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M6_performance_appraisal_packet.rtf2
Performance
Appraisals
Rating Standards
2 EXEEDS STANDARDS
- The employee shows unusual initiative and makes suggestions that lead the organization, team, or unit in directions that benefit the company. Within the level of this position, this employee’s performance has moved the company to a new level of understanding, action, or results that are valuable to the organization’s future.
The employee’s major projects- even the difficult ones or ones he/she has initiated- have achieved better results than expected in timeliness, cost, quality, and service measures.
The employee demonstrates high competence (knowledge, skills, ability, experience) and high commitment (motivation and self-confidence).
Because of specific past performance, the employee has built a reputation among management and colleagues as an expert in her/his job arena.
The employee takes on extra projects and tasks without defaulting on other assigned activities.
The employee does her/his own advance planning, anticipates problems, and takes appropriate action. Her/his performance requires only occasional supervision and follow-up.
The employee invariably chooses effective and efficient approaches to getting the job done.
1 MEETS STANDARDS
- The employee is doing a complete and satisfactory job. Performance is what is expected of a fully qualified and experienced person in the assigned position.
- The employee has achieved the results expected.
- The employee’s performance does not require significant improvement in major job areas. Improvement in skill maturity or experience may be desirable, but does not constitute a performance problem.
- This employee receives mostly positive comments from others with whom the employee works. This employee fosters work relationships that are productive.
- This employee benefits from supervision and follow-up and usually completes regular work and projects on schedule. Directive supervision and follow-up may be necessary when goals and projects are new or difficult.
- With direction, the employee uses effective and efficient approaches to getting the job done.
- The employee has experienced all of the job responsibilities of the position and is capable in each.
0 DOES NOT MEET STANDARDS
- The employee has done satisfactory work in some job areas, but needs improvement in other areas to do a complete and satisfactory job.
- The employee is on a plan to improve job areas.
- The employee may not yet have experienced all the job responsibilities of the position because he/she has not mastered the initial ones.
- He/she has been on the job long enough to have shown better performance.
- Co-workers have to pick up some of the employee’s workload until he/she is capable of being successful in all of the job responsibilities.
- The employee’s work in important job areas sometimes falls behind.
- The employee has not done satisfactory work in important job areas
Self Evaluation
Employee Name:_________________________________________ Date:________________
Please complete the following questionnaire, as it will assist in the completion of your evaluation and return to _________________________ no later than ____________________
- What do you consider to be your most important work related accomplishment in the past 12 months?
________________________________________________________________________________________________________________________________
- What is your favorite part of your job? Why?______________________________________ ________________________________________________________________________________________________________________________________
- At work I have the opportunity to do what I do best everyday.
Strongly Agree Agree Disagree Strongly Disagree
Explain_________________________________________________________________________________________________________________________________________________________________________________________________
- How have you positively impacted the customers experience at our organization within the last 90 days? _________________________________________________________________________________________________________________________________________________________________________________________________________
- How is the work you are doing today contributing toward your professional growth and development? _________________________________________________________________________________________________________________________________________________________________________________________________________
- What can you do to make your work environment better and more efficient for yourself and those around you? _________________________________________________________________________________________________________________________________________________________________________________________________________
Performance Appraisal
Name:_________________________________ Appraiser:____________________________________
Today’s Date:_____________ Job Title:___________________ Dept:____________________________
Review: Annual 90 Day Other:______________________________________
2 Exceeds Expectations 1 Meets Expectations 0 Does Not Meet Expectations
Job Performance
____ Meets competency requirements listed in job specific competency checklist (Insert Competency Checklist Score)
___ Meets Department productivity standards.
____ Follows through on commitments without reminders from the manager.
____ Is willing to adjust to changing without reminders from the manager.
____ Demonstrates a consistent level of performance.
Comments:___________________________________________________________________________________________________________________________________________________________________________________________________
Teamwork
____ Contributes to positive morale by looking for and suggesting ways to chare workload.
____ Encourage and recognizes coworkers for their efforts verbally and in writing (rave-reviews)
____ Completes assigned tasks as a team member and offers to help others succeed in their assigned tasks
____Communicate with other team members and receives/utilizes feedback from team positively.
____ Demonstrates good listening skills when conflict and misunderstandings arise.
Comments:___________________________________________________________________________________________________________________________________________________________________________________________________
Attendance/Punctuality
____Has missed time from work on less than 5 separate occasions (excluding most leaves).
____ No unexcused absences during evaluation period.
____Follows Proper call-in procedure when not able to come to work.
____ Attends inservices and meetings when requested and arrives at work on time.
Comments:___________________________________________________________________________________________________________________________________________________________________________________________________
Customer Service
____Anticipate Internal/external customer needs and takes action to meet those needs.
____ Handles high volumes without losing customer service attitude.
____ Handles confidential information and situations correctly. Does not gossip.
____ Acts in ways that build trust with customers (Coworkers, patients, family…).
____ Relates to people in an open, friendly, and accepting manner by smiling, greeting others, and responding to greeting from others.
Comments:___________________________________________________________________________________________________________________________________________________________________________________________________
Safety & Education
____ Attends mandatory annual training within correct timelines
____ No injuries due to unsafe practices
____ Follows safety guidelines.
____ Shows initiative to increase professional knowledge and skills
____ Takes ownership of safety or service issues and fixes them or forwards them appropriately.
Comments:___________________________________________________________________________________________________________________________________________________________________________________________________
Visionary/Future Thinking
____ Encourages new ideas and process improvement
____ Accepts change positively without complaints.
____ Takes the initiative to teach, coach, and mentor fellow team members in a affirming and positive way.
Comments:___________________________________________________________________________________________________________________________________________________________________________________________________
Performance Objectives
____Participated in determining performance objectives and timelines
____ Met timelines associated with performance objectives.
____ Communicated with manager on status of performance objectives, including needs and obstacles.
____ Achieved performance objectives (disregard goal areas that became unrealistic to accomplish during year).
Comments:___________________________________________________________________________________________________________________________________________________________________________________________________
Performance Appraisal Summary
Job Performance: __________ Safety & Education __________
Teamwork: __________ Visionary/Future Thinking: __________
Attendance/Punctuality: __________ Performance Objectives: __________
Customer Service: __________
Employee Comment: _________________________________________________________________________________________________________________________________________________________________________________________________________________________________
Appraiser’s Signature_____________________________________ Date________________
Employee Signature______________________________________ Date________________
Director/Manager Signature_______________________________ Date_________________
Human Resources Review_________________________________ Date_________________
(Employee’s signature means the performance appraisal was reviewed with him/her. It does not necessarily indicate that s/he agrees with the appraisal.)
Performance Objectives
Current Year
Employee Name: ___________________________________________________ Date:____________________
Performance Objective:
Timeline:
Plan for Completion:
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Employee Signature:________________________________________________ Date:____________________
Manager Signature:_________________________________________________ Date:____________________
Performance Objectives
Future year
Employee Name: ___________________________________________________ Date:____________________
Performance Objective:
Timeline:
Plan for Completion:
Performance Objective:
Timeline:
Plan for Completion:
Performance Objective:
Timeline:
Plan for Completion:
Performance Objective:
Timeline:
Plan for Completion:
Employee Signature:________________________________________________ Date:____________________
Manager Signature:_________________________________________________ Date:____________________
