SUMMARY ASSESSMENT FORM
Grades D - J
Employee Name:
Faculty/Department:
Employee ID:
Performance Period :
Position Title:
Manager:
Position Grade:
Based on the review of the Performance Management Plan, indicate below the overall performance achieved by the employee:
Please note: If the employee’s performance does not meet performance expectations as defined by any of the performance evaluation levels
below, the employee will not be eligible for a merit increase and a corrective action plan must be put in place.
Recommended Performance Evaluation:
☐
Developing/Progressing Toward Achieving Expectations
☐
Achieves Expectations
☐
Exceeds Expectations
☐
Exceptional Performance
Manager Signature:
Date:
Approval of Dean / Director / Assistant Vice-President /
Associate Vice President:
Date:
Approval of Vice President’s Office:
Date:
– SUMMARY ASSESSMENT FORM
Consider overall performance on both goals and skills and attributes in determining overall assessment and check off the appropriate performance evaluation.
Overall Performance Evaluation
Developing/Progressing Toward
Achieving Expectations
Achieves Expectations
Exceeds Expectations
Exceptional Performance
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An employee is new in the position and
is developing job specific competencies,
relationships and organizational
knowledge for the role.
OR for established employees:
 Achievement of performance
expectations needs to be more
consistent.
 The employee has been effective in
achieving the intended results in some
instances, but there are areas for
improvement.
 There is a need for development in
specific skills and attributes in one or
more primary aspects of job
performance.
 Some performance goals and measures
have been achieved.
 Work quality and quantity could be
improved through improved consistency
of work habits or technical or
professional skill development in specific
areas.
 While goals and measures may have
been achieved, the building of better
working relationships with others would
improve the effectiveness or impact of
the results achieved.
 Performance monitoring and frequent
review is required to keep the
employee’s performance on track.
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Consistently achieves all performance
expectations and may exceed in some
areas.
Consistently demonstrates the job specific
knowledge and skills applicable to the
employee’s job at the expected level and
sometimes above the expected level.
Work assignments are completed in an
efficient manner (meets deadlines,
requires minimal direction and oversight)
and consistently produce expected
results that effectively contribute to
operations.
Most or all performance goals were met
according to the prescribed deliverables.
Some may be met ahead of the prescribed
deliverables.
Generates ideas to improve
processes/operations and effectively
implements strategic or tactical
approaches to the job and/or
contributions to department
performance.
Working relationships with others
effectively contributes to the positive
results achieved for self and the unit and
to a positive work climate. May serve as
a mentor to others relating to effective work
habits or technical or professional skills.
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Consistently exceeds most or all
performance expectations.
Consistently demonstrates the jobspecific knowledge and skills
applicable to the employee’s job above
the expected level.
Work assignments are completed in a
very efficient manner and
consistently produce superior
results that contribute to
organizational strategy.
Most or all performance goals were
met ahead of the prescribed
deliverables.
Assesses, implements, and adapts
“best practices” and demonstrates
innovation and creativity to identify
opportunities to exceed intended
results.
Serves as an expert/mentor/role
model to others in effective work
habits, and technical or professional
skills.
Demonstrates ability to make
significant impact in the overall
performance of a department.
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Consistently and demonstrably far exceeds
all performance expectations.
Consistently demonstrates the job-specific
knowledge and skills applicable to the
employee’s job at an exceptional level.
Work assignments are completed in a highly
efficient manner and consistently produce
exceptional results that contribute
significantly to organizational strategy.
All performance goals were surpassed OR
most were surpassed and additional goals
were identified and achieved ahead of the
prescribed deliverables.
Assesses, implements, and adapts “best
practices” and complex innovative ideas and
visionary concepts that demonstrate
exceptional accomplishments which have a
significant impact on the University.
Transfer knowledge and skills through
effective coaching or mentoring and acts as a
change facilitator. May be recognized as an
internal or industry expert and a strategic
thought leader.
For Grades H – J **Recognition for any large divisional or pan University activities.**
o Champions or leads initiatives that go beyond assigned goals and measures and
demonstrates exceptional accomplishment which has a significant impact on the
Division or across the University and assists in advancing the University’s priorities.
o Facilitates a high performance environment in their unit that promotes constant learning,
planning and empowering others to do the same.
Key Word Clarification:
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Achieve: bring about or accomplish by effort or skill
Complex: consisting of many different and connected parts/
not easy to analyze
Exceed: go beyond what is stipulated
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Exceptional: unusually good – not typical
Excel: perform exceptionally well
Expert: a person who is very knowledgeable
about or skillful in a particular area
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Significant: extensive or important enough to
merit attention
Surpass: greater or better than
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Summary Narrative Assessment (Please highlight key accomplishments and areas for improvement, if appropriate.) Note: Please provide a robust rationale for a
performance evaluation of Exceeds Expectations or Exceptional Performance.
EMPLOYEE COMMENTS( EMPLOYEES HAVE THE OPTION TO PROVIDE
COMMENT ON THE ABOVE ASSESSMENT IN THIS SECTION)
1ST LEVEL MANAGER’S COMMENTS ( MANAGER HAS THE OPTION TO RESPOND TO THE EMPLOYEES COMMENTS)
I HAVE READ AND DISCUSSED THIS ASSESSMENT WITH MY MANAGER
Signature of Employee
Date
Signature of 1st Level Manager
Date
Signature of 2nd Level Manager
Date
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2ND LEVEL MANAGER COMMENTS (MANAGER HAS THE OPTION TO COMMENT ON THE ASSESSMENT AND COMMENTARY PROVIDED ABOVE)
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