Simple Evaluation

Learn how to write effective self evaluations and get ahead in your career

Simple Evaluation Phrases to Write a Great Self Evaluation for a Successful Performance Review By Jeremy Reis, MBA

Simple Evaluation: Phrases to Write a Great Self Evaluation for a Successful Performance Review http://www.simpleevaluation.com Copyright © 2011 by Jeremy Reis, Jerm.com All Rights Reserved. You may use these phrases for personal use only and may not resell them, repackage them, or republish them. No patent liability is assumed with respect to the use of information contained herein. Although every precaution has been taken in the preparation of this book, the publisher and author assume no responsibility for errors and omissions. Neither is any liability assumed for damages resulting from the use of information contained herein. Published in the United States.

Table of Contents

1

Self Evaluation Templates ..................................................................................... 10 Core Competencies ....................................................................................................... 10

2

Adaptability .......................................................................................................... 12 Adaptability: Exceeds Expectations .............................................................................. 12 Adaptability: Meets Expectations ................................................................................. 13 Adaptability: Below Expectations ................................................................................. 13

3

Attendance and Punctuality .................................................................................. 15 Attendance and Punctuality: Exceeds Expectations ..................................................... 15 Attendance and Punctuality: Meets Expectations ....................................................... 16 Attendance and Punctuality: Below Expectations ........................................................ 16

4

Attitude ................................................................................................................ 18 Attitude: Exceeds Expectations .................................................................................... 18 Attitude: Meets Expectations ....................................................................................... 19 Attitude: Below Expectations ....................................................................................... 19

5

Communication..................................................................................................... 21 Communication: Exceeds Expectations ........................................................................ 21 Communication: Meets Expectations ........................................................................... 22 Communication: Below Expectations ........................................................................... 22

6

Company Compliance ............................................................................................ 24 Company Compliance: Exceeds Expectations............................................................... 24 Company Compliance: Meets Expectations ................................................................. 25 Company Compliance: Below Expectations ................................................................. 25

7

Continuous Improvement...................................................................................... 27 Continuous Improvement: Exceeds Expectations ........................................................ 27 Continuous Improvement: Meets Expectations ........................................................... 28 Continuous Improvement: Below Expectations ........................................................... 28

8

Cooperation .......................................................................................................... 30 Cooperation: Exceeds Expectations .............................................................................. 30 Cooperation: Meets Expectations ................................................................................ 31 Cooperation: Below Expectations................................................................................. 31

9

Creativity and Innovation ...................................................................................... 33 Creativity and Innovation: Exceeds Expectations ......................................................... 33 Creativity and Innovation: Meets Expectations............................................................ 34 Creativity and Innovation: Below Expectations ............................................................ 34

10

Critical Thinking Skills ............................................................................................ 36 Critical Thinking Skills: Exceeds Expectations ............................................................... 36 Critical Thinking Skills: Meets Expectations .................................................................. 37 Critical Thinking Skills: Below Expectations .................................................................. 37

11

Customer Satisfaction ........................................................................................... 39 Customer Satisfaction: Exceeds Expectations .............................................................. 39 Customer Satisfaction: Meets Expectations ................................................................. 40 Customer Satisfaction: Below Expectations ................................................................. 40

12

Dependability ....................................................................................................... 42 Dependability: Exceeds Expectations ........................................................................... 42 Dependability: Meets Expectations .............................................................................. 43 Dependability: Below Expectations .............................................................................. 43

13

Ethics .................................................................................................................... 45 Ethics: Exceeds Expectations ........................................................................................ 45 Ethics: Meets Expectations ........................................................................................... 45 Ethics: Below Expectations ........................................................................................... 46

14

Goal and Objective Setting .................................................................................... 48 Goal and Objective Setting: Exceeds Expectations ....................................................... 48 Goal and Objective Setting: Meets Expectations ......................................................... 49 Goal and Objective Setting: Below Expectations .......................................................... 49

15

Initiative ............................................................................................................... 51 Initiative: Exceeds Expectations.................................................................................... 51 Initiative: Meets Expectations ...................................................................................... 52 Initiative: Below Expectations....................................................................................... 52

16

Interpersonal Skills ................................................................................................ 54 Interpersonal Skills: Exceeds Expectations ................................................................... 54 Interpersonal Skills: Meets Expectations ...................................................................... 55 Interpersonal Skills: Below Expectations ...................................................................... 55

17

Job Knowledge ...................................................................................................... 57 Job Knowledge: Exceeds Expectations ......................................................................... 57 Job Knowledge: Meets Expectations ............................................................................ 58 Job Knowledge: Below Expectations ............................................................................ 58

18

Judgment and Decision Making ............................................................................. 60 Judgment and Decision Making: Exceeds Expectations ............................................... 60 Judgment and Decision Making: Meets Expectations .................................................. 61 Judgment and Decision Making: Below Expectations .................................................. 61

19

Leadership ............................................................................................................ 63 Leadership: Exceeds Expectations ................................................................................ 63 Leadership: Meets Expectations ................................................................................... 64 Leadership: Below Expectations ................................................................................... 64

20

Listening Skills ....................................................................................................... 66 Listening Skills: Exceeds Expectations .......................................................................... 66 Listening Skills: Meets Expectations ............................................................................. 66 Listening Skills: Below Expectations ............................................................................. 67

21

Managerial Style ................................................................................................... 69 Managerial Style: Exceeds Expectations ....................................................................... 69 Managerial Style: Meets Expectations ......................................................................... 70 Managerial Style: Below Expectations .......................................................................... 70

22

Organization and Planning .................................................................................... 72 Organization and Planning: Exceeds Expectations ....................................................... 72 Organization and Planning: Meets Expectations .......................................................... 73 Organization and Planning: Below Expectations .......................................................... 73

23

Problem Solving .................................................................................................... 75 Problem Solving: Exceeds Expectations........................................................................ 75 Problem Solving: Meets Expectations .......................................................................... 76 Problem Solving: Below Expectations........................................................................... 76

24

Productivity .......................................................................................................... 78 Productivity: Exceeds Expectations .............................................................................. 78 Productivity: Meets Expectations ................................................................................. 79 Productivity: Below Expectations ................................................................................. 79

25

Professionalism ..................................................................................................... 81 Professionalism: Exceeds Expectations ........................................................................ 81 Professionalism: Meets Expectations ........................................................................... 82 Professionalism: Below Expectations ........................................................................... 82

26

Quality .................................................................................................................. 84 Quality: Exceeds Expectations ...................................................................................... 84 Quality: Meets Expectations ......................................................................................... 85 Quality: Below Expectations ......................................................................................... 85

27

Sales ..................................................................................................................... 87 Sales: Exceeds Expectations .......................................................................................... 87 Sales: Meets Expectations ............................................................................................ 88 Sales: Below Expectations............................................................................................. 88

28

Teamwork ............................................................................................................. 90 Teamwork: Exceeds Expectations ................................................................................. 90 Teamwork: Meets Expectations ................................................................................... 91 Teamwork: Below Expectations.................................................................................... 91

29

Technical Skills ...................................................................................................... 93 Technical Skills: Exceeds Expectations.......................................................................... 93 Technical Skills: Meets Expectations ............................................................................ 94 Technical Skills: Below Expectations ............................................................................. 94

30

Time Management ................................................................................................ 96 Time Management: Exceeds Expectations ................................................................... 96 Time Management: Meets Expectations ...................................................................... 97 Time Management: Below Expectations ...................................................................... 97

31

Training................................................................................................................. 99 Training: Exceeds Expectations ..................................................................................... 99 Training: Meets Expectations ..................................................................................... 100 Training: Below Expectations...................................................................................... 100

Chapter 1 SELF EVALUATION TEMPLATES Finding the right words for your self evaluation can be a difficult task. We all have strengths and weaknesses, but how do you describe your strengths without seeming cocky? How do you describe your weaknesses without being too negative? In this book, you will find the right ways to describe yourself on the self evaluation, no matter the circumstances. We’ve written hundreds of template paragraphs you can use to quickly complete your self evaluation – and impress your management team. You will find paragraphs for each core competency, categorized by exceeds expectations, meets expectations, and below expectations. These are easy to copy and paste into your own self evaluation.

CORE COMPETENCIES Each company has its own set of values and we don’t know specifically what your company values, so we’ve written the complete self evaluation templates with 30 different core competencies each: 1. Adaptability 2. Attendance and Punctuality 3. Communication 4. Company Compliance 5. Continuous Improvement 6. Cooperation 7. Creativity and Innovation 8. Critical Thinking Skills 9. Customer Satisfaction 10. Dependability

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11. Ethics 12. Goal and Objective Setting 13. Initiative 14. Interpersonal Skills 15. Job Knowledge 16. Judgment and Decision Making 17. Leadership 18. Listening Skills 19. Managerial Style (for Supervisors) 20. Organization and Planning 21. Problem Solving 22. Productivity 23. Professionalism 24. Quality 25. Sales 26. Teamwork 27. Telephone Support Skills 28. Technical Skills 29. Time Management 30. Training

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Chapter 2 ADAPTABILITY ADAPTABILITY: EXCEEDS EXPECTATIONS

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Though many people find change difficult to handle, I understand how to handle it with ease. We have a very fast paced environment and I understand how to navigate the changes and provide high quality work, despite not knowing what may be coming at me next. Over the next year, I will continue to remain nimble and adapt to changing circumstances.

The past year has seen a number of changes happen in our department. I have handled the changes well and supported other employees who were troubled by them. This has not only demonstrated my ability to cope with change, but resulted in improved team dynamics. Over the next year, I will continue to handle changes that may arise and provide support to team members.

I see change as an opportunity. I encourage others to take initiative when new projects or assignments come available and quickly adapt when times require it. I believe I am a very flexible employee.

In an environment that is constantly changing, being able to rapidly assess a situation and adapt is crucial. I am one of the most proficient employees at maintaining composure and change as it is demanded.

I consistently show composure when put into a stressful situation. I face challenges head on and with a motivated spirit. I try to calm those working around me by keeping them focused on a specific goal. I believe I have been flexible and a productive member of the team.

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ADAPTABILITY: MEETS EXPECTATIONS

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I frequently adjust my work schedule to meet the needs of the team. I am very willing to make the necessary changes to help the team succeed. I believe I am a versatile employee who does what is necessary to keep business moving forward and I will continue this over the next year.

I have been willing to work odd hours when a project requires it, demonstrating I can adapt to changing work schedules. I face challenges with composure, identifying solutions and efficient alternatives instead of cracking under the pressure.

I have greatly improved in adaptability this year. While I once shied away from change with discomfort, I’ve learned to embrace it with renewed energy. I adapt to changing schedules and assignments, and even help to calm those around me in times of stress.

