
Needs
Improvement
Satisfactory
Very
Good
Exceptional
Encourages risk taking and experimentation to improve performance Completes work on time Displays high energy and enthusiasm on consistent basis.

Part 3: Core Values

Emotional Intelligence

Unsatisfactory
Needs
Improvement
Satisfactory
Very
Good
Exceptional
Accurately perceives the emotional reactions of others. Is attentive to emotional cues and interprets others' feelings correctly. Is able to manage their own emotions.

Supervisory Skills

Unsatisfactory
Needs
Improvement
Satisfactory
Very
Good
Exceptional
Delegates effectively. Is fair and equitable in enforcement of work rules. Intervenes immediately if disciplinary action is warranted.

Collaboration

Unsatisfactory
Needs
Improvement
Satisfactory
Very
Good
Exceptional
Creates an environment where others feel comfortable sharing knowledge and information. Builds relationships with suppliers to improve communications and reduce misunderstandings and delays. Works with others to manage conflicts using a constructive approach.

Responsible

Unsatisfactory
Needs
Improvement
Satisfactory
Very
Good
Exceptional
Holds herself / himself accountable to goals / objectives Responsible for setting the vision of the department. Sets a good example

Coaching

Unsatisfactory
Needs
Improvement
Satisfactory
Very
Good
Exceptional
Meets regularly with employees to coach them on areas that will enhance their performance Provides clear, motivating, and constructive feedback. Coaches employees in how to strengthen knowledge and skills to improve work performance.

Part 4: 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?