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Performance Appraisal

Open Posted By: highheaven1 Date: 21/02/2021 Graduate Case Study Writing

 

  • This assignment includes reading the background on your employee, Bill, and completing a thorough performance appraisal. 
    • Read "Bill’s Profile for Performance Appraisal" document located in the Week 5 folder
    • Use the “Assignment 5: Performance Appraisal Form” to complete a performance appraisal for Bill.
    • You should complete the numeric rating AND include comments related to EACH performance competency. 
Category: Accounting & Finance Subjects: Behavioral Finance Deadline: 12 Hours Budget: $120 - $180 Pages: 2-3 Pages (Short Assignment)

Attachment 1

image1.jpg image2.jpgPERFORMANCE APPRAISAL FORM

PRIVATE

The core of Verde Realty’s Performance Evaluation Process lies in the communication between the manager and the employee. This dialogue has a number of benefits, all of which are goals of the evaluation process:

· to provide adequate feedback to employees to improve subsequent performance.

· to motivate and compensate employees.

· to identify employee training needs and areas of future career development.

INSTRUCTIONS

The Performance Appraisal Form consists of several performance expectations. Each performance expectation is defined with descriptions of various degrees of behavior ranging from the most negative and most positive performance levels. Raters should use this consistent frame of reference when appraising a particular employee's performance. These descriptions provide well-defined explanations of each performance level so that the appraiser can avoid making universal, inconsistent judgments. Read each behavior and rate the employee’s level of performance. Provide comments with specific performance examples. Complete the Performance Rating Worksheet: total the ratings in all categories and circle the overall evaluation category (i.e. outstanding, meets expectations, etc.) The employee, reviewer and reviewer’s manager should sign the evaluation. Send the completed evaluation to the HR Department.

The Performance Appraisal form is designed to help the manager make thorough, factual and objective evaluations of employees. When making the appraisal, consider only that performance which occurred during the period under consideration. Performance prior to this period or predictions of future performance are not to be considered. Please include comments clarifying the ratings. Comments are especially important where performance is below expectations.

Employee Name

Position

Hire Date

Department/Company

Supervisor

Rating Period

90-day evaluation ( ) Other ( )

Annual ( )

Appraisal written and given by:

Date

Appraisal approved by:

Date

Job Knowledge : employee’s understanding of his/her job responsibilities gained through experience, education or specialized training

Unacceptable

1

Less than Expected

2

Meets Expectations

3

Exceeds Expectations

4

Superior

5

Rating

Inadequate knowledge of duties; Cannot complete majority of basic tasks; Requires considerable direction; Little understanding of required system.

Demonstrates adequate understanding of all elements of this job; Can proceed without special instruction on all regular work; Has basic understanding of the required systems.

Is very knowledgeable over a wide range of job responsibilities; Requires minimal direction; Thoroughly understands and successfully performs related tasks; Strong functional expertise with required systems.

____

COMMENTS:

Quality of Work : Consider accuracy and neatness of work produced under normal circumstances; ability to follow through and produce a quality work product

Unacceptable

1

Less than Expected

2

Meets Expectations

3

Exceeds Expectations

4

Superior

5

Rating

Work lacks accuracy; Work does not meet company standards; Poor organizational skills; Lacks follow through; Lacks attention to detail.

Performs work thoroughly and accurately, meeting company standards; Acceptable organizational skills; Generally follows through; Produces a quality product

Work achieves the highest standards of excellence; Exemplary organizational skills; Always follows through; Exceptional attention to detail; Consistently produces high quality product.

____

COMMENTS:

Quantity : Consider volume and productivity; ability to manage time to meet work deadlines and commitments; ability to stay focus and produce high volume of work

Unacceptable

1

Less than Expected

2

Meets Expectations

3

Exceeds Expectations

4

Superior

5

Rating

Has difficulty meeting goals and deadlines; Inability to prioritize tasks to meet important commitments; Poor time management and tends to get caught up in low-priority tasks; Slow work pace.

Plans, tracks, and completes duties and assignments by expected dates; Able to personally manage time and resources to ensure work is completed.

Can manage competing demands on time and remain focused on key objectives; Excellent at prioritizing tasks to ensure key objectives and deadlines are met.

____

COMMENTS:

Customer Service/Customer Expectations : ability to provide great customer service; consider ability to meet and/or exceed customer expectations

Unacceptable

1

Less than Expected

2

Meets Expectations

3

Exceeds Expectations

4

Superior

5

Rating

Poor customer relations; Poor voice tone and demeanor; Lacks customer follow through; Unresponsiveness to customer needs.

Polite and friendly to all customers; Generally responsive to customer issues/needs; Consistently follows up on customer requests.

Thoroughly understands internal and external customer expectations; Skilled in dealing with and satisfying even difficult customers; Proactively anticipates customer needs; Highly responsiveness; Always follows up on customer needs/requests.

___

COMMENTS:

Policies and Procedures : follows policies and procedures; understands importance/value of company policies and procedures

Unacceptable

1

Less than Expected

2

Meets Expectations

3

Exceeds Expectations

4

Superior

5

Rating

Minimal compliance with policies and procedures; Sees policies as a burden; Always questions policy; Lacks basic understanding of policies; Inconsistently applies policies.

Maintains compliance with applicable policies, procedures, standards, and regulations; Able to relate to routine operations in a manner that is consistent with existing solutions to problems; Rarely questions policies and procedures.