I have satisfactory standards of adaptability, and have proven that I can adjust to sudden changes within the work place. I handle changes of schedule and office protocol with ease, and have made suggestions on how to improve them further.

I consistently maintain composure during times of stress, and show that I can adapt to new challenges that arise during an assignment. Sometimes, I know I struggle with some tasks that are not part of my job. I could improve by adapting to the addition of new responsibilities.

ADAPTABILITY: BELOW EXPECTATIONS

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Occasionally, I become frustrated when faced with sudden, unexpected changes. At these times, I know I lose focus of the end goal. My attitude toward unforeseen challenges could use improvement.

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I have a tendency to micromanage assignments and allow for little deviation in plan or schedule. I understand not everyone appreciates this style, and I will work to improve in this area. I will work on improving my acceptance of change.

I do well adapting to small changes at work, but struggle when we have larger issues that affect the whole office or department. Some of these changes are just too large to adapt to quickly. Over the next year, I will work on accepting all types of change.

There are times when I struggle with new work assignments and training. I understand how important these are to the business, but I need some latitude to achieve these in my own timeframe. I will continue to work on improving in this area.

We are in a period of change and I have struggled to keep up. These fluctuations in the environment have made it difficult to keep track of the changes in the environment. I will work on documenting processes and keeping up with the changes in the business.

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Chapter 3 ATTENDANCE AND PUNCTUALITY ATTENDANCE AND PUNCTUALITY: EXCEEDS EXPECTATIONS

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I believe this year I have demonstrated that I care greatly about attendance and punctuality. I get to work early to be prepared to start a productive and efficient work day. I’ve had perfect attendance this past year.

Not only does Jason exemplify our standards of attendance and punctuality, but he takes initiative to improve the attendance and punctuality of those around him. He creatively introduced new incentives to keep his subordinates motivated to be at work, and their work is consistently efficient because of it.

I am quite reliable in terms of punctuality and attendance. I show up on time every day, and do not leave early without prior approval and meeting his obligations. Additionally, I started a carpool to improve the punctuality of others.

I start each day ready for the challenges ahead. I am dependable and maintain a great schedule throughout the year. I will continue to try to excel in attendance and punctuality.

I have a nearly perfect record of attendance and am on-time, ready to work, each day. I always seek prior approval before taking a day off, and arrange for back up support during any absences. I complete my assignments on-time and my meetings end on-time.

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ATTENDANCE AND PUNCTUALITY: MEETS EXPECTATIONS

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I have very good attendance. I start and end meetings on time which helps keep my team productive. I continue to work on improving my time management skills to continue remaining on-time.

I complete my assignments accurately and on time and am prepared for meetings. I rarely have a sick day and have improved my attendance this year. I meet all company standards for attendance and punctuality.

A number of times I’ve had to work late to complete a project on-time. I do so without complaint and want all of our projects to be successful. I believe I meet all expectations for attendance and punctuality, showing up on time and eager to work.

I schedule vacations well in advance, ensuring that necessary preparations are made for my absence. I show up on time and only leave early when my work is completed, and I have received the necessary permission from my manager. I support my peers when they are struggling with time management, and am willing to take on extra work for the benefit of the team.

I have satisfactory attendance. I believe I have been on-time to work and work my full schedule most work days. There have been, on occasion, days where I have been late to work, but I stay late to make up the time. I will continue to work to improve my attendance.

ATTENDANCE AND PUNCTUALITY: BELOW EXPECTATIONS

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For most of the year, I have no attendance problems. During inclement weather, traffic can cause me to be late on occasion. I try to adjust the time I leave to make up for this, but on occasion I am still late. I will continue to work on improving my punctuality.

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At times, I have a bad habit of arriving late to work. I understand how this affects my team and am working on a plan to improve my attendance. I will show greater effort to arrive on time and begin work along with everyone else.

Though my attendance is good, I know some of my breaks have run a little long this year. I will continue to work on keeping my breaks to their allotted time and improve in attendance and punctuality.

I consistently arrive to work on time, and schedules her absences according to regulations. However, I understand the perception that I spend a lot of time on personal matters at work. I will work on improving this and ensuring that my work time is devoted to business matters.

My attendance has suffered at times due to unforeseen personal circumstances. I believe that I am a reliable team member. I do understand the negative effect on my colleagues and will work to improve in this area.

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Chapter 4 ATTITUDE ATTITUDE: EXCEEDS EXPECTATIONS

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I think I display a uniquely positive attitude toward my work, always showing enthusiasm and good humor when taking on a project. I accept criticism well, always using it to make improvements, and remain actively engaged with my colleagues.

One of my greatest strengths is showing an exemplary attitude at all times. I find it easy to be energetic and ready to start work in the morning. I have strong motivation in my responsibilities throughout the day. I work to keep a positive attitude and help motivate others to do the same.

Offering encouragement and support is one of the things that sets me apart. I believe this provides an excellent example for the ideal work attitude. This helps keep my team working quickly and efficiently. I like to keep people focused on a goal, and never shy away from a challenge.

I consistently portray an attitude communicating respect and patience. I treat subordinates in a way that encourages growth and improvement and am always willing to lend an ear when a team member faces a difficult challenge. I believe I use humor effectively on my team to relieve tension.

I demonstrate a very good attitude toward work, always excited to take on a new assignment or additional responsibilities. I remain actively engaged in my projects throughout the entire work day, and it shows in the high quality of my final products.

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ATTITUDE: MEETS EXPECTATIONS

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I like to remain fully engaged in his work until completion. There is often much office drama and I try to avoid it and not let personal issues affect the quality of his work. I believe this is a strong way to provide an example to my.

I show a unique attitude toward work, always looking for something new to learn about the industry. I ask insightful and well-formulated questions. I believe

I am willing to go the extra mile to put others at ease, fostering a comfortable and open work atmosphere. My attitude toward positive change is one of enthusiasm, and I consistently puts forth an effort to improve myself and my surroundings.

I have an encouraging spirit and a determined attitude to help to motivate those around me, and frequently support team members in need. I believe I have an attitude committed to progress and make frequent suggestions to improve processes and the way we work.

I enjoy going the extra mile to complete an assignment, and also work hard to make sure others feel at ease. I try to always remain a positive thinker and help to motivate those around me during times of stress or difficulty. I will continue to work to improve in this area over the next year.

ATTITUDE: BELOW EXPECTATIONS

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There are times where people have an impression that I am uninterested and unmotivated attitude toward my assignments. I have worked to improve this perception, but have not been able to fully disperse it. This next year, I am going to work to improve my attitude and my coworker’s perceptions of my attitude.

I attempt to maintain a positive attitude, but am consistently very critical of myself. I have a tendency to take constructive criticism personally, and instead of using it as

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a method to improve, I let my feelings of fear and rejection stop me from progressing. This is an area of focus for the next year.

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I have a tendency to get so focused on a task that I ignore the people around me. This has resulted in the impression that I don’t care, when in fact, it’s just extreme focus on the work at hand. I will work to improve my communication skills and dealing with people even when I am in the middle of a task.

I understand I have a very competitive attitude. While this can be good for certain aspects of business, it creates issues within my team because people feel that I am always competing with them. I do not want people to believe I have an air of superiority and will work this year to tone down my competitiveness.

There are times where work can get very emotional and this has been off-putting to some of my coworkers. They perceive me as being angry and frustrated, and perhaps at time I am, but I know this is poor emotion control and I will work to improve it.

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Chapter 5 COMMUNICATION COMMUNICATION: EXCEEDS EXPECTATIONS

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My goal is to cultivate an office environment of openness. I have set up a system of information sharing to ensure that everyone on the team is kept up-to-date on industry advancements and relevant changes to office policy. Additionally, I do it all in a friendly and non-aggressive manner.

I regularly request constructive feedback when turning in an assignment. I ask questions when faced with doubt, and communicates problems in order to solve them more efficiently. My communication with clients is always exceptional, as well, and I am personally requested on many projects.

In terms of communication, I believe I stand out among my peers. I excel as a public speaker and a company spokesperson, conducting myself with dignity and openness in every business venture. I am often sought after for feedback on a project.

I work to create a welcoming and inclusive work environment, always making others feel welcome to visit my office for a discussion. I remain composed under stress, and have a calming influence on those around me. I foster open information sharing and enhances the productivity of my team.

I am in constant communication with my team, holding weekly staff meetings to make sure everyone is on the same page. I provide timely and constructive feedback, and provide clear explanations when asked to clarify a difficult issue.

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COMMUNICATION: MEETS EXPECTATIONS

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I believe I am a satisfactory communicator, always explaining ideas in a clear and precise manner. I demonstrate an evolved sense of humor and candor during business dealings, always keeping open lines of communication with clients and colleagues. Additionally, my feedback on projects is always very productive, and introduced in a non-intimidating way.

I regularly keep open lines of communication. I hold frequent meetings with my team to keep them updated of changes in the field. I often provide feedback to my subordinates, and requests feedback from my superiors.

While I have struggled with open communication in the past, I have greatly improved in that department over the course of the year. Where I once was afraid to request clarification, I now welcome the opportunity to ask well-prepared questions. I will continue to make progress in this area.

I believe I communicate well. I am always making others feel welcome and act as a calming influence when an upsetting situation arises. I create an inclusive work environment, keeping my team comfortable and productive.

I have proven to be an effective communicator, keeping my team focused and up-todate on advancements in the field. I allow subordinates to express their successes, and demonstrate a real willingness to hear all available information before making a final decision.

COMMUNICATION: BELOW EXPECTATIONS

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I find that I am an inconsistent communicator. At times, I believe I am insightful, while at other times I struggle to explain concepts. I need to work more on being consistently prepared in order to better communicate my ideas. I will work to improve my preparation in the future.

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At times, I prefer to handle assignments on my own rather than communicate with other team members. I believe this is the best path to getting things accomplished right, but I understand how this can be viewed as isolation and not communicating with others well. I will work on improving my teamwork.

I need to improve my communication by fostering open lines with my coworkers and be more welcoming with my interactions. I have a strong personality which has a tendency to alienate some around me and I will work to improve this.

I am a quiet person which comes across as shyness or possibly aloofness. I know I need to find my voice and find the confidence to express my ideas. This is a difficult proposition, but one which I am committed to improving.

I find it difficult at times to ask for help and when a task is late, this is evident as I am often overwhelmed with work. I have been working to engage with my peers for help, but still find it challenging to communicate my need for assistance.

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Chapter 6 COMPANY COMPLIANCE COMPANY COMPLIANCE: EXCEEDS EXPECTATIONS

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I always try to adhere perfectly to our processes and procedures. I consistently keep my staff up to date with company policy and ensure it is followed to the letter. This has been an area of focus for me. I will continue to excel with company compliance.

