ROLE CLARITY

A safe place to sustain your performance

grow  reality  options wrap up  reflection  grow = REALITY

PERSON APPRAISED______DATE______

POSITION______DEPARTMENT______

COMPANY______TITLE______

REPORTS TO______

DIRECT REPORTS1) ______2) ______

3)______4) ______

5)______6) ______

APPRAISED BY______DESIGNATION ______

Where applicable, please rate on a 1 to 5 scale – (where 1 is low & 5 is high)

PRIVATE AND CONFIDENTIAL

1.ROLE CLARITY

  • In your opinion, what is the purpose of the job?

______

  • In your opinion, what are the main responsibilities / key result areas?

______

Rate 1-5

  • Adequate tertiary and professional qualifications______
  • Sufficient and appropriate experience______
  • Informed and up-to-date in industry______
  • Communicator:Verbal______

Written______

Presentations______

  • Well-matched for position______

Rate 1-5

2.JOB ENVIRONMENT

  • Conducive work atmosphere______
  • Has adequate and appropriate equipment / tools______
  • Competencies of subordinates______
  • Is well managed______
  • Good job satisfaction______
  • Adequately rewarded financially______
  • Given regular feedback by:Superior______

Peers______

Subordinates______

3.EFFECTIVENESS

  • Delivery / Execution:Performance______

Completes tasks______

Meets deadlines______

  • Awareness of time / punctuality______
  • Self-disciplined, neat and tidy______
  • Determines and separates “important” from “urgent”______
  • Sets work goals / objectives______
  • Determines priorities – daily, short and long-term______
  • Does the “right” thing (effectiveness)______
  • Does things well (efficiency)______
  • Manages email and responds to voicemail______
  • In your opinion, what are his / her areas of strength and excellence?

______

  • In your opinion, what are the areas for improvement, growth, development?

______

Rate 1-5

4.BEHAVIOUR

  • Accepts personal responsibility for own performance______
  • Positive attitude / well-motivated, energized______
  • Self-esteem, self-confidence, assertiveness______
  • Courageous______
  • Emotional intelligence ______

(knowing & managing one’s own emotions, recognizing emotions in others, handling

relationships & motivating self)

  • Self-starter______
  • Committed to the organization and to realizing its goals______
  • Meets deadlines______
  • Completes tasks, is reliable, persistent______
  • Focused, able to concentrate______
  • Consistent, predictable______
  • Flexible, adaptable to change______
  • Judgement, common sense______
  • Balanced work / personal life-relationship______
  • Just, fair, impartial to position______
  • Ethical______
  • In your opinion, what are your / his / her values?

______

  • In your opinion, what are your / his / her drivers?

______

  • In your opinion, what are you / his / her inhibitors?

______

Rate 1-5

5.CONTRIBUTION

  • Adds value to the organization______
  • Influences the “bottom line”______
  • Promotes the organization______
  • Team Player:
  • Participates______
  • Collaborates______
  • Shares expertise______
  • Open to feedback______
  • Management Skills:
  • Translates organizations mission into prioritized goals for team______
  • Clarifies and delegates roles and responsibilities to his / her team members______
  • Successfully selects / appoints team members______
  • Builds team and secures appropriate resources______
  • Understands, respects, assists, develops team members______
  • Maintains team discipline and is able to say “no”______
  • Ensures team activities produce results______
  • Leadership Skills:
  • Sets an example, embodies organizational values______
  • Communicates goals of organization and of team______
  • Generates enthusiasm, crease energy and excitement______
  • Builds relationships and makes people comfortable______
  • Encourages and supports staff______
  • Influences and persuades______
  • Listens and asks relevant questions______
  • Manages by walking around (MBWA)______
  • Gives continuous feedback______
  • Protects his / her team______

6.ORGANIZATIONS GOALS / OBJECTIVES FOR COACHEE

______

______

7.COACHEE’S GOALS / OBJECTIVES FOR COACHING INTERVENTION

______

______

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