"Performance Planning and Appraisal Template A. Employee Data B"
Company Name Confidential When Complete Employee Name Performance Planning and Appraisal Template A. Employee Data Name: Title: This Appraisal Period Covers From: May 1, 1998 To April 30, 1999 Rating Manager's Name (typed): B. Employee Summary Complete this page prior to your manager completing the manager's summary. It will give your manager a better understanding of your view of your job and accomplishments. It will also help prepare your manager to discuss with you any thoughts, concerns, issues, or recommendations that you feel are important to your job or personal growth. Attach additional pages if required. Duties and Responsibilities: Describe your primary duties and responsibilities during the appraisal period. 1 Confidential When Complete Company Name Confidential When Complete Employee Name Major Achievements: List your major achievements during this period. Include those items your manager should consider in the evaluation of your performance. Work Objectives/Employee Development and Planning: List objectives that you would like to establish and complete in the coming year. Include training courses or seminars you feel would be of value to your job performance or personal development. When you have completed this section, return this form by: Monday, April 12, 1999 2 Confidential When Complete Company Name Confidential When Complete Employee Name C. Manager Summary Guide for Completion As you complete the following page to evaluate the employee, be sure that the employee understands the importance of individual job skills and performance standards as they apply to his/her specific job. Individual Contribution Ratings are as follows: Some Improvement Consistently Meets Required to Meet Exceeds Standards Standards Standards Not Observed 1 2 3 4 5 Comments on those categories scoring 2 and lower, or 4 and higher must be supported with constructive feedback to the individual outlining methods for improvement or a clear demonstration of superior performance. This is to be recorded in the Summary of Evaluation portion of the Evaluation Form (Section E, pg. 6). The categories for evaluation are as follows: 1) Adherence to Quality - Emphasizes a high standard of excellence in all work endeavors. Demonstrates accuracy, attention to detail, thoroughness, and dependability. 2) Professionalism - Demonstrates high level of professionalism in all business activity including attitude, appearance, co-worker interaction, client interaction, correspondence, and telephone manner. 3) Managing Stress - Performs all job functions using positive and constructive methods regardless of difficult or challenging circumstances. Remains cool and effective in high-pressure situations. 4) Professional/Technical/Product Knowledge - Possesses quality/quantity of expertise and depth of knowledge to perform assigned responsibilities. Consistently endeavors to learn and works to improve level of knowledge. 5) Application of Job Skills / Personal Productivity - Contributes innovative and practical solutions to technical / professional / business problems / challenges by applying skills effectively. Makes a strong contribution to the goals of the organization consistent with the level of responsibility. Actively works to improve the organization. 6) Conflict Resolution - Demonstrates ability to objectively assess relevant facts and issues, and suggests options that may satisfy the needs of all parties. Uses consideration and tact when expressing disagreement. 7) Project Management / Planning - Effectively manages time and resources to meet defined objectives. Achieves predetermined schedules/milestones/commitments in a timely manner with a minimum level of supervision. 3 Confidential When Complete Company Name Confidential When Complete Employee Name 8) Decision-Making - Bases decisions on relevant facts and circumstances. Quickly and objectively develops and analyzes alternative courses of action with an understanding of corporate goals. Demonstrates ability to make and assume responsibility for decisions made in urgent situations. 9) Continuous Measurable Improvement - Actively works to improve own performance in addition to the processes of the over-all organization. Understands performance measurement and tracks own performance indicators such as billed time, recovery rate per client, closed calls, meeting project timelines, and code quality. 10) Corporate Ethics – Knows and understands the Mission and Value Statement. Adheres to company values and ethical standards. 11) Attitude - Contributes by demonstrating a positive work ethic and attitude. Conveys positive attitude towards all employees and clients. Inspires, motivates, and guides co-workers in daily activities when required. Displays eagerness to pass on knowledge, and acquire new knowledge. Creates an environment that encourages open communication and collective problem solving. 12) Leadership - Demonstrates high level of energy, vision, initiative, self-confidence, and accountability. Conveys trust and confidence in co-workers. 13) Team Work - Displays a good understanding of the relationship of each individual role within the corporate team. Courage to express ideas in a clear and concise non-threatening manner in a team environment. Willingness to listen and evaluate other ideas and perspectives. Demonstrates accountability to team members. 14) Communication - Displays effective verbal and written communication skills. Shares ideas, concepts and knowledge with others. Actively listens to and understands others. 4 Confidential When Complete Company Name Confidential When Complete Employee Name D. Evaluation Form Refer to Section C - Manager Summary Guide for Completion for amplification of the categories listed below. Some Improvement Consistently Meets Required to Meet Exceeds Standards Standards Standards Categories for Not Evaluation Obs. 1 2 3 4 5 Adherence to Quality Professionalism Managing Stress P/T/P Knowledge Application of Skills Conflict Resolution Project Mgmt Planning Decision Making CMI Corporate Ethics Attitude Leadership Team Work Communication Total Points: Total: /42 Please carry forward the total points for this section to Section G: Overall Assessment (pg. 8) as they apply. 5 Confidential When Complete Company Name Confidential When Complete Employee Name E. Summary of Evaluation Comments regarding performance overall should be noted here, giving specific detailed reference to those categories where superior performance (≥ 4) and/or methods for improvement as applicable (≤ 2) are noted. Adherence to Quality Professionalism Managing Stress P/T/P Knowledge Application of Skills Conflict Resolution Project Mgmt Planning Decision Making CMI Corporate Ethics Attitude Leadership Team Work Communication This individual can improve performance and effectiveness by: (List specific methods / means that will assist the employee in applying the improvements to the current position held.) 1 6 Confidential When Complete Company Name Confidential When Complete Employee Name F. Manager/Employee Planner During the interview, the manager and employee should develop a mutually agreed upon plan of action for key objectives during the coming year. Consider the employee's work objectives and developmental needs as they relate to organizational requirements. Work Objectives: Use the space below to list one or more objectives for the employee which are to be accomplished in the next year. An objective must include a completion date and/or budgetary amount to be achieved. These objectives should be reviewed as appropriate. Work Objective Measurable Result Job Skills: Use the space below to list any job skills and knowledge that can be strengthened in the next year. Identify the recommended action for the employee to follow and review progress as appropriate. Job Skill/Knowledge Recommended Action 7 Confidential When Complete Company Name Confidential When Complete Employee Name G. OVERALL ASSESSMENT A ++ Far exceeds requirements Demonstrates exceptional initiative and understanding of business practices. A+ Consistently exceeds requirements Demonstrates above average initiative and understanding of business practices. A Meets all standards Competently meets job requirements. B Meets most requirements Demonstrates potential to meet all job requirements - requires development. F Fails to meet most requirements Fails to meet job requirements. NA Employee in position fewer than 90 days. A ++ A+ A B F Point Range Point Range Point Range Point Range Point Range Employees 60 - 70 49 - 59 39-48 30 - 38 < 30 Total points carried forward from Section D: This employee's overall assessment is: 8 Confidential When Complete Company Name Confidential When Complete Employee Name Employee Signature (Appraisal Acknowledgment Only) Date: Interviewer Name (Type Name) Signature of Interviewer: Date: President: Signature: Date: 9 Confidential When Complete