MID YEAR 2016 APPRAISALS WITH OBJECTIVES

Appraisal Score Overall Score: /5.0

Name: Job Title:

Manager Name: Department:

Hire Date: Last Appraisal Date:

Assessed By:

DEFINITION OF RATINGS

EXCEPTIONAL: Consistently exceeds all relevant performance standards. Provides leadership, fosters teamwork, 5
is highly productive, innovative, and responsive and generates top quality work. Active in industry-related
professional and/or community groups.

EXCEEDS EXPECTATIONS: Consistently meets and often exceeds all relevant performance standards. Shows 4
initiative and versatility, works collaboratively, has strong technical & interpersonal skills or has achieved significant
improvement in these areas.

MEETS EXPECTATIONS: Meets all relevant performance standards. Seldom exceeds or falls short of desired 3
results or objectives. Lacks appropriate level of skills or is inexperienced/still learning the scope of the job.

BELOW EXPECTATIONS: Sometimes meets the performance standards. Seldom exceeds and often falls short of 2
desired results. Performance has declined significantly, or employee has not sustained adequate improvement, as
required since the last performance review or performance improvement plan.

NEEDS IMPROVEMENT: Consistently falls short of performance standards.

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 INSTRUCTIONS
Describe the contributions in each of the performance categories below. It is IMPERATIVE that you illustrate specific, detailed examples
since the last performance evaluation. Ratings MUST support and be substantiated by narrative comments.

PERSONAL ATTRIBUTES (Matrix format) Score: 1-5

Competency and Benchmarks Short Comment RATINGS

 
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.

 
Desire to Improve Quality
Continually looks for ways to improve and promote quality. Applies feedback to
improve performance.

 
Job Knowledge
Possesses skills and knowledge to perform the job competently. BY MEETING
THE KPI’s of his Department.

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

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

 
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.

 
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.

 
Ethics
Maintains high level of character and a professional attitude. Is able to conform
and promote the company’s standards of conduct.

 
Initiative
Strives to learn and improve. Seeks out ways to better himself/ herself and the
company. Takes on responsibilities. Does not remain idle. Is hard working and
self-motivated.

TOTAL RATING  
AVERAGE RATING= total rating / 9  
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 SUMMARY SCORE

PERSONAL ATTRIBUTES (Matrix format) 1 2 3 4 5

Quality

Desire to Improve Quality

Job Knowledge

Communication

Interpersonal Skills

Conflict Resolution

Teamwork

Ethics

Initiatives

PERSONAL ATTRIBUTES

Initiative Manager Score: / 5.0

Works independently to solve problems.
Looks for opportunities to take on more responsibility.

 Exceptional Evidence:

 Exceeds Expectations
 Meets Expectations
 Below Expectations
 Needs Improvement

Self-Comments: Development Plan:

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 Initiative Thinking Manager Score: / 5.0
Looks for ways to improve effectiveness by implementing new ideas and more efficient approaches

 Exceptional
 Exceeds Expectations Evidence:

 Meets Expectations
 Below Expectations
 Needs Improvement
 Not applicable

Self Comments: Development Plan:

Seeking Feedback Manager Score: / 5.0

Proactively seeks performance feedback and identifies approaches to improve performance

 Exceptional
 Exceeds Expectations Evidence:

 Meets Expectations
 Below Expectations
 Needs Improvement
 Not applicable

Self Comments: Development Plan:

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 PERSONAL ATTRIBUTES (Extended Matrix format) FOR THE WHOLE YEAR
5 - Exceptional; 4 - Exceeds Expectations; 3 - Meets Expectations; 2 - Below Expectations; 1 - Needs Improvement.

Competency Rating MID END End of year

YEAR OF score =
YEAR
Total /2

5 5 
Quality
Completes high-quality work according to specifications.
4 4
Thoroughly follows standards and procedures. Keeps complete 3 3
records. Pays attention to details. Has a strong sense of quality 2 2
and knows how to achieve it. 1  1
Desire to Improve Quality 5 5 
Continually looks for ways to improve and promote quality.
Applies feedback to improve performance.
4 4
3 3
2 2
 1  1
Job Knowledge 5 5 
Possesses skills and knowledge to perform the job competently.
4 4
3 3
2 2
 1  1
Communication 5 5 
Organizes and expresses ideas and information clearly, using
appropriate and efficient methods of conveying the information.
4 4
3 3
2 2
 1  1
Interpersonal Skills 5 5 
Is sensitive to the needs, feelings and capabilities of others.
Approaches others in a non-threatening and pleasant manner and
4 4
treats them with respect. 3 3
2 2
 1  1
Conflict Resolution 5 5 
Expresses alternative points of view in a non-threatening way.
Knows when it is appropriate to compromise and when it is
4 4
important to take a stand. 3 3
2 2
 1  1
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 Teamwork 5 5 
Works on projects as part of a team, exchanging ideas and
contributing skills that complement those of the other team
4 4
members. Fulfills commitments to team members. 3 3
2 2
 1  1
Ethics 5 5 
Maintains high level of character and a professional attitude. Is
able to conform and promote the company’s standards of
4 4
conduct. 3 3
2 2
 1  1
Initiative 5 5 
Strives to learn and improve. Seeks out ways to better himself/
herself and the company. Takes on responsibilities. Does not
4 4
remain idle. Is hard working and self-motivated. 3 3
2 2
 1  1

Assessor comments:

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 INSTRUCTIONS FOR NEW GOALS

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.

NEW GOALS/ OBJECTIVES

Title: Objectives:

Due:

Weight:

Action Items/Steps: Measures of Success:

Title: Objectives:

Due:

Weight:

Action Items/Steps: Measures of Success:

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 INSTRUCTIONS FOR RATING PAST GOALS

Evaluate past goals by assessing the accomplishments achieved in each category.

Past goals that have been entered in the form can be accessed from the employee record of evidence using the tracking device

PAST GOALS/ OBJECTIVES

Title: Accomplishments:

Score: /5.0

Action Items/Steps: Accomplishments:

Measures of Success: Accomplishments:

Due: Completed:

Title: Accomplishments:

Score: /5.0

Action Items/Steps: Accomplishments:

Measures of Success: Accomplishments:

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Due: Completed:
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 PAST GOALS (NOT RATED)

Title: Accomplishments:

Due:

Completed:

Action Items/Steps: Accomplishments:

Measures of Success: Accomplishments:

Title: Accomplishments:

Due:

Completed:

Action Items/Steps: Accomplishments:

Measures of Success: Accomplishments:

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 INSTRUCTIONS FOR DEVELOPMENT PLANS

Enter development plans to be worked on for the upcoming review period..

Title:

Objectives:

Title:

Objectives:

EMPLOYEE/MANAGER COMMENTS

Employee Comments:


 agree with this evaluation

Manager Comments:
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 Further comments

GENERAL MANAGER SIGNATURE : ______________________

EMPLOYEE SIGNATURE : ______________________

DATE : ______________________
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