- Sample Form -

Annual Performance Appraisal

EvaluatedBy:

DEFINITIONOF RATINGS
EXCEPTIONAL(5): Consistently exceeds all relevant performance standards. Provides leadership, fosters teamwork, is highly productive, innovative, responsive and generates top quality work. Active in industry-related professional and/or community groups. EXCEEDSEXPECTATIONS(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. MEETSEXPECTATIONS(3): Meets all relevant performance standards. Seldom exceeds or falls short of desired results or objectives. Lacks appropriate level of skills or is inexperienced/still learning the scope of the job. BELOWEXPECTATIONS(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 improvement plan. NEEDSIMPROVEMENT(1): Consistently falls short of performance standards.

INSTRUCTIONS
Describe the employee's contributions in each of the performance categories below. It is IMPERATIVEthat youillustratespecific, detailedexamplessincethe last performanceevaluation.Ratings MUSTsupportandbe substantiatedby narrativecomments.

PERSONALATTRIBUTES(Matrixformat)
Competency RatingsScale Comments:

Score: Page 1 of 8

/ 5.0
Score /5.0

Quality
Completes high quality work according to specifications. Thoroughly follows standards and procedures. Keeps

(0%)

complete records. Pays attention to details. Has a strong sense of quality and knows how to achieve it.

Desireto ImproveQuality
Continually looks for ways to improve and promote quality. Applies feedback to improve performance.

(0%)

JobKnowledge
Possesses skills and knowledge to perform the job competently.

(0%)

Communication
Organizes and expresses ideas and information clearly, using appropriate and efficient methods of conveying the information.

(0%)

InterpersonalSkills
Is sensitive to the needs, feelings and capabilities of others. Approaches others in a non-threatening and pleasant manner and treats them with respect.

(0%)

Conflict Resolution
Expresses alternative points of view in a non-threatening way. Knows when it is appropriate to compromise and when it is important to take a stand.

(0%)

Teamwork
Works on projects as part of a team, exchanging ideas and contributing skills that complement those of the other team members. Fulfills commitments to team members.

(0%)

Ethics
Maintains high level of character and a professional attitude. Is able to conform and promote the companys standards of conduct.

(0%)

Initiative
Strives to learn and improve. Seeks out ways to better themselves and the company. Takes on responsibilities. Does not remain idle is hard working. Self-motivated.

(0%)

SUMMARYSCORE
PERSONALATTRIBUTES (Matrixformat)
Quality Desire to improve quality Job Knowledge Communication Interpersonal Skills Conflict Resolution Teamwork Ethics Initiative

Score:0.0

1.3

2.5

3.8

5.0

PERSONALATTRIBUTES (Shortformat) Initiative

EmployeeScore:

ManagerScore: EmployeeScore: ManagerScore:

/ 5.0

/ 5.0 (0%)

Works independently to solve problems.

Exceptional

Page 2 of 8

Looks for opportunities to take on more responsibility.

Exceeds Expectations Meets Expectations Below Expectations Needs Improvement Not applicable

Self:

N/A

Comments:

DevelopmentPlan:

InnovativeThinking

EmployeeScore: ManagerScore: Exceptional Exceeds Expectations Meets Expectations Below Expectations Needs Improvement Not applicable / 5.0 (0%)

Looks for ways to improve effectiveness by implementing new ideas and more efficient approaches

Self:

N/A

Comments:

DevelopmentPlan:

SeekingFeedback

EmployeeScore: ManagerScore: Exceptional Exceeds Expectations Meets Expectations Below Expectations Needs Improvement Not applicable / 5.0 (0%)

Proactively seeks performance feedback and identifies approaches to improve performance

Self:

N/A

Comments:

DevelopmentPlan:

Page 3 of 8

PERSONALATTRIBUTES(ExtendedMatrixformat)
Rating Quality
Completes high quality work according to specifications. Thoroughly follows standards and procedures. Keeps complete records. Pays attention to details. Has a strong sense of quality and knows how to achieve it.

Score:
2nd Quarter 3rd Quarter 4th Quarter

/ 5.0 Score /5.0

R = RatingsScale5 Exceptional;4 ExceedsExpectations;3 meetsExpectations;2 BelowExpectations;1 NeedsImprovement.

