Human Resources/Performance Evaluation

Work in progress, expect frequent changes. Help and feedback is welcome. See discussion page.

Performance Appraisal / Evaluation

Employee Name; Program / Department: Review Type:

• Probationary
• Annual
• Internship
• Other (please specify)

(: Employee completes the sections below. Then, his/her comments are reviewed by his / her manager, and discussed / debriefed accordingly)

Performance Categories

• Unsatisfactory
• Requires development
• Meets Performance Objectives

Team Work

• Participates in the team - cooperative, consultative, reliable, supportive, respectful
• Demonstrates good working relationships
• Enhances a positive work environment, acknowledges the work of others
• Relates positively to direction and feedback
• Follows accepted departmental procedures

Communication (orally and in writing)

• Shares information, listens well, encourages dialogue, respects opinions, is non-judgmental
• Communicates in a professional manner
• Communication in line (top up/bottom down) and across (same label)

Valuing Diversity

• Interacts appropriately and treats with dignity and respect for all members of the organisation and all clients served, regardles of race, gender, sexual orientation, age, size difference, class, and ability
• Helps to create a hospitable and inclusive environment

Problem-Solving, Judgment and Decision-Making

• Solves problems, uses sound judgment and makes decisions - independently and in teams as appropriate

Productivity and Time Management

• Plans, meets deadlines, demonstrates organisational skills
• Demonstrates ability to work independently and/or with minimal supervision
• Utilises time and resources effectively
• Attends work regularly and arrives at work on time (takeing into consideration flexible arrangements and adheres to break schedules)

Initiative

• Is innovative, self-directed and resourceful
• Initiates and promotes new ideas and improved working methods

Flexibility

• Demonstrates ability and willingness and adapt to change

Commitment to Clients, Colleages, Programme and Organisation

• How have you contributed and demonstrated commitment to our clients, colleagues, partners, volunteers, programmes and the organisation?

Resources

• Knowledge of issues, rules, processes and policies related to functional area, and ability to liaise with government / departments / stakeholders
• Knowledge of, and ability to liaise with community resources, programmes and services to facilitate client access
• Research skills (Internet, department, government resources)

Technical

• Computer - Ms Word, Open Office, Powerpoint, Email, Access (database)
• Prepares reports and maintains records
• File Management
• Knowledge and ability to assist clients in filling out relevant forms
• Ability to write business correspondence

Service Linking and Bridging

• Develops broad network of contacts to facilitate clients' access to services
• Acts as broker between clients and other service providers
• Assists with form filling, translations, interprestations and cross-cultural communication

Controbutes to programme, resource and / or sectoral development

Working with Clients / Client Service

• Establishing rapport
• Using empathetic listening skills
• Being sensitive to client needs
• Respecting and maintaining confidentiality
• Motivating client to action
• Modelling positive attitutde
• ability to defuse anger / deal with difficult clients

Others

• Group presentation and facilitation skills
• Knowledge of presentation materials and equipment
• Acts as a resource for community and the organisation

Supervisor-Employee Discussion & Debrief

1. Performance Goals (if applicable)

• An outline of the goals that are set for specific performance achievements

2. Career Plan (if applicable)

• An outline of the employee's career development plan (with timelines)

3. Professional Development & Training

• An outline of the professional development and training that, in most cases, relates to the Performance Goals and Career Development Plan outlined above

4. Job Description

• Is the job description for this position up-to-date, and does it accurately reflect the tasks of the job?
  • Yes
  • No

5. Supervisor's Comments and Signature

• Title
• Signature
• Date

6. Employee's Comments and Signature

• Confirming that performance review has take place, that you agree (check box); or that you do not agree (check box), If you do not agree, you will have an opportunity to discusss this with your Senior Manager).
• Title
• Signature
• Date

7. Reviewing Senior Manager's Comments and Signature

• Title
• Signature
• Date

8. Executive Director's Comments and Signature

• Title
• Signature
• Date