Sample Performance Management Template v1
Sample Performance Management Template v1
Demonstrated Results
(Please click on the appropriate box)
Successfully
Exceeded Partially Meet Did Not Meet
Key Results Area & Assessment Criteria Weightage Expectations
Meet
Expectations Expectations
(100%) Expectations
Consistently Meet and often Meet but often Does not meet
exceeds exceeds falls short of and significant
performance performance performance improvement
standards standards standards needed
20%
Makes effort to self improve
Assessment Scoring 3.50 - 4.00 3.00 - 3.49 2.00 - 2.99 1.00 - 1.99
Areas for Improvement
Employee Comments/Feedback
Comencement Date :
Received on : Received by :
Remarks :
Meticilous and detailed in accomplishing the task Fill in for new year
Able to idenfities areas for improvement proactively Fill in for new year
Able to work as a team and adds to team's strength Fill in for new year
Behaviour/Attitude
Transparent and high work ethics in discharging work Fill in for new year
Takes initiatives and strive for excellence Fill in for new year
Note :
1. Please use additional shett if necessary
2. Please use SMART target
3. A copy of the target setting and assessment for current year to be given to employee
4. Ensure proper development measures/trainings are identified
5. Employees are advised to seek clarification from superior from time to time and keep the superior on your progress.
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r
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Please fill d
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Instruction/Notes
1. Do not delete column S & T. These column is hidden. The column is formularised.
2. Do not delete colum R. It is formularised
3. You can change the weightage to suit your needs but max is 100%.
4. You may change Key Results Area & Assessment Criteria to suit your needs.
5. To uncheck the button, right click on the button, click format control and then click 'unchecked'.
6. Keep the assessment lean & simple. If you want to add the assessment criteria, pls get an excel expert to help you.
6. This from is design with 4 rating. You may add additional rating, but you need to get an Excel expert to help you
7. If you want to change the Assessment Scoring, get an excel expert to help you
8. For targets that are numerical, ie, sales, or projects, etc can be recorded in other documents and the outcome reflected in t
9. You may change the assessment ratings to others such as below; or any other ratings
10. From the assessment you can then determine the increment and/or bonus as below; (an example)
Performance Rating Increment Amount Bonus
Exceeded Expectations 6% 3 months
Successfully Meet Expectations 3% 2 months
Partially Meet Expectations 1% 0.5 months
Did Not Meet Expectations 0 0
11. Avoid measuring disciplinary issues in performance assessment. Disciplinary issues must be dealt with on time as and whe
12. To promote an employees, it is advisable to only promote someone with at least 2 years of Exceeded Expectations and or/
'unchecked'.
get an excel expert to help you.
t an Excel expert to help you
Example 4 Example 5
Excellent A
Good B
Satisfactory C
Below Satisfactory D
s must be dealt with on time as and when it happens, else it can be said to be condoned.
6
A R
ACHIEVABLE REALISTIC/RELEVANT
T
ACHIEVABLE/AMBITIOUS