Executive Self-Assessment HR-515

Transcription

1 While considering Ratings definitions and referring to pages 6-9, place an X in the box best describing performance for the entire period being evaluated. substantial improvement necessary; may require excessive supervision and/or instruction. expectations or further development will benefit executive or company. Far Exceeds Expect. Communications Employs active listening skills. Communicates effectively verbally and in writing, considering the audience. Uses proper grammar and punctuation. Communications, including , are effective and timely. Compliance Level of consistent, accurate and timely compliance with Company s, and if applicable, HUD s, deadlines, processes, policies, procedures and regulations. Customer Service Respect for feelings of others. Politeness. Readily assists external and internal customers with professional and caring service. Initiative Pro-active. Voluntarily starts projects or tasks. Attempts nonroutine jobs and tasks. Assists others. Identifies and follows through with development opportunities for oneself. Page 1 of 9

2 While considering Ratings definitions and referring to pages 6-9, place an X in the box best describing performance for the entire period being evaluated. Innovation and Creativity Imagination, creativity and skill used to develop new business opportunities, improve processes, lower costs and increase profitability. Shares ideas which may benefit other Business Units. Leadership Leads and manages change. Impacts and influences others. Broad sense of organizational awareness. Combines the strengths of people through positive teamwork to achieve goals that could not be accomplished otherwise. Supports NHE s Mission, Motto and Keys to Success statements. Job Knowledge The blending of job-related education, skills and experience, appropriately applied to the job. Shares knowledge with staff and peers. Organization and Planning Organization of the individual s and team s work. Ability to plan work and resources in advance to ensure efficiency and meet deadlines. Allocates appropriate time and resources to important but non-urgent work. substantial improvement necessary; may require excessive supervision and/or instruction. expectations or further development will benefit executive or company. Far Exceeds Expect. Page 2 of 9

3 While considering Ratings definitions and referring to pages 6-9, place an X in the box best describing performance for the entire period being evaluated. Results Management Budgets and forecasts accurately. Achieves revenue and profit objectives. Manages resources and controls costs. Minimizes adverse employee turnover. Achieves Key Performance Indicators. Relationships Develops and maintains effective relationships with employees, Executive Team peers, residents, property owners/boards/clients, vendors/service providers and regulators. Effective member of assigned team(s). Creates win-win situations. Willingness to help others accomplish objectives. Reliability, Fairness and Integrity Dependability and trustworthiness. Acts with integrity and fairness at all times. Does the right thing consistently. Behaviors serve as role model for others. substantial improvement necessary; may require excessive supervision and/or instruction. expectations or further development will benefit executive or company. Far Exceeds Expect. Page 3 of 9

4 While considering Ratings definitions and referring to pages 6-9, place an X in the box best describing performance for the entire period being evaluated. Strategic Thinking Develops realistic long-term plans. Considers long-term implications of recommendations and decisions. Takes appropriate risks. Knowledgeable about NHE s business and strategy, including beyond own Business Unit. Supervision Provides timely and effective training, direction and oversight. Provides coaching and constructive feedback. Treats all employees with respect and fairness. Routinely provides and documents timely corrective action. substantial improvement necessary; may require excessive supervision and/or instruction. expectations or further development will benefit executive or company. Far Exceeds Expect. Page 4 of 9

5 Employee s Self-Assessment of Accomplishment of Major Goals and Objectives or Key Performance Indicators (KPIs) over Evaluation Period: Employee s Comments Regarding Performance: (Comments are required for, and Far Ratings): Suggested Goals and Objectives or Key Performance Indicators for Next Evaluation Period: (To be discussed; final Goals and Objectives and KPIs will be documented on official Performance Evaluation prepared by the President.) Signatures: Executive s * Signature: Date: / / President s Signature: Date: / / *President's Signature does not necessarily signify that he agrees with the Self-Assessment; it simply acknowledges the Self-Assessment has been received and discussed. Please return signed form to NHE, Inc. Office of Human Resources: P.O. Box 5539, Greenville, SC HR@nhe-inc.com Page 5 of 9

