Spreadsheet: 81557d1281697166-open-text-file-into-excel-template-paper-performance-plan-final-august-2010
Sheet: Manager Evaluation

 | Overview
 | Instructions
 | This page is designed to capture your feedback about the employee's performance over the past evaluation period. Your ratings should be based on performance throughout the entire review period and not on the most recent successes or failures.
 |           Choose a rating that appropriately indicates the employee's performance and progress in the Performance Dimensions and Overall sections
 |           The employee has already rated themselves on each performance dimension during the self evaluation. Review their input and select ratings for each performance dimension.
 | When evaluating the employee, ensure ratings are honest, objective and specific. Remember, the feedback should be job-related. Comment on behaviors not personality traits.
 | The purpose of the review is to provide constructive feedback to motivate employees to continually improve performance.
 | [NAME]
 | Instructions
 | Rate the employee on each performance dimension:
 |           Carefully review behaviors associated with each performance dimension and give the employee the appropriate rating
 |           Add comments that support your rating. Be specific and focus on the positive. This will be useful during the evaluation review
 | Rating |  | Numerical Value | Definition
 | Exceptional |  | 5 | Consistently exceeds expectations; clearly recognized as the excellence standard for others
 |  |  | 4.5
 | Exceed |  | 4 | Often exceeds expectations; is consistently recognized for being above standard
 |  |  | 3.5
 | Fully Meets |  | 3 | Consistently meets expectations; is solid and sustainable
 |  |  | 2.5
 | Partially Meets |  | 2 | Does not consistently meet expectations; some improvement is needed
 |  |  | 1.5
 | Does Not Meet |  | 1 | Consistently below expectations; significant improvement is needed
 | Safety
 | Behaviors:
 |           Understands Beyond Zero principles and adheres to safe work practices and standards
 |           Demonstrates personal commitment to safety through behavior and actions while performing daily tasks
 |           Takes responsibility for own and co-workers safekeeping; demonstrates our commitment to caring
 |           Effectively encourages and motivates others to work safely
 |           Actively engages in meaningful discussion about safety with co-workers and clients
 |  | Employee Rating: | 4.5 |  |  | Manager Rating:
 |  | Comments: |  |  |  | Comments:
 | Technical & Functional Skills (Applied Knowledge and Skills)
 | Behaviors:
 |           Demonstrates technical competence in performing required job duties
 |           Demonstrates job-related functional skills and knowledge
 |           Seeks to improve knowledge and skills through development activities (training, on-the-job, professional associations, etc.)
 |           Applies learning and development to current job
 |  | Employee Rating: | 0 |  |  | Manager Rating:
 |  | Comments: |  |  |  | Comments:
 | Work Methods & Results Focus
 | Behaviors:
 |           Produces quality work that meets expectations
 |           Keeps commitments and completes work by established deadlines
 |           Takes responsibility for own actions
 |           Organizes, plans, and manages time and tasks effectively
 |           Adheres to company guidelines and processes (budget, procurement, expenses, timekeeping)
 |           Demonstrates timely, thorough, and appropriate follow through
 |           Demonstrates flexibility and adjusts quickly as work demands change
 |           Accepts feedback and takes action to continuously improve
 |           Exhibits integrity and fosters trust and respect through actions
 |  | Employee Rating: | 0 |  |  | Manager Rating:
 |  | Comments: |  |  |  | Comments:
 | Decision Making & Problem Solving
 | Behaviors:
 |           Demonstrates ability to arrive at sound, logical decisions with positive outcomes
 |           Makes quality decisions that are based on our core values
 |           Demonstrates courage to take action and make difficult decisions under pressure
 |           Identifies and solves problems using good judgment and a realistic understanding of the issues
 |           Remains open minded to new information and takes appropriate action
 |  | Employee Rating: | 0 |  |  | Manager Rating:
 |  | Comments: |  |  |  | Comments:
 | Communication
 | Behaviors:
 |           Clearly and effectively presents information in speaking and writing
 |           Exhibits effective and persuasive presentation skills
 |           [NAME] well to others
 |           Communicates according to listener’s needs/style
 |           Openly and proactively shares necessary information and feedback with others
 |  | Employee Rating: | 0 |  |  | Manager Rating:
 |  | Comments: |  |  |  | Comments:
 | Building Relationships & Teamwork
 | Behaviors:
 |           Creates a sense of teamwork by willingly and proactively assisting others
 |           Maintains a solution-oriented approach while working with others; even under strained conditions and/or time demands
 |           Mentors other team members and sets a good example
 |           Assists in the orientation and ongoing assimilation of new team members
 |           Builds relationships that contribute to the company’s success
 |  | Employee Rating: | 0 |  |  | Manager Rating:
 |  | Comments: |  |  |  | Comments:
 | [NAME]
 | Behaviors:
 |           Demonstrates a clear customer focus
 |           Is proactive and takes a solution-oriented approach to working with customers
 |           Follows-up and ensures customer commitments are met
 |           Demonstrates the ability to retain customers and attract additional business
 |           Balances the interests of the customer and the company; while contributing to our growth
 |  | Employee Rating: | 0 |  |  | Manager Rating:
 |  | Comments: |  |  |  | Comments:
 | Please complete the additional performance dimensions below if this employee is a manager.  If the employee is not a manager, please leave this section blank and proceed to the Overall portion below.
