Employee Performace Review - Managerial
Performance Appraisal – Executive/Managerial
| | | | |
| |Employee Name | | |
| |Job Title | | |
| |Department | | |
| |Review Date | | |
| |Last Review Date | | |
| |Reviewer Name | | |
| |Reviewer Title | | |
| | | | |
Performance Appraisal Elements
The supervisor should complete this section 1 week before the scheduled review time with the employee.
Rate each item and average the section. The Overall Rating at the end should be an average of all the section ratings.
Ratings
1. Unsatisfactory/unacceptable
2. Needs Improvement
3. Consistently meets standards and expectations
4. Consistently exceeds standards and expectations
5 Clearly outstanding
Organization Support
N/A 1 2 3 4 5
Follows University policies and procedures
Completes administrative tasks correctly
Supports organization’s goals and values
Overall Organization Support
|Employee Comments | |
|Supervisor Comments | |
Business Ethics/Judgment
N/A 1 2 3 4 5
Treats people with respect
Keeps commitments
Inspires the trust of others
Works ethically and with integrity
Displays willingness to make decisions
Exhibits sound and accurate judgment
Supports and explains reasoning for decisions
Includes appropriate people in decision making process
Makes timely decisions
Overall Business Ethics/Judgment
|Employee Comments | |
|Supervisor Comments | |
Job Knowledge
N/A 1 2 3 4 5
Competent in required job skills and knowledge
Exhibits ability to learn new skills
Requires minimal supervision
Displays understanding of how job relates to others
Displays understanding of how job relates to University strategic plan
Uses resources effectively
Overall Job Knowledge
|Employee Comments | |
|Supervisor Comments | |
Communication Skills
N/A 1 2 3 4 5
Expresses ideas and thoughts verbally
Expresses ideas and thoughts in written form
Exhibits good listening and comprehension
Keeps others adequately informed
Selects and uses appropriate communication methods
Overall Communication Skills
|Employee Comments | |
|Supervisor Comments | |
Customer Service
N/A 1 2 3 4 5
Displays courtesy and sensitivity
Manages difficult or emotional customer situations
Meets customer commitments
Responds promptly to customer needs
Solicits customer feedback to improve service
Overall Customer Service
|Employee Comments | |
|Supervisor Comments | |
Planning & Organization
N/A 1 2 3 4 5
Prioritizes and plans work activities
Uses time efficiently
Integrates changes smoothly
Sets goals and objectives
Works in an organized manner
Develops project plans
Completes projects on time and budget
Manages project team activities
Overall Planning & Organization
|Employee Comments | |
|Supervisor Comments | |
Managing & Performance Coaching
N/A 1 2 3 4 5
Provides direction and gains compliance
Includes subordinates in planning
Takes responsibility for subordinates’ activities
Makes self available to subordinates
Provides regular performance feedback
Develops subordinates’ skills and encourages growth
Defines responsibilities and expectations
Sets goals and objectives
Motivates for increased results
Encourages training and development
Overall Managing & Performance Coaching
|Employee Comments | |
|Supervisor Comments | |
Delegation
N/A 1 2 3 4 5
Delegates work assignments
Matches the responsibility to the person
Gives authority to work independently
Sets expectations and monitors delegated activities
Provides recognition for results
Overall Delegation
|Employee Comments | |
|Supervisor Comments | |
Team Leadership
N/A 1 2 3 4 5
Fosters team cooperation
Defines team roles
Defines team responsibilities
Supports group problem solving
Ensures progress toward goals
Acknowledges team accomplishments
Overall Team Leadership
|Employee Comments | |
|Supervisor Comments | |
Quality Management
N/A 1 2 3 4 5
Fosters quality focus in others
Sets clear quality requirements
Measures key outcomes
Solicits and applies customer feedback
Improves processes, products and services
Overall Quality Management
|Employee Comments | |
|Supervisor Comments | |
Teamwork
N/A 1 2 3 4 5
Balances team and individual responsibilities
Exhibits objectivity and openness to others’ views
Contributes to building a positive team spirit
Exhibits confidence in self and others
Reacts well under pressure
Shows courage to take action
Motivates others to perform well
Overall Teamwork
|Employee Comments | |
|Supervisor Comments | |
Recruitment & Staffing
N/A 1 2 3 4 5
Utilizes recruitment sources
Exhibits sound interviewing skills
Presents positive and realistic view of the organization
Analyzes and forecasts staffing needs
Makes quality hiring decisions
Overall Recruitment & Staffing
|Employee Comments | |
|Supervisor Comments | |
Dependability
N/A 1 2 3 4 5
Responds to requests for service and assistance
Follows instructions, responds to management direction
Takes responsibility for own actions
Keeps commitments
Meets attendance and punctuality guidelines
Overall Dependability
|Employee Comments | |
|Supervisor Comments | |
Problem Solving
N/A 1 2 3 4 5
Identifies problems in a timely manner
Gathers and analyzes information skillfully
Develops alternative solutions
Resolves problems in early stages
Works well in group problem solving situations
Overall Problem Solving
|Employee Comments | |
|Supervisor Comments | |
Conflict Resolution
N/A 1 2 3 4 5
Encourages open communication
Confronts difficult situations
Maintains objectivity
Keeps emotions under control
Uses negotiation skills to resolve conflicts
Overall Conflict Resolution
|Employee Comments | |
|Supervisor Comments | |
Use of Technology
N/A 1 2 3 4 5
Demonstrates required skills
Adapts to new technologies
Troubleshoots technological problems
Uses technology to increase productivity
Overall Use of Technology
|Employee Comments | |
|Supervisor Comments | |
Overall Rating
N/A 1 2 3 4 5
Overall Rating
|Employee Comments | |
|Supervisor Comments | |
Employee Development Section
The employee and supervisor should discuss the results of the previous section and complete the following at the time of the review.
Plans for Improvement
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Future Goals
| |
Employee Feedback Section
The employee should fill out this section.
Employee Comments
| |
Employee Acknowledgment
I have reviewed this document and discussed the contents with my manager. My signature means that I have been advised of my performance status and does not necessarily imply that I agree with the evaluation.
_____________________________________________________________
Employee Signature and Date
_____________________________________________________________
Reviewer Signature and Date
Filing Instructions
Supervisors: please make two copies of the review. Send the original to Human Resources in a sealed envelope. Give one copy to the employee and retain one copy for your own records.
______________________________________________
Received by HR (name and date)
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