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Strategic Insight - Performance Management Assessment Sample #2





Performance Management System:

Performance Assessments that include Strategic Insight:
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 Insight, Global Perspective, Self-Management, Professional Development, Emotional Intelligence, Managing Performance, Project Management, Quality, Problem Solving, 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.
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Strategic Insight

Implements long-term solutions to problems. Attends industry conferences to gain further insight into how other companies deal with similar issues. Identifies potential problems before they become critical incidents. Develops a plan and strategy for each functional area within the mission statement.
Unsatisfactory
Satisfactory
Exceeds Expectations
Comments:

Global Perspective

Has positive interactions with individuals from different cultures and backgrounds. Can effectively deliver presentations to international clients. Communicates effectively on a multi-lingual basis. Volunteers for experiences and assignments abroad.
Unsatisfactory
Satisfactory
Exceeds Expectations
Comments:

Self Management

Analyzes interpersonal problems instead of reacting to them. Consciously controls own negative emotions in order to keep team morale up. Does not allow own emotions to interfere with the performance of others. Steps away from a situation to process appropriate response.
Unsatisfactory
Satisfactory
Exceeds Expectations
Comments:

Professional Development

Demonstrate enthusiasm and a willingness to learn new skills and knowledge Keep themselves up-to-date of technical/professional issues Allows employees to fully participate in employee training and professional development. Quickly acquire and apply new knowledge and skills when needed
Unsatisfactory
Satisfactory
Exceeds Expectations
Comments:

Emotional Intelligence

Helps employees to resolve conflicts, communicate clearly, and work together to solve problems. Is attentive to emotional cues and interprets others' feelings correctly. Accurately perceives the emotional reactions of others. Able to understand others' points of view.
Unsatisfactory
Satisfactory
Exceeds Expectations
Comments:

Managing Performance

Sets long and short term goals. Makes sure employees understand what is expected of them. Recognizes employees who have courage in persevering against great odds and difficulties. Determines the operational standards needed for performance of the job.
Unsatisfactory
Satisfactory
Exceeds Expectations
Comments:

Project Management

Identifies potential risks to completing the project on time. Documents the risk assessments for different parts of the project. Has detailed knowledge about the project and can adapt the project plan as needed. Decides what metrics should be used as milestones for the project.
Unsatisfactory
Satisfactory
Exceeds Expectations
Comments:

Quality

Develops specific quality standards/goals to be met within a specified timeframe. Leads the department in quality improvement initiatives. Promotes quality improvement practices in the department. Promotes an environment that fosters quality and safety.
Unsatisfactory
Satisfactory
Exceeds Expectations
Comments:

Problem Solving

Pinpoints the origins of the issue to tackle the root causes and solve the problem at its source. Evaluates alternative courses of action. Is flexible and adjusts the solution as needed based on the monitoring data and feedback received. Solves problems using logic and insight.
Unsatisfactory
Satisfactory
Exceeds Expectations
Comments:

Others

Consistently demonstrates ability and willingness to trust others. Able to see issues from others' perspectives. Works effectively with people from other departments. Supports the efforts of other employees in implementing solutions to problems.
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.