ANNUAL EMPLOYMENT PERFORMANCE REVIEW FOR STAFF
SAMPLE DOCUMENT
Date:
Employee:
Position:
Date of last review:
Supervisor:
I. REVIEW YOUR MAJOR JOB DUTIES AND ASSIGNMENTS DURING THIS PAST YEAR.
II. REVIEW YOUR PROGRESS AND PERFORMANCE DURING THE LAST YEAR IN MEETING THESE JOB DUTIES AND ASSIGNMENTS. EVALUATE YOUR EFFECTIVENESS IN CARRYING OUT YOUR MAJOR JOB RESPONSIBILITIES.
Please provide specific areas. Use the following rating system to respond to these questions:
- Outstanding (4)
- Effective (3)
- Needs Improvement (2)
- Unsatisfactory (1).
1. PRODUCTIVITY: Able to accomplish quality work within established timeframes; uses time and resources effectively; able to meet the demands of the workload as well as new and unanticipated challenges.
Rating: ______
Supporting examples:
2. PLANNING: Demonstrates strong organizational skills; follows through on
timely completion of responsibilities and assignments.
Rating: ______
Supporting examples:
3. COMPETENCY: Demonstrates competency in understanding and mastering skills and abilities needed to perform job.
Rating: ______
Supporting examples:
4. COMMUNICATION: Presents ideas clearly in written and oral communications; effectively listens to others; seeks feedback from all levels of the organization, exhibits sensitivity and appreciation for a diversity of viewpoints and styles in a multi-cultural environment. Clearly articulates concerns and needs to appropriate person(s), addresses questions and criticism directly to the people most involved. Consistently, provides feedback to coworkers for a job well done and assists other to improve.
Rating: ______
Supporting examples:
5. CUSTOMER SERVICE: Establishes and maintains successful relationships with clients, donors, vendors/suppliers, and co-workers; encourages evaluation and feedback from peers and clients.
Rating:______
Supporting examples:
6. SUPERVISION: Is adept at facilitating performance through others; assigns tasks clearly; holds staff accountable for the completion of all tasks in a consistent, respectful manner providing effective guidance, praise, and constructive criticism, when appropriate.
Rating: ______
Supporting Examples:
III. WHAT WERE YOUR GOALS AND OBJECTIVES FOR THIS EVALUATION PERIOD? Attach goals laid out in your last evaluation. If they have changed, explain the changes. If none were established, state "none".
Examples:
1. To develop a data base of our funders and clients
2. To increase my knowledge of youth development theory
III. DESCRIBE YOUR PROGRESS TOWARD THESE GOALS AND OBJECTIVES. WHAT RESULTS DID YOU ACHIEVE? WHAT OBSTACLES PREVENTED FURTHER PROGRESS TOWARD YOUR GOALS? WHAT ADDITIONAL CONTRIBUTIONS DID YOU MAKE THAT WENT BEYOND THESE GOALS?
V. OBJECTIVES FOR THE NEXT 12 MONTHS.
Identify three key goals or objectives for your next year of employment. These goals should reflect areas where you need to become more efficient and effective in carrying out your job duties and should be in agreement with the overall organizational goals.
1.
2.
3.
VI. PERSONAL DEVELOPMENT GOALS
Identify one or two developmental goals designed to increase your personal and interpersonal skills.
4.
5.
VII. SUPPORT TO BE PROVIDED BY YOUR MANAGER TO ACHIEVE YOUR
GOALS:
FINAL EVALUATION: (To be completed by Supervisor and Component
Director)
Supervisor: List below the ratings given the employee for each skill category:
1. An Overall Rating of the Employee's Job Performance. List below the ratings the employee gave him/herself for each skill category:
PRODUCTIVITY: ______
PLANNING: ______
COMPETENCY: ______
COMMUNICATION: ______
CUSTOMER SERVICE: ______
SUPERVISION (if app.): ______
Total overall rating: ______
2. List below the ratings the supervisor gave to the employee for each skill category:
PRODUCTIVITY: ______
PLANNING: ______
COMPETENCY: ______
COMMUNICATION: ______
CUSTOMER SERVICE: ______
SUPERVISION (if app.) ______
Total overall rating:
Explain any differences with the employee and supervisor before entering a final
overall evaluation.
3. Assign an overall rating that is discussed and agreed upon between the employee and supervisor:
PRODUCTIVITY: ______
PLANNING: ______
COMPETENCY: ______
COMMUNICATION: ______
CUSTOMER SERVICE: ______
SUPERVISION (if app.) ______
Total overall rating:
Employee's Signature Date
Manager's SignatureDate
Bayview Hunters Point Community Fund