Stanford University GOALS COMPETENCIES DEVELOPMENT University Human Resources Performance Evaluation Form EMPLOYEE NAME DATE STARTED IN THIS POSITION DEPARTMENT MANAGER REVIEW PERIOD EVALUATION RATINGS SCALE Type Employee Name Here Type Date Here Type Department Name Here Type Manager Name Here Month Day Year – Month Day Year EXCEPTIONAL • Performance consistently exceeds most or all objectives and expectations. Notable, visible and excellent contributions are widely recognized in the organization. Produces high impact results and demonstrates desirable behaviors. EFFECTIVE • Performance consistently meets and/or sometimes exceeds all objectives and expectations. Produces or exceeds expected results while demonstrating expected behaviors. Solid contributions are recognized in the organization. SOMEWHAT EFFECTIVE • Performance meets many but is inconsistent in meeting all performance objectives and behavioral expectations. Improvement and/or growth is needed. DOES NOT MEET PERFORMANCE STANDARDS • May have met some performance objectives but overall failed to meet performance and behavioral expectations. Immediate action is required to improve performance and/or behavior. TOO NEW TO RATE • Employee has not been in this position long enough to rate. ©Copyright Stanford University 2011 Page 1 of 5 GOALS COMPETENCIES DEVELOPMENT ORGANIZATIONAL GOALS, MISSION, OR GUIDING PRINCIPLES University HR Mission Stanford Human Resources supports the University’s mission of excellence in teaching, research, and patient care through strategic, innovative, and flexible policies, practices, programs, and services that: Attract, develop, reward and retain a diverse and talented workforce Foster a productive work environment where people feel valued Support the changing nature of work and the workplace environment Add value, and reflect good stewardship of resources Are fair, ethical and legally compliant University HR Goals Our clear commitment is to contribute to Stanford University’s mission by: Strengthening leadership and management capabilities Enhancing the quality of the employee experience Improving the quality of HR services throughout the community Manager writes organizational goals here. EMPLOYEE S.M.A.R.T. GOALS (maximum of 6) GOAL 1 SUGGESTED ACTION MID-YEAR CHECK-IN YEAR-END ACCOMPLISHMENTS Write goal one here Write suggested action here Employee updates at mid- Employee updates at year- year end MANAGER COMMENTS YEAR-END RESULTS RATING Manager comments here at mid-year and year-end SELECT ONE GOAL 2 SUGGESTED ACTION MID-YEAR CHECK-IN YEAR-END ACCOMPLISHMENTS MANAGER COMMENTS YEAR-END RESULTS RATING SELECT ONE GOAL 3 SUGGESTED ACTION MID-YEAR CHECK-IN YEAR-END ACCOMPLISHMENTS MANAGER COMMENTS YEAR-END RESULTS RATING SELECT ONE GOAL 4 SUGGESTED ACTION MID-YEAR CHECK-IN YEAR-END ACCOMPLISHMENTS MANAGER COMMENTS YEAR-END RESULTS RATING SELECT ONE GOAL 5 SUGGESTED ACTION MID-YEAR CHECK-IN YEAR-END ACCOMPLISHMENTS MANAGER COMMENTS YEAR-END RESULTS RATING SELECT ONE GOAL 6 SUGGESTED ACTION MID-YEAR CHECK-IN YEAR-END ACCOMPLISHMENTS MANAGER COMMENTS YEAR-END RESULTS RATING SELECT ONE OVERALL GOALS RATING (YEAR-END ONLY): ©Copyright Stanford University 2011 SELECT ONE Page 2 