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Technology Use - Performance Management Assessment Sample #9





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 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.
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Technology Use/Management

Proficient in the use of technical systems and processes. Supports employee training and development initiatives regarding implementation of technology. Identifies gaps between actual and needed technical competencies and provides recommendations for required training. Applies complex rules and regulations to maintain optimal system performance.
Unsatisfactory
Satisfactory
Exceeds Expectations
Comments:

Administrative Skill

Takes responsibility for decisions. Accurately implements contract provisions. Completes reports on-time. Able to develop, justify and present a budget.
Unsatisfactory
Satisfactory
Exceeds Expectations
Comments:

Time Management

Focuses time on the tasks that yield the highest value. Prepares to-do lists for the project tasks. Uses agendas when chairing or facilitating meetings. Records time spent on work and non-work related items.
Unsatisfactory
Satisfactory
Exceeds Expectations
Comments:

Empowering Others

Provides opportunities for employee development and growth. Allows subordinates to perform mission critical tasks. Trusts employees to complete tasks assigned. Ensures employees understand what is being assigned to them.
Unsatisfactory
Satisfactory
Exceeds Expectations
Comments:

Others

Able to see issues from others' perspectives. Includes others in the decision making processes. ...treats others with respect and dignity. Treats others with respect and dignity.
Unsatisfactory
Satisfactory
Exceeds Expectations
Comments:

Communication Skills

Prepares and delivers presentations. Delivers effective presentations. Confidently communicates across all organizational levels, including external stakeholders. Discusses ideas and concepts with peers.
Unsatisfactory
Satisfactory
Exceeds Expectations
Comments:

Flexibility

Works effectively during periods of change. Acts decisively in frequently changing and uncertain environment. Open to adapting thoughts, behaviors, and strategies in response to evolving situations and new information. Adapts training delivery to enhance effectiveness and create an inclusive environment, boosting team cohesion and productivity.
Unsatisfactory
Satisfactory
Exceeds Expectations
Comments:

Bias for Action

Seeks and utilizes opportunities for continuous learning and self-development. Displays high energy and enthusiasm on consistent basis. Identifies ways to simplify work processes and reduce cycle times Projects a "can-do" attitude when interfacing with peers, subordinates and customers(especially during difficult and challenging times).
Unsatisfactory
Satisfactory
Exceeds Expectations
Comments:

Emotional Intelligence

Helps to make decisions and solve problems using knowledge about how others will react in certain situations. Is able to express themselves clearly. Is able to manage their own emotions. Accurately perceives the emotional reactions of others.
Unsatisfactory
Satisfactory
Exceeds Expectations
Comments:

Managing Performance

Requires employees to participate in additional job training as part of a remediation program. Identifies the Key Performance Indicators (KPIs) for the position. Provides employees with necessary resources to accomplish their goals. Creates several measures of success for each goal.
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?