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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.
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Technical

Willingly shares information and expertise; sought out as resource by others Keeps current with technical advances within his/her professional discipline; embraces and applies new techniques and practices Is knowledgeable of procedures or systems necessary for the job. Knows how to produce high quality products/work.
Unsatisfactory
Satisfactory
Exceeds Expectations
Comments:

Quality

Assists quality control inspectors. Adopts, integrates, and disseminates quality guidelines and standards. Adopts and implements best practices when it comes to quality procedures. Positively influences others to strive to attain high quality standards.
Unsatisfactory
Satisfactory
Exceeds Expectations
Comments:

Goals

Establishes and documents goals and objectives. Goal Setting Sets high expectations and goals; encourages others to support the organization. Conducts timely follow-up; keeps others informed on a need to know basis.
Unsatisfactory
Satisfactory
Exceeds Expectations
Comments:

Results Oriented

Sets benchmarks and milestones to measure progress toward the objectives. Inspires and motivates co-workers to be productive and energetic at work Sets challenging goals to be achieved. Does not become distracted by non-issues or interruptions.
Unsatisfactory
Satisfactory
Exceeds Expectations
Comments:

Clarity

Uses appropriate grammar and tense in communications. Is clear about goals that need to be achieved. Clarifies problems and their causes to help employees correct them. Provides a clear vision for the future.
Unsatisfactory
Satisfactory
Exceeds Expectations
Comments:

Co-worker Development

Gives others development opportunities through project assignments and increased job responsibilities Provides ongoing feedback to co-workers on their development progress Takes immediate action on poor performance Works to identify root causes of performance problems
Unsatisfactory
Satisfactory
Exceeds Expectations
Comments:

Business Acumen

Periodically assesses the current market environment. Exhibits behavior that is consistent with the vision, mission, and core values of the organization Able to get department employees to accept new business workflows. Calculates return on investment (ROI) for various business projects.
Unsatisfactory
Satisfactory
Exceeds Expectations
Comments:

Planning

Determines what supplies/equipment will be needed for the project. Ensures staff are held accountable for following the department plan. Analyzes market trends to plan the best course of action. Encourages others to follow the plan.
Unsatisfactory
Satisfactory
Exceeds Expectations
Comments:

Creativity

Is creative. Develops solutions to challenging problems. Inspires creativity in their team. Conceives, implements and evaluates ideas.
Unsatisfactory
Satisfactory
Exceeds Expectations
Comments:

Professional Development

Quickly acquire and apply new knowledge and skills when needed Allows employees to fully participate in employee training and professional development. Encourages employees to take courses relevant to their job. Contributing fully to the extent of their skills
Unsatisfactory
Satisfactory
Exceeds Expectations
Comments:

Punctuality

Starts meetings on time. Maintains an efficient schedule of activities. Responds to requests for information in a timely manner. Starts the workday when scheduled.
Unsatisfactory
Satisfactory
Exceeds Expectations
Comments:

Managing Performance

Makes sure employees understand what is expected of them. Identifies the Key Performance Indicators (KPIs) for the position. Sets specific and measurable goals for others and follows through to completion. Informs the employee of the required sales/production targets.
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.