Description of Performance Review Factors
Use the factors that best applies to the employee's job requirements.
Adaptability/Flexibility - The ability to change approaches or methods based upon circumstances unique to a
particular situation in order to achieve the desired results.
Analytical/Reasoning - The ability to separate a situation or problem into it's component parts, identify all
relevant factors, apply the principles of logic to determine relationships of variables, and thereby develop sound
Coaching/Development - The ability to recognize performance strengths and limitations of subordinates and to
effectively help them overcome their limitations and achieve their maximum potential.
Communication (verbal, written and listening) - The ability to accurately and effectively transmit and receive
information that is necessary to the accomplishment of position responsibilities. Effectively communicates at all
required levels; conducts meetings that achieve results; interprets and supports organizational policies;
demonstrates and conveys a favorable image when representing the organization (verbally and non-verbally);
makes formal and informal presentations; provides and solicits feedback; effectively communicates
goals/objectives and interplay of ideas and concepts; demonstrates proper telephone techniques and etiquette;
displays tact and diplomacy; provides clear and concise correspondence/documentation; displays a willingness to
discuss weaknesses and suggests/makes improvements; encourages open communications to achieve mutual
Controlling Skills - Sets performance standards; sets up control points; regularly requests feedback on results;
enforces policies, procedures, rules and regulations; monitors activities to determine whether they conform to
Cooperation - The willingness to work with colleagues, supervisors and subordinates and to accept new and
different ways of accomplishing departmental objectives.
Creativity/Innovation - The ability to bring original thoughts or new and unique ideas into the accomplishment of
position responsibilities. Making suggestions on new or better ways to accomplish the job responsibilities.
Customer Service - The ability and willingness to treat customers in a respectful and helpful manner, taking the
extra step to make the customer feel welcome and that their problems were heard and solved. Customers are
students, parents, colleagues and/or the community at large.
Functional and Administrative Know-How - Knowledge of policy, technique ability to deal effectively in these
areas; understands appropriate technical/operational procedures, management practices and principles; applies
technical and management knowledge to existing systems and procedures; blends management skills with
technical expertise; sharpens and updates skills.
Initiative - Self-motivation or energy applied to the commencement of needed activities without awaiting a
Interpersonal Skills - The ability to relate to and interact with others in a positive way that results in cooperation,
mutual respect and common benefit.
Know-How - Knowledge of how to accomplish something smoothly and efficiently within the given organizational
Lateness/Absences - Faithfulness in coming to work and conforming to work hours.
Leadership - The ability to influence the activity of others in a desired direction, often by setting an example and
establishing credibility, thereby inspiring their trust and loyalty. Displays leadership traits appropriate to the
situation; inspires the cooperation of others; ability to stimulate/influence others/recognizes the difference
between managing and doing tasks; implements change with a positive impact; accepts responsibility for
compliance with policies, procedures, rules, laws and regulations; assigns appropriate responsibility/authority on a
regular basis; recognizes the importance working through subordinates; delegates routine tasks to subordinates;
assigns work to build subordinates and improve job satisfaction; sets performance standards; sets up control
points; regularly requests
feedback on results; enforces policies, procedures, rules and regulations; monitors activities to determine whether
they conform to planned action; evaluates on the basis of performance-not personality; monitors the release of
confidential information; exercises appropriate cost controls; monitors employee absenteeism.
Organizational Skills - Develops systematic approach in carrying out assignments; determines required activities
and manpower; prioritizes objectives and associated tasks; arranges time, commitments and activities of self and
subordinates; establishes effective systems for record retention and retrieval; orchestrates successful programs
and/or projects; schedules time to work smarter; coordinates multiple activities.
Planning/Organizing and Goal Setting - The ability to project the future course of action needed to achieve an
identified objective and to coordinate the activities and resources involved in such a way as to maximize the
efficiency of the process. Sets goals, targets, and objectives for self and others; anticipates human resource
needs; formulates appropriate strategies to arrive at solutions; establishes priorities; prepares and justifies
budgets; develops innovative strategies/strategic alternatives; translates planning/ideas into reality; arranges
training of new employees.
Problem Analysis/Decision Making Skills - Diagnoses problem situations or conditions; obtains and verifies
needed information; identifies alternatives and trade-offs; solves problems rather than symptoms; develops and
recommends realistic solutions; quickly settles disciplinary problems; recognizes and deals with signs of
employee unrest; effectively resolves employee relations issues; turns complaints into opportunities; projects
objectivity; willing to make difficult and unpopular decisions as appropriate; anticipates and resolves conflicts.
Quality - The ability to perform the job responsibilities in the most accurate, complete, and thorough way.
Resourcefulness - The ability to meet unforeseen situations and to devise ways and means to overcome
unplanned obstacles with minimal loss of momentum.
Responsibility - Acceptance of accountability for one's actions. The conscientious fulfillment of one's
obligations. Demonstrated reliability and trustworthiness.
Stability - The ability to maintain one's equilibrium and composure and to continue to act rationally in stressful
Technical Expertise - Demonstrated knowledge and understanding of current theory, principles, and terminology
specific to the profession and/or job.
Working Relationships - Develops a rapport with others, is tactful, cooperative and open-minded; understands
human behavior; promotes interpersonal trust and respect; willing and successful as a team worker; encourages
organization-wide cooperation; resolves conflicts between individual needs and the requirements of the
organization; respects the opinions, abilities and contributions of others; deals effectively with the organizational