360° Performance Evaluation (Manager)

360° Performance Evaluation (Employee)
Department:
Employee:

First NameLast Name
Date:

MonthDayYear
Date
Rating Scale

Please provide objective ratings of on-the-job performance using a five-scale system.

5 (Outstanding)	Performs significantly above the quality/quantity criteria for this role.
4 (Exceeds Expectations)	Generally exceeds the quality/quantity criteria for this role.
3 (Meets Expectations)	Meets the set criteria for the designated role.
2 (Needs Improvement)	Didn't fully meet the set criteria for the designated role.
1 (Unacceptable)	Performs significantly below set criteria.

General Evaluation

(Manager and employee each to complete)
Organizational Knowledge & Judgement: Demonstrates knowledge of the standard operating procedures and processes necessary for this role. Recognizes and resolves potential issues using sound judgment to determine the right course of action. Involves others in the decision-making process as needed.

5 (Outstanding)4 (Exceeds Expectations)3 (Meets Expectations)2 (Needs Improvement)1 (Unacceptable)
Comments
Skillset: Possess all the knowledge and expertise to effectively perform the assigned duties. Demonstrates interest in completing assigned training to obtain new skills and/or proactively masters new competencies independently.

5 (Outstanding)4 (Exceeds Expectations)3 (Meets Expectations)2 (Needs Improvement)1 (Unacceptable)
Comments
Quality of Work: Demonstrates high quality of work in general; ensures thoroughness, accuracy, completeness of work.

5 (Outstanding)4 (Exceeds Expectations)3 (Meets Expectations)2 (Needs Improvement)1 (Unacceptable)
Comments
Productivity & Dependability: Demonstrates effective time management; ensures assigned tasks are completed efficiently. Adheres to the set organizational schedule; displays commitment to delivering the assigned work on time and at expected levels of quality/output.

5 (Outstanding)4 (Exceeds Expectations)3 (Meets Expectations)2 (Needs Improvement)1 (Unacceptable)
Comments
Communication: Has effective and appropriate verbal and written communication and listening skills. Remains accessible and available to other employees as needed.

5 (Outstanding)4 (Exceeds Expectations)3 (Meets Expectations)2 (Needs Improvement)1 (Unacceptable)
Comments
Initiative: Demonstrates resourcefulness, versatility; and teamwork qualities necessary to conceptualize and carry out additional duties:

5 (Outstanding)4 (Exceeds Expectations)3 (Meets Expectations)2 (Needs Improvement)1 (Unacceptable)
Comments
Customer Focus: Fulfills set service commitments; maintains high levels of customer satisfaction. Actively solicits and acts upon provided customer feedback. Maintains appropriate levels of communication with the customers:

5 (Outstanding)4 (Exceeds Expectations)3 (Meets Expectations)2 (Needs Improvement)1 (Unacceptable)
Comments
Employee Self-Assessment Form

(To be completed by employee only) Please answer the questions below before your scheduled meeting with your manager)
Please select one of the following:

I feel like I'm behind on my work.I could do better.I feel like I'm getting the job done.I feel confident in my contributions.My work has been the best ever!Still new and figuring it out.
What objectives or goals did you achieve in the last 6 months? If goals were not established with your manager, what were your top achievements in the last 6 months?
What objectives (or goals) do you hope to achieve in the next 6 months?
If any, what additional support might you need to be the most successful in the next 6 months?
What do you enjoy most about your role?
Signature

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360° Performance Evaluation (Employee)

Rating Scale

General Evaluation

Employee Self-Assessment Form