Performance Appraisal

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PERFORMANCE APPRAISAL
Appraisal Year: _________________ EMPLOYEE DETAILS Name Position Title Group Location Date of Joining Reporting To: (Name/ Position) Qualification For The Period: ______________________ Band / Grade: ___

SECTION I: GOALS / OBJECTIVES FOR THE YEAR – Previous Year No. 1 2 3 4 5 Goals Set By Self Goals Evaluated by Appraiser Final Goals / Objectives

SECTION II: DELIVERABLES ASSESSMENT

I. A. Deliverable and Performance for the year 2006– 2007 (Rating Scale = 0 5) Key Deliverables – Rating Scale 0 5

No

Key Deliverables

W

3m 6m 9m Appraiser Rating Only

Yearly Rating Self Appr.

Total Score Self Appr.

1

No

DEVELOPMENTAL DELIVERABLES

W

XYZ

20

3m 6m 9m Appraiser Rating Only 2 3.5 3

Yearly Rating Self Appr. 3.5 3

Total Score Self Appr. 70 60

20 TOTAL
YEARLY SELF SCORE (KEY + DEV) Maximum Score: 20 X 4 = 80 Maximum Score: 20 X 4 = 80

70
Score Obtained: 70 Score Obtained: 60

60
%: 87.5

YEARLY APPRAISER SCORE (KEY + DEV)

%: 75

II A. PERFORMANCE SHORTFALLS WITH REASONS: Sr. No. Deliverables Reasons Appraiser’s Comments

II B. Significant Achievements that were not part of planned goals or Responsibilities? If yes, please elaborate. Self Comments

Appraiser’s Comments

2

II C. DISCUSS KEY STRENGTHS & WEAKNESSES STRENGTHS Employee Appraiser Employee WEAKNESSES Appraiser

SECTION III – COMPETENCIES ASSESSMENT (Rating Scale 1 Self Rating Weight (A) Managerial Competencies 5 Self Ratings (B) 4 Total Score (A x B) 20

5) Appraiser’s Rating Desired (C) 5 Observed (D) 3 Total Score (D x A) 15 GAPS (C–D) 2

Behavioral Competencies

4

4

16

5

3

12

2

Functional / Competencies

Technical

11

4

44

5

3

33

2

TOTAL

20

80

60

Performance Competencies Score (SELF)

Maximum Score:

(20*5) = 100

Score Obtained: (AXB) = 80

%age: 80

Performance Competencies Score Maximum Score: Score Obtained: %age: 60 (APPRAISER) (20*5) = 100 (DXA) = 60 Evaluation of Deliverables and Competencies A. For Senior Consultants & Above: Weightage (80:20) The total score = (Deliverable %Score x 0.80) + (Performance Competency Score x 0.20) The total score = (75 x 0.80) + (60x 0.20) = 60 + 12 = (72%) B. For other employees: Weightage (60:40) The total score = (Deliverable %age x 0.60) + (Performance Competency Score x 0.40) Self 86% TOTAL OF COMPETENCY SCORES Appraiser 72%

3

Section III A. Overall Evaluation of the Appraisee's performance (Total Score = Deliverables score + Performance Competencies score) To be filled in by Appraisers & Reviewers Outstanding (5) (91 – 100 % goals achieved) Excellent (4) (81 – 90 % goals achieved) Good (3) (61 – 80 % goals achieved) = 72% Average (2) (51 – 60 % goals achieved) Poor (1) (< 50% goals achieved)

SECTION IV: TRAINING NEEDS ANALYSIS SECTION IV: TRAININGS RECEIVED in Previous Year (Rating 1 Trainings Received EXP / IDEAL Managerial Skills & Competencies Time Management 4 OBS DES 5) GAP (D – O) 1 Appraisers Comments

2

3

Not Satisfactory

Behavioral Skills & Competencies Communication Skills 4

3

3.5

0.5

Satisfactory

Functional/Technical Skills & Competencies (Based on Deliverables Shortfalls) MIS Reporting 4 3 4 1 No exposure till now Automated Accounting 4 2 4 2 No exposure till now

SECTION IV A: TRAININGS REQUIRED IN NEXT YEAR Trainings Required Priority Objective Training Effectiveness (Expected Improvements) 1 5 with comments of Appraiser Hold Initiate Hold Initiate

Managerial Time Management Behavioral Communication Skills Functional / Technical MIS Reporting Automated Accounting

3 2 3 1

Punctuality, Deadlines Client Management Accuracy & Timeliness Independent Use of Tally without guidance

SECTION V: Areas of Development & Disagreement (if any with reasons) List down discussion points exchanged during the appraisal meeting. DISAGREEMENTS Appraisee’s Comments

Appraiser’s Comments

Final Remarks

4...
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