CAL POLY CORPORATION

by **winnersgroup** Sun Feb 02, 2014 3:48 pm

MANAGEMENT/ADMINISTRATIVEPERFORMANCE PLANNING & REVIEW FORM

MID YEAREMPLOYEE SELF-EVALUATION

Name:	Position Title:
Department:	Supervisor:
Evaluation Period - From:	To:

PURPOSE

The performance planning and review process is designed to provide an opportunity for joint performance planning. The key goals of the process are to:
Ø Increase each employee's effectiveness in meeting the overall mission of the organization.
Ø Ensure ongoing communication and feedback between the supervisor and employee.
Ø Provide a formal basis for linking each employee's performance to his/her pay subject to budget and funding.
The purpose of the self-evaluation is to gain your input and perspective prior to a formal discussion with your supervisor.

1. Note your accomplishments/progress on a copy of the Performance Objectives page.

2. What other special contributions did you make during the mid year performance period?

3. Comment on any unplanned events and/or significant problems that may have prevented you from fully achieving performance results so far during this evaluation period.

CURRENT YEAR

PERFORMANCE OBJECTIVES

*Performance Review–Insert the performance objectives developed at the beginning of the evaluation period below and note the accomplishments/progress and any comments related to the objective.*
Performance Standards and Objectives	Accomplishments and Comments	Rating
% Weight		Progressing Not progressing as scheduled
% Weight		Progressing Not progressing as scheduled
% Weight		Progressing Not progressing as scheduled
% Weight		Progressing Not progressing as scheduled

PERFORMANCE FACTORS

Review your performance and accomplishments that support and advance the values of the Cal Poly Corporation against the applicable performance factors. Include comments and examples in the general comments section (add additional pages as necessary).

PERFORMANCE FACTORS	RATING
Job Knowledge: · Demonstrates and applies technical job knowledge essential to the position's responsibilities and work assignments. · Maintains expertise and keeps current with developments in work specialty area.	Meets or Exceeds Expectations Still Developing or Does not meet expectations
Comments:
Work Quality & Productivity: · Completes work thoroughly and accurately and checks own work. · Consistently produces at a level required by the position in a timely manner; meets deadlines; results oriented.	Meets or Exceeds Expectations Still Developing or Does not meet expectations
Comments:
Problem Solving & Decision-Making: · Demonstrates ability to gather and analyze information in order to solve problems; knows who to involve. · Makes timely decisions. · Develops alternative courses of action and uses judgment to select the best approach based on organizational needs. · Accepts responsibility for decisions made and actions taken by self and staff.	Meets or Exceeds Expectations Still Developing or Does not meet expectations
Comments:
Communication: · Expresses self clearly and effectively orally and in writing. · Easily understood by others in discussions, answering questions, and making assignments. · Presents ideas and information in an organized manner. · Listens well; able to understand/interpret subtle meanings.	Meets or Exceeds Expectations Still Developing or Does not meet expectations
Comments:
Customer Service: · Identifies and anticipates needs of internal and external customers. · Establishes and maintains effective working relationships with other individuals and departments to support the achievement of organizational goals. · Operates from a perspective of respect, inclusion and equity for all. · Delivers work product and services in a way that brings credit to the department, Corporation and University.	Meets or Exceeds Expectations Still Developing or Does not meet expectations
Comments:
[You must be registered and logged in to see this image.]Initiative & Self-Development: · Demonstrates independence and resourcefulness by starting and completing work with minimal prompting or direction. · Aware of strengths and weaknesses and works to improve performance. · Engages in professional growth.	[You must be registered and logged in to see this image.] Meets or Exceeds Expectations Still Developing or Does not meet expectations
Comments:
Teamwork: · Understands and considers how work and decisions impact others. · Accepts accountability for own assignments. · Recognizes the contributions of others. · Is open to new ideas and works to share information and resources. · Fosters a supportive work environment. · Uses collaboration in problem solving. · Shares information and resources.	Meets or Exceeds Expectations Still Developing or Does not meet expectations
Comments:
FOR SUPERVISORS AND MANAGERS ONLY:
Organizational Effectiveness: · Organizes and plans department work effectively, effectively delegates work to enhance productivity, · Considers the financial and organizational impact of decisions and manages within department budget. · Resourceful; effective use of people, time, funds, materials, equipment, and facilities.	Meets or Exceeds Expectations Still Developing or Does not meet expectations
Comments:
Management : · Delegates work by communicating clear objectives and reviews work results. · Effectively and fairly evaluates performance and works to develop employees. · Is fair, open and consistent with others. · Effectively administers Equal Employment Opportunity (EEO) policies and consistently applies EEO provisions in personnel decisions. · Serves as an effective coach, mentor and counselor. · Makes and meets commitments, accountable.	Meets or Exceeds Expectations Still Developing or Does not meet expectations
Comments:
Leadership: · Creates a motivating work environment and inspires teamwork. · Promotes an environment where others feel involved and are recognized for accomplishments of group and individual goals. · Empowers others to know and do their jobs. · Facilitates professional growth in others. · Offers trust to others and demonstrates respect for all people.	Meets or Exceeds Expectations Still Developing or Does not meet expectations
[You must be registered and logged in to see this image.]Comments:	[You must be registered and logged in to see this image.]

by **winnersgroup** Sun Feb 02, 2014 3:50 pm

DEVELOPMENT PROGRESS

Discuss the employee's short term and ongoing development goals and opportunities discussed during the last evaluation. Identify potential development activities or resources to assist in achieving identified goals.

Prior Development Goal/Progress:

MID YEAR PERFORMANCE REVIEW SUMMARY

Taking into consideration all performance objectives, priorities and factors indicate the performance rating that best describes the employee's overall performance during the mid year performance review period. Provide any comments on the overall rating and employee’s performance. Attach additional sheets as necessary.

Overall Performance Rating: ¨ Meets or Exceeds Expectations ¨ Still Developing or Does Not Meet Expectations

General Comments:

EMPLOYEE COMMENTS

SIGNATURES

I have reviewed this document and discussed it with my supervisor and had the opportunity to make comments. My signature means I have been advised of my performance status and does not necessarily imply I agree with all the contents of the review.

Employee Signature Date

Supervisor's Signature Date Supervisor's Manager Date

CAL POLY CORPORATION

CAL POLY CORPORATION

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