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Teamwork - Performance Management Assessment Sample #9





Performance Management System:

Performance Assessments that include Teamwork:
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:
Teamwork, Coaching, Fiscal Management, Action, Punctuality, Leadership, Project Management, Innovation, Juggling Multiple Responsibilities, Technical, Technology Use/Management

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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Teamwork

Comes across as a reliable, committed team member Encourages teamwork and collaboration. Willingly share their technical expertise Coaches team members to work toward a common goal.
Unsatisfactory
Satisfactory
Exceeds Expectations
Comments:

Coaching

Helps employees to understand responsibilities, authority, and expectations. Helps employees to maintain high personal standards. Addresses employee behavior problems effectively. Conducts regular performance appraisals and feedback.
Unsatisfactory
Satisfactory
Exceeds Expectations
Comments:

Fiscal Management

Develops budgets and plans for various programs and initiatives. Ensures others follow the correct rules and regulations on fiscal matters. Monitors spending. Effective in using Company's resources.
Unsatisfactory
Satisfactory
Exceeds Expectations
Comments:

Action

Creates opportunities and then takes advantage of them. Takes action when opportunities arise. Adapts approach to overcome significant obstacles. Assigns tasks to team members based on their strengths.
Unsatisfactory
Satisfactory
Exceeds Expectations
Comments:

Punctuality

Avoids making personal phone calls during working hours. Starts meetings on time. Starts the workday when scheduled. Invoices clients on a timely basis.
Unsatisfactory
Satisfactory
Exceeds Expectations
Comments:

Leadership

Holds others accountable for their actions. Able to organize the work of others. Clearly explains performance expectations and goals to be reached at the beginning of a project, then let's others decide how to achieve the goal. Motivates and challenges employees to attain a shared vision.
Unsatisfactory
Satisfactory
Exceeds Expectations
Comments:

Project Management

Determines the roles for project team members. Fosters an environment that promotes collaboration among team members. Engages with individuals internally and externally to support the implementation of the project. Identifies the source materials that will be needed.
Unsatisfactory
Satisfactory
Exceeds Expectations
Comments:

Innovation

Offers innovative solutions to Company problems. Shows flexibility and willingness to adapt to new approaches and changing market conditions. Creates new programs and systems. Suggests new ideas at meetings.
Unsatisfactory
Satisfactory
Exceeds Expectations
Comments:

Juggling Multiple Responsibilities

Coordinates the work of a team by assigning tasks to other team members. Keeps track of multiple assignments and deadlines. Manages impact of increased traffic flow and freight receipt by detailed planning of controllables and by anticipating and reacting positively to uncontrollables. Integrates developing others with driving sales, serving customers, merchandising, performing operational procedures, and maintaining an appealing store environment.
Unsatisfactory
Satisfactory
Exceeds Expectations
Comments:

Technical

Keeps current with technical advances within his/her professional discipline; embraces and applies new techniques and practices Uses expertise to identify issues and think through creative solutions to get a problem solved or objective accomplished. Is knowledgeable of procedures or systems necessary for the job. Willingly shares his/her technical expertise; sought out as resource by others
Unsatisfactory
Satisfactory
Exceeds Expectations
Comments:

Technology Use/Management

Proficient in the use of technical systems and processes. Identifies gaps between actual and needed technical competencies and provides recommendations for required training. Uses technology in decision making and problem solving. Applies complex rules and regulations to maintain optimal system performance.
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?