Always conforms to policies and procedures; maturely questions policy when appropriate; is committed to, and recognizes the value of policies and procedures; Recommends changes to policy or assists in policy development.

__

COMMENTS:

Problem Solving and Decision Making : ability to solve problems and make good decisions using appropriate judgment

Unacceptable

1

Less than Expected

2

Meets Expectations

3

Exceeds Expectations

4

Superior

5

Rating

Rarely anticipates or recognizes potential problems; Fails to identify root causes; Acts hastily without considering all factors; Unable to make basic decisions or doesn’t understand decision-making authority.

Usually able to recognize a developing problem and take action to correct it; Usually identifies the cause of a problem before taking corrective steps; Uses good judgment to make appropriate decisions.

Can quickly recognize and respond to potential problems when they occur and takes immediate action before they become fully developed; Careful to investigate and identify the cause of a problem before proceeding with corrective measures; Uses sound judgment at all times; Always makes good independent decisions.

___

COMMENTS:

Motivation and Attitude : ability to sustain level of motivation; willing to go above and beyond to reach goals; taking initiative with a positive attitude.

Unacceptable

1

Less than Expected

2

Meets Expectations

3

Exceeds Expectations

4

Superior

5

Rating

Fails to convey a positive personal image; puts forth minimal effort; always has to be reminded to stay focused and complete tasks; Negative attitude;

Maintains self-motivation; Conducts self in a positive and enthusiastic manner; Puts forth adequate effort;

Displays energy and enthusiasm in performing daily responsibilities; gives maximum effort and consistently goes beyond what is expected. Always displays a positive attitude and is a role model for other; Able to create positive energy in others.

____

COMMENTS:

Teamwork: Ability to cooperate and maintain good team relations.

Unacceptable

1

Less than Expected

2

Meets Expectations

3

Exceeds Expectations

4

Superior

5

Rating

Limited skill in building rapport with co-workers; Negative influence on team; Rarely offers assistance to others; Uncooperative; Rarely supports manager and/or company goals..

Cooperative in dealing with co-workers and supervisor; Assists others when asked; Supportive; Maintains good relationships with team members; Supports manager and company goals.

Willingness and ability to work harmoniously with others; Always respects the feelings of others; Always offering assistance where needed; Extremely cooperative.

____

COMMENTS:

Dependability : consider ability to rely on employee

Unacceptable

1

Less than Expected

2

Meets Expectations

3

Exceeds Expectations

4

Superior

5

Rating

Rarely punctual; Fails to keep supervisor informed of schedule changes; Unreliable; Socializes excessively and fails to focus on the task at hand; Fails to regularly adhere to personal appearance standards.

Usually punctual; Generally informs supervisor of any schedule changes; Can be relied on to focus on the task at hand; Adheres to personal appearance standards.

Always punctual; Informs manager and team of any schedule changes whatever the reason; Always keeps promises; Can always be relied on to fill in wherever needed; Always presents professional image.

____

COMMENTS:

Communication : ability to communicate in verbal and written form

Unacceptable

1

Less than Expected

2

Meets Expectations

3

Exceeds Expectations

4

Superior

5

Rating

Verbal communication is unclear and confusing; Fails to provide timely feedback and/or keep manager informed; Fails to listen.

Verbal communications are clear and concise; Demonstrates proper telephone technique and etiquette; Provides timely feedback to co-workers and manager; Listens appropriately to ensure understanding.

Excels in verbal communication; Effectively organizes ideas to present information in a logical way; Persuasive; Always keeps manager and co-workers informed of relevant information; Superior listening skills; Ability to understand and communicate even difficult information.

____

COMMENTS:

Responsibility and Accountability : consider whether employee takes responsibility for his/her own actions and holds himself/herself accountable

Unacceptable

1

Less than Expected

2

Meets Expectations

3

Exceeds Expectations

4

Superior

5

Rating

Rarely takes responsibility for actions; Makes excuses and/or blames others; Inability to understand impact of own behavior on others; Responds defensively to constructive feedback.

Seeks responsibility and accepts accountability for actions; Responds appropriately to constructive feedback.

Accepts complete responsibility for all personal errors; Seeks out constructive feedback and responds positively; Readily makes changes based on feedback; Holds himself/herself and others to high standards of conduct; Always looking for ways to improve process efficiency.

____

COMMENTS:

PERFORMANCE RATING WORKSHEET

OVERALL EVALUATION

Total ratings for all performance categories

(total both sections for managers/supervisors)

Circle the appropriate evaluation category

RATING SCALE

Outstanding

50-55 points

Exceeds Expectations

39-49 points

TOTAL EVALUATION SCORE

Meets Expectations

30-38 points

Below Expectations

22-29 points

Unsatisfactory

21 or below

Required Signatures

If not signed, please indicate why?

______________________ ______________

___________________________​​_________

____________________

_________

Employee Signature Date

Reviewer signature

Date

____________________________________

I have read and acknowledged this to be a fair appraisal of my performance during review period.

____________________________________

______________________

Department Head Signature

______

Date

VERDE REALTY

� INCLUDEPICTURE "cid:[email protected]" \* MERGEFORMATINET ���

VERDE REALTY

� INCLUDEPICTURE "cid:[email protected]" \* MERGEFORMATINET ���

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