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    Annual Performance Appraisal

    Uploaded by

    Marcos Poffo
    This document provides a framework for evaluating an employee's annual performance, including ratings definitions and categories for personal attributes. The personal attributes are to be rated on a scale of 1 to 5, from "Needs Improvement" to "Exceptional". The categories include quality of work, job skills, communication, interpersonal skills, reconciling differences, teamwork, initiative, and other factors. For each category, the rater is to select a rating and provide comments on the employee's demonstration of that attribute.

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    © All Rights Reserved
    Download as DOC, PDF, TXT or read online from Scribd

    Annual Performance Appraisal

    Uploaded by

    Marcos Poffo
    229 views5 pages
    This document provides a framework for evaluating an employee's annual performance, including ratings definitions and categories for personal attributes. The personal attributes are to be rated on a scale of 1 to 5, from "Needs Improvement" to "Exceptional". The categories include quality of work, job skills, communication, interpersonal skills, reconciling differences, teamwork, initiative, and other factors. For each category, the rater is to select a rating and provide comments on the employee's demonstration of that attribute.

    Original Description:

    Annual Performance Appraisal

    Original Title

    Annual Performance Appraisal(1)

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    © © All Rights Reserved

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    This document provides a framework for evaluating an employee's annual performance, including ratings definitions and categories for personal attributes. The personal attributes are to be rated on a scale of 1 to 5, from "Needs Improvement" to "Exceptional". The categories include quality of work, job skills, communication, interpersonal skills, reconciling differences, teamwork, initiative, and other factors. For each category, the rater is to select a rating and provide comments on the employee's demonstration of that attribute.

    Copyright:

    © All Rights Reserved
    Download as DOC, PDF, TXT or read online from Scribd
    Download as doc, pdf, or txt
    229 views5 pages

    Annual Performance Appraisal

    Uploaded by

    Marcos Poffo
    This document provides a framework for evaluating an employee's annual performance, including ratings definitions and categories for personal attributes. The personal attributes are to be rated on a scale of 1 to 5, from "Needs Improvement" to "Exceptional". The categories include quality of work, job skills, communication, interpersonal skills, reconciling differences, teamwork, initiative, and other factors. For each category, the rater is to select a rating and provide comments on the employee's demonstration of that attribute.

    Copyright:

    © All Rights Reserved
    Download as DOC, PDF, TXT or read online from Scribd
    Download as doc, pdf, or txt
    of 5
    At a glance
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    The key takeaways are that the document provides a template for an annual employee performance appraisal that rates employees on various personal attributes using different ratings that define their level of performance.

    The different ratings used are Exceptional (5), Exceeds Expectations (4), Meets Expectations (3), Below Expectations (2), and Needs Improvement (1). They define the level to which an employee consistently meets or exceeds performance standards.

    The personal attributes that are evaluated include Quality of Work, Job Skills, Communication, Interpersonal Skills, Reconciling Differences, Teamwork, Initiative, Innovative Thinking, and Seeking Feedback.

    Annual Performance Appraisal

    Please provide feedback about an employee with whom you have interacted.
    Name:

    Job Title:

    Manager:

    Department:

    Ratings Definition
    EXCEPTIONAL (5): Consistently exceeds all relevant performance standards. Provides leadership, fosters teamwork, is highly
    productive, innovative, responsive and generates top quality work.
    EXCEEDS EXPECTATIONS (4): Consistently meets and often exceeds all relevant performance standards. Shows initiative
    and versatility, works collaboratively, has strong technical & interpersonal skills or has achieved significant improvement in
    these areas.
    MEETS EXPECTATIONS (3): Meets all relevant performance standards. Seldom exceeds or falls short of desired results or
    objectives.
    BELOW EXPECTATIONS (2): Sometimes meets the performance standards. Seldom exceeds and often falls short of desired
    results. Performance has declined significantly, or employee has not sustained adequate improvement, as required since the
    last performance review or performance
    NEEDS IMPROVEMENT (1): Consistently falls short of performance standards.

    PERSONAL ATTRIBUTES (Matrix format)

    Quality of Work
    5 - Exceptional; 4 - Exceeds Expectations; 3 - Meets Expectations; 2 - Below Expectations; 1 - Needs Improvement.
    Not
    Rating
    5
    4
    3
    2
    1
    Applicable

    Has established a track record of producing work that is highly accurate,


    demonstrates attention to detail and reflects well on the organization. Is
    personally committed to high quality work and encourages others to have
    similar standards.

    Comments:

    Job Skills
    5 - Exceptional; 4 - Exceeds Expectations; 3 - Meets Expectations; 2 - Below Expectations; 1 - Needs Improvement.
    Not
    Rating
    5
    4
    3
    2
    1
    Applicable

    Possesses sufficient job skills and knowledge to perform the job in a


    competent manner. Is able to demonstrate skills and knowledge in day-today situations.

    Comments:

    Communication
    5 - Exceptional; 4 - Exceeds Expectations; 3 - Meets Expectations; 2 - Below Expectations; 1 - Needs Improvement.
    Not
    Rating
    5
    4
    3
    2
    1
    Applicable

    Communicates effectively and appropriately. Uses good judgment as to


    what to communicate to whom as well as the best way to get that
    accomplished. Speaks in a clear and credible manner, selecting the right
    tone for the situation and audience. Listens to others and allows them to
    make their point.

    Comments:

    Interpersonal Skills
    5 - Exceptional; 4 - Exceeds Expectations; 3 - Meets Expectations; 2 - Below Expectations; 1 - Needs Improvement.
    Not
    Rating
    5
    4
    3
    2
    1
    Applicable

    Shows genuine sensitivity to the needs, feelings and capabilities of other


    people. Deals with others in a pleasant manner. Treats others with respect
    and consideration.