6 Communications Employs active listening skills. Communicates effectively verbally and in writing, considering the audience. Uses proper grammar and punctuation. Communications, including , are effective and timely. Compliance Level of consistent, accurate and timely compliance with Company s, and if applicable, HUD s, deadlines, processes, policies, procedures and regulations. Customer Service Respect for feelings of others. Politeness. Readily assists external and internal customers with professional and caring service. Initiative Pro-active. Voluntarily starts projects or tasks. Attempts nonroutine jobs and tasks. Assists others. Identifies and follows through with development opportunities for oneself. substantial improvement necessary; may require excessive supervision and/or instruction. Does not consistently employ effective communication techniques in more than one type or area of communications. Consistently does not understand or does not follow important processes, policies, procedures and regulations. Consistently misses related deadlines. Frequently rude. Causes noticeable discomfort to others. Constantly antagonizes co-workers and or supervisors and/or public contacts. Shows little initiative. Never volunteers. Sticks closely to job routine. Must have specific instruction to perform tasks outside of job routine. expectations or further development will benefit executive or company. Effectiveness of communications could be improved or further developed in one or more types or areas of communications. Occasionally does not understand or does not follow important processes, policies, procedures and regulations. Occasionally misses related deadlines. Occasionally impolite to coworkers, customers or others. Has some difficulty getting along with others, but makes attempts to improve relationships. Shows some initiative. Will sometimes start or begin work without specific instructions but usually waits for instructions and direction. Regularly communicates effectively, including listening, speaking and writing. Good command of grammar and punctuation. Communications are timely. Regularly complies with important deadlines, processes, policies, procedures, regulations, and deadlines Observes common courtesies, does not offend. Gets along well with others. Has a good customer service attitude with both external and internal customers. Usually anticipates work to be done and begins work with only occasional instruction. Attempts to solve non-routine job problems as they occur. Always communicates very effectively, including listening, speaking and writing. Very good command of grammar and punctuation. Communications are always timely and address relevant maters. Always understands and complies with all deadlines, processes, policies, procedures, regulations, and deadlines. Very conscientious of other s feelings and rights. Always polite. Has a strong positive customer service attitude with both external and internal customers and provides caring service. Always a self-starter. Will volunteer often and require little instruction and direction. Far to job requirements, goals and indicators, or peers Always communicates at the highest levels of competency, including listening, speaking and writing. Exceptional command of grammar and punctuation. Communications are always very timely and address all relevant maters. Always fully understands and complies with deadlines, processes, policies, procedures, regulations, and deadlines. Makes suggestions to assist others with compliance. Extremely courteous, wellmannered and polite. Always considers the comfort and ease of others. Leads others by always demonstrating a positive, professional, caring customer service attitude with everyone. Always anticipates and starts work without hesitation. Rarely needs instruction or direction. Consistently accepts difficult or unpleasant jobs to achieve goals. Initiatives may have positive impact on other Business Units. Page 6 of 9

7 Innovation and Creativity Imagination, creativity and skill used to develop new business opportunities, improve processes, lower costs and increase profitability. Shares ideas which may benefit other Business Units. Leadership Leads and manages change. Impacts and influences others. Broad sense of organizational awareness. Combines the strengths of people through positive teamwork to achieve goals that could not be accomplished otherwise. Supports NHE s Mission, Motto and Keys to Success statements. Job Knowledge The blending of job-related education, skills and experience, appropriately applied to the job. Shares knowledge with staff and peers. substantial improvement necessary; may require excessive supervision and/or instruction. Never offers a new procedure or new idea. Does not demonstrate necessary leadership skills (as contrasted to supervision or management skills) to motivate and develop others and lead change. Severely lacking in knowledge of job. Requires constant instruction and help or rework. Does not share knowledge with others. expectations or further development will benefit executive or company. Rarely suggests new original ideas. Leadership effectiveness could be improved or further developed in one or more ways to better lead and manage change, motivate others, support the culture we are working to achieve, or achieve results. Noticeable deficiencies in job knowledge. Needs frequent instruction and help. Needs additional training or coaching. Good number of suggestions for improving methods and procedures, lowering costs or increasing profitability. Regularly exhibits good leadership skills. Respected as an effective leader by staff and peers. Supports the culture we are working to achieve in both words and actions. Understands job routine. Some more advanced knowledge still to be acquired. Often suggests many creative ideas to improve processes, lower costs and increase profitability. Always exhibits strong leadership skills to manage change and lead others. Well respected as a leader by staff and peers. Strong proponent of the culture we are working to achieve. Completely understands all aspects of job and ramifications. Routinely shares knowledge to assist others. Far to job requirements, goals and Very innovative. Constantly offers imaginative suggestions to improve processes, lower costs and increase profitability. Ideas may benefit other Business Units. Always leads at the highest levels of leadership competency, in all areas. Thought of as effective change agent and thought leader. Strong proponent of the culture we are working to achieve and helps to lead full adoption of it. Has some influence beyond own Business Unit. Understands why all job functions are performed and interrelationship with the functions of other jobs within the organization. Consistently provides instruction to help and develop others. Organization and Planning Organization of the individual s and team s work. Ability to plan work and resources in advance to ensure efficiency and meet deadlines. Allocates appropriate time and resources to important but nonurgent work. Individual s and/or team s work is poorly planned, resulting in inferior work product, ineffective resource allocation, and/or missed deadlines. Organization and planning effectiveness could be improved or further developed in one or more ways to better organize or prioritize work, allocate resources, meet deadlines, etc. Regularly exhibits good organization and planning skills. Thought of as well organized. Meets deadlines. Always exhibits strong organization and planning skills to maximize productivity, beat deadlines and utilize available resources. Anticipates others needs. Meets or beats deadlines. Always exhibits superior organization and planning skills to maximize productivity, beat deadlines and utilize available resources. Beats deadlines. Considers impacts on others outside of own Business Unit. Page 7 of 9

