Coaching for Excellence - Employee Annual Performance Evaluation

1. Annual Performance Review Form
Coaching for Excellence
Employee Name: Position: Review Period:
1st
Level Manager: Department: Next Level Manager:
A. Goal Setting /Results Review
ANNUAL GOALS Q1 Q2 Q3 Q4
(Insert 3-6 key high level goals
that will drive quarterly SMART
objectives)
1.
2.
3.
4.
5.
(Insert 3-6 objectives for this quarter) (Insert 3-6 objectives for this quarter) (Insert 3-6 objectives for this
quarter)
(Insert 3-6 objectives for this quarter)
Results Summary: Results Summary: Results Summary: Results Summary:
(Insert a brief performance summary
for the quarterly review describing
key results achieved and/or missed)
(Insert a brief performance summary
for the quarterly review describing
key results achieved and/or missed)
(Insert a brief performance summary
for the quarterly review describing
key results achieved and/or missed)
(Insert a brief performance summary
for the quarterly review describing key
results achieved and/or missed)
Approval Signatures: Approval Signatures: Approval Signatures: Approval Signatures: Approval Signatures:
(Employee sign here) (Employee sign here) (Employee sign here) (Employee sign here) (Employee sign here)
(Manager sign here) (Manager sign here) (Manager sign here) (Manager sign here) (Manager sign here)
11-01-05 Mercury Confidential and Proprietary
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2. Annual Performance Review Form
B. Attributes Assessment
Describe the extent to which the employee exhibits/does not exhibit the Mercury Attributes in work performance.
Gather input from key work relationships to assist your evaluation.
Using the following scale to describe your frequency of behavior in each attribute:
(N = Never; R = Rarely; S = Sometimes; O = Often; A = Always; NA = Not Applicable)
Mercury
Attribute
Example Behaviors: modify examples to fit departmental
needs as appropriate
Behavior is observed…
N R S O A NA
Customer
driven Understand and focus on customer success
Listen carefully to customer needs
Build strong relationships with key customers
Regularly seek out data about customer satisfaction
Results
oriented Maintain high standards of performance
Clearly convey objectives, deadlines, and expectations
Act with a sense of urgency
Effectively lead from idea inception through implementation
Gain buy-in on important decisions from key stakeholders
Straight talk
Build effective working relationships with others
Communicate in a direct and candid way
Encourage direct and open discussion about issues
Show a willingness to listen and be open to input
Resolve conflicts effectively
Trust and
integrity Admit and take responsibility for errors
Show consistency between words and actions…walk the talk
Follow through on commitments
Demonstrate high standards of ethical conduct
Understand the impact of my behavior and emotions on others
Innovation
Encourage creative approaches and new ideas
Identify opportunities to improve business processes
Demonstrate vision that supports new possibilities for the future
Leading
people Inspire and motivate others to high performance
Attract talented people
Delegate effectively
Work well with people of different backgrounds & perspectives
Coach/mentor others to help them grow and learn
Facilitate cross-functional teamwork/collaboration
Company Name Here Confidential and Proprietary 8/22/2015

3. Annual Performance Review Form
C. Areas for Improvement /Development Needs
Based on the results and attributes evaluations above and the employee’s career interests, and business
demands, provide development suggestions for how to improve results, prepare for future critical skill needs,
and demonstrate Mercury Attributes more fully.
Performance Area Development Suggestions
1.
2.
3.
D. Employee Input
Employee provides a summary self assessment.
E. Annual Performance Summary
Manager provides brief summary of the employee’s overall performance including key results achieved or
missed, demonstration of attributes that lead to success, and areas for improvement (3-5 paragraphs)
ACKNOWLEDGEMENT
I am signing as indication that I have discussed this evaluation form and as acknowledgement of receipt.
Employee Signature Printed Name Date
Manager Signature Printed Name Date
2nd
Level Review Manager Signature Printed Name Date
Company Name Here Confidential and Proprietary 8/22/2015

4. Annual Performance Review Form
Company Name Here Confidential and Proprietary 8/22/2015