    Comments:

    Reconciling Differences
    5 - Exceptional; 4 - Exceeds Expectations; 3 - Meets Expectations; 2 - Below Expectations; 1 - Needs Improvement.
    Not
    Rating
    5
    4
    3
    2
    1
    Applicable

    Tends to express disagreement or differing points of view in a manner that


    is non-threatening and that leaves open the option of finding some middle
    ground. While he or she is aware that there are times to stand fast and take
    a firm stand on a particular topic or approach, this strategy is used
    selectively and appropriately.

    Comments:

    Teamwork
    5 - Exceptional; 4 - Exceeds Expectations; 3 - Meets Expectations; 2 - Below Expectations; 1 - Needs Improvement.
    Not
    Rating
    5
    4
    3
    2
    1
    Applicable

    Is an effective team player who adds complementary skills and contributes


    valuable ideas, opinions and feedback. Communicates in an open and
    candid manner and can be counted upon to fulfill any commitments made to
    others on the team.

    Comments:

    Initiative
    5 - Exceptional; 4 - Exceeds Expectations; 3 - Meets Expectations; 2 - Below Expectations; 1 - Needs Improvement.
    Not
    Rating
    5
    4
    3
    2
    1
    Applicable

    Recognizes opportunities and initiates actions to capitalize on them. Looks


    for new and productive ways to make an impact. Uses sound judgment
    about when to take action and when to seek guidance or permission.

    Comments:

    PERSONAL ATTRIBUTES (Short format)

    Initiative
    5 - Exceptional; 4 - Exceeds Expectations; 3 - Meets Expectations; 2 - Below Expectations; 1 - Needs Improvement.
    Not
    Rating
    5
    4
    3
    2
    1
    Applicable

    Recognizes opportunities and initiates actions to capitalize on them. Looks


    for new and productive ways to make an impact. Demonstrates this
    characteristic when it comes to generating new ideas or processes,
    capitalizing on new business opportunities, seeking-out and taking-on
    increasing responsibility or resolving problems as they occur. Uses sound
    judgment about when to take action and when to seek guidance or
    permission. This is in contrast to those who fail to notice opportunities, wait
    to be asked or instructed before taking action, seldom offer new ideas or
    express reservations about taking on additional responsibilities.

    Comments:

    Innovative Thinking
    5 - Exceptional; 4 - Exceeds Expectations; 3 - Meets Expectations; 2 - Below Expectations; 1 - Needs Improvement.
    Not
    Rating
    5
    4
    3
    2
    1
    Applicable

    Is on-the-lookout for new and innovative approaches that will improve


    efficiency. Embraces and champions new ideas and encourages others to
    do likewise. Recognizes and rewards people and teams who are creative
    and innovative. This is in sharp contrast to those who tend to embrace the
    status quo, struggle with new approaches and discourage others when they
    are creative and innovative in the pursuit of increased efficiency or
    effectiveness.

    Comments:

    Seeking Feedback
    5 - Exceptional; 4 - Exceeds Expectations; 3 - Meets Expectations; 2 - Below Expectations; 1 - Needs Improvement.
    Not
    Rating
    5
    4
    3
    2
    1
    Applicable

    Tends to seek out feedback for the purpose of improving work performance
    and listens to such feedback with an open mind. Leaves those who provide
    feedback satisfied that they have been heard and that their suggestions will
    be put to use. This is in clear contrast to those who fail to initiate requests
    for constructive feedback, come across as closed and defensive when
    presented with suggestions for improved effectiveness and leave the person
    providing feedback doubtful that it has been taken to heart or will lead to
    positive changes in the behavior of the receiver.

    Comments:

    PERSONAL ATTRIBUTES (Extended Matrix format)

    Quality of Work
    5 - Exceptional; 4 - Exceeds Expectations; 3 - Meets Expectations; 2 - Below Expectations; 1 - Needs Improvement.
    Not
    Rating
    5
    4
    3
    2
    1
    Applicable

    Has established a track record of producing work that is highly accurate,


    demonstrates attention to detail and reflects well on the organization. Is
    personally committed to high quality work and encourages others to have
    similar standards. This differs from those who cannot be relied upon to
    produce high quality work, pay little attention to detail, show little pride in a
    job well done and/or set a poor example for co-workers or direct reports.

    Comments:

    Job Skills
    5 - Exceptional; 4 - Exceeds Expectations; 3 - Meets Expectations; 2 - Below Expectations; 1 - Needs Improvement.
    Not
    Rating
    5
    4
    3
    2
    1
    Applicable

    Possesses sufficient job skills and knowledge to perform the job in a


    competent manner. Is able to demonstrate skills and knowledge in day-today situations. This is distinctly different from those individuals who lack
    sufficient job skills or knowledge to meet job requirements or who have the
    skills and knowledge, yet struggle to apply them to day-to-day situations on
    the job.

    Comments:

    Communication
    5 - Exceptional; 4 - Exceeds Expectations; 3 - Meets Expectations; 2 - Below Expectations; 1 - Needs Improvement.
    Not
    Rating
    5
    4
    3
    2
    1
    Applicable

    Communicates effectively and appropriately. Uses good judgment as to


    what to communicate to whom as well as the best way to get that
    accomplished. Speaks in a clear and credible manner, selecting the right
    tone for the situation and audience. Listens to others and allows them to
    make their point. This is quite different than those who tend to select the
    wrong means of communicating, or who communicate information to
    inappropriate people. It also contrasts with those whose messages are not
    clear or lack credibility, as well as those who demonstrate poor listening
    skills and are unreceptive to feedback.

    Comments:

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