Technology Use - Performance Management Assessment Sample #2





Performance Management System:

Performance Assessments that include Technology Use:
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 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.

Technology Use/Management

Applies complex rules and regulations to maintain optimal system performance. Understands and is committed to implementing new technologies. Uses technology in decision making and problem solving. Adopts the implementation of new technology into the workplace.
Unsatisfactory
Satisfactory
Exceeds Expectations
Comments:

Administrative Skill

Enthusiastic about taking on challenging projects. Strong organizational skills to keep the workspace and department in order Completes reports on-time. High attention to detail.
Unsatisfactory
Satisfactory
Exceeds Expectations
Comments:

Clarity

Maintains clarity in goals and objectives. Avoids stating unclear or conflicting goals. Provides a clear vision for the future. Attends to the important details of a job or task.
Unsatisfactory
Satisfactory
Exceeds Expectations
Comments:

Recognition

Says "thank you" to show appreciation for work of others. Recognizes team members who offer a significant contribution to a project. Lets employees know when they have done well Compliments other people when they do good work
Unsatisfactory
Satisfactory
Exceeds Expectations
Comments:

Business Acumen

Gathers essential customer data to align our products with their expectations. Understands business fundamentals and practices. Asks the 'right' questions to size up or evaluate situations. Considers impact of actions on other areas of the organization.
Unsatisfactory
Satisfactory
Exceeds Expectations
Comments:

Company

Understands the "basics" as to how [Company] functions/operates. Follows existing procedures and processes. Expresses loyalty and dedication to [Company] in interactions with others. Attends [Company] gatherings and social events.
Unsatisfactory
Satisfactory
Exceeds Expectations
Comments:

Fiscal Management

Ensures others follow the correct rules and regulations on fiscal matters. Provides budgeting and accounting support to the Company. Effectively manages appropriations, reporting, purchases, expenditures, payrolls, and staff. Monitors spending.
Unsatisfactory
Satisfactory
Exceeds Expectations
Comments:

Creativity

Develops solutions to challenging problems. Is creative. Conceives, implements and evaluates ideas. Adds value to the department/organization.
Unsatisfactory
Satisfactory
Exceeds Expectations
Comments:

Self Management

Does not allow own emotions to interfere with the performance of others. Analyzes own reactions on the spot to ensure that communication does not appear to be driven by anger. Steps away from a situation to process appropriate response. Deals with conflict by controlling own emotions by listening, being flexible, and sincere in responding.
Unsatisfactory
Satisfactory
Exceeds Expectations
Comments:

Persuasion and Influence

Persuades others to consider alternative points of view. Attempts to persuade others rather than simply control them. Able to express own goals and needs. Ensures stakeholders are involved in the decision making process.
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.