PERFORMANCE EVALUATION

Employee :_______________________________________________________________
Title :_______________________________________________________________

The purpose of the Performance Evaluation and Development Plan is to clarify expectations, set objectives and
identify actions to maintain or increase employee effectiveness.

Performance Rating Scale

Demonstrates a level of performance that consistently exceeds

Exceptional the normal requirements of the job. Always looks to perform
5
Performance additional duties and routinely demonstrates initiative in his or
her job.
Demonstrates a level of performance that at times goes beyond
4 Highly Effective the normal requirements of the job. Periodically demonstrates
initiative and looks to take on additional duties in his or her job.
Demonstrates a level of performance that consistently meets the
3 Solid Performer
requirements of the position.
Demonstrates a level of performance that does not meet job
Improvement
2 requirements indicating a need for improvement. Requires
Needed
significant improvement in several aspects of the job.
Demonstrates a level of performance that is clearly below the
Unacceptable standards expected in the job. A clearly defined plan for
1
Performance development must be completed in order to address the
performance.
 PERFORMANCE EVALUATION

Criteria Description Rating

 Accuracy, thoroughness and degree of care in work
Quality of
performed
Work
 Adherence to established standards and policies
 Amount or degree of work consistently achieved, as job
Productivity
assignment requires
 Assess needs n an ongoing basis
Planning and  Sets priorities & develops a plan of action
Organization  Uses resources effectively
 Meets deadlines
 Maintains company & client confidentiality
Judgment and  Identifies problems, causes & resolutions
Decision  Act on/Implements decisions and evaluates outcome
Making  Makes sound & timely decisions/recommendations based
on all factors and/or standards of practice
 Willingness to assume responsibility
 Ability to take prompt and proper action within scope of
Initiative and
authority
Reliability
 Planning of constructive ideas
 Degree of supervision/direction required
 Degree of flexibility and openness to change
Adaptability
 Acceptance and utilization of constructive criticism
 Communicates skillfully with work group and other
departments
 Demonstrates ability to achieve results by managing other
Leadership
and through personal example
 Ability to inspire in others a willingness and desire towards
a common objective
 Ability to effectively express ideas and concepts, both
Communication
verbal and written
 Work co-operatively with others and consider their ideas
Teamwork  Establishes and maintains productive work relationships
with all employees and clients

Total :_________ Percentage Rating :__________

COMMENTS:
 PERFORMANCE EVALUATION

Development Plan/Objectives for the coming Year

Establish development plan and objectives with employee for the coming year. The plan will include specific actions
and training the employee can take to maintain or increase effectiveness. The objectives are results the employee
intends to achieve and are the basis for the next performance evaluation.

Development Plan

Major Objectives for the Next Year

Employee: Manager:

___________________________ _________________________