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Technical - Performance Management Assessment Sample #1





Performance Management System:

Performance Assessments that include Technical:
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 list of your significant accomplishments and any team projects you completed during this evaluation period. Be sure to include a description of the purpose of each project and your specific contributions.
  2. This information will help us recognize your efforts and understand the impact of your work.



  3. Please detail any professional development activities you have engaged in, such as
    college courses, additional training, seminars, and trade magazine readings.



  4. What do you consider your greatest strengths in your current job?



  5. Which areas of your performance at the company do you feel need improvement?





Part 2: Job Competencies

Rating Scale:

5: ExceptionalPerformance 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.
4: Very GoodThe employee consistently exhibits strong performance across nearly all competencies, skills, and responsibilities. They often surpass expectations when executing their tasks, with minimal preventable or controllable errors. Furthermore, they make significant contributions to their team(s) and are highly regarded and sought after within their team(s).
3: 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.
2: Needs ImprovementThe employee falls short of the high expectations for this competency and does not sufficiently achieve assigned task objectives or fulfill all responsibilities. The employee has not demonstrated sustained improvement or maintained the necessary skill set. Performance must improve within the specified time frame set by the manager.
1: 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.
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Technical

Unsatisfactory
Needs
Improvement
Satisfactory
Very
Good
Exceptional
Seeks information from others as needed. Knows how to produce high quality products/work. Demonstrates mastery of the technical competencies required in his/her work.

Decision Making

Unsatisfactory
Needs
Improvement
Satisfactory
Very
Good
Exceptional
Open to the suggestions from subordinates. Uses reasonable assumptions and logic to decide between alternate courses of action Examines relevant factors needed to make a decision.

Juggling Multiple Responsibilities

Unsatisfactory
Needs
Improvement
Satisfactory
Very
Good
Exceptional
Assigns tasks based on skills of team members. Uses a scheduler/planner to keep tasks organized and on time. Manages impact of increased traffic flow and freight receipt by detailed planning of controllables and by anticipating and reacting positively to uncontrollables.

Achievement

Unsatisfactory
Needs
Improvement
Satisfactory
Very
Good
Exceptional
Schedules time for self and others to optimize high priority and long term actions. Monitors progress towards business goals. Completes work promptly and efficiently. Reduces staff turnover.

Excellence

Unsatisfactory
Needs
Improvement
Satisfactory
Very
Good
Exceptional
Demonstrates the functional or technical skills necessary to do their job. Demonstrates the analytical skills to do their job. Takes a lot of pride in their work.

Trustworthy

Unsatisfactory
Needs
Improvement
Satisfactory
Very
Good
Exceptional
Consistently keeps commitments. Is a person you can trust. Demonstrates a sense of responsibility and commitment to public trust.

Recognition

Unsatisfactory
Needs
Improvement
Satisfactory
Very
Good
Exceptional
Lets employees know when they have done well Is sincerely interested in the suggestions of co-workers Readily shares credit and gives others opportunity for visibility.

Fiscal Management

Unsatisfactory
Needs
Improvement
Satisfactory
Very
Good
Exceptional
Develops budgets and plans for various programs and initiatives. Monitors spending. Ensures others follow the correct rules and regulations on fiscal matters.

Adaptability

Unsatisfactory
Needs
Improvement
Satisfactory
Very
Good
Exceptional
Works effectively with various personalities of team members. Adjusts priorities to changing business goals. Adjusts to the new vision and mission of the company.

Leadership

Unsatisfactory
Needs
Improvement
Satisfactory
Very
Good
Exceptional
Highly effective supervisor. Sets clear goals and objectives for subordinates. Gives direct, constructive, and actionable feedback.

Persuasion and Influence

Unsatisfactory
Needs
Improvement
Satisfactory
Very
Good
Exceptional
Ensures stakeholders are involved in the decision making process. Persuades others to consider alternative points of view. Communicates effectively with others.

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?