Sample Performance Evaluation Forms Contributed by AIA Knowledge Resources Staff Revised June 2007

Transcription

1 Best Practices page 1 of 12 Sample Performance Evaluation Forms Contributed by AIA Knowledge Resources Staff Revised June 2007 The AIA collects and disseminates Best Practices as a service to AIA members without endorsement or recommendation. Appropriate use of the information provided is the responsibility of the reader. SUMMARY Employee performance should be evaluated periodically, regularly, and objectively. The attached sample evaluation forms, while not comprehensive, offer guidance for evaluating performance competencies for three categories of employees in architecture firms: administrative, professional/technical, and management. Adapt the forms to suit the evaluation needs of your own firm. RATING METHODS Performance evaluations may be scored in a number of ways. Two of the most common are numerical ratings and a graphic scale. The attached sample evaluation forms use the numerical rating system. The scores of a numerical rating system typically have the following values: 1 Unsatisfactory 2 Needs improvement 3 Meets job requirements 4 Exceeds job requirements 5 Outstanding RESOURCES More Best Practices The following AIA Best Practices provide additional information related to this topic: A Sample Compressed Workweek Program Basic Elements of New Employee Orientation Employment Status: Independent Contractor -- Yes or No? For More Information See also Managing People, by Kathleen C. Maurel, Assoc. AIA, and Laurie Dreyer-Hadley, The Architect s Handbook of Professional Practice, 13th edition, Chapter 9, page 221. See also the 14th edition of the Handbook, which can be ordered from the AIA Bookstore by calling (option 4) or by at bookstore@aia.org. Feedback The AIA welcomes member feedback on Best Practice articles. To provide feedback on this article, please contact bestpractices@aia.org. Key Terms Practice Personnel management Employment The AIA Knowledge gained from experience immediately applicable to a task at hand. BP

2 Best Practices page 2 of 12 SAMPLE PERFORMANCE EVALUATION FORM ADMINISTRATIVE PERSONNEL Employee name: Employment start date: Job title: Department: Review period start: Review period end: Last review date: Reviewer name: Reviewer title: PERFORMANCE COMPETENCIES COMMUNICATIONS Expresses ideas and thoughts verbally Expresses ideas and thoughts in written form Exhibits good listening and comprehension Keeps others adequately informed Uses appropriate communication methods COOPERATION Establishes and maintains effective relations Exhibits tact and consideration Displays positive outlook and pleasant manner Offers assistance and support to coworkers Works cooperatively in group situations Works actively to resolve conflicts

3 Best Practices page 3 of 12 DEPENDABILITY Responds to requests for service and assistance Follows instructions, responds to management direction Takes responsibility for own actions Commits to doing best job possible Keeps commitments Meets attendance and punctuality guidelines INITIATIVE Volunteers readily Undertakes self-development activities Seeks increased responsibilities Takes independent actions and calculated risks Looks for and takes advantage of opportunities Asks for help when needed JOB KNOWLEDGE Competent in required job skills and knowledge Exhibits ability to learn and apply new skills Keeps abreast of current developments Requires minimal supervision Displays understanding of how job relates to others Uses resources effectively JUDGMENT Displays willingness to make decisions Exhibits sound and accurate judgment Supports and explains reasoning for decisions Includes appropriate people in decision-making process Makes timely decisions PLANNING & ORGANIZATION Prioritizes and plans work activities Uses time efficiently Plans for additional resources Integrates changes smoothly

4 Best Practices page 4 of 12 Sets goals and objectives Works in an organized manner PROBLEM SOLVING Identifies problems in a timely manner Gathers and analyzes information skillfully Develops alternative solutions Resolves problems in early stages Works well in group problem-solving situations QUALITY Demonstrates accuracy and thoroughness Displays commitment to excellence Looks for ways to improve and promote quality Applies feedback to improve performance Monitors own work to ensure quality QUANTITY Meets productivity standards Completes work in timely manner Strives to increase productivity Works quickly Achieves established goals USE OF TECHNOLOGY Demonstrates required skills Adapts to new technologies Troubleshoots problems Uses technology to increase productivity Keeps technical skills up to date DEVELOPMENT PLANS FUTURE GOALS

5 Best Practices page 5 of 12 EMPLOYEE COMMENTS EMPLOYEE ACKNOWLEDGMENT I have reviewed this document and discussed the contents with my supervisor. I acknowledge that I have been advised of my performance status, which does not necessarily imply that I agree with the evaluation. Employee signature/date REVIEWER COMMENTS Reviewer signature/date

