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Strategic Insight - Performance Management Assessment Sample #9





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.


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.
Edit this Survey
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Strategic Insight

Creates strategic plans to develop and promote organizational and area strengths, as well as to address weaknesses based on insight from surveys. Creates values statement to ensure all employees are working under the same guiding principles. Inspires employees to adopt the strategic plan. Strategically aligns projects to the goals of the company.
Unsatisfactory
Satisfactory
Exceeds Expectations
Comments:

Feedback

Open to the suggestions of others. Is easy to approach with ideas and opinions. Asks others for their ideas and opinions. Accepts the views of others.
Unsatisfactory
Satisfactory
Exceeds Expectations
Comments:

Management

Is ready to offer help Makes you feel enthusiastic about your work Delegate tasks effectively Keep staff informed about what is happening in the company
Unsatisfactory
Satisfactory
Exceeds Expectations
Comments:

Persuasion and Influence

Able to express own goals and needs. Understanding what others need. Persuades others to consider alternative points of view. Develops a good rapport with others.
Unsatisfactory
Satisfactory
Exceeds Expectations
Comments:

Decision Making

Asks for additional information when making critical decisions. Stays focused on the main objective when making decisions. Is creative about the decisions they make. Performs a cost/benefit analysis before making a decision.
Unsatisfactory
Satisfactory
Exceeds Expectations
Comments:

Innovation

Maximizes the alternative solutions to problems. Encourages managers to "think outside the box". Guarantees that team members are equipped with the technical expertise needed to excel in innovative projects. Supports innovation at all levels of the organization.
Unsatisfactory
Satisfactory
Exceeds Expectations
Comments:

Juggling Multiple Responsibilities

Is aware of the deadlines for specific tasks/assignments. Integrates developing others with driving sales, serving customers, merchandising, performing operational procedures, and maintaining an appealing store environment. Avoids bottlenecks in progress by assigning multiple individuals to critical tasks. Spends the most time and effort on critical tasks first.
Unsatisfactory
Satisfactory
Exceeds Expectations
Comments:

Interpersonal Skills

Considers the other individual's point of view. Effectively manages conflicts by dealing with them directly and immediately Sees values in the diversity of individuals on the team. Follows up on inquiries in a timely manner.
Unsatisfactory
Satisfactory
Exceeds Expectations
Comments:

Client Focus

Promptly responds to clients. Satisfies client needs. Helps clients feel they are receiving services tailored specifically to their needs. Identifies the most pressing needs of each client.
Unsatisfactory
Satisfactory
Exceeds Expectations
Comments:

Customer Focus

Creates documents that meet the customer's specifications. Fulfills commitments made to customers. Considers customers point of view when making decisions. Acts with integrity in all customer interactions.
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?