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32 THE FUNDAMENTALS

a blank performance appraisal form, with the core competencies high-
lighted in boldface type. (The form also has blank spaces where the man-
ager or evaluator fills in his appraisal results and where the employee can
add his reactions to the evaluation—for this exercise, just ignore those
portions of the form.)

Figure 2-2 PERFORMANCE APPRAISAL FORM

Employee Name Manager Name
Position Title Evaluation Period
Department

Exceeds EVALUATION CRITERIA
Expectations (E) Performance consistently exceeds acceptable standards of performance for this
position.
Meets
Expectations (M) Performance consistently meets acceptable standards of performance for this
position.
Needs
Improvement (NI) Performance does not completely meet acceptable standards of performance
for this position.

CORE COMPETENCIES E M NI

1. Job Knowledge: Demonstrates a thorough knowledge and understanding of
the position. Actively maintains current to enhance job knowledge and skills.

Leadership: Exhibits the highest standards of professional skills to complete
2. goals and objectives. Accepts accountability for progress in area of

responsibility.

3. Communication: Effectively provides communication in a professional, clear,
and accurate manner. Accepts constructive feedback and listens attentively.

Resource Management: Effectively utilizes the departmental and
4. organizational resources. Demonstrates time management and fiscal

responsibility.
Quality of Work: Achieves an acceptable level of productivity in a timely and
5. accurate manner. Overcomes challenges and barriers to accomplish
performance objectives.

6. Collaboration: Works cooperatively with others and promotes a positive team
environment.

Community Relations: Effectively supports the organization’s mission and
7. strategic plan. Involvement in organizational events, committees, and special

projects.
Professional Development: Demonstrates commitment to professional
8. improvement. Attends professionally related seminars and pursues learning
opportunities.

Overall Performance Rating: Below summarize the employee’s job
performance and provide specific examples.

American Management Association
www.amanet.org