Strategic Insight - Performance Management Assessment Sample #11





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?





Part 2: Job Competencies


Strategic Insight

Unsatisfactory
Needs
Improvement
Satisfactory
Very
Good
Exceptional
Observes employees at work to get better insight into the issues they are dealing with. Converses with customers and clients to get a better insight into their personal needs. Communicates with employees to find out their needs.

Planning

Unsatisfactory
Needs
Improvement
Satisfactory
Very
Good
Exceptional
Able to look ahead (beyond the present) when addressing the work/needs of the department. Is able to follow the plan set in place. Develops effective plans to deal with unforeseen circumstances.

Global Perspective

Unsatisfactory
Needs
Improvement
Satisfactory
Very
Good
Exceptional
Creates an environment where individual differences are valued and supported. Can effectively deliver presentations to international clients. Demonstrates working knowledge of global transactions.

Creativity

Unsatisfactory
Needs
Improvement
Satisfactory
Very
Good
Exceptional
Conceives, implements and evaluates ideas. Is creative. Creates a lot of new ideas.

Self Management

Unsatisfactory
Needs
Improvement
Satisfactory
Very
Good
Exceptional
Deals with conflict by controlling own emotions by listening, being flexible, and sincere in responding. Sets an example for associates during stressful periods by maintaining a positive, can-do attitude. Uses patience and self-control in working with customers and associates.

Part 3: Core Values

Emotional Intelligence

Unsatisfactory
Needs
Improvement
Satisfactory
Very
Good
Exceptional
Helps employees to resolve conflicts, communicate clearly, and work together to solve problems. Able to understand others' points of view. Is attentive to emotional cues and interprets others' feelings correctly.

Commitment To Result

Unsatisfactory
Needs
Improvement
Satisfactory
Very
Good
Exceptional
Conveys strong sense of own pride in Company to associates by creating a shared vision around sales and customer service. Creates a sense of urgency among the store team members to complete activities, which drive sales. Maintains persistence and dedication to achieving results.

Excellence

Unsatisfactory
Needs
Improvement
Satisfactory
Very
Good
Exceptional
Demonstrates the analytical skills to do their job. Is planful and organized. Demonstrates the functional or technical skills necessary to do their job.

Trustworthy

Unsatisfactory
Needs
Improvement
Satisfactory
Very
Good
Exceptional
Consistently keeps commitments. Is a person you can trust. Demonstrates congruence between statements and actions.

Teamwork

Unsatisfactory
Needs
Improvement
Satisfactory
Very
Good
Exceptional
Listens to the opinions of other team members. Listens to other team members without interrupting them. Is able to accurately paraphrase and summarize what other team members have said.

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?