I believe I have an excellent understanding of what the company expects and the policies and procedures that must be followed. This is one of my strengths – I pause long enough to consider how decisions would affect the company and then act accordingly.

I am proud of my team’s efforts to uphold company policies and remain compliant with all company directives. I have worked hard this year to ensure we have properly trained and followed all company rules.

I believe I have an excellent understanding of how to comply with company procedures in my current position. It is important to remain productive and efficient by following all company regulations. I believe I am a model employee in this regard.

Managing and training others on department procedures is a joy of mine. It is something I truly relish and believe sets us apart from our competitors. This is an area I excel in and will continue to excel in this year.

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COMPANY COMPLIANCE: MEETS EXPECTATIONS

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I understand the company processes and regulations and work hard to meet them. I support the company’s vision and mission and work hard to achieve it. I can improve in communicating changes in company direction this next year.

I work within the parameters of the company procedures to the best of my ability. Sometimes my work requires minor adjustments to the stated policy, but I always keep the company in mind when acting.

I understand and follow all rules and regulations set by our company. I am regularly relied upon to instruct other employees in regards to these rules and how they should act under them. I will continue to keep up to date in this area.

We are in a well regulated industry and I make sure that my team and I follow all of the rules, regulations, and company policies to the letter. This protects our firm and my team from legal exposure and also ensures we are being ethical in all we do.

I work well within the framework setup for me by the company and my manager. I understand how to comply with everything the company has asked of me and I believe I have done a good job with this.

COMPANY COMPLIANCE: BELOW EXPECTATIONS

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There are a number of times where I know I have violated a procedure or company policy in order to get the work done. I understand the effect this can have on my team and will resolve to make sure all activities follow proper procedure.

I work well within the parameters set by my manager, but I understand there are times when I am expected to think and act independently and I struggle to achieve this. I will continue to work on this initiative and make sure I follow all company policies and procedures.

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There have been some of the policies where I have struggled to adopt and practice them. Many of these have seemed outdated, but I understand the company wants me to follow them to the letter despite the deficiencies. I am working on documenting these deficiencies so these policies can be revised and improved.

I understand there have been times where I have short cut the company policies to save time and I understand this is not acceptable practice. In the future, I will follow these policies to the letter.

There has been an impression that I am unreliable when it comes to following procedures and policies. Though I believe I have done well in this regard, I understand how this impression could have developed and will work hard this next year to improve in this area.

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Chapter 7 CONTINUOUS IMPROVEMENT CONTINUOUS IMPROVEMENT: EXCEEDS EXPECTATIONS

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Change is inevitable and I excel at using change as an opportunity. When we do have changing conditions, I understand how to make the best of the situation and improve myself. I have also learned how to affect positive change to the work environment during these times. I will continue working hard in the area of continuous improvement.

Continuous improvement is not just a business catchphrase, but something that we should all be seeking. I believe this is an area of strength: identifying opportunities where I can improve and see great returns. I will continue to improve in my job and improve how I work with others.

I have made a number of breakthroughs in performance this year through continually improving my productivity. I am constantly evaluating and improving the way I work to continue making both incremental and breakthrough improvements. I will continue to work on this progress.

I highly value feedback received which allows me to constantly improve myself. I find implementing new ways of doing business both easy and effective. I am exciting about the potential improvements I will make this next year.

To survive in business one must evolve and I believe I am very good at identifying inefficiencies in my own work, the work of my team, and other coworkers, which if improved, increase productivity and make us better as a company. I will continue evolving and improving in my position.

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CONTINUOUS IMPROVEMENT: MEETS EXPECTATIONS

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I have made a number of small, incremental improvements to my work and to processes my department uses. These have result in increased productivity and efficiency. I will continue to work to find ways to improve how we do our jobs.

I don’t believe I have a great talent in continuous improvement, instead, it just comes naturally to me to identify potential improvements in my work processes. I receive input from my team on potential improvements and then we implement and test them. The best ones are retained and we restart the process. Overall, I think continuous improvement is a good area of focus for continued investment.

I am good at identifying and eliminating suboptimal processes in our work environment. I understand how to document a process, identify inefficiencies, and improve it. This is an area which I will continue to improve in this next year.

Part of continuous improvement is identifying process improvement ideas, another is identifying problems and breaking them down to their root cause. I am not very good at the former, but very good at the latter. I can see a problem, identify the symptoms and what is actually the root problem. I then identify a solution and implement it. I will work to improve in process improvement as well.

I have attended kaizen training and implemented much of it in my day to day work. There are a number of parts of kaizen that I initially struggled with in my job, but since then have improved and see it working well. I have made a number of incremental improvements to how I work and will continue to do so this year.

CONTINUOUS IMPROVEMENT: BELOW EXPECTATIONS

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I struggle to identify new improvements in my work that I can actually improvement. I do not feel empowered to make changes and find it difficult to implement new processes at work. I know this is an area of improvement for me and a focus this year.

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I understand the focus on continuous improvement, but I believe we are positioned to be efficient as we currently are. This is at odds with the desires of management and one area which I understand I am at conflict with coworkers. I understand I need to change in this area.

One of my focuses has been on major, breakthrough changes to the detriment of allowing small changes to take hold. This has resulted in a year of missed opportunities. This next year, I will focus on making small changes that will make major changes – over time.

I do not feel like I have ownership of my work and do not feel the motivation to make changes to how I work. I understand this isn’t a popular opinion, but one which I hold. I would like to feel more ownership over what I do so the changes I make hold value.

I am at a loss for coming up with new ideas for continuous improvement. I don’t know how to creatively think up ways to improve and struggle with decision making when presented with different options to potentially improve. This is something I struggle in and would like more assistance finding ways to improve my work.

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Chapter 8 COOPERATION COOPERATION: EXCEEDS EXPECTATIONS

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I find it very easy to adapt to changing circumstances. Our environment is always in flux and I try to handle the changes well and find ways to help others accept change. My goal is to make a positive contribution to team morale and I believe I am successful at this.

Through my leadership, our work environment is positive and inclusive. I create an atmosphere of mutual teamwork and support. The team cooperates well with one another and makes sure the job gets accomplished.

One of my strengths is offering assistance to coworkers in need. By making sure everyone understands this is a team effort, we have been able to accomplish more together than any of us could individually. I will continue to contribute in this area over the next year.

My focus this year has been to be an encourager of my fellow team members. I try to always be willing to lend a hand in times of need and bring teams of people together around a common goal. This has led to a team-centered environment.

I believe I am an asset because I can effectively work with people to complete a project or successfully achieve a goal. I understand how to bring disparate groups of people together and promote cooperation.

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COOPERATION: MEETS EXPECTATIONS

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I cooperate well with coworkers, staff, managers, and members of other teams. I find it easy to ensure that we are focused on team goals and help each employee both accomplish their individual goals, and also their team goals.

I give of myself to make sure the job is well done. I encourage others around me to work towards a common goal. I believe our team is a model for teamwork and cooperation.

I coordinate individual workers together to meet deadlines and work effectively as a team. This is an area which I believe I am very good at. I am always willing to lend a hand and find creative ways to ensure others will as well.

One of my strengths is finding ways to make a positive contribution to teamwork. I make sure projects are a team effort and am always willing to lend a hand when needed. This has created an inclusive and cooperative environment.

At all times I try to be an encourager and make sure everyone is able to effectively contribute to the team’s goals. I work to coordinate individual team members together to ensure we work well together and accomplish much together.

COOPERATION: BELOW EXPECTATIONS

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At times, I have struggled collaborating with others. This has been an area I have been working on, but I have not always been successful with. I have been very good with individual tasks, but fall short in cooperating on group projects and in partnership with staff members. This will continue to be an area of focus for me.

I can learn and take on new tasks with ease, but find it difficult to train and communicate these tasks to team members. I have not been consistent enough with effectively involving others in learning new systems or processes.

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Unfortunately, a perception has arose that I am unwilling or unable to offer help in times of need. I need to manage this perception and demonstrate a renewed effort to cooperate with team members and make sure the job gets done.

When I moved into this role, I came from one which was very individual-focused and demanded a great deal of focus. In this new job, I am expected to perform a much more team-focused effort and I have frankly struggled to make the transition. I will continue to work on focusing my efforts towards the team.

Some believe I am very territorial with my work, but I believe I am just better at accomplishing tasks alone. I do share crucial information and ideas with coworkers, but the actual tasks I prefer to work with alone. I understand the team nature of our work environment and will continue to make efforts to be more inclusive.

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Chapter 9 CREATIVITY AND INNOVATION CREATIVITY AND INNOVATION: EXCEEDS EXPECTATIONS

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I display signs of originality everyday with the fresh ideas I bring to the table. My unique and helpful suggestions have been used on multiple occasions to increase office productivity and improve the overall work environment at the office. I know these creative contributions have proven to be an indispensable part of conducting innovative business.

I exemplify a refined standard of creativity and innovation, skillfully adapting to new information and facing challenges that arise with spirit and determination. I successfully funnel the creative recommendations of staff into practical applications, proving my ability to productively contribute to the team. Additionally, I am constantly questioning common practices and regulations in order to refine and improve office standards.

I easily imagine new solutions and then put them into practice. When faced with a difficult problem, I am often approached to develop a solution no one else has thought of. I am very visual and can see the solution before anyone else. I will continue to excel with my creativity.

I show consistent strength in creativity and innovation, frequently contributing new ideas at meetings. I pull the team together to focus on a common goal, and offers alternative suggestions when obstacles arise.

I foster creativity on my team by holding brainstorming sessions and encouraging new ideas. This has led to a number of improvements to work processes and

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increased the productivity of my team. I encourage thinking of alternatives when my team runs into a wall and have built a collaborative work environment.

CREATIVITY AND INNOVATION: MEETS EXPECTATIONS

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I like to provide a new perspective on difficult projects, thinking creatively and providing fresh ideas. At times others see my approach as aggressive and I am working to soften how I say things.

I have proven to be consistently creative and innovative, actively participating in meetings and making suggestions for improvement. I offer a creative touch to an otherwise monotonous role. This artistic flair has provided a number of creative ideas for our team to implement.

I satisfy the expectations for creativity and innovation, consistently providing useful feedback to improve project strategies. My suggestions have been put to use on many occasions. I also show ingenuity when facing difficult situations. I will continue to work on offering creative solutions.

I satisfy all standards for creativity and innovation. I show consistent progress in my work, and makes continued efforts to actively participate at meetings, offering new ideas and perspectives. Whenever we need a fresh look at a problem, I try to provide a novel perspective.

