Performance Appraisal – Supervisor Employee Name: Appraisal Period: Employee Title: Division: ** Select ** Rater Name: Part I. Competency Evaluation—How this Employee Achieved Results (Mandatory) Managers are encouraged to seek employee input on the performance appraisal using a pre-performance evaluation worksheet or other tool, either before or during the review session. This evaluation provides an opportunity for an open and honest discussion of ways the employee and organization can be more productive. This form is intended for use with employees who have supervisory responsibility, but managers have the discretion to use the Employee Annual Performance Appraisal form for an employee if it is more appropriate. Instructions: Use this form in evaluating supervisory positions other than managers identified in Administrative Procedure 10.14 Performance Evaluations. As part of the performance appraisal process, the rater and the employee must review the Position Description to ensure that it is accurate. To complete this appraisal the rater will assess the employee on each of the competencies listed in this section by placing the appropriate rating (see below) in the “Rating” column. Ratings for competencies evaluate the degree to which employee used skills and knowledge in achieving results (a ratings guideline is found on page 4). Raters are encouraged to provide detailed comments to support the rating and to emphasize what the employee is doing well or needs to improve. Comments are mandatory for competencies evaluated as Superior or Unsatisfactory. Ratings S: Superior E: Exceeds Expectations M: Meets Expectations N: Marginal/Needs Improvement U: Unsatisfactory Competency Comments Rating Leadership & Program Delivery Able to inspire, influence and enable others to achieve a specific mission. Drives for results/initiative. Consistently produces work of the highest quality. Leads by example in appearance and character. Job Knowledge Acquires, understands and applies technical and professional information and skills. Organizational Skills Sets objectives to meet commitments, budgets, forecasts, etc. Organizes work, establishes priorities, makes proper assignment of personnel and efficient allocation of resources. Page 1 of 6 Revised 11/27/2013 Competency Comments Rating Decision Making/Problem Solving Acts on and makes timely decisions with business direction. Delegates decisionmaking authority to level with capability and information closest to the internal or external customer. Customer Focus Ability to anticipate and meet internal and external customer needs in timely manner. Ensures customer satisfaction through process of monitoring, developing, improving and delivering excellence in products and service. Fiscal Management Makes sound financial decisions and operates a fiscally responsible and sound district/program/region/division/etc. Selection and Development of Employees Understands hiring process and fully supports agency’s equal employment opportunity and affirmative action policies. Competence can be seen by how well employee and others are developed. Every employee has a professional development plan, an accurate position description and current performance appraisal. Teamwork/Partnering Builds winning teams. Works effectively with others to accomplish goals/resolve problems. Supports other Texas A&M Forest Service programs. Communication Skills Listens effectively and provides clear, concise and accurate verbal and written information to groups or other individuals in an appropriate and timely manner. Page 2 of 6 Revised 11/27/2013 Competency Comments Rating Accountability Makes aggressive commitments and is willing to be judged against them. Trustworthy with unyielding integrity and exceptional work ethic. Vision/Direction Setting Ability to provide a clear sense of direction for district/program/region/division/etc. Secures relevant information. Identifies key issues and sets priorities. Adaptability Ability to be flexible when changes occur. Able to anticipate and bring about change when needed. Administration Completes reporting requirements on projects, including status and budgets, on time and meets other programmatic deadlines as required. Completes other administrative requirements accurately and on time. Drive for Results/Resource Management Identifies new ways to improve quality, productivity and customer service. Maximizes talents and abilities. Uses available resources efficiently. Safety Management Ensures employees have been adequately trained in safety. Promptly responds to any employee concerns regarding unsafe working conditions. Accurately completes any required reports related to on the job injuries and illness and forwards reports to appropriate person in a timely manner. Takes appropriate action on employees who disregard safe working practices. Page 3 of 6 Revised 11/27/2013 Competency Comments Rating Custom Evaluation Criteria Custom Evaluation Criteria Attach additional sheet(s) if more custom evaluation criteria are needed. Part II. Overall Performance Rating (Mandatory) The rater will assign an overall performance rating for this employee, taking into consideration both the results that were achieved as well as the means by which they were accomplished (competency evaluations). Select only one of the ratings listed below by placing an “X” next to the option that corresponds to your overall evaluation. Superior Exceeds Expectations Meets Expectations Marginal/Needs Improvement Unsatisfactory Performance at this level far exceeds expectations consistently; accomplishments have a significant impact on the mission/goals of the organization. Performance consistently meets and frequently exceeds job requirements; well above average. Performance consistently meets job requirements; expected level of performance for employees. Performance meets some but not all job requirements; guidance and coaching is needed for improvement. Performance does not meet job requirements; immediate and significant improvement is needed. Page 4 of 6 Revised 11/27/2013 Part III. Rater Comments (Mandatory) The rater will provide any additional comments that he/she believes are important in describing the employee’s performance and contributions, including any factors that may have positively or adversely impacted performance. Employee strengths and areas needing improvement should be specifically addressed, if not covered in other sections of the appraisal. Part IV. Objectives (Optional) The rater and employee should agree on measurable objectives for the employee to work toward or complete during the coming year. In discussing these objectives, the rater should make sure the employee has the resources needed and knows the steps to take to achieve the objectives. The rater may wish to use the spaces provided to document objectives, list any resources that are needed and outline action steps. Objective: Objective: Objective: Did the employee meet last year’s objectives? If not, why not? Page 5 of 6 Revised 11/27/2013 Part V. Professional Development (Mandatory) The rater and employee will identify key performance objectives for the upcoming performance period and the professional development needed to support the employee’s success in meeting these objectives. Raters are encouraged to consider their program, division, and agency goals in identifying and promoting appropriate employee development. The employee’s professional development can be achieved through a variety of activities. A partial list of suggested development activities follows: Workshops Professional organizations Certifications Local/State/National conferences Personal coaching Job shadowing Reading assignments Report assignments Cross-training Buddy assignments On-the-job training Assignment to teams/committees Committee leadership Mentoring Please list professional development activities to be completed and the resources needed to support those activities, if applicable. Professional Development Needs Resources/Support Needed Target Date 1. 2. 3. Part VI. Position Description (Mandatory) The employee and rater have reviewed the position description and an updated form is attached (required annually). Part VII. Signatures (Mandatory) Employee: I understand that my signature indicates only that I have reviewed my position description and read and discussed this performance appraisal with my rater. It does not necessarily mean that I agree with the appraisal’s contents. I may attach written comments, if desired. If comments are attached, check here: Employee Signature (required): Date: Rater Signature (required): Date: Next Level Supervisor (required) Date: Next Level Supervisor/ Associate Director/Designee Signature (optional): Date: Page 6 of 6 Revised 11/27/2013