Vision - Performance Management Assessment Sample #9





Performance Management System:

Performance Assessments that include Vision:
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:
Vision, Passion to Learn, Professional Development, Establishing Focus/Direction, Quality, Innovation, Results Oriented, Excellence, Responsible, Partnering/Networking, Recognition

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.

Vision

Develops strategies that align with the organization's collective vision. Creates a workplace culture that reflects the organizational vision. Provides the vision needed to help the organization remain competitive and adaptable in a dynamic market. Designs a forward-thinking strategy to achieve the department's growth goals.
Unsatisfactory
Satisfactory
Exceeds Expectations
Comments:

Passion To Learn

Recognizes own areas for development and consciously seeks assignments that will provide practice in areas of developmental need. Exhibits willingness to upgrade skills through additional training and education. Takes initiative for own learning and development. Stays up-to-date on emerging technologies.
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. Contributing fully to the extent of their skills Demonstrate enthusiasm and a willingness to learn new skills and knowledge
Unsatisfactory
Satisfactory
Exceeds Expectations
Comments:

Establishing Focus/Direction

Stays focused even when under pressure and stress. Maintains self-control when personally criticized. Aligns the department's goals with the goals of the organization. Makes sure that employees understand and identify with the team's mission.
Unsatisfactory
Satisfactory
Exceeds Expectations
Comments:

Quality

Presents quality information and data in an easy to understand format. Communicates with team members regarding best quality practices. Implements appropriate training to maintain high quality standards. Encourages others to achieve high quality standards.
Unsatisfactory
Satisfactory
Exceeds Expectations
Comments:

Innovation

Creates improved methods or solutions for meeting goals and objectives. Challenges current procedures to develop other alternatives. Suggests new ideas at meetings. Develops new products and services.
Unsatisfactory
Satisfactory
Exceeds Expectations
Comments:

Results Oriented

Motivated by a strong desire to exceed performance standards. Sets objectives for the department. Responds to changing events to maintain progress toward achieving results. Explains the "whys" behind organizational objectives
Unsatisfactory
Satisfactory
Exceeds Expectations
Comments:

Excellence

Takes a lot of pride in their work. Demonstrates the functional or technical skills necessary to do their job. Produces high quality work. Can be counted on to add value wherever they are involved.
Unsatisfactory
Satisfactory
Exceeds Expectations
Comments:

Responsible

...takes personal responsibility for results. Sets high personal standards of performance. Sets a good example. Responsible for setting the vision of the department.
Unsatisfactory
Satisfactory
Exceeds Expectations
Comments:

Partnering/Networking

Creates opportunities and incentives for employees to learn and share knowledge with others. Facilitates open and honest communication to build trust and mutual respect. Creates the conditions for partnerships to grow and develop. Develops networks with other companies to reduce costs and improve services.
Unsatisfactory
Satisfactory
Exceeds Expectations
Comments:

Recognition

Recognizes individuals for a specific outstanding achievement. Lets employees know when they have done well Reinforces and rewards employees for accomplishing necessary goals. Makes people around them feel appreciated and valued.
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?