Although I have struggled with originality in the past, I have shown great improvements over the past year. My recent assignments have exemplified signs of creativity, proving my ability to explore new perspectives in order to approach a project differently. I show great potential in creativity and innovation.

CREATIVITY AND INNOVATION: BELOW EXPECTATIONS

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I believe I have shown great potential in the areas of creativity and innovation, but there are times when I struggle to complete things. I have a tendency to develop an

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exciting new idea, but lose confidence as the project faces problems. Instead of tackling the problem productively in these situations, I look to others to solve them.

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I know I have struggled lately to remain focused enough to innovate. In the past, I found it easy to be creative, but since moving into a manager role, I have struggled to stimulate ideas among my staff and peers. I know I have the potential to excel in this area and will work to rediscover my past talents.

I find it easiest to be creative when working with a team, but honestly I lack confidence to be creative on my own. This appears on the outside as being reluctant to explore new approaches and alternatives. I understand my work would improve if I were more willing to take risks and face challenges.

I am moving in the wrong direction when it comes to creativity and innovation. Lately, my contributions have decreased and at times, I lack motivation to face challenges with initiative, choosing to let others offer solutions instead.

The biggest challenge I have found in being creating is trying to create original ideas. I am hesitant of risks, which is causing my work to suffer. This is by nature – I am not a risk taker and like to play it safe which has resulted in an appearance of a lack of creativity. I plan on working to improve in this area this year.

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Chapter 10 CRITICAL THINKING SKILLS CRITICAL THINKING SKILLS: EXCEEDS EXPECTATIONS

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I have a very analytical mind. I understand how to logically examine something and provide a well reasoned response. My ideas are well grounded and practical. I believe critical thinking skills is one of my strengths.

One of the areas of focus this year has been training the team to think about the long term implications of short term actions. This has created an environment where calculated risk taking is rewarded and understanding the long term needs of the business is almost second nature. The methodical nature my team uses to pursue long term ideas is refreshing. I believe the attention I placed on this area has really paid off this year.

I have been very good this year at analyzing situations and discovering the right solutions. There have been a number of difficult issues to examine and resolve and I believe I have handled them all very well. I will continue to work in the area of critical thinking this year.

I have excelled at reviewing a situation and quickly identifying the key elements of the situation, what potential paths we can take, and how to summarize it. This skill has led to a number of situations where we have been able to find different paths to take and generate additional revenue.

There is often little middle ground when it comes to critical thinking skills: you either have it or you don’t. This is one area where I believe I have performed excellently this year. Critical thinking skills have been key to our team’s success and I have been the highest performer in this area.

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CRITICAL THINKING SKILLS: MEETS EXPECTATIONS

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Critical analysis skills are in short supply and I have made this an area of focus this year. On a number of occasions, I have applied critical thinking to situations and we have reaped good results. I will continue to focus on improving my critical thinking skills.

One of the key challenges in our department is being able to properly analyze a situation and discover all of the factors involved and offer a good diagnosis. This is one area I have paid particular attention to this year and believe my results speak for themselves. I plan to continue to contribute in this area.

I have an analytical mind and enjoy dissecting a situation to discover root causes, analyze data, and offer suggestions for the proper direction to go. These skills have resulted in excellent resolutions for many situations this year.

I am very good at recognizing problems and creating a prioritization of the steps to solve it. My research skills are excellent and have, many times, identified unstated assumptions and information. I am able to discern the right solutions and draw good conclusions from all of the information presented.

Connecting the dots from A to B is a difficult skill to master, but one which I believe I excel at. I am able to marshal pertinent information and properly interpret the information to find the connection between seemingly unrelated issues. My judgment of potential resolutions has been very good.

CRITICAL THINKING SKILLS: BELOW EXPECTATIONS

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I am good at analyzing a situation and providing alternatives and ideas. I do well with short term problems and situations, but struggle to think more long term and how the short term actions could affect long term decisions. This is an area of focus: how to strategically think about the long term business.

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Sometimes, I find I struggle to develop good conclusions from data provided. There are times when I am not entirely sure of the best solution and do not have adequate time to fully analyze the situation. I am working on providing more well-reasoned analyze and learning how to discard irrelevant information.

I am good at analyzing a situation, but struggle to help my team develop these skills. Unfortunately, I have dismissed a number of good analyses in favor of my own, when I probably should have spent more time reviewing and critiquing them. This has resulted in a couple of situations where my team has become upset with me. This is an area of focus for improvement this year.

On occasion, I find myself convinced a particular solution is correct without reviewing all available options. I realize this has caused a number of problems or delays that could have been avoided. I plan on working to be more critical of my ideas to ensure I am seeing the entire field of options before selecting a path to pursue.

Though I believe I am very good at acquiring and interpreting information, I struggle when it comes time to analyze the information to provide potential options for moving forward. There have been times where I have spent far too much time analyzing a situation. This is an area I will work to improve in this year.

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Chapter 11 CUSTOMER SATISFACTION CUSTOMER SATISFACTION: EXCEEDS EXPECTATIONS

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I understand the latitude available to ensure customer satisfaction and do everything necessary to retain customers. My customer service ratings are stellar and I have very satisfied customers. I understand how to deal with difficult customers and resolve major problems.

A focus on the customers is the quickest way to generate good returns for a company. I believe I am deeply focused on the customer experience. I want our customers to love our brand and our company and through this dedication to the customer, increase our revenue.

Customer service has been a focus of mine this year. My internal customer surveys have been excellent and I have received excellent ratings from my manager and coworkers. Impressing customers with high quality, unique service is my specialty and something I will continue to perfect.

I believe I offer excellent customer service to meet the varied needs of my clients. I listen to customers, understand how to deal with difficult ones, and aim to have a satisfied customer with each experience.

Without customers, I wouldn’t have a job. I understand the importance of the customer relationship and how cultivate a happy and satisfied client. This is crucial for the success of our team and our company. I will continue to provide excellent customer service.

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CUSTOMER SATISFACTION: MEETS EXPECTATIONS

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Though my customer service ratings are high, I have missed a number of opportunities to up sell clients. Up sells make up a good portion of our net sales and I understand I am required to meet a sales quota. Unfortunately, I have frequently failed to meet the sales quota.

My customer satisfaction numbers met goal this year. I have a very good approach to handling customers and believe this has resulted in an excellent image for the company. I will continue to work on improving the customer experience.

I am good at handling customer interactions – and very good at handling difficult customers. I understand how to listen to and calm down customers in stressful situations. I believe this has resulted in a number of great customer experiences and saved the company several customers. I will continue to improve with my customer service.

I have built a number of great relationships with our clients and focus on customer service with each interaction. This is an area of strength for me, I am very good at reading the customer and crafting a solution that is right for them. I can improve in follow-up communications with clients this next year.

I believe I am good at handling customer situations and resolving problems. My customer surveys have been consistently good. I value our customers and work hard to make sure they are pleased with the company and my service.

CUSTOMER SATISFACTION: BELOW EXPECTATIONS

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I have been made aware that the company has received a number of complaints about my customer service. These complaints center around follow up to customer issues and has resulted in a number of unsatisfied clients. This has resulted in a number of problems which must be resolved. I will focus on improving my customer service.

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My customer service ratings have not been up to par this year. I have struggled to retain customers and have found dealing with difficult customers to be frustrating. This is an area I understand I need much improvement in and plan to participate in new training and coaching.

Though I don’t have an external customer facing role, I do deal with a number of internal customers, many of whom are upset with my performance this year. I have struggled with some of the relationships of key customers for our department. A focus this year is to rebuild these relationships and improve my customer service ability.

There are times when I have struggled with difficult customers. I do not always know how to handle the situation and frankly do not enjoy angry customers. These situations are out of my comfort zone and I struggle to find a resolution. This is an area I will work to improve this year.

I understand not all of my clients have been happy with my work, though I am trying to mend these relationships and deliver stellar results. I believe additional training and coaching will help me learn how to properly handle these customers and ensure a disagreement doesn’t turn into a lost client.

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Chapter 12 DEPENDABILITY DEPENDABILITY: EXCEEDS EXPECTATIONS

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I faithfully commit to get the job done and consistently perform above expectations. This dependability and willingness to get things accomplished is a great asset to my team. When something has to get done, I am someone who will get it finished and delivered.

There are times when we have tasks that absolutely must get done. I have shown that I will do what it takes to get things done. I do so with a positive attitude and willingness to complete it cheerfully.

I believe I am one of the most reliable employees at our firm. I demonstrate this through a commitment to meeting or exceeding deadlines for projects and goals. I will continue to improve in this area and continue to be trustworthy.

I am committed to success in this organization! I find a way to get the job done, despite any obstacles in the way. I believe I am responsible, trustworthy, and dependable. I will continue to grow in this area.

There have been a number of times this year when I have worked late, weekends, or changed my schedule to meet the demands of a project and deliver it on time. I am willing to do whatever it takes to get the job done in an effective manner. I believe I am a very reliable and committed member of the team.

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DEPENDABILITY: MEETS EXPECTATIONS

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I have demonstrated that I am one of the hardest workers and I care about my job, my team, and the company. I believe this has shown my reliability and I have contributed as required to the needs of the team. I will continue to grow with my dependability.

I understand I am relied upon to provide great performance each day. I believe I have achieved this. I believe my steadfastness on the job is admirable and I work without ceasing on major projects or if we have a problem.

I am very consistent with my work product and deliver on time, each time. I believe I am a responsible employee who completes tasks in a timely and efficient manner. I will continue to work on improving my dependability.

I reliably complete my work on time and within budget. I consistently perform well and receive high marks for my productivity. I work well with others and respond to requests for help. I work late as required and am willing to alter my shift to help my coworkers or management.

I am committed to getting the job done with whatever effort, scheduling, and demands required. I do not complain when asked to work overtime and offer to help when others are swamped with work. I find time to make sure my staff are not stretched too thin and offer to help to alleviate stress.

DEPENDABILITY: BELOW EXPECTATIONS

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There have been times this year when I have struggled to complete tasks on time. This has caused my dependability to be questioned, but I have worked to improve in this area and will continue to find new ways to demonstrate my reliability.

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Since moving into management, I have struggled to keep up with my own duties as well as to help when the team gets behind on work. Some believe this has reflected negatively on my dependability. I will work to balance the demands of my supervisory role and the needs of my team.

Due to personal needs, I have not been able to work overtime or weekends as sometimes required. This has offered an impression that I am not committed entirely to getting the job accomplished. I am committed, I just cannot meet all of the demands on my time. I will work to free up my schedule this next year.

Though I believe I am mostly reliable, I understand there have been a number of projects I have been late with and have not effectively communicated before the project was late. This is an area of focus for me and one which I will improve in.

