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Professional Unbranded Performance Appraisal Form
The document outlines a performance appraisal and development plan that includes employee information, appraisal ratings, and evaluation criteria across various job responsibilities. It details how to assess employee performance on standards such as productivity, adaptability, communication, leadership, and customer service, as well as offering a section for employee goals and development for the coming year. Additionally, it provides space for employee comments and signatures to acknowledge the review process.
Professional Unbranded Performance Appraisal Form
- 1. Performance Appraisal andDevelopment Plan 1 PERFORMANCE APPRAISAL AND DEVELOPMENT PLAN: Overall Summary of Performance Appraisal (1) Employee’s Name (2) Department (3) Period Covered By This Appraisal APPRAISAL RATINGS O = Outstanding. Performance exceeds expectations and is consistently outstanding. M = More than Satisfactory. Performance consistently fulfills the job requirements and exceeds expectations. S = Satisfactory. Performance consistently fulfills the job requirements. I = Improvement Needed. Performance does not consistently meet the job requirements. U = Unsatisfactory. Performance consistently fails to meet the job requirements. Please Note: If this is a probationary evaluation, please comment in the overall summary if the employee is passing the probationary period. Provide an overall appraisal rating. Overall Rating SIGNATURES: (All signatures as appropriate) Immediate Supervisor Date Next Level of Supervision Date Department Head/ Unit Manager (whichever is applicable) Date My signature indicates neither agreement nor disagreement with the appraisal, but it does indicate that I have reviewed the appraisal, and have discussed it with my supervisor. I understand that I may complete the Employee Comments sheets as part of this appraisal. Employee’s Signature Date
- 2. Performance Appraisal andDevelopment Plan 2 PERFORMANCE APPRAISAL AND DEVELOPMENT PLAN: (1) Employee’s Name (2) Department (3) Division (4) Period Covered By This Appraisal (5) Supervisor’s Name (6) Supervisor’s Payroll Title Performance Evaluation Job Responsibilities: Unsatisfactory Improvement Needed Satisfactory Morethan Satisfactory Outstanding NotApplicable PRODUCTIVITY Meets productivity standards Makes realistic goals Completes work in a timely manner Works accurately Comes in under budget Achieves established objectives Works smarter, not harder Looks for efficiencies OTHER: COMMENTS: ADAPTABILITY AND DEPENDABILITY Adapts to changes in the work environment Manages competing demands Performs well under pressure Follow instructions; responds to management direction Meets attendance and punctuality guidelines OTHER: COMMENTS: APPRAISAL RATINGS O = Outstanding. Performance exceeds expectations and is consistently outstanding. M = More than Satisfactory. Performance consistently fulfills the job requirements and exceeds expectations. S = Satisfactory. Performance consistently fulfills the job requirements. I = Improvement Needed. Performance does not consistently meet the job requirements. U = Unsatisfactory. Performance consistently fails to meet the job requirements.
- 3. Performance Appraisal andDevelopment Plan 3 Job Responsibilities: Unsatisfactory Improvement Needed Satisfactory Morethan Satisfactory Outstanding NotApplicable INITIATIVE AND JUDGEMENT Takes independent action based on sound judgment Seeks increased responsibility Demonstrates effective and timely decision making skills Volunteers readily OTHER: COMMENTS: COMMUNICATIONS Selects and uses appropriate communications methods Effectively expresses ideas verbally Effectively expresses ideas in writing Communicates effectively with external units Communicates effectively with colleagues Communicates effectively with supervisor Email etiquette Telephone etiquette OTHER: COMMENTS: COOPERATION AND TEAMWORK Maintains effective working relationships Exhibits openness to others’ views Works cooperatively in a group situation Contributes to building positive team spirit Offers assistance and support to co-workers OTHER: COMMENTS:
- 4. Performance Appraisal andDevelopment Plan 4 Job Responsibilities: Unsatisfactory Improvement Needed Satisfactory Morethan Satisfactory Outstanding NotApplicable LEADERSHIP Leads by example Finds realistic solutions Acts decisively, meets problems head-on Brings out the best in team members Resolves conflicts Establishes clear expectations Provides necessary resources Delegates clearly OTHER: COMMENTS: CONTINUOUS IMPROVEMENT Provides guidance and training to units Identifies areas for improvement and develops solutions Leads or participates in teams to improve processes OTHER: COMMENTS: PROJECT MANAGEMENT Prioritizes tasks Responds quickly and well to problems Manages costs effectively Develops new strategies Organizes tasks OTHER: COMMENTS:
- 5. Performance Appraisal andDevelopment Plan 5 Job Responsibilities: Unsatisfactory Improvement Needed Satisfactory Morethan Satisfactory Outstanding NotApplicable ANALYSIS, ASSESSMENT, AND PROBLEM SOLVING Collects appropriate information Develops recommendations based on thorough analysis Supports/explains reasoning for recommendations OTHER: COMMENTS: CUSTOMER SERVICE Displays courtesy and sensitivity Meets commitments Responds promptly to customer needs and requests Solicits customer feedback to improve services Gives good, practical advice Sets aside personal biases and wants OTHER: COMMENTS: PROFESSIONAL DEVELOPMENT Displays competence in required job skills Learns and applies new skills Keeps abreast of current developments Even-tempered under pressure Sets high standards for self Sets challenging goals OTHER: COMMENTS:
- 6. Performance Appraisal andDevelopment Plan 6 Job Responsibilities: Unsatisfactory Improvement Needed Satisfactory Morethan Satisfactory Outstanding NotApplicable STEWARDSHIP Demonstrates accountability and sound judgment in managing university resources in an open and effective manner Demonstrates appropriate understanding of confidentiality and university values Demonstrates adherence to policies, procedures, and safety guidelines OTHER: COMMENTS: CROSS-CULTURAL COMPETENCE Promotes cooperation, fairness and equity Demonstrates respect for people and their differences Works to understand perspectives and world views of others; demonstrates empathy Provides for and/or contributes to a culture of inclusion Integrates diversity into business practices OTHER: COMMENTS:
- 7. Performance Appraisal andDevelopment Plan 7 Employee Goals and Development Plan for the Coming Year Please use this section to identify development that sustains, improves and builds performance, and enables the employee to contribute to organizational effectiveness. This section should be used to identify goals, objectives, and career development activities, and should be completed by the supervisor in collaboration with the employee. Period Covered: Goals, Objectives, and/or Competencies Development Activities/Resources Time Frame Expectations Employee’s Signature Date Immediate Supervisor’s Signature Date
- 8. Performance Appraisal andDevelopment Plan 8 Employee Comments (Optional) At the completion of the final appraisal discussion between the supervisor and employee, the employee may use this Employee Comments sheet to discuss aspects of the appraisal. The employee’s name should be included at the top of any additional sheets used. After writing comments, the Employee Comments sheet should be returned to the supervisor so that it can become a part of the performance appraisal document. Employee’s Name: Period Covered By This Appraisal: Comments: Employee’s Signature Date