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Strategic Insight - Performance Management Assessment Sample #10


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)

Performance Management System
Supervisor: [Supervisor Name]


Signature: ___________________


Date: _____________ 		Employee: [Employee Name]


Signature: ___________________


Date: ___________
Job Title: Mid-Level Manager in X Department Hire Date:
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: Status Recommendation

If currently on Probational Status:



If on Regular Employment Status:

Justification for the above Status Recommendation:


Competencies Included:
Strategic Insight, Delegation, Quality, Change Management, Trustworthy

Part 2: Results of 360-Degree Feedback

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  1. Strategic Insight: Meets with customers to gain insight into their core needs and how best to serve them. Analyzes records and reports to obtain insight into potential issues and trends. Analyzes unique issues or problems impacting the Company. Adjusts strategic plans based on insights gathered from different points of view.
  1. Delegation: Entrusts subordinates with important tasks. Encourages and empowers subordinates to use initiative in achieving goals and objectives. Tells subordinates what to do, not how to do it. Sets clear and reasonable expectations for others and follows through on their progress.
  1. Quality: Influences others to achieve high quality standards. Effectively works with Quality Control (QC) engineers. Able to identify quality issues critical to the organization. Provides regular and timely feedback on quality levels.
  1. Change Management: Is an inspiration for others to accept the recent changes. Develops plans for following through on the changes. Able to get department employees to accept new changes. Is a leading force driving changes.
  1. Trustworthy: Is trustworthy; is someone I can trust. Takes care to maintain confidential information. Seeks to mitigate grievances by clarifying intentions and finding suitable remedies. Takes ownership, delivers on commitments

Part 3: Summary of 360-Degree Feedback

Part 4: Bonus Pay

The supervisor now must consider which of the following adjustments to make to compensation.
Changes made here are reflected in the Salary Recommendations section at the beginning of this form.
Midpoint of Scale Status

Consider eligibility for Movement to Midpoint:
Yes: If Yes, continue with this section below
No, If no continue to next section

Depending on your responses, the computer may show (or hide) certain elements of the form.
Merit Pay Section
When this form was initially loaded, the employee was eligible for Merit Pay.
However, if the scores on Job Performance Criteria were too low, then the eligibility would change.

Consider eligibility for Merit Pay:
Yes: If Yes, continue with this section below
No, If no continue to next section
Change the scores on Job Performance Criteria to see how it affects this section.
Experience Pay Section

Eligible for Experience Pay:
Yes: If Yes, continue with this section below
No, If no continue to next section



Part 5: Individual Productivity and/or SMART Goals

Employee Comments


Supervisor Comments


Part 6: Team Productivity and/or SMART Goals

Employee Comments


Supervisor Comments