A number of times I have failed to help my teammates as they struggled under the weight of the work. I have my own workload which is cyclical in nature, yet I should be more considerate of others when they have difficulties. This year, I will work to improve my dependability.

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Chapter 13 ETHICS ETHICS: EXCEEDS EXPECTATIONS

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I believe I am a morally sound person who stands on conviction. I have a solid base of principles and will not compromise them.

In an international role, it can be easy to find your ethics compromised, but I have stood firm and have not violated company policies, US, international, or local laws. I demand this level of ethical values among my staff.

Not only do I stick by the letter of the law, but also the intent of the rules. There is little gray to live in, the rules are meant to protect us and the firm and I follow them very precisely.

I am deeply concerned about business ethics and interested in how it applies to real world situations. In each action, I think about what consequences could occur and how to manage those through a lens of morality.

I like to look at each major decision from different perspectives: moral, ethical, philosophical, legal. I believe I have a very good sense to make solid decisions which not only are legal, but are also highly ethical. This is one of my strengths in business.

ETHICS: MEETS EXPECTATIONS

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I meet all standards for ethical behavior and do not have any lapses in this area. I follow all company policies, as well as local laws. I continually demonstrate a high standard of ethics.

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I understand the reasoning behind ethics, laws, and regulations, and how a particular decision fits within this. Being ethical is extremely important for our business to succeed and I believe this is an area I am good at. I will continue to keep up to date with changes in this area.

I have high morals and am consistent in my ethics and values. I believe I am a trustworthy employee who follows the rules very strictly. I hold my team to a high moral standard.

In a position like mine, my moral convictions are on display and I believe I pass the test. I provide a good example for those around me and place a particular emphasis on ethical behavior with my team. I will continue to work in an ethical manner.

I have high ideals and expectations for myself and the employees that work for me. I consider myself a highly ethical employee and I am consistent in demonstrating those ethics.

ETHICS: BELOW EXPECTATIONS

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On occasion, there have been gray areas which I may have dabbled in. This isn’t where I want to be all of the time. I do not think this is a significant ethical violation, though I will continue to improve in this area.

I have had some difficulty getting my head wrapped around some of the rules and regulations in our industry and how ethics applies. I don’t think I have been unethical, but I know questioning some of these rules have raised some eyebrows.

Unfortunately, a number of times this year, I lied in a situation and was caught in the lie. This turned into a larger problem and one which needed gentle negotiations to resolve. I understand the ramifications of my actions and what is required to fix these actions.

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There are times when I don’t understand why a particular rule is in place and have violated them for expediency’s sake. I understand this is not acceptable and should not be repeated.

Though I don’t believe I have been unethical, my manager has noted a number of times where my team feels I have been backhanded or undercut them. This has negatively affected team dynamics and my own position as their leader. This is an area which I am acutely aware of and will work to resolve.

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Chapter 14 GOAL AND OBJECTIVE SETTING GOAL AND OBJECTIVE SETTING: EXCEEDS EXPECTATIONS

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I always meet predetermined targets and deadlines. When I set a goal, I make sure the goal is accomplished, despite what obstacles may be in the way. This determined performance has led to major accomplishments this year for our team.

I have a driven personality which thrives on goal setting. I understand how to frame my work within objectives and then create proper goals to achieve them. I understand my purpose at this company and strive to succeed in each task I undertake.

I structure much of my work and my team’s work around goal accomplishments. We regularly meet to set team goals, be it daily, weekly, monthly, quarterly, or annual goals. We set them together and receive everyone’s buy in. This helps drive achievement by moving the team the same direction together. Goal and objective setting is something I enjoy and strive to instill in all of my employees.

One of the primary drivers behind my success in this department is my use of daily task lists which are part of a master list of goals. Not only do I work towards company and department goals, but I have also defined a number of personal and professional goals. I build a task list each day to achieve these goals.

Goals are the driving force behind our productivity, teamwork, and achievements. Personally, I contribute greatly to our department and company goals, but I have also achieved (and in many cases, exceeded) my professional goals. I will continue delivering excellence in this area.

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GOAL AND OBJECTIVE SETTING: MEETS EXPECTATIONS

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I am proficient in setting goals based on objectives. I understand how to break these goals down into steps to achieve them. I work on these elements of the goal until the goal is achieved. I will continue to work diligently in goal and objective setting.

I understand how to create SMART goals and effectively manage my work to achieve them. I believe goal setting is important to getting things accomplished and place the proper emphasis on it with me team. I know how to set specific goals which are measurable and achievable in the timeframe allotted. I will continue to grow in this area, setting good goals which move the business forward.

We can achieve more together and I build my team around goals and objectives. First we set the objectives for the team and then develop the goals together to meet those goals. At times, we struggle to meet some of the stretch goals, but overall, we have been much more productive and happy since placing this into our regular work process.

I have a number of goals defined for me each year and I work hard to achieve each one. This past year, I achieved all of my goals through hard work, extensive planning, and dedication. I will continue to work hard to achieve the goals we set.

Early on in my career, I didn’t think much about goals or objectives, but now that I have used them in my day to day work life, I don’t know how I would operate without them. Setting goals and working through tasks is an essential part of my every day work and something which drives me to success.

GOAL AND OBJECTIVE SETTING: BELOW EXPECTATIONS

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I have struggled to achieve my goals this year. I think the root cause of this has been a lack of focus on the goals and a general atmosphere of “putting out fires” instead of proactively working towards the future. This year, I plan to set aside time to achieve these goals and be proactive instead of constantly reacting to emergencies.

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I have not followed a systematic process to achieve my goals. This has resulted in lower results than could otherwise have been achieved. I understand the process is in place for a reason, but have not found the time to implement it for goal setting. I plan to use it from now on and achieve my goals next year.

I set many stretch goals for myself, and unfortunately, did not achieve them. I spread myself across all of the goals and did not focus on any individual goal, causing all of them to fail. I would have been better off focusing on a few of them than all of them, and will work to accurately set goals this year which can be achieved.

I had poorly defined goals this year that in the end weren’t measurable. This left goal achievement open to interpretation. Since my goals were so poorly constructed, I do not believe I did well in this area and will better define my goals next year.

Though I achieved my personal goals, we did not achieve our department goals. Since I was an integral part of these goals, not achieving them was a failure for me. This next year, I will better manage the team to achieve both our personal goals and our department goals.

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Chapter 15 INITIATIVE INITIATIVE: EXCEEDS EXPECTATIONS

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When I see an opportunity for improvement, I take it. I enjoy finding new ways of increasing efficiency and productivity. This is a definite area of strength and one which I feel contributes significantly to our company.

Finding new ways to do things is exciting for me. Taking on a new project and seeing it to fruition is why I work here – I want to succeed and help the company find success through me. I believe I am very resourceful when it comes to taking on new work and I always find a way to get it done.

There are many opportunities to take the lead in ventures and I frequently step up to assist. I think this is one of my strengths: finding new ways of doing things and then executing on them. If I see something that needs done, I do it.

I learned a long time ago that sitting static in a comfort zone won’t work. I like to step out of my comfort zone and accomplish new things by taking initiative. When a task needs done, I volunteer for it. When a project needs help, I step up. When a customer is repeatedly having problems, I help fix the situation. Taking initiative is a passion for me.

I believe I am a resourceful employee who finds ways to get work done. I believe it is advantageous to step forward and take on new challenges in the workplace. I take on these challenges with ingenuity and a passion for accomplishments.

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INITIATIVE: MEETS EXPECTATIONS

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I understand what work needs to be accomplished and I know how to get the work completed. When I see work that must be done, my natural inclination is to get it done. I will continue to work hard in this area.

When I have available time, I ask for additional work or opportunities to grow. If a coworker is struggling, I find time to help them. Initiative isn’t just something to do, it’s way of approaching work and one which I think I do well with.

I believe I am a resourceful person who finds new ways of accomplishing things, while taking on additional work and helping alleviate the backup of work we have on our team. There is plenty of work to get completed and I take the initiative to resolve it myself.

When I see something needed fixed or done, I immediately seize upon it as an opportunity to accomplish something, or learn something new. I work to expand my knowledge and job skills and also to get things accomplished for our department.

I love to take the bull by the horns and get things done. I feel good when something is accomplished and the only way to get things done is to continually seek out new opportunities for improvement. This is one of my strengths.

INITIATIVE: BELOW EXPECTATIONS

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Though I believe I am a hard worker, I struggle to take the initiative to ask for more work. At times I have some down time, but I do not offer to take on more work or help others who are struggling. I will work to improve in this area this year.

At times I feel I am overwhelmed with work and find it difficult to take on new assignments. I do not always take the initiative to ask for more work when there is downtime. This is one area which I understand I must do better in.

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I understand that I require more direction than some of my coworkers, yet I believe I am still new to this group and want to make sure I do exactly what is expected of me. Initiative has been difficult for me as I just do not know what I could take on without some direction. With time, I will improve in this area.

When new tasks need to be done, I am usually asked to do them. I don’t ask for more work assignments or for additional work. If someone needs something done, I expect that they will ask me for help.

I am intimidated by some of my coworkers and find it difficult to approach others for help or to find additional tasks I could take on. Instead, I wait for others to ask for help if they require it. I would like assistance overcoming this.

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Chapter 16 INTERPERSONAL SKILLS INTERPERSONAL SKILLS: EXCEEDS EXPECTATIONS

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I have a natural rapport with people and am at ease in business and personal situations. I relate very well to people and make them feel valued. I try to make people feel important and know I appreciate them.

I am a positive influence to those around me and I build confidence in them to achieve more. I have built solid relationships throughout the organization and understands organizational dynamics. I have a passion for my team and want them to succeed.

I believe I connect well with coworkers and management. I understand relationship dynamics and how to build high quality relationships. I try to be a pleasure to work with and will continue to connect with my team mates.

I believe I am very good at making a connection with just about everybody. I have a friendly personality that people enjoy. I make people feel good when working with them and build quality relationships with my coworkers, direct reports, and managers.

I find it easy to relate to people and find a connection. I try to show people I truly care about them as individuals and want to help them find success, while still managing high productivity. I believe I have a gift in bringing people together around a common goal.

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INTERPERSONAL SKILLS: MEETS EXPECTATIONS

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I have an even personality which helps to stabilize our team. My friendly and professional manner helps coworkers relate, as does my high quality work and pleasant interactions. This is an area of focus for me which I believe I have done well in.

I am a nice and affable person who works well with others. I am gracious and responsive most of the time and am open and honest with feedback. I plan to continue building strong relationships with my management team.

I am an affable fellow, but on a number of occasions, I have been overrun by coworkers with strong personalities. I need to learn how to push back on these individuals and understand that I do not need to say “yes” to every demand they make.

