Employee Performace Review - Managerial



Performance Appraisal – Executive/Managerial

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| |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

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Employee Feedback Section

The employee should fill out this section.

Employee Comments

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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.

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Received by HR (name and date)

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