of 5 GOALS COMPETENCIES DEVELOPMENT EMPLOYEE COMPETENCIES (maximum of 8) COMPETENCY 1 MID-YEAR CHECK-IN / BEHAVIORAL EXAMPLES YEAR-END REVIEW / BEHAVIORAL EXAMPLES Models Stanford Values & Ethics Employee updates at mid-year Employee updates at year-end MANAGER COMMENTS YEAR-END RESULTS RATING Manager comments here at mid-year and year-end SELECT ONE COMPETENCY 2 MID-YEAR CHECK-IN / BEHAVIORAL EXAMPLES YEAR-END REVIEW / BEHAVIORAL EXAMPLES Drives Innovation & Change MANAGER COMMENTS YEAR-END RESULTS RATING SELECT ONE COMPETENCY 3 MID-YEAR CHECK-IN / BEHAVIORAL EXAMPLES YEAR-END REVIEW / BEHAVIORAL EXAMPLES Displays Courage & Conviction MANAGER COMMENTS YEAR-END RESULTS RATING SELECT ONE COMPETENCY 4 MID-YEAR CHECK-IN / BEHAVIORAL EXAMPLES YEAR-END REVIEW / BEHAVIORAL EXAMPLES Drives Results MANAGER COMMENTS YEAR-END RESULTS RATING SELECT ONE COMPETENCY 5 MID-YEAR CHECK-IN / BEHAVIORAL EXAMPLES YEAR-END REVIEW / BEHAVIORAL EXAMPLES Builds & Maintains Relationships MANAGER COMMENTS YEAR-END RESULTS RATING SELECT ONE COMPETENCY 6 MID-YEAR CHECK-IN / BEHAVIORAL EXAMPLES YEAR-END REVIEW / BEHAVIORAL EXAMPLES SELECT ONE MANAGER COMMENTS YEAR-END RESULTS RATING SELECT ONE COMPETENCY 7 MID-YEAR CHECK-IN / BEHAVIORAL EXAMPLES YEAR-END REVIEW / BEHAVIORAL EXAMPLES SELECT ONE MANAGER COMMENTS YEAR-END RESULTS RATING SELECT ONE COMPETENCY 8 MID-YEAR CHECK-IN / BEHAVIORAL EXAMPLES YEAR-END REVIEW / BEHAVIORAL EXAMPLES SELECT ONE MANAGER COMMENTS YEAR-END RESULTS RATING SELECT ONE OVERALL COMPETENCIES RATING (YEAR-END ONLY): ©Copyright Stanford University 2011 SELECT ONE Page 3 of 5 GOALS COMPETENCIES/ SKILLS/ BEHAVIORS COMPETENCIES ACTION TYPE DEVELOPMENT WHAT SUPPORT AND/OR RESOURCES DOES EMPLOYEE NEED TO BE SUCCESSFUL? ACTION PLAN SELECT ONE SELECT ONE SELECT ONE SELECT ONE SELECT ONE SELECT ONE Text here Text here Text here Text here EMPLOYEE GROWTH ASPIRATIONS WHAT ARE YOUR GREATEST STRENGTHS? Employee writes here WHAT ARE YOUR SHORT-TERM AND LONG-TERM GROWTH ASPIRATIONS? Employee writes here WHAT SUPPORT WOULD YOU LIKE FROM YOUR MANAGER TO HELP YOU ACHIEVE YOUR GROWTH ASPIRATIONS? Employee writes here MANAGER COMMENTS ON THE EMPLOYEE’S GROWTH ASPIRATIONS Manager comments here DEVELOPMENT PLAN ACCOMPLISHMENTS MID-YEAR: Employee writes here Manager writes here DEVELOPMENT PLAN ACCOMPLISHMENTS YEAR-END Employee writes here Manager writes here ©Copyright Stanford University 2011 Page 4 of 5 ADDITIONAL COMMENTS, FINAL RATINGS, AND SIGNATURES EMPLOYEE COMMENTS (ADDITIONAL COMMENTS NOT CAPTURED IN PREVIOUS SECTIONS) Employee writes here MANAGER COMMENTS (ADDITIONAL COMMENTS NOT CAPTURED IN PREVIOUS SECTIONS) Manager writes here OVERALL YEAR-END RATING SELECT ONE SIGNATURES GOALS AND DEVELOPMENT Employee* //Signature// date Manager //Signature// date MID-YEAR CHECK-IN Employee* //Signature// date Manager //Signature// date YEAR-END REVIEW Employee* //Signature// date Manager //Signature// date Second-level Manager //Signature// date * I have reviewed this document, discussed the contents with my Manager and acknowledge this with my signature. My signature does not indicate that I agree with my Manager’s assessment of my performance. ©Copyright Stanford University 2011 Page 5 of 5