MANAGEMENT PERFORMANCE APPRAISAL AND DEVELOPMENT PLAN

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1 MANAGEMENT PERFORMANCE APPRAISAL AND DEVELOPMENT PLAN PLEASE PRINT OR TYPE Date of Appraisal: Evaluating Manager: Division Head: LAST NAME FIRST INITIAL DATE HIRED DEPARTMENT / DIVISION JOB TITLE PURPOSES OF THIS APPRAISAL: To provide a process to evaluate the performance of managers. To establish a development plan and objectives for the following year whereby the manager can maintain or increase effectiveness. To create and encourage continuous two-way communication. 1. RESPONSIBILITIES: Summarize major duties and responsibilities. 1

2 2. OBJECTIVES: List specific objectives for this performance appraisal period. The objectives are results which the manager intends to achieve. 3. RESULTS: Describe specific results derived from the objectives which are stated above. 2

3 4. EFFECTIVENESS AREAS: Explain specific strengths and weaknesses. For each factor listed below, indicate whether the manager's performance "meets or exceeds expectations", "needs improvement", or is "unacceptable". Write a comment for each rating. A. LEADERSHIP The ability to motivate, inspire, challenge, and model behaviors for staff. MANAGEMENT FOCUS Actively supports goals amd values of the organization. Exceeds Expectations Demonstrates long-range, big picture approach to planning. Meets Expectations Leads/guides by example. Needs Improvement Delegates effectively. Unacceptable Obtains positive, demonstrable results in designated areas of responsibility. Exhibits adaptability to organizational change. DECISION MAKING Identifies problem, collects data, weighs alternatives, and arrives at Exceeds Expectations appropriate conclusion. Meets Expectations Designs realistic short-, and long-range goals and objectives for the Needs Improvement work unit. Unacceptable Makes appropriate use of fiscal, material, and human resources. Accepts responsibility for outcome of decisions. MANAGEMENT RELATIONS Projects positive image to staff, clients, and the public. Exceeds Expectations Maintains supportive working relationships with staff and clients. Meets Expectations Provides recognition to staff. Needs Improvement Unacceptable 3

4 B. IMPLEMENTATION / SUPERVISION The ability to set clear and realistic objectives, anticipate potential problems, organize work flow effectively and evaluate results. PRODUCTION Promotes quality service to clients. Exceeds Expectations Clearly communicates job expectations Meets Expectations Provides direction in setting performance objectives. Needs Improvement Organizes/participates on work teams to maintain and improve Unacceptable productivity. Uses appropriate work methods to achieve results. PERSONNEL EVALUATION / SUPPORT STAFF SUPERVISION Functions effectively as a member of a team. Exceeds Expectations Establishes performance methods and measures to track and obtain Meets Expectations desired results. Needs Improvement Provides positive and negative feedback, provides information, Unacceptable and takes appropriate action when needed. Evaluates staff collaboratively and objectively. Confronts personnel problems directly and resolves them. STAFF DEVELOPMENT OR DELIVERY Develops and maintains effective work teams. Exceeds Expectations Assists staff in setting professional goals and objectives. Meets Expectations Provides resources: coaching, training, guidance, Needs Improvement and career development for employees. Unacceptable Anticipates and provides training to meet changing requirements of the organization. 4

5 C. COMMUNICATION Ability to keep people informed appropriately, and to express clear and concise thoughts, ideas, and directions both orally and in writing. ORAL COMMUNICATION Gives clear, concise instructions/directions. Exceeds Expectations Makes effective presentations. Meets Expectations Maintains open, two-way communication. Needs Improvement Unacceptable WRITTEN COMMUNICATION Produces clear, concise written communication. Exceeds Expectations Establishes and maintains high standards of written communication Meets Expectations for staff. Needs Improvement Unacceptable FEEDBACK Develops strategies to maintain or improve flow of communication. Exceeds Expectations Provides information in a timely manner to the right people. Meets Expectations Actively listens and effectively responds. Needs Improvement Understands and applies directions from others. Unacceptable Gives effective praise and criticism. 5

6 D. JOB KNOWLEDGE AND APPLICATION Ability to apply knowledge and skills required by the job, and keep current on trends and technical information in the job area. ORAL COMMUNICATION Demonstrates effective application of knowledge and skill. Exceeds Expectations Actively seeks to keep current in trends and technical information Meets Expectations in job areas. Needs Improvement Demonstrates a willingness to learn and master changes in area Unacceptable of responsibility. 6

7 PERFORMANCE SUMMARY 5. PERFORMANCE SUMMARY Rate and summarize the manager's overall performance. This rating should be a composite of sections 2, 3, and 4. Exceeds Expectations Needs Improvement Meets Expectations Unacceptable SUMMARY 7

8 6. MANAGER'S : You are encouraged to add comments to this review. If you need additional space, attach a separate sheet to this form. **My signature indicates that the evaluating manager and I have discussed this evaluation. MANAGER (Print or type) EVALUATING MANAGER (Print or type) MANAGER'S SIGNATURE DATE EVALUATING MANAGER'S SIGNATURE DATE **This evaluation will not become a part of the manager's file until the Division Head has signed it. DIVISION HEAD'S SIGNATURE DATE 8

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