8 Results Management Budgets and forecasts accurately. Achieves revenue and profit objectives. Manages resources and controls costs. Minimizes adverse employee turnover. Achieves Key Performance Indicators. Relationships Develops and maintains effective relationships with employees, Executive Team peers, residents, property owners/boards/clients, vendors/service providers and regulators. Effective member of assigned team(s). Creates win-win situations. Willingness to help others accomplish objectives. Reliability, Fairness and Integrity Dependability and trustworthiness. Acts with integrity and fairness at all times. Does the right thing consistently. Behaviors serve as role model for others. Strategic Thinking Develops realistic long-term plans. Considers long-term implications of recommendations and decisions. Takes appropriate risks. Knowledgeable about NHE s business and strategy, including beyond own Business Unit. substantial improvement necessary; may require excessive supervision and/or instruction. Expected results are often not achieved in several important areas. Relationships with several individuals or groups are ineffective or strained as a result of executive s actions or inaction. Teamwork skills are inadequate. Does not regularly create win-win relationships or assist others. Not reliable. Often fails to deliver a complete job. Often does not act with integrity and fairness. Focuses almost entirely on shortterm and tactical tasks and goals. Generally does not plan beyond the current year. Has shown very little interest in or knowledge of other Business Units. expectations or further development will benefit executive or company. Financial, operational or employee turnover results do not meet expectations in one or more areas and greater attention to this area(s) is warranted. Relationships with one or more individuals or groups need to be strengthened. Teamwork skills need to be further developed. Interactions with other member(s) of the Executive Team could be more effective. Occasionally leaves routine tasks incomplete. Occasionally does not act with integrity and fairness. Additional focus and original thinking with respect to Business Unit s Strengths, Weaknesses, Opportunities and Threats, and strategic initiatives would be beneficial for the executive and the company. More knowledge about other Business Units is desirable. Financial, operational and employee turnover results generally meet expectations in all areas and may exceed expectations in one or more areas. Good relationships are generally maintained with almost everyone. Seen as a team-player. Helps others. Can be relied on to complete all aspects of job. Consistently acts with integrity and fairness. Effectively balances the need to focus on short-term and long-term goals and objectives and initiatives. Takes appropriate risks. Adequate knowledge about most Business Units. Financial, operational and employee turnover results exceed expectations in most areas. Excellent relationships are maintained with everyone. Highly effective, contributing member of assigned teams. Always volunteers to assist others. Completes work with little supervision. Will complete occasional special projects. Always acts with integrity and fairness. Has developed and effectively articulated original and creative ideas to develop additional revenues and/or clients and to develop and/or implement the necessary infrastructure or resources to profitably service the business. Strong knowledge about all Business Units. Far Financial, operational and employee turnover results exceed expectations in all areas or far exceed expectations in several critical areas. Treats building relationships as a priority. Demonstrates a high level of emotional intelligence. Has developed strong relationships with virtually all members of Executive Team. Extremely dependable and trustworthy. Readily accepts all assignments and special projects. Always acts with the highest level of integrity and fairness. Has developed well thought out operational and financial plans for two or more years. Focuses on strategy as much as tactics. Very effectively assesses and quantifies risks. Exceptional knowledge about all Business Units. Page 8 of 9

9 Supervision Provides timely and effective training, direction and oversight. Provides coaching and constructive feedback. Treats all employees with respect and fairness. Routinely provides and documents timely corrective action. substantial improvement necessary; may require excessive supervision and/or instruction. Regularly does not provide adequate direction and training to employees. Does not understand and regularly follow wage and hour and employment laws. Does not provide timely or consistent feedback and documented corrective action. expectations or further development will benefit executive or company. Occasionally not provide adequate direction and training to employees. Occasionally does not understand and follow wage and hour and employment laws. Sometimes does not provide timely or consistent feedback and documented corrective action. Regularly provides adequate direction and training to employees. Understands and follows wage and hour and employment laws. Provides timely and consistent feedback and documented corrective action. Always provides effective direction and training to employees. Fully understands and follows wage and hour and employment laws. Always provides timely and consistent feedback. Documents corrective action timely and using correct forms. Instructs subordinates to do the same. Far Provides highly effective direction and training to all employees. Fully understands and follows wage and hour and employment laws and shares knowledge. Always provides timely, consistent and effective feedback. Documents corrective action timely comprehensively and using correct forms. Ensures subordinates to do the same. Page 9 of 9