PERFORMANCE APPRAISAL
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- Meryl Gardner
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1 PERFORMANCE APPRAISAL Name: Department: Hire Date: Position Title: Cost Centre: Review Period: RATING SCALE In order to obtain an effective rating, goals need to be Specific, Measurable, Adds Value, Realistic and Time-based Exceeds Expectations Meets Expectations Does Not Meet Expectations RESPONSIBILITIES Responsibilities as defined in Job Description \ PERFORMANCE APPRAISAL PAGE 1 OF 8
2 GOALS Projects, in addition to job responsibilities as defined in previous performance review. GOALS Projects, in addition to job responsibilities, established as projects for the next review period Deadlines PERFORMANCE APPRAISAL PAGE 2 OF 8
3 TECHNICAL COMPETENCIES Technological skills, knowledge, language skills and education, as described in job description, required to perfom job responsibilities. CUSTOMER AWARENESS (Internal & External) Core Company Value demonstrated by specific behaviours. PERFORMANCE APPRAISAL PAGE 3 OF 8
4 INTERPERSONAL Core Company Value demonstrated by specific behaviours. INITIATIVE Core Company Value demonstrated by specific behaviours. PERFORMANCE APPRAISAL PAGE 4 OF 8
5 SELF-MANAGEMENT Core Company Value demonstrated by specific behaviours. TRAINING & DEVELOPMENT PLAN PREVIOUS TRAINING Considers growth in current position and learning priorities from previous review period. Completed Not Completed PERFORMANCE APPRAISAL PAGE 5 OF 8
6 TRAINING & DEVELOPMENT PLAN Considers growth in current position and learning priorities for next review period. Deadlines TRAINING & DEVELOPMENT PLAN LONG TERM Considers growth in potential future positions within the Company and/or career aspirations. Also considers business needs and trends that may influence nature of work. PERFORMANCE APPRAISAL PAGE 6 OF 8
7 ANNUAL SUMMARY Summary of performance over entire year relative to the performance requirements of the position. Add and average assessor s ratings for each category (round up to nearest decimal). categories and average. Use this number along with your judgement to determine an overall rating. BASIC RATING Responsibilities Goals Technical Competencies Interpersonal Initiative/Innovation Self-Management Customer Awareness TOTAL OVERALL RATING Outstanding Exceeds Expectations Meets Expectations Developing Unacceptable s Signature Next Level Signature Date: Date: I have read the Performance Appraisal and agree/disagree with its contents. s Signature Date: PERFORMANCE APPRAISAL PAGE 7 OF 8
8 PROGRESS NOTES Review objectives, projects and development plans periodically during the year. It is recommended that discussions take place at least once each quarter. 1 st 2 nd 3 rd 4 th Quarter Has met expectations: Responsibilities Yes No Goals Yes No Technical Competencies Yes No Customer Awareness Yes No Interpersonal Yes No Initiative Yes No Self-Management Yes No Development Plans Yes No Explanation and action plan required for any NO response. Manager s/ Agreements and Actions for next review period: PERFORMANCE APPRAISAL PAGE 8 OF 8
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