I like to think I am an amiable and charming person who understands how to relate well with those around me. I find it easy to discover things I have in common with people and build a professional and productive working relationship. I will continue to work to improve in this area.

Working with people doesn’t take a particular expertise, it boils down to whether or not you care. I believe I care about people and understand how to motivate them to excellence through the relationship we’ve built.

INTERPERSONAL SKILLS: BELOW EXPECTATIONS

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I have a very strong personality which has caused a rift on the team. I know I have a tendency to “steam roll” fellow employees to the point that it has affected team dynamics. I am a very productive person who has a driven personality, but this has negative consequences as I have detailed. I need to work on toning down my interpersonal dealings.

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I have struggled building quality relationships with my coworkers. The feedback I have received is that I am rigid and impersonal. I understand I have not responded well to attempts to be included and instead I have alienated many of those around me. I plan on opening up and building professional relationships with his coworkers.

I do not cultivate crucial good working relationships with my coworkers. There is an impression that I can be very difficult to work with and on a number of occasions, my outbursts have disrupted work. I understand this is an area I must improve in.

I know this is one area that I definitely need improvement in. Though I find it easy to relate well with others, I am often too shy to carry on strong relationships with people I work with. Some people think this is aloofness, but instead it’s just shyness. I will work on coming out of my shell and working with others.

There are groups of people on our team who have formed cliques that I have a difficult time breaking into, so this year I have severed many of those relationships and it has negatively affected my team. I will work to improve this situation this year.

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Chapter 17 JOB KNOWLEDGE JOB KNOWLEDGE: EXCEEDS EXPECTATIONS

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I act as the resident specialist for administrative issues because of my excellent job knowledge. I lead our training seminars and ensure that everyone is acting under protocol at all times. I also makes useful suggestions on how to improve existing protocol.

I take a very strategic approach to work, incorporating my extensive business knowledge into each assignment. My awareness of competing firms in the industry keeps us ahead of the game in many departments, and I am a key contributor to successful planning sessions.

I stay up-to-date about all the latest trends and advancements in my field, sharing them with my colleagues to ensure maximum productivity. I keep the team strong by staying informed and sharing my knowledge. Additionally, I document important progresses and changes in an internal guide that can be used throughout all departments.

As far as job knowledge goes, I believe this is a strength. I keep my extensive network of industry connections accurately maintained for utilization, and I am always on the lookout for new information. My understanding of company policy and procedure exceeds that of the majority of my colleagues and I am always interested in learning more.

I understand company processes and how to follow them to precision. I recognize inefficiencies and work to improve them. I am very knowledgeable with my daily tasks and perform them with ease. I will continue to grow in my job knowledge.

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JOB KNOWLEDGE: MEETS EXPECTATIONS

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I show good judgment when handling routine problems. I am proficient at my job and demonstrate this through continued excellence at accomplishing my tasks. This year, I am going to improve by sharing more information with my coworkers to cross train them on my tasks.

I have proven my job knowledge through all of my completed assignments. My wealth of information relevant to my field and specific responsibilities makes me one of the most valued team members. Unfortunately, I struggle with keeping my subordinates up-to-date on this knowledge, so I will work on that this year.

I am technically efficient at all aspects of my work. I stick to company policy and protocol through every step of an assignment, and try to stay abreast of key advancements relevant to her field.

I approach each challenge that arises with a unique strategy. My success can be attributed to my knowledge of the field, and my expertise at finding hidden information. I will improve by taking more initiative to include my peers in this process, helping them to advance to my level.

I understand what is expected of me and perform my job well. I have a sufficient appreciation for the gaps in my expertise and work to improve those. I will focus on on-the-job training and increased exposure to other work teams to grow in my career this year.

JOB KNOWLEDGE: BELOW EXPECTATIONS

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I have proven in the past to have extensive knowledge in my field, completing assignments with expertise and efficiency. Unfortunately, I have failed to produce the same results from my subordinates, who have complain in surveys that I am unhelpful and unsupportive to problems that arise. I will improve in this area this year.

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I have a tendency to want to rely on my own knowledge to complete assignments and struggle to ask for help when it’s needed. Unfortunately, I’ve been told my work product is short of impressive in these instances. I need to work on changing my approach, and I need to be more willing to learn from my peers.

While I make consistent promises to put more effort into my work, my actions haven’t lived up to these promises. I am prone to making the same mistakes multiple times. I believe that with more effort, my work can be much improved, even exceptional. I know I have the potential for good things and I just need hard work to achieve it.

I depend too much on the instruction of my superiors, and need improvements to efficiently work alone. While I follows direction well, my hesitancy to take on independent assignments shows a lack of confidence in my knowledge, and an inability to meet new challenges head-on.

I have little awareness of our competitors, and have made little effort to remedy this. My manager has advised me to educate myself on key issues relevant to work and I have begun this process. I understand that I need to adjust my attitude and approach work with a new perspective.

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Chapter 18 JUDGMENT AND DECISION MAKING JUDGMENT AND DECISION MAKING: EXCEEDS EXPECTATIONS

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I believe I have excellent decision making skills. When presented with a difficult situation, I can easily review all of the options and make an educated decision. These decisions are based on experience, expertise in the industry, and a “gut” feel. I believe these decisions have been shown to be excellent.

I am a shrewd decision maker with the wisdom to discover the right answer to a problem. I use common sense and experience to determine which is the best path to travel down. This is an area I will continue to work hard in.

The ability to make a firm decision does not come easy to me, but instead, it’s something that I have spent years crafting and refining. I believe this has resulted in excellent decision making skills and an ability to make a judgment call that is unsurpassed by my peers.

I am judicial with how I respond to questions and situations. I understand words have an impact and ensure that I choose the right ones before making a decision or giving direction to my staff. This is an important distinction between leaders and managers and one which I believe I excel in.

My decision making process is very deliberate. Some find it slow, but in the end, the time it takes to make a decision pays off if the decision is a correct one. Time has shown that despite the delays, my decision making is sound and has saved the company a tremendous amount of time and money.

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JUDGMENT AND DECISION MAKING: MEETS EXPECTATIONS

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I have an even keel personality which has worked well when it comes to decision making. I weigh all of the options and provides a well reasoned response. I can continue to improving in this area.

I have the right way of thinking about problems: weigh the information presented and make a wise decision based on the potential outcomes. This has served me well over the years and I believe I have made difficult, yet discriminating, decisions.

I make well reasoned decisions from the facts presented, with the likely outcomes describe. Decision making is neither all art, nor all science, but a combination of the two. I believe I have a good mix of the two to make intelligent decisions considering all of the circumstances.

Decision making is a particular strength of mine. I am very focused and determined, yet my mind can be changed with the right information. I have used this mix to make quick and effective decisions which have proven to be good ones.

At times when difficult decisions must be made, I step forward and make the tough calls. These may not always be popular decisions, but they have to be made and I have the fortitude to make a decision and stick with it.

JUDGMENT AND DECISION MAKING: BELOW EXPECTATIONS

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This is one area which I know I need to improve in. I find it difficult to review all of the options and discover the “right” answer to the problem. Sometimes, I find myself indecisive and unable to make the right decision. I will continue to work on improving in this area.

I am frequently indecisive when presented with a difficult situation. I do not believe this is because of a lack of knowledge, but likely a lack of confidence in my skills. I

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am continuing to work in this area to improve my experience and ability to make a quality judgment on problems.

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I am often too quick to make decisions and a few of those have backfired. This has resulted in some lost revenue to the company and is something I have struggled with. To remedy the situation, I am pausing and weighing the consequences before making a decision.

My judgment has been questioned on a number of decisions due to what might be considered faulty login in decision making. I am learning to better justify my decisions and completely document the nature of my decision making process. This will help me improve in this area tremendously.

Though I have struggled making sound decisions, I think that my process to get to a decision is detailed and well grounded. It takes me longer than some to arrive at a decision, though I eventually reach one. This is an area that I will work to improve this year.

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Chapter 19 LEADERSHIP LEADERSHIP: EXCEEDS EXPECTATIONS

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If there is one area on this evaluation that I believe I excel in, it’s leadership. As my 360 degree reviews have shown, my team respects me and enjoys working for me. This is an area of strength: influencing those around me to deliver great results. I enjoy leading a team and hope to be blessed with the opportunity for years to come.

There are two types of leaders: safe on the stage and guide by your side. I am a guide by your side, moving along with people to achieve their goals and ultimately the company’s goals. I understand how to work with people to get the best out of them.

I am an excellent coach and regularly receive maximum performance from the people that work for me. I couldn’t succeed as a leader without a high performing team and my team performs above par.

I understand how to use daily tasks and motivate employees to meet a long term goal. I understand different attributes of leadership and how to apply them with different types of employees.

I am very good at influencing people to achieve great things – not just work a job. People that work for me have indicated they trust and respect me. I trust in the full capabilities of my team to achieve something that individuals could not achieve alone.

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LEADERSHIP: MEETS EXPECTATIONS

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I have performed well in leadership, directing a team to meet goals and maintain high levels of productivity. I understand how to influence team members and help lead them to meet expectations. Leadership is not given, its earned, and I believe I have earned it.

I am very good at leading others through the maze of our organization. I can help others set a course and navigate through it. This is my strongest part of being a leader and one which has proven a great asset to this organization.

I understand different types of people and the different ways to motivate them to get the job done. Leadership is not a part of a job description, it is something earned and I believe I have earned it from my team.

I am not in management, but I believe I have very good leadership skills. People around me believe I have a self-less attitude and I work hard to make sure they know I care. This builds respect and trust – things teams are built on.

I delegate well to my employees and build trust in them to take responsibility and initiative, and then motivate them to respond. I don’t just manage my staff to accomplish goals, but I lead them to meet objectives and ultimately, success.

LEADERSHIP: BELOW EXPECTATIONS

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Though I think I have been a good manager, honestly, I have struggled at being a leader. I find it difficult to inspire my team, though I can create a productive team, one that desires to be productive eludes me. I will take advantage of the company mentoring program to improve my leadership skills.

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At times, I struggle to understand the full capabilities of my organization and utilize them to the fullest extent. This has held me back as a leader. I do not get the most out of my staff and will continue to work on improving my leadership ability.

I have done well defining a vision for my organization, but I have struggled to motivate people to meet this vision. I have provided direction, goals, and objectives, but do not find people working towards them. I have struggled to gain trust and motivate staff.

Since my transfer, I have not become adequately up to speed in job knowledge and have found it difficult to provide direction and implement measures across the team. With more knowledge about how this department works I will become a more well rounded leader.

I am an introverted person and have found it difficult to connect with people in a manner you would typically think of for a manager. I have a tendency to focus on small tasks and get lost in the details versus thinking about the big picture and how to achieve large tasks.

