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-SampleForm-
AnnualPerformaneeAppraisal
AppraisalScore
OverallScore: /5.0
EMPLOYEEINFORMATION
Name:
JobTitte
ManagerName
Department:
HireDate:
LastAppraisalDate:
EvaluatedBy:
DEFINITIONOFRATINGS
EXCEPTIONAL(5):Consistentlyexceedsallrelevantperformaneestandards.Providesleadership,fostersteproductive,innovative,responsiveandgeneratestopqualitywork.Activeinindustry-relatedprofessionaland
EXCEEDSEXPECTATIONS(4):Consistentlymeetsandoftenexceedsallrelevantperformaneestandards.sinitiativeandversatility,workscollaboratively,hasstrongtechnical&interpersonalskillsorhasachievedsignintheseareas.
MEETSEXPECTATIONS(3):Meetsallrelevantperformaneestandards.Seldomexceedsorfallsshortofdeorobjectives.Lacksappropriatelevelofskillsorisinexperienced/stilllearningthescopeofthejob.
BELOWEXPECTATIONS(2)Sometimesmeetstheperformaneestandards.Seldomexceedsandoftenfallsresults.Performaneehasdeelinedsignificantly,oremployeehasnotsustainedadequateimprovement,asreperformaneerevieworperformaneeimprovementplan.
NEEDSIMPROVEMENT(1):Consistentlyfallsshortofperformaneestandards.
INSTRUCTIONS
Describetheemployee'scontributionsineachoftheperformancetMteEOWeSIVEItiwatyouillustratespecific,detailedexamplessincethelastperformaneeevaluation.RatingsMUSTsupportandbesubstantiatcomments.
Competency
RatingsScale
Comments:
Score
/5.0
Quality
Completeshighqualityworkaccordingtospecifications.Thoroughlyfollowsstandarprocedures.Keepscompleterecords.Paytodetails.Hasastrongsenseofqualityanhowtoachieveit.
dsandsattentiondknows
(0%)
DesiretoImproveQuality
Continuallylooksforwaystoimproveandquality.Appliesfeedbacktoimproveperfo
promotemance.
(0%)
JobKnowledge
Possessesskillsandknowledgetoperforrcompetently.
ithejob
(0%)
Communication
Organizesandexpressesideasandinformclearly,usingappropriateandefficientmeconveyingtheinformation.
iationhodsof
(0%)
InterpersonalSkills
Issensitivetotheneeds,feelingsandcapothers.Approachesothersinanon-threat
abilitiesofeningand
(0%)
PERSONALATTRIBUTES(Matrixformat)
Score: /5.0 %
pleasantmannerandtreatsthemwithres
)ect.
ConflictResolution
Expressesalternativepointsofviewinanon-threateningway.Knowswhenitisaptocompromiseandwhenitisimportanttostand.
propriatetakea
(0%)
Teamwork
Worksonprojectsaspartofateam,exch;andcontributingskillsthatcomplementthootherteammembers.Fulfillscommitmentsmembers.
angingideas)seofthe
,toteam
(0%)
Ethics
Maintainshighlevelofcharacterandaproattitude.Isabletoconformandpromotethcompany'sstandardsofconduct.
fessional
e
(0%)
Initiative
Strivestolearnandimprove.Seeksoutwthemselvesandthecompany.Takesonresponsibilities.Doesnotrem—nidedworking.Self-motivated.
aystobetter
(0%)
SUMMARYSCORE
PERSONALATTRIBUTES
(Matrixformat)
Score0.0
1.3
2.5
3.8
5.0
Quality
Desiretoimprovequality
JobKnowledge
Communication
InterpersonalSkills
ConflictResolution
Teamwork
Ethics
Initiative
PERSONALATTRIBUTES
(Shortformat)
EmployeeScore:
ManagerScore: /5.0'%
Initiative
EmployeeScore:
ManagerScore: /5.0(0%)
Exceptional
ExceedsExpectations
Worksindependentlytosolveproblems. MeetsExpectations
LooksforopportunitiestotakeonmoreresponslbeitywExpectations
NeedsImprovement
Notapplicable
Self: N/A
DevelopmentPlan:
InnovativeThinking EmployeeScore:
ManagerScore: /5.0(0%)
Exceptional
ExceedsExpectations
°MeetsExpectations
Looksforwaystoimproveeffectivenessbyimplementing
newideasandmoreefficientapproaches
oBelowExpectations
NeedsImprovement
Notapplicable
Self:
Comments:
DevelopmentPlan:
SeekingFeedback EmployeeScore:
ManagerScore: /5.0(0%)
Exceptional
-ExceedsExpectations
oMeetsExpectations
Proactivelyseeksperformaneefeedbackandidentifies
approachestoimproveperformanee
oBelowExpectations
NeedsImprovement
Notapplicable
Self: N/A
Comments:
DevelopmentPlan:
Score: /5.0 %
PERSONALATTRIBUTES(ExtendedMatrixformat)
R=RatingsScale-Exceptional;4ExceedsExpectationsmeetsExpectationsBeiowExpectationsN^edsImprovement.
Rating
fQuarter
2ndQuarter
3rdQuarter
4thQuarter
Score
R
R
R
R
/5.0
Quality
5
5
5
5
(0%)
Completeshighqualityworkaccordingto
4
4
4
4
specifications.Thoroughlyfollowsstanda
rdsand
procedures.Keepscompleterecords.Pa
ysa^ention
3
3
3
todetails.Hasastrongsenseofqualitya
ndknows
howtoachieveit.
2
2
2
2
1
1
1
1
Comments:
DesiretoImproveQuality
5
5
5
5
(0%)
Continuallylooksforwaystoimprovean(
ipromote
4
4
4
quality.Appliesfeedbacktoimproveperf
ormanee.
3
3
3
3
2
2
2
2
1
1
1
1
Comments:
JobKnowledge
Possessesskillsandknowledgetoperfocompetently.
5
mthfejob
3
2
1
5
4
3
2
1
5
4
3
2
1
5
4
3
2
1
(0%)
Comments:
Communication
Organizesandexpressesideasandinforclearly,usingappropriateandefficientm(conveyingtheinformation.
5
mation
ethodsof
3
2
1
5
4
3
2
1
5
4
3
2
1
5
4
3
2
1
(0%)
Comments:
InterpersonalSkills
Issensitivetotheneeds,feelingsandcaothers.Approachesothersinanon-threa
5
^abilitiesofteningand
5
4
5
4
5
4
(0%)
pleasantmannerandtreatsthemwithre
spect.
3
3
3
3
2
2
2
2
1
1
1
1
Comments:
ConflictResolution
5
5
5
5
(0%)
Expressesalternativepointsofviewina
4
4
4
4
non-threateningway.Knowswhenitisa|
)propriate
tocompromiseandwhenitisimportantt(
)takea
3
3
3
stand.
2
2
2
2
1
1
1
1
Comments:
Teamwork
(0%)
Worksonprojectsaspartofateam,exchang4ngideasandcontributingskillsthatcomplementthoseoftheotherteammembers.Fulfillscommitm^tstoteammembers.
1
1
1
1
Comments:
Ethics
5
5
5
5
(0%)
Maintainshighlevelofcharacterandap
ofesfeional
4
4
4
attitude.Isabletoconformandpromote
he
company'sstandardsofconduct.
3
3
3
3
2
2
2
2
1
1
1
1
Comments:
Initiative
5
5
5
5
(0%)
Strivestolearnandimprove.Seeksoutw
/ays4to
4
4
4
betterthemselvesandthecompany.Tak
eson
responsibilities.Doesnotrem—nided
3
3
3
3
working.Self-motivated.
o
o
o
2
2
2
2
1
1
1
1
Comments:
INSTRUCTIONSFORNEWGOALS
Identifyaminimumoftwonewobjectives.Theseobjectivesmustbethosethattheemployeeagreedtoaccoiandaddressanyoneofthefollowingareas:
ProjectGoalsarespecificassignmentstoparticipateinormanageongoingorfutureprojects.Whensettingpoutlinethescopeoftheroletheemployeeistoplay,listsresourcesandcompletiontimeframeanddefineth
Enteradditionalgoals(toamaximumof5intotal)byclickingonthe"AddNew"button.
NEWGOALS
Weight
Objectives
MeasuresofSuccess
Title:
ActionItems/Steps
MeasuresofSuccess
£]AddNew...
INSTRUCTIONSFORRATINGPASTGOALS
Evaluatepastgoalsbyassessingtheaccomplishmentsachievedineachcategory.Enteradditionalpastgoatotal)byclickingonthe"AddNew"button.
Pastgoalsthathavebeenenteredinthesystemcanbeaccessedfromtheemployeerecordusingthe"Copyleftofeachgoalfield.
PASTGOALS
EmployeeScore: ManagerScore: /5.0-3%
Goals
Accomplishments
ScoreWeight
N/A N/A
Title:
Due;
Completed;
ActionItems/Steps
Accomplishments
MeasuresofSuccess
Accomplishments
N/A N/A
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