PERFORMANCE EVALUATION
(FY 2015-16)
Employee Details
Employee
Code
Employee
Name
Date of
Joining
Designation
Unit
Department
RL
Appraiser
Name
Location
Reviewer
Name
Guidelines For Evaluation
1.
In Self Evaluation Section please provide specific & precise information on your achievements & learnings
2.
Please fill in your KRAs based on 4 parameters : Financial,Customer,Internal Processes, Learning & Growth
3.
KRA Assessment carries 60% weightage; Competency Assessment carries 25% weightage and assessment on
values carries 15% weightage
4.
The overall weighted average is derived by summing up the weighted scores on KRA, Competencies & Value
Assessment
5.
KRA Assessment & Competency & Value Orientation Assessment should be done on the 5 point Assessment Scale
as under:
6.
Scale of Assessment for KRA & Competencies: 1 To 5 (1 being the lowest and 5 being the highest
Guidance for Business Goal Setting
1.
2.
3.
Ensure goals are derived from employees Target & Revenue (T&R)
Focus on deliverables rather than activities.
All targets should conform to the S.M.A.R.T.E.R. criteria i.e.
Specific, Measurable, Achievable, Realistic, Time bound, Enthusiastic, Resourceful
The Goals & Performance Evaluation document is a live document and employee/ supervisor should ensure a midyear
performance review is conducted
Under Performer
Needs Improvement
Good
Excellent
Outstanding
i.
Rating
5
4
3
Scale of Assessment for Value Orientation: 1, 3 and 5 (1 being the lowest and 5 being the highest)
Rarely
Frequently
Always
KRA Assessment
Performance
consistently exceeds
expectation
Performance exceeds
expectation
Performance meets
expectation
Ratin
g
5
4
3
Competency Assessment
Rating
Actions/behavior demonstrate
high level of commitment to
Competency
Regularly demonstrates on
the job & in all dealings
Demonstrates often on the job
& in all dealings
Performance sometimes
below expectation
Demonstrates sometimes but
needs constant persuasion
Performance does not
meet expectation
Never demonstrates positive
behavior on the competency
Value Orientation
Assessment
Demonstrates
commitment
consistently
Demonstrates often
Rarely Demonstrates
Self Evaluation
1
Your key achievement in the past 12 months
Factors that helped in achieving your targets/ KRA
Factors that hindered achievement of your goals / targets
Your learnings during the last 12 months
KRA ASSESSMENT (example)
S.No.
KRA
Weightage
(W) 100%
Self Rating
Rating & Score
Appraiser
Weighted
Rating (A) Score W*A=
Total
Rating & Score
Reviewer
Weighted
Rating (R)
Score
W*R
2
3
4
5
No.
Competency
Self
Rating
Definition
1.
Entrepreneurship
Achieves numbers in terms of top-line, bottom-line, margins & cost control.
Remains up-to-date with all relevant business & market realities and
demonstrates effective business thinking.
2.
Adaptable
Copes with rapid pace of change and high level of uncertainty. Withstands
pressure and chaos while remaining focused on overall vision.
3.
Team Building
Delivers results as committed / required. Cares and enables the team, takes call
and is accountable
4.
Execution
Ensures efficiency & effectiveness in completing the task. Has an eye for
breakthroughs, solutions and end result
5.
Interpersonal Skills
Demonstrates accurate understanding of others. Makes a positive impact in both
formal and informal forums. Maintains excellent interpersonal relations and is free
from ego related issues.
6.
Process Orientation
Thinks at a systems level. Builds processes, controls and standards for operation
and focuses on system discipline.
7.
Customer Friendly
Understands and responds quickly to the changing needs of both external and
internal customers. Drives a customer centric culture in his/her team.
Apprai
ser
Rating
Average Score Competencies
Competency Assessment (Example)
Value Orientation (example)
Appraiser needs to select the appropriate column from top down based on his experience with the Appraisee on the behaviors
demonstrated concerning the companys Values. Also highlight a key incident in support of your assessment.
Values
Mutual Respect
Integrity
Ownership & Empowerment
Supporting Incident
Appraiser
Rating
Review
er
Rating
Learning & Performance Culture
Innovation & Ideation
Passion
Result oriented
Average Score Value Orientation
*Appraisee Signature: _________________________
Date: ___________________
*(To be signed after completion of Self Assessment)
Overall Assessment
Overall
Weightage
(Y)
No.
Criteria
KRAs
60%
Competencies
25%
Value Orientation
15%
Appraiser Rating
(A)
Appraiser Final
Score (R1= Y*A)
Reviewer
Rating (B)
Reviewer Final
Score (R= Y*A)
Overall Rating (1 + 2 + 3)
Individual Development Plan
Strengths:
The behaviors, skills, knowledge and/ or characteristics that position the individual for future success in the Group
1.
2.
3.
Areas for Development
The behaviors, skills, knowledge and/ or characteristics that the individual needs to acquire or address for future success in the Group
1.
2.
3.
Actions to Address Development Needs
The specific development interventions that are recommended an individual completes during the course of the next 12 -18 months.
1.
2.
3.
Next Job/ Position Options
The position or generic job that may be appropriate for the individual to hold as their next assignment
Training & Development Needs
Type
Functional / Technical
Training Need
Mode (Self Learning, mentoring, crossfunctional exposure, project work, OJT, etc.)
Behavioral
Observations/Feedback
Appraiser
Reviewer
Performance:
Performance:
Potential (High / Medium / Low):
Potential (High / Medium / Low):
Any Other Observations:
Any Other Observations:
Appraiser Signature: _____________________
Date: __________
Reviewer Signature: _____________________
Date: __________
Director/ VP/ Business Head Remarks in case he is not the Reviewing Authority
Performance:
Potential:
Overall Rating:
Name: ___________________________
Signature: ____________________
Date: ________________
