COMPANY XYZ
Performance Appraisal Form
Name of Staff Member: _ _XYZ_ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _
Position: _ _ _Accountant_ _ _ Date appointed: _ _ _ Jan-2009_ _ _ _ _ _ _
_
Name of Assessor 1 _ _ Tehreem_ _ _ _ _ _ _ _ _
Name of Assessor 2 _ _ Maryam_ _ _ _ _ _ _
Date of Appraisal: _ _13-12-2010 _ _ _
Rating Key:
1. Exceeds Job Requirements
2. Meets Job Requirements
3. Needs Some Improvements
4. Does Not Meet Job Requirements
A. Effectiveness of Personal Working Methods/Organisational Skills
1. Time Management __3__
2. Reliability __2__
3. Meets deadlines _ _ _3_ _
4. Ability to prioritise _ _ _3_ _
B. Commitment to Organisation Policies/Administrative Procedures
1. Health Board priorities _ _ 4_ _ _
2. Procedures/rules _ _ _2_ _
3. Administrative systems ___2_
C. Technical Ability/Professional Judgement
1. Ability to analyse policy implications/develop alternative policies_ _3 _
2. Recognises limitation of abilities and knowledge __2_
3. Produces acceptable quality written work to timeline set __3_
4. Prepared to extend knowledge to new areas _
_3_
5. Obtains relevant facts through consultation, literature etc. _
_3 _
6. Demonstrates ability to identify and communicate areas of further
need_2
7. Exercises sound political/organisational judgement in written ---3-
8. public material (statements/submissions/letters etc) _ _ 3_ _ _
D. Maintenance of Efficient Files/Minutes, Briefing Notes/Reports
1. Establishes and maintains effective personal resource system _ _4 _
2. Provides clear concise information in required format for
internal/external reporting systems _ _2_
3. Develops plans for action for current and future Health board
decisions. _ 3_ _
E. Relationship to Team Members/ Other Staff
1. Delegation _ _3_ _
2. Accessibility _ _3_ _ _
3. Communication _ _ 3_ _
4. Shares information _ _ 3_ _
5. Involved in training sessions __4__
6. Flexibility __3__
F. Relationship with Public/Members Bureaucrats/Consumers
1. Helpful, courteous attitude to information etc requests __3__
2. Establishes professional relationship with ongoing contacts_ _ 3 _
G. Relationship to Chairperson/Immediate Supervisor
1. Ability to keep supervisor informed of job progress _ _ 4_ _
2. Ability to signal workflow problems in advance __3__
3. Acceptance of duties as per job description __3__
4. Ability to accept a change in job direction __3__
5. Willingness to learn/change __3__
H. Initiative/Discretion
1. Shows respect of other people's rights in all situations __2_
_
2. Tact/diplomacy __2__
3. Ability to identify issues and look at solutions __2__
4. Innovative in approach to work __2__
I. Conscientiousness
1. Punctuality _ _ 2 _ _
2. Attendance _ _ 1 _ _
3. Availability for relief and tasks _ _ 2 _ _
4. Attends staff meetings _ _ 2 _ _
J. Administration
1. Initiates and monitors organisational systems and procedures _ 2 _ _
2. Identifies and negotiates resources of funding _ 3_ _
3. Ensures that organisation meets its funding accountability
requirements _2_
4. Develops budgets and monitors budget outcomes and financial
resources _2_
5. Ensures achievement of agreed budget & program targets by
agreed deadlines
_ 2_ _
6. Maximises organisation's productivity through appropriate allocation
of staff resources _ _2_ _
7. Ensures timely and prompt completion of personnel transactions _ 3
_
8. Effectively motivates, supervises and monitors development of staff
members _ 2_ _
9. Carries out ongoing evaluation of all aspects of program delivery
and management _
_2_ _
Overall Rating _ 120 _ _
Employee satisfaction with the service, supervision, the job _ _ _ _ _ _ _ _ _
_______________________________________________
_______________________________________________
______________________________________________ _
_______________________________________________
_______________________________________________
________________________________________
Signed by Assessor 1 _ _ _ _ _ _ _ _ _ _ _ Signed by Assessor 2 _ _ _ _ _ _
Signed by Employee _ _ _ _ _ _ _ _ _ _ _
Date _ _ _ _ _ _ _ _