1st Quarter

R 5 4 3 2 1 5 4 3 2 1

R 5 4 3 2 1

R 5 4 3 2 1

Comments:

Desireto ImproveQuality
Continually looks for ways to improve and promote quality. Applies feedback to improve performance.

5 4 3 2 1

5 4 3 2 1

5 4 3 2 1

5 4 3 2 1

(0%)

Comments:

JobKnowledge
Possesses skills and knowledge to perform the job competently.

5 4 3 2 1

5 4 3 2 1

5 4 3 2 1

5 4 3 2 1

(0%)

Comments:

Communication
Organizes and expresses ideas and information clearly, using appropriate and efficient methods of conveying the information.

5 4 3 2 1

5 4 3 2 1

5 4 3 2 1

5 4 3 2 1

(0%)

Comments:

InterpersonalSkills
Is sensitive to the needs, feelings and capabilities of others. Approaches others in a non-threatening and pleasant manner and treats them with respect.

5 4 3 2 1

5 4 3 2 1

5 4 3 2 1

5 4 3 2 1

(0%)

Comments:

Conflict Resolution
Expresses alternative points of view in a nonthreatening way. Knows when it is appropriate to compromise and when it is important to take a stand.

5 4 3 2

5 4 3 2

5 4 3 2

5 4 3 2

(0%)

Page 4 of 8

1 Comments:

Teamwork
Works on projects as part of a team, exchanging ideas and contributing skills that complement those of the other team members. Fulfills commitments to team members.

5 4 3 2 1

5 4 3 2 1

5 4 3 2 1

5 4 3 2 1

(0%)

Comments:

Ethics
Maintains high level of character and a professional attitude. Is able to conform and promote the companys standards of conduct.

5 4 3 2 1

5 4 3 2 1

5 4 3 2 1

5 4 3 2 1

(0%)

Comments:

Initiative
Strives to learn and improve. Seeks out ways to better themselves and the company. Takes on responsibilities. Does not remain idle is hard working. Self-motivated.

5 4 3 2 1

5 4 3 2 1

5 4 3 2 1

5 4 3 2 1

(0%)

Comments:

INSTRUCTIONSFORNEWGOALS
Identify a minimum of two new objectives. These objectives must be those that the employee agreed to accomplish over the coming year and address any one of the following areas: Project Goals are specific assignments to participate in or manage ongoing or future projects. When setting project oriented goals, outline the scope of the role the employee is to play, lists resources and completion time frame and define the desired result. Enter additional goals (to a maximum of 5 in total) by clicking on the "Add New" button.

NEWGOALS
Objectives Title: Weight

Page 5 of 8

ActionItems/Steps

Measuresof Success

Title:

ActionItems/Steps

Measuresof Success

INSTRUCTIONSFORRATINGPASTGOALS
Evaluate past goals by assessing the accomplishments achieved in each category. Enter additional past goals (to a maximum of 5 in total) by clicking on the "Add New" button. Past goals that have been entered in the system can be accessed from the employee record using the "Copy from Clipboard" icon to the left of each goal field.

PASTGOALS
Goals Title:

EmployeeScore: Accomplishments

ManagerScore: Score
N/A

/ 5.0 Weight
N/A

ActionItems/Steps

Accomplishments

Measuresof Success

Accomplishments

Page 6 of 8

N/A

N/A

Title:

ActionItems/Steps

Accomplishments

Measuresof Success

Accomplishments

PASTGOALS(NOTRATED)
Goals Title: Accomplishments

ActionItems/Steps

Accomplishments

Measuresof Success

Accomplishments

Title:

ActionItems/Steps

Accomplishments

Page 7 of 8

Measuresof Success

Accomplishments

INSTRUCTIONSFORDEVELOPMENTPLANS
Enter development plans to be worked on for the upcoming review period. Click on the "Select Development Plan" link to the left of the development field to choose from a list of available training courses/programs. Click on the "Add New" button to add up to a total of 5 development plans.

DevelopmentPlan
Objectives Title:

Title:

Add New...

EMPLOYEECOMMENTS

I agree with this evaluation I do not agree with this evaluation

MANAGERCOMMENTS
Comments

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