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Chapter 20 LISTENING SKILLS LISTENING SKILLS: EXCEEDS EXPECTATIONS

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I am always looking for new ways to receive and interpret information presented to me. I believe I am an excellent listener and understand the principles of active listening. I listen attentively and demonstrate good listening skills.

I am a focused, active listener. I am adept at focusing on a speaker and providing the necessary feedback. I elicit feedback while listening and let people know I value them and their problems.

I understand conversation dynamics, how to read people, and how to intelligently decipher what they are trying to say. Part of the challenge of conversations is figuring out what is said and what is unsaid. I am very good about figuring out what is unsaid in a conversation.

I listen carefully during conversations and allow speakers to finish before talking. I understand how to respond appropriately and involve everyone in a discussion. I believe I have mastered the art of active and focused listening.

I am very adept at comprehending, retaining, and responding during conversations. These components make up active listening and I am exceptional at active listening. This is one of my strengths and an area which sets me apart from other employees.

LISTENING SKILLS: MEETS EXPECTATIONS

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I understand the principles of listening: understanding, interpreting, and evaluating what I hear. I believe I am a good listener and provide active feedback to people during conversations. I absorb the information presented and restate it back to ensure I understand what is being said. I will continue to improve in this area.

I have improved my listening skills significantly over the past year. I have a sincere interest in others and listen fully before responding. I listen carefully when people speak to me. I value conversations and continue to grow in this area.

I listen, comprehend, and ask the right questions when given direction. I am very good at listening and conversing with people. When someone is speaking with me, I respond both verbally and physically to demonstrate I am listening.

I understand the difference between being an active listener and a passive listener. In each conversation, I have learned how to be an active listener and focus on those speaking with me. I use open ended questions to probe further into conversations.

When speaking with someone, I listen, comprehend, and evaluate what is being said. I am able to effectively form a response and carry on an intelligent and effective conversation.

LISTENING SKILLS: BELOW EXPECTATIONS

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The feedback I have received so far in this process is that I have not listened well this year. I understand that I do not always provide active feedback. I also appear distracted at times during conversations. I am working on becoming an active listener.

There are times when I have a tendency to drift off during conversations. This happens most often during long conversations. I have been made aware of this and so I try to focus on when it happens so I can bring myself back into the conversation. This is something I will continue to work on.

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I appear very distracted during conversations, though I am often still listening to what is being said. I understand this impression needs to be corrected so others know that I care about what is being said and care about the conversation I am in.

I am inconsistent with my listening skills. I have a tendency to do “all the talking” during conversations and leave little room for others to participate. I have, on occasion, talked over others while they are trying to talk. These are all things I will work on to improve my listening skills.

In a problem situation, I have been known to scold instead of listening, empathizing, and coaching others. When confronted with this type of situation, I can let the emotions of the moment get the best of me. I will work to control these emotions.

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Chapter 21 MANAGERIAL STYLE MANAGERIAL STYLE: EXCEEDS EXPECTATIONS

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This year has been a difficult one merging two teams together, but I think the results speak for themselves. We have had the best year yet and I believe my consistent, sound leadership has helped contribute to that.

I am a high performer leading a high performance team. My leadership has contributed to high productivity in our department and we will continue to perform at a high level this year.

I excel at managing a staff. I believe my staff are happy working for me and we achieve all of our goals each year. We have a dynamic group of people and one which excels at taking on new challenges.

As this was my first year managing a staff, I didn’t know what to expect. It’s been an awesome experience! My team has performed much higher than expectations and we’ve exceed almost all of goals. We’ve had no turnover this year and the staff has worked hard to create an open and inviting work environment.

You can’t be a successful manager without a great team of people working for you, and I believe I have one of the best. I feel funny about putting this as such a high strength as its really due to how well they perform that I am able to excel in management. I will continue supporting my team to achieve great new things for the company.

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MANAGERIAL STYLE: MEETS EXPECTATIONS

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I am a consummate professional and manage my staff with ease. My direct reports have provided me high ratings on 360 degree reviews and our performance level has been on target all year.

I am a very effective manager who understands the balance between family and work. I act in a professional manner with my staff and they provide excellent results for me. I will continue to work on improving my management skills.

I have been very adept at managing difficult employees and turning their energies towards higher performance. Though this was an area I struggled with in the past, this year has seen a renewed effort and the results have demonstrated that my focus was spot on.

Managing is about bringing people together, creating expectations, and helping them reach those goals. I have a great team that has developed wonderful, supportive team dynamics. Without this team, we would not be able to achieve the goals we have set. I have a great team and I’m privileged to be their manager.

I understand how to bring a group of disparate individuals together to form a high performing team. Though we’ve had some struggles, we’ve come through it stronger and more united than ever. I look forward to all of the great things we will accomplish this year.

MANAGERIAL STYLE: BELOW EXPECTATIONS

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There are times when my team members feel I am too hard charging and our personalities have clashed. There is a general feeling I am too focused on productivity. This next year, I will work on my soft skills and improving my relationship with my team.

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I have had difficulty making the transition from staff member to manager. I have several close personal relationships with people who now report to me and this has caused some friction on the team. I am working to reduce or sever some of these ties to improve team dynamics.

Though I think I have excelled at managing staff members with personalities similar to my own, I have had difficulty managing team members with other types of personalities. I understand that survival as a manger isn’t the goal, excellence is. I will continue to work in this area to improve my relationship with all team members.

We’ve struggled merging people into our team. This broke team dynamics and it’s been difficult getting everyone back onto the same page and performing. I take responsibility for this and will work as hard as ever to bring everyone together around a common goal.

I have not provided the support or attention my staff members need to be high performers. I have been asked to participate on several projects which has drawn me away from day to day management and I have struggled in this area. I hope to spend more time with the team this next year.

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Chapter 22 ORGANIZATION AND PLANNING ORGANIZATION AND PLANNING: EXCEEDS EXPECTATIONS

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I go about my work with a very deliberate and planned methodology. I believe I am excellent with my organizational and planning skills. This planning results in efficient work – meeting deadlines and achieving a lot of what we set out to accomplish. This is an area of focus for me which I think has paid off.

I begin each week with a plan and then each day keep my plan up to date to achieve maximum effectiveness. Planning is second nature to me – not only do I enjoy it, but I think it is the best way to achieve high productivity.

In a project based work environment, sufficient planning is crucial to our success. I excel at creating plans which are realistic, achievable, and have specific deadlines. A number of projects I have managed have come in ahead of schedule and under budget. This is primarily due to excellent plans.

My work environment is very organized and clean. I expect this from my team and they deliver. I believe an organized workspace reflects an organized mind. Teams that stay organized are able to deliver more and our productivity speaks to this principle.

I have not always been as well organized as I am now. I have taken a number of courses and read a few books and believe that this is something I now excel in. I now enjoy having an organized workspace, schedule, and staff.

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ORGANIZATION AND PLANNING: MEETS EXPECTATIONS

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I have a very methodical way to go about business. I work hard to ensure each project is well planned and organized. I know that an ordered way of doing things is the best way to get them accomplished and believe I do well with my organizational skills.

There were times in my career where I struggled to maintain an organized schedule of work, but through hard work, training, and perseverance, I now believe I am very good at organization. There are times where I could better plan, but overall, I am pleased with my progress in this area.

I am a detailed person and enjoy making arrangements for events. Scheduling them to run smoothly is one of my strengths and something I truly enjoy. I would like to work more in this area, setting up new events and helping to make them run smoothly.

Forecasting needs into the future is a gift I possess. I understand how to effectively arrange staff members to get the most work out of them and how to find the right resources to make sure projects and normal day to day work get done.

Each day, I start out with a plan for what I would like to get accomplished. Most of the time, I achieve what’s on my list – and sometimes more. This has shown to be a very effective way of planning my work and helps ensure I am kept busy and accomplish many of the tasks expected of me.

ORGANIZATION AND PLANNING: BELOW EXPECTATIONS

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One of my weaknesses is having a disorganized work environment. I understand that I do not organize my workspace for maximum effectiveness and frequently have piles of paperwork that needs to be organized. This is an area I must improve in.

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I often find myself disorganized (and as my managed described it, disheveled), though it is an area I am really focused on. I am unsystematic in how I approach my job, which in this field is problematic. This is an area for improvement.

I don’t know if I would go so far as to say my work style is chaotic, though from the outside, it could appear to be this way. I find it difficult to fall into the norm of organization and instead like to work with my own methodology. Unfortunately, many people find it confusing and off putting.

I find it difficult to adequately put together a plan that covers every contingency and situation. A number of times this year, this has come back to hurt us as my plan was not sufficient. This is an area I need further training and experience in.

A number of work issues have turned negative due to a lack of preparation on my part. I do not always prepare as thoroughly as I should and this has set us up for disaster. I do not know precisely what training or education would help me, but I do know I need more knowledge and training in this area.

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Chapter 23 PROBLEM SOLVING PROBLEM SOLVING: EXCEEDS EXPECTATIONS

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I always analyze a decision effectively before implementing it. This analytical approach to problems has resulted in an excellent closure rate on problems. Over this next year, I will continue to work to improve my problem solving skills.

My investigative skills have provided a key resource for a team focused on solving glitches. My ability to quickly assess a problem and identify potential solutions is key to my excellent performance.

I have an analytical mind that is quick to discover the root causes for problems. This is an area which I believe I am a strong asset in. I am able to analyze a situation, describe it succinctly, discover what is a symptom and what is the actual problem, and then offer creative solutions to resolve the situation.

I am adept at tacking some of the trickiest problems we have faced as a team. I enjoy solving these types of problems. I understand how to dissect a problem and discover the core issues so we can make a rational decision on how to move forward.

I have the ability to unravel even the most difficult problems to find potential solutions. In some teams, problems can be a major setback, but I believe our collective troubleshooting skills are top notch. I believe I am a big part of that.

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PROBLEM SOLVING: MEETS EXPECTATIONS

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Though I believe my problem solving skills have been great this year, there are a number of areas of troubleshooting that I know I can improve in. I am working on learning how to more quickly analyze a situation and provide multiple options for solving a problem.

I can easily break down a problem into smaller components to analyze the entire issue in an efficient manner. I strive to find all of the probable solutions to an issue. From these, I can provide all of the research necessary for decision makers to decide a path to take.

I am an independent thinker who likes to analyze problems to discover the root cause. I understand the testing process and how to discover a solution to a particular problem. I would like to improve this year by understanding when to seek outside opinions to discover other potential options to fix the issue.

I believe I am one of the most technical employees on our staff, yet I can also translate a problem into language others can understand. I have a natural ability to find a solution to even the most difficult of problems. I am very good at problem solving.

