Annual Evaluation Form – Executive and Administrative-At Will Positions Date: Employee Name: 1 – Unacceptable 2 – Needs Improvement 3 – Expectations 4 – Exceeds Expectations 5 – Far Exceeds Expectations Inadequate performance that is consistently below job requirements and clearly problematic. A review by HR is required. Generally adequate performance but needs some improvement in order to consistently meet job requirements. A review by HR is required. Capable, satisfactory performance that consistently meets and occasionally exceeds job requirements. Strong performance that consistently and frequently exceeds job requirements. Superior performance that consistently exceeds job requirements. This rating should be reserved for truly outstanding performance. Evaluation Area Notes Rating Competencies: WHAT Delivering Results Example behaviors at Meets Expectations: Achieves satisfactory performance in all tasks and goals. Maintains and perseveres, even in the face of obstacles. Uses time efficiently; adapts plans when changes occur. Prioritizes tasks based on importance and delegates appropriately. Actively pursues professional development and growth for self and team. Is receptive to and implements suggestions for improvement. Solicits feedback. Actively identifies ways to improve. Holds direct reports accountable for producing quality, timely results; helps others maintain focus and overcome obstacles. Provides performance feedback that facilitates development. Additional examples:
1 – Unacceptable 2 – Improvement 3 – Meets Expectations 4 – Exceeds Expectations 5 – Far Exceeds Expectations Inadequate performance that is consistently below job requirements and clearly problematic. A review by HR is required. Generally adequate performance but needs some improvement in order to consistently meet job requirements. A review by HR is required. Capable, satisfactory performance that consistently meets and occasionally exceeds job requirements. Strong performance that consistently meets and frequently exceeds job requirements. Superior performance that consistently exceeds job requirements. This rating should be reserved for truly outstanding performance. Evaluation Area Notes Rating Competencies: HOW Building Trust Example behaviors at Expectations: Behaves and expresses oneself in an open and honest manner; is consistent in all with what he/she says and does; appropriately handles difficult situations. Consistently shares information that is accurate and complete; handles sensitive information appropriately. Follows through on all assignments and commitments, completing them in a timely and reliable manner; consistently makes others aware of task/assignment status. Demonstrates commitment to UW’s goals, initiatives, policies and procedures through communication and actions. Encourages employees to be open and honest; employees accountable for sharing accurate and complete information; recognizes employees who follow through and demonstrate commitment. Additional examples:
Date: Employee Name: 1 – Unacceptable 2 – Needs Improvement 3 – Meets Expectations 4 – Exceeds Expectations 5 – Far Exceeds Expectations Inadequate performance that is consistently below job requirements and clearly problematic. A review by HR is required. Generally adequate performance but needs some improvement in order to consistently meet job requirements. A review by HR is required. Capable, satisfactory performance that consistently meets and occasionally exceeds job requirements. Strong performance that consistently meets and frequently exceeds job requirements. Superior performance that consistently exceeds job requirements. This rating should be reserved for truly outstanding performance. Evaluation Area Notes Rating Collaboration Example behaviors at Expectations: Consistently treats everyone, with dignity, respect and fairness; is very easy to approach and helpful. Resolves interpersonal conflicts constructively and professionally; seldom requires outside assistance. Enthusiastically spends time with others to help them and the team succeed. Promotes awareness and respect of cultural and individual values and differences; leverages the strengths of others to accomplish goals, regardless of background. Listens to and carefully considers ideas from others, even when different from own; ensures all sides are heard before reaching a conclusion. Encourages teamwork among direct reports; facilitates resolution of team conflicts; promotes respect among all team members. Additional examples:
Date: Employee Name: 1 – Unacceptable 2 – Needs Improvement 3 – Meets Expectations 4 – Exceeds Expectations 5 – Far Exceeds Expectations Inadequate performance that is consistently below job requirements and clearly problematic. A review by HR is required. Generally adequate performance but needs some improvement in order to consistently meet job requirements. A review by HR is required. Capable, satisfactory performance that consistently meets and occasionally exceeds job requirements. Strong performance that consistently meets and frequently exceeds job requirements. Superior performance that consistently exceeds job requirements. This rating should be reserved for truly outstanding performance. Evaluation Area Notes Rating Taking Initiative Example behaviors at Meets Expectations: Actively seeks out ways on own to improve outcomes, processes or measurements. Takes responsibility and provides leadership on projects or initiatives. Takes action on projects without being directed to do so, and looks for opportunities to move projects along. Enthusiastically seeks and accepts additional responsibilities, both in the context of the job and outside immediate job responsibilities. Encourages staff to identify and address process improvements, participate in projects and on committees when appropriate. Additional examples:
Date: Employee Name: 1 – Unacceptable 2 – Needs Improvement 3 – Meets Expectations 4 – Exceeds Expectations 5 – Far Exceeds Expectations Inadequate performance that is consistently below job requirements and clearly problematic. A review by HR is required. Generally adequate performance but needs some improvement in order to consistently meet job requirements. A review by HR is required. Capable, satisfactory performance that consistently meets and occasionally exceeds job requirements. Strong performance that consistently meets and frequently exceeds job requirements. Superior performance that consistently exceeds job requirements. This rating should be reserved for truly outstanding performance. Evaluation Area Notes Rating Commitment to Diversity/Inclusion Example behaviors at Meets Expectations: Works effectively with people from diverse backgrounds Offers programs that embrace diverse populations Accepts diversity of opinions Inclusivity in programs and services Attempts to hire a diverse staff Additional examples:
Date: Employee Name: 1 – Unacceptable 2 – Improvement 3 – Meets Expectations 4 – Exceeds Expectations 5 – Far Exceeds Expectations Inadequate performance that is consistently below job requirements and clearly problematic. A review by HR is required. Generally adequate performance but needs some improvement in order to consistently meet job requirements. A review by HR is required. Capable, satisfactory performance that consistently meets and occasionally exceeds job requirements. Strong performance that consistently meets and frequently exceeds job requirements. Superior performance that consistently exceeds job requirements. This rating should be reserved for outstanding performance. Evaluation Area Notes Rating Overall Score Unacceptable: The employee frequently performs below the level expected of this position in all or almost all key aspects of the position. Both what is produced and how it is produced are below UW standards and clearly unacceptable. Unless there is obvious and immediate improvement, earning this rating should cause UW and the employee to seriously consider whether continued employment is appropriate. A performance improvement plan and review by HR is required. Needs improvement: The employee demonstrates adequate performance in most areas, but needs improvement in one or more significant aspects that are critical to the position. Either what is produced or how it is produced require improvement in one or more areas to meet expectations of the position and UW. Such performance shortfalls may be attributable to newness on the job, missing or undeveloped skills, and/or experience. Regardless, this rating conveys that performance is below expectations in one or more areas and must be improved. A performance improvement plan and review by HR is required. Meets expectations: The employee consistently demonstrates capable, or satisfactory, performance. Both what is produced and how it is produced meet UW standards and expectations of the position. The employee is a dependable, competent, knowledgeable individual who meets and occasionally exceeds expectations of the position. This rating conveys solid, effective performance. Exceeds expectations: The employee demonstrates strong, consistent performance in all or almost all competencies, skills and responsibilities. Both what is produced and how it is produced meet and often exceed