Trustworthy - Performance Management Assessment Sample #2





Performance Management System:

Performance Assessments that include Trustworthy:
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:
Trustworthy, Client Focus, Co-worker Development, Fiscal Management, Vision, Communication Skills, Professional Development, Persuasion and Influence, Innovation, Change Management, Clarity

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.

Trustworthy

Takes care to maintain confidential information. Delivers on promises made. Seeks to mitigate grievances by clarifying intentions and finding suitable remedies. Works in a way that makes others want to work with her/him.
Unsatisfactory
Satisfactory
Exceeds Expectations
Comments:

Client Focus

Consistently exceeds client expectations. Adapts to changes proposed by the client. Makes sure team members understand the issues faced by the client. Obtains feedback to ensure client needs are being met.
Unsatisfactory
Satisfactory
Exceeds Expectations
Comments:

Co-worker Development

Gives others development opportunities through project assignments and increased job responsibilities Sets and clearly communicates expectations, performance goals, and measurements to others Takes immediate action on poor performance Provides ongoing feedback to co-workers on their development progress
Unsatisfactory
Satisfactory
Exceeds Expectations
Comments:

Fiscal Management

Ensures others follow the correct rules and regulations on fiscal matters. Develops budgets and plans for various programs and initiatives. Develops of the department's annual budget. Effective in using Company's resources.
Unsatisfactory
Satisfactory
Exceeds Expectations
Comments:

Vision

Develops an inspiring and ambitious vision of growth for the organization's future. Engages with key stakeholders to gather insights and ensure alignment with the organization's mission and vision. Promotes a vision that inspires individuals to take risks to achieve greater rewards. Develops strategies that align with the organization's collective vision.
Unsatisfactory
Satisfactory
Exceeds Expectations
Comments:

Communication Skills

Delivers clear and concise instructions. Delivers effective presentations. Effectively delivers presentations to teams, large groups, and diverse audiences Implements performance appraisals focused on employee development using SMART criteria
Unsatisfactory
Satisfactory
Exceeds Expectations
Comments:

Professional Development

Keep themselves up-to-date of technical/professional issues Seeks opportunities for continuous learning. Encourages employees to take courses relevant to their job. Contributing fully to the extent of their skills
Unsatisfactory
Satisfactory
Exceeds Expectations
Comments:

Persuasion and Influence

Attempts to persuade others rather than simply control them. Persuades others to consider alternative points of view. Has excellent influencing/negotiating skills. Able to express own goals and needs.
Unsatisfactory
Satisfactory
Exceeds Expectations
Comments:

Innovation

Analyzes current procedures and identifies opportunities for improvement. Implements best practices within the department. Builds upon the ideas and solutions of others. Creates improved methods or solutions for meeting goals and objectives.
Unsatisfactory
Satisfactory
Exceeds Expectations
Comments:

Change Management

Supports new initiatives for organizational changes to improve effectiveness. Adopts changes to set and example for others to follow. Facilitates change with minimal resistance. Develops plans for following through on the changes.
Unsatisfactory
Satisfactory
Exceeds Expectations
Comments:

Clarity

Clearly explains the vision and goals of the company. Makes sure goals and objectives are clearly and thoroughly explained and understood. Makes sure employees understand why they were given certain assignments. Is clear about the roles and duties of team members.
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.