6 Best Practices page 6 of 12 SAMPLE PERFORMANCE EVALUATION FORM PROFESSIONAL/TECHNICAL PERSONNEL Employee name: Employment start date: Job title: Department: Review period start: Review period end: Last review date: Reviewer name: Reviewer title: PERFORMANCE COMPETENCIES ANALYTICAL SKILLS Synthesizes complex or diverse information Collects and researches data Uses intuition and experience to complement data Identifies data relationships and dependencies Designs workflows and procedures INITIATIVE Volunteers readily Undertakes self-development activities Seeks increased responsibilities Takes independent actions and calculated risks Looks for and takes advantage of opportunities Asks for help when needed INNOVATION Displays original thinking and creativity Meets challenges with resourcefulness

7 Best Practices page 7 of 12 Generates suggestions for improving work Develops innovative approaches and ideas JOB KNOWLEDGE Competent in required job skills and knowledge Exhibits ability to learn and apply new skills Keeps abreast of current developments Requires minimal supervision Displays understanding of how job relates to others Uses resources effectively JUDGMENT Displays willingness to make decisions Exhibits sound and accurate judgment Supports and explains reasoning for decisions Includes appropriate people in decision-making process Makes timely decisions ORAL COMMUNICATIONS Speaks clearly and persuasively Listens and gets clarification Responds well to questions Demonstrates group presentation skills Participates in meetings PLANNING & ORGANIZATION Prioritizes and plans work activities Uses time efficiently Plans for additional resources Integrates changes smoothly Sets goals and objectives Works in an organized manner PROBLEM SOLVING Identifies problems in a timely manner Gathers and analyzes information skillfully Develops alternative solutions

8 Best Practices page 8 of 12 Resolves problems in early stages Works well in group problem-solving situations QUALITY Demonstrates accuracy and thoroughness Displays commitment to excellence Looks for ways to improve and promote quality Applies feedback to improve performance Monitors own work to ensure quality TEAMWORK Balances team and individual responsibilities Exhibits objectivity and openness to others views Gives and welcomes feedback Contributes to building a positive team spirit Puts success of team above own interests USE OF TECHNOLOGY Demonstrates required skills Adapts to new technologies Troubleshoots technological problems Uses technology to increase productivity Keeps technical skills up to date WRITTEN COMMUNICATIONS Writes clearly and informatively Edits work for spelling and grammar Varies writing style to meet needs Presents numerical data effectively DEVELOPMENT PLANS FUTURE GOALS

9 Best Practices page 9 of 12 EMPLOYEE COMMENTS EMPLOYEE ACKNOWLEDGMENT I have reviewed this document and discussed the contents with my supervisor. I acknowledge that I have been advised of my performance status, which does not necessarily imply that I agree with the evaluation. Employee signature/date REVIEWER COMMENTS Reviewer signature/date

10 Best Practices page 10 of 12 SAMPLE PERFORMANCE EVALUATION FORM MANAGEMENT PERSONNEL Employee name: Employment start date: Job title: Department: Review period start: Review period end: Last review date: Reviewer name: Reviewer title: PERFORMANCE COMPETENCIES COMMUNICATIONS Expresses ideas and thoughts verbally Expresses ideas and thoughts in written form Exhibits good listening and comprehension Keeps others adequately informed Uses appropriate communication methods COST CONSCIOUSNESS Works within approved budget Conserves organizational resources Develops and implements cost-saving measures Contributes to profits and revenue DELEGATION Delegates work assignments Matches the responsibility to the person Gives authority to work independently Sets expectations and monitors delegated activities Provides recognition for results

11 Best Practices page 11 of 12 JOB KNOWLEDGE Competent in required job skills and knowledge Exhibits ability to learn and apply new skills Keeps abreast of current developments Requires minimal supervision Displays understanding of how job relates to others Uses resources effectively JUDGMENT Displays willingness to make decisions Exhibits sound and accurate judgment Supports and explains reasoning for decisions Includes appropriate people in decision-making process Makes timely decisions LEADERSHIP Exhibits confidence in self and others Inspires respect and trust Reacts well under pressure Shows courage to take action Motivates others to perform well MANAGING PEOPLE Provides direction and gains compliance Includes subordinates in planning Takes responsibility for subordinates activities Makes self available to subordinates Provides regular performance feedback Develops subordinates skills and encourages growth PLANNING & ORGANIZATION Prioritizes and plans work activities Uses time efficiently Plans for additional resources Integrates changes smoothly Sets goals and objectives

12 Best Practices page 12 of 12 Works in an organized manner PROBLEM SOLVING Identifies problems in a timely manner Gathers and analyzes information skillfully Develops alternative solutions Resolves problems in early stages Works well in group problem-solving situations QUALITY Demonstrates accuracy and thoroughness Displays commitment to excellence Looks for ways to improve and promote quality Applies feedback to improve performance Monitors own work to ensure quality DEVELOPMENT PLANS FUTURE GOALS EMPLOYEE COMMENTS EMPLOYEE ACKNOWLEDGMENT I have reviewed this document and discussed the contents with my supervisor. I acknowledge that I have been advised of my performance status, which does not necessarily imply that I agree with the evaluation. Employee signature/date REVIEWER COMMENTS Reviewer signature/date