Some of our systems are very problematic, but I believe I have a great ability to find workarounds and solutions. Through experience and intuition, I have solved a number of very difficult problems and am always prepared to help out in this area.

PROBLEM SOLVING: BELOW EXPECTATIONS

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I have excelled at identify a problem, but struggle to discover and offer potential solutions. Sometimes I become fixated on the problem and can’t see beyond it to help analyze the potential decisions that need to be made. This is a focus area of improvement.

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I have struggled to narrow down the root cause of problem, often being distracted by the symptoms. This has made troubleshooting difficult for me. I would like continued on the job training and a chance to study the knowledgebase to increase my ability in this area.

I have a difficult time troubleshooting problems, but once potential solutions are offered, I find it easy to pick the right solution. Our lack of excellent troubleshooters has shown to be a problem in the past. I am working to improve in this area so I can excel in both aspects of problem resolution.

I believe I am good at testing solutions for a problem, but struggle to be creative in finding new solutions. Not every problem has been documented and I often struggle at discovering new issues and resolutions. This is definitely an area of focus for me and one which I will improve in.

A number of times, I have been poor at communicating problem status until it becomes a small crisis. This has caused lost productivity as I need to bring in help on the team to solve these types of problems. I will work on communicating problem status sooner in the life cycle to avoid these incidents.

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Chapter 24 PRODUCTIVITY PRODUCTIVITY: EXCEEDS EXPECTATIONS

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I have made productivity a focal point of my management efforts this year and it’s paid off. My concentration and focus on productivity has seen tremendous improvements in our numbers. I will continue to focus on creating new opportunities for improved productivity on my team.

I manage my team to consistently high performance, while still maintaining great employee satisfaction. I understand how to motivate people to perform and my team has met all of our productivity goals this year.

I am at the top of nearly all performance measures for individuals on my team. Getting the job done is very important to me, and I believe, one of my greatest strengths. This diligent attitude towards work has paid off.

I understand how to properly set goals and use those as motivating to get the job done. This results in a very high level of productivity with little downtime required. Through proper planning, I know this type of increase in productivity can be duplicated to other staff members and I will work hard to help this happen.

I am focused on working smart this year. In a down economy, we are expected to do more with less and I believe I have been innovative in how I approach work and this has resulted in great performance for the year. I will continue to work to discover ways to be more efficient in my job.

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PRODUCTIVITY: MEETS EXPECTATIONS

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I complete my tasks in a timely and efficient manner. I keep a tight calendar and make sure this results in a high level of productivity. I will continue to work on productivity and become a more efficient employee this year.

I moved into a new role this year and my productivity dipped as I took on new challenges and learned my new position. I know I am a hard worker and I have been working on becoming a “smarter” worker. This next year, I will continue to learn in my new position and become more productive.

One area that I believe I do very well in is working hard to make sure the job gets done right the first time. Rework can kill productivity and a focus on ensuring things are correct pays great dividends. I can continue to improve in this area and plan to focus on it this next year.

I set the right tone with my team to balance productivity and personal needs. This has resulted in a very consistent output from an efficient team. I know hard work isn’t everything, but I have created an environment where hard work is expected and rewarded.

I have demonstrated I am an industrious worker with high output and high quality work. I know it’s important to create stretch goals and have almost met them all. Though managing a project is not my strength, I know how to execute on the processes required to achieve them.

PRODUCTIVITY: BELOW EXPECTATIONS

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There is a perception that my work quality has decreased recently and I will continue to work to improve that. With the increase in workload on our team, I have not been able to participate in projects or meetings as fully has I have in the past. I will work to become re-engaged with assignments and balance the work I need to perform.

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I have not focused on productivity this year, despite our financial condition, and we did not achieve the goals desired. I understand I must improve my own productivity and create a work environment where my team can be more productive as well.

At times, my delivery has been inconsistent, but I have been working to improve in this area. I have taken criticism of my work well and used it to improve how I work to try to improve efficiency. I will continue to seek feedback and incorporate that into my daily work habits to improve in this area.

Though I have not consistently met quota, I believe I have worked hard. I have not seen the results I have desired and have been researching ways to improve my productivity. This is an area of focus for me this year.

Productivity has not been my strength in my new role and I have struggled to keep with the pace of my team. I need to find the right balance in my work environment. I will continue to seek feedback and work on continuous improvement in the area of productivity.

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Chapter 25 PROFESSIONALISM PROFESSIONALISM: EXCEEDS EXPECTATIONS

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I am adept at keeping a calm demeanor in all sorts of circumstances. As a steady force in my group, I help others understand how to professionally deal with situations and reduce stress and the potential for problems. This is an area I believe I excel in.

One of the key attributes to my success with our company is displaying a professional attitude. I am an authority in our company’s product and enjoy training others. In the future, I will continue to excel at professionalism.

I work in a number of key customer situations and represent the company with excellence. I manage my team to display a great attitude and respect towards coworkers and the customers. As a result, our team is viewed as very professional.

I provide excellent support to my customers, display a professional attitude in every encounter, and support my staff very well. I value the relationships I have built and act as an even keel for my team, despite the circumstances.

One of my strengths is demonstrating excellence in my day to day job. I project an image of professionalism in each task I undertake and project I work on. My goal for each thing I do is to make sure it represents myself, my boss, and the company well.

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PROFESSIONALISM: MEETS EXPECTATIONS

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I have many years of experience in this field and understand how to meet all of the requirements of the job in a skilled and polished manner. I desire to be known for being a professional in all I do.

I work hard to be professional in every business situation and project a good image for the company. I maintain a professional image and attitude. Whenever dealing with external customers, I project a professional image for our firm.

I project an image of professionalism in each task and project I work on. I have a calm demeanor when working in difficult situations and understand how to diffuse people who are upset. This results in high quality work situations with people I work with.

I work within the stated and informal expectations of my management team. I meet all of my professional obligations and act according to official codes of conduct. I will continue to work hard to be professional in all work situations.

I conduct myself properly in all situations and act appropriately when conducting business. I demonstrate awareness of proper etiquette in situations and competently display skills and behaviors.

I am in a position where relationships are highly valued and I try to meet all standards of moral and ethical behavior. I work well with others and represent myself and the firm well. I will continue to work to improve in this area.

PROFESSIONALISM: BELOW EXPECTATIONS

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There are times where I have been told my appearance is unprofessional and I have worked hard to improve in this area. I understand that appearance can really drive

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someone’s opinion of you and this next year, I will work to improve my business appearance and be known as a polished businessman in all circumstances.

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The one area I have struggled in for professionalism is my work area. I understand it is not clean or tidy and this is an area I am working on. I am organization my work area and making sure I have enough storage for my files and that I deal with paperwork as soon as it comes in.

I have worked hard to improve how I work with people and control what I say and do. I know I have fallen short in this area, but continue to work to improve. This next year, I will continue to seek feedback to improve how I relate with others.

There have been times where I have acted unprofessionally and my manager has helped me identify those and quickly correct them. I will continue to work on how I behave and how I interact with my coworkers.

A number of times this year, I have been involved in situations where my conduct has been unprofessional. I did not realize the affect this had on those around me and will work hard to improve in this area.

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Chapter 26 QUALITY QUALITY: EXCEEDS EXPECTATIONS

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One of my focuses this year has been ensuring a high level of quality from my work product. I believe this focus has paid off. My productivity has increased and the overall quality of the product is much higher this year as compared to last. I will continue to work in this effort for high quality.

Quality management is not just a human resources fad – it’s something we should all have in mind in our day to day tasks. Quality is extremely important to me. Getting the job done isn’t enough. I continually work towards getting the job done right the first time.

Quality is a measure which has impact beyond just my job. Quality is something I am focused on in my day to day work and I believe I have had a good impact on quality this year. By improving processes, I have seen a dramatic quality increase in our team’s production.

One of the challenges to ensuring high quality across the enterprise is to break down barriers between departments, lead, and improve constantly. I have mastered these components of quality management and understand how to effectively lead quality programs within the company.

Part of making quality a focus at our company has been to review processes, identify weaknesses, and improve them. This has been both an area of focus for me and one which I believe I have excelled in. Continual improvement is an important part of quality and one which I have been a champion of.

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QUALITY: MEETS EXPECTATIONS

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I am focused on ensuring our team’s output not only meets quantity standards, but quality as well. This takes the focus off of just how productive we are, but how productive we are when delivering an excellent product. I think this focus has caused us to perform admirably in quality this year.

I have been instrumental in implementing ISO quality management and helping the firm achieve its ISO certification. I have worked through a number of activities and sought to improve our quality measurement for many processes.

The quality of my work is very high and something I have worked on quite a bit this year. I believe that quality is very important to both internal and external customers. Improving quality has led to improved productivity as we do not have to fix items and the original shipped is the best product.

I believe my work product has been very good. I have received few complaints and most of it is error free. This is an improvement over last year and a focus of my efforts this year. I attended a quality training class and applied its principles to my work. I will continue to grow in this area.

One of my goals this year was to achieve quality on a more consistent basis and we have achieved this goal. We started by building a culture that supports and desires quality. I contributed to building this at work, participated in training classes, and helped audit quality programs.

QUALITY: BELOW EXPECTATIONS

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My productivity has been very high, but quality has suffered. I understand we should not sacrifice quality for productivity. I will work to improve quality so both productivity and quality are high.

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I have worked hard to improve my own quality, but this has been at a detriment to the production efforts of my team. In the future, I will be more considerate of others when working on improving quality on my own efforts.

I have not focused enough on internal customer feedback when designing new quality control processes and the resulting improvements has not resulted in higher quality. Since then, I have redesigned how we approach quality and this should result in better quality management this year.

I did not pay appropriate attention to quality management training programs until late in the year. We had a number of lost opportunities to improve quality with this delay and I am working to make up for the lost time.

I rushed the quality program through without properly gaining acceptance among staff and helping to build a culture of quality. I learned from this mistake and have begun taking a much more deliberate approach to quality management implementation.

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Chapter 27 SALES SALES: EXCEEDS EXPECTATIONS

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In a tough economic climate, I have consistently proven the ability to exceed sales targets. This has placed me among some of the top salespeople at our firm. I will continue meeting and exceeding sales goals this next year.

There are many aspects to being successful in sales. I demonstrate proficiency in many of these attributes: assessing needs, finding the right solution, presentations, influencing people, negotiations, and asking for the business. My techniques have been used in our training classes for salespeople. I will continue growing as a salesman and continue finding solutions for our customers.

I believe I am an expert salesman. I can look at any problem and see the sales opportunity. My calm demeanor and firm presence relaxes clients and encourages them to partner with our