 | Safety Leadership
 | Behaviors:
 |           Understands Beyond Zero principles and uses the integrated approach to measure attitudes and perceptions of safety with employees
 |           Demonstrates to employees a personal commitment to safety through behavior and actions in daily tasks
 |           Seeks to identify and recognize employees exhibiting exemplary Beyond Zero behavior
 |           Actively engages in meaningful dialogue with employees at all levels about [NAME] and our culture of caring
 |  | Employee Rating: | 0 |  |  | Manager Rating:
 |  | Comments: |  |  |  | Comments:
 | Employee Selection and Development
 | Behaviors:
 |           Actively recruits and effectively selects new employees
 |           Takes ownership to ensure new employees are successfully oriented into the position, team, and company
 |           Encourages employees to seek development opportunities and provides resources and support
 |           Provides timely and effective coaching and guidance; holds employees accountable for results
 |  | Employee Rating: | 0 |  |  | Manager Rating:
 |  | Comments: |  |  |  | Comments:
 | Managing Employee Performance and Results
 | Behaviors:
 |           Clearly defines work and expectations for employees; monitors progress
 |           Delegates work appropriately; utilizes it as a form of employee development
 |           Recognizes and rewards outstanding employee performance in a timely and consistent manner
 |           Achieves desired results within the constraints of time, budget and resource allocation
 |           Assumes personal responsibility for the success or failure of his/her team, collectively and individually
 |  | Employee Rating: | 0 |  |  | Manager Rating:
 |  | Comments: |  |  |  | Comments:
 | Overall
 | Instructions
 | Choose an overall performance rating for the employee:
 | This is a summary rating of the employee's overall achievements and progress during this evaluation period.
 |           The Calculated Overall Rating will appear when all required performance dimensions have been evaluated. If you receive an error message, please verify that all applicable
 | performance dimensions have been rated
 |           Review the calculated rating and then choose the appropriate overall rating you would like to assign for the employee.  Note that the final rating for the assessment is the overall
 | rating the manager assigns
 |           Take the time to identify the employee's strengths and accomplishments. Be specific and focus on the positive first
 |           Identify clear areas of improvement and add development activities as needed
 |           Enter additional comments that support your rating
 |           Ensure 2nd level manager and HR approval are complete prior to conducting the performance discussion with the employee
 |  | Employee's Calculated Rating: | ERROR |  |  | Manager's Calculated Rating: | ERROR
 |  | Employee's Self Rating: |  |  |  | Manager's Rating of Employee:
 |  | Accomplishments: |  |  |  | Accomplishments:
 |  | Strengths: |  |  |  | Strengths:
 |  | Areas for Improvement: |  |  |  | Areas for Improvement:
 |  | Development Activities: |  |  |  | Development Activities:
 |  | Comments: |  |  |  | Comments:
 | Employee: |  |  | Date: (mm/dd/yyyy) | Manager: |  |  | Date: (mm/dd/yyyy)
 | 2nd Level Manager: |  |  | Date: (mm/dd/yyyy) | HR: |  |  | Date: (mm/dd/yyyy)