Technical - Performance Management Assessment Sample #2





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.


Competencies Included:
Technical, Quality, Goals, Results Oriented, Clarity, Co-worker Development, Business Acumen, Planning, Creativity, Professional Development, Punctuality, Managing Performance

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 think are your most valuable qualities in your current role? Could you explain on how these strengths have contributed to your success and impact at work?



  4. Discuss the aspects of your performance that you believe could benefit from further development? Please provide some details on how you plan to address these areas for improvement, and any resources or support that might help you enhance your skills and effectiveness in your role.


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.

Technical

Keeps current with technical advances within his/her professional discipline; embraces and applies new techniques and practices Demonstrates mastery of the technical competencies required in his/her work. Willingly shares his/her technical expertise; sought out as resource by others Seeks information from others as needed.
Unsatisfactory
Satisfactory
Exceeds Expectations
Comments:

Quality

Able to identify quality issues critical to the organization. Identifies strategies and their associated risks to improve quality. Provides regular and timely feedback on quality levels. Systematically and thoroughly inspects products for consistency in meeting specifications.
Unsatisfactory
Satisfactory
Exceeds Expectations
Comments:

Goals

Achieves established goals. Establishes and documents goals and objectives. Makes sure that I have a clear idea of our group's goals. Understands & contributes to development of strategic goals.
Unsatisfactory
Satisfactory
Exceeds Expectations
Comments:

Results Oriented

Determines what resources will be needed to achieve the objectives. Determines the parts of the project that need completed first. Completed work exceeds standards. Helps the team maintain focus on the goals.
Unsatisfactory
Satisfactory
Exceeds Expectations
Comments:

Clarity

Clearly explains the vision and goals of the company. Clearly defines work objectives for employees. Avoids stating unclear or conflicting goals. Writes clear job descriptions for positions in the organization.
Unsatisfactory
Satisfactory
Exceeds Expectations
Comments:

Co-worker Development

Takes immediate action on poor performance Adapts coaching and mentoring approach to meet the style or needs of individuals Provides ongoing feedback to co-workers on their development progress Sets and clearly communicates expectations, performance goals, and measurements to others
Unsatisfactory
Satisfactory
Exceeds Expectations
Comments:

Business Acumen

Describes and summarizes data. Applies the knowledge of work processes to influence the achievement of business goals Understands the dynamics of our industry. Understands complex issues and problems.
Unsatisfactory
Satisfactory
Exceeds Expectations
Comments:

Planning

Develops plans to ensure the smooth operation of the supply chain. Adjusts and rearranges the schedule to maximize efficiency. Conducts regular assessments of the project status to ensure adherence to the set schedule. Reorders the schedule of events to maximize attendance/efficiency.
Unsatisfactory
Satisfactory
Exceeds Expectations
Comments:

Creativity

Creates a lot of new ideas. Inspires creativity in their team. Is creative and inspirational. Adds value to the department/organization.
Unsatisfactory
Satisfactory
Exceeds Expectations
Comments:

Professional Development

Seeks opportunities for continuous learning. Keep themselves up-to-date of technical/professional issues Encourages employees to take courses relevant to their job. Allows employees to fully participate in employee training and professional development.
Unsatisfactory
Satisfactory
Exceeds Expectations
Comments:

Punctuality

Maintains an efficient schedule of activities. Conducts appointments at scheduled start time. Responds to requests for information in a timely manner. Avoids making personal phone calls during working hours.
Unsatisfactory
Satisfactory
Exceeds Expectations
Comments:

Managing Performance

Requires employees to participate in additional job training as part of a remediation program. Rewards individuals who show imagination in developing creative solutions to problems. Links qualitative objectives to quantitative key results. Addresses poor performance sooner rather than later.
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
Describe the new skills you aim to acquire during the upcoming evaluation period? Please include specific areas of expertise or knowledge you intend to develop, and how these skills will enhance your performance and contribute to the company's overall success. Additionally, it would be helpful to list your plans for learning these skills, such as any courses, workshops, or mentorship opportunities you plan to pursue.