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.


Competencies Included:
Strategic Insight, Feedback, Management, Persuasion and Influence, Decision Making, Innovation, Juggling Multiple Responsibilities, Interpersonal Skills, Client Focus, Customer Focus

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 Insight

Creates a vision for the organization based on insights gathered from other companies in the industry. Ensures that the department's goals are strategically aligned with the company's goals. Implements long-term solutions to problems. Creates a mission statement describing the purpose for the organization.
Unsatisfactory
Satisfactory
Exceeds Expectations
Comments:

Feedback

Is easy to approach with ideas and opinions. Considers other's opinion and suggestions. Accepts the views of others. Open to the suggestions of others.
Unsatisfactory
Satisfactory
Exceeds Expectations
Comments:

Management

Keep staff informed about what is happening in the company Is ready to offer help Sets an example for others to follow Delegate tasks effectively
Unsatisfactory
Satisfactory
Exceeds Expectations
Comments:

Persuasion and Influence

Communicates effectively with others. Persuades others to consider alternative points of view. Has excellent influencing/negotiating skills. Develops a good rapport with others.
Unsatisfactory
Satisfactory
Exceeds Expectations
Comments:

Decision Making

Has enough self-control to avoid making impulsive decisions. Remains focused on the immediate goal when making decisions. Does not lose sight of the big picture when making decisions Decides which short- and long-term goals should be created.
Unsatisfactory
Satisfactory
Exceeds Expectations
Comments:

Innovation

Analyzes current procedures and identifies opportunities for improvement. Searches for opportunities and innovative ways to improve the organization. Creates a safe environment for idea-sharing. Finds creative ways to get things done with limited resources.
Unsatisfactory
Satisfactory
Exceeds Expectations
Comments:

Juggling Multiple Responsibilities

Builds in extra time in the schedule for unplanned events/occurrences. Plans and organizes continuously while performing all other responsibilities and activities. Uses a scheduler/planner to keep tasks organized and on time. Assesses current capabilities before committing to new requests from customers.
Unsatisfactory
Satisfactory
Exceeds Expectations
Comments:

Interpersonal Skills

Honest about owning up to mistakes made. Demonstrates positive behaviors for others to follow. Recognizes when others do a good job. Works diligently to assist customers in finding the right products.
Unsatisfactory
Satisfactory
Exceeds Expectations
Comments:

Client Focus

Delivers customized solutions for each client. Thoroughly understands the needs of the client. Addresses client complaints immediately. Creates documents that meet the client's specifications.
Unsatisfactory
Satisfactory
Exceeds Expectations
Comments:

Customer Focus

Identifies opportunities that will enhance the customer's experience. Prioritizes the needs and preferences of the customer. Follows up with any unanswered questions from the customer. Considers customers point of view when making decisions.
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?