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.

Teamwork

Builds a strong rapport with team members. Encourages open communication Promotes open communication on the team. Works with other team members to identify bottle necks in the production process.
Unsatisfactory
Satisfactory
Exceeds Expectations
Comments:

Coaching

Provides clear, motivating, and constructive feedback. Addresses employee behavior problems effectively. Develops the skills and capabilities of others. Coaches employees in how to strengthen knowledge and skills to improve work performance.
Unsatisfactory
Satisfactory
Exceeds Expectations
Comments:

Fiscal Management

Provides budgeting and accounting support to the Company. Effective in using Company's resources. Keeps excellent records for financial transparency. Effectively manages appropriations, reporting, purchases, expenditures, payrolls, and staff.
Unsatisfactory
Satisfactory
Exceeds Expectations
Comments:

Action

Focuses on tasks without being distracted. Acts immediately instead of waiting for someone else to solve the issue. Is not afraid to take corrective action when necessary. Pursues goals with action to achieve success.
Unsatisfactory
Satisfactory
Exceeds Expectations
Comments:

Punctuality

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

Leadership

Motivates and challenges employees to attain a shared vision. Gives direct, constructive, and actionable feedback. Expresses clear goals and objectives. Able to align manpower, design work, an allocate tasks to achieve goals.
Unsatisfactory
Satisfactory
Exceeds Expectations
Comments:

Project Management

Prepares contingency plans to avoid supply chain disruptions. Accurately determines the number of engineers required for the project. Conducts a risk assessment for the project. Understands the financial, strategic, resources, staffing, timeline and market risks that may impact the project.
Unsatisfactory
Satisfactory
Exceeds Expectations
Comments:

Innovation

Builds upon the ideas and solutions of others. Challenges current procedures to develop other alternatives. Analyzes current procedures and identifies opportunities for improvement. Finds creative ways to get things done with limited resources.
Unsatisfactory
Satisfactory
Exceeds Expectations
Comments:

Juggling Multiple Responsibilities

Assesses current capabilities before committing to new requests from customers. Begins tasks as soon as possible. Ensures that assignments are prioritized according to the needs of the department/company. Is aware of the deadlines for specific tasks/assignments.
Unsatisfactory
Satisfactory
Exceeds Expectations
Comments:

Technical

Keeps current with technical advances within his/her professional discipline; embraces and applies new techniques and practices Seeks information from others as needed. Uses expertise to identify issues and think through creative solutions to get a problem solved or objective accomplished. Knows how to produce high quality products/work.
Unsatisfactory
Satisfactory
Exceeds Expectations
Comments:

Technology Use/Management

Applies complex rules and regulations to maintain optimal system performance. Identifies gaps between actual and needed technical competencies and provides recommendations for required training. Adopts the implementation of new technology into the workplace. Understands and is committed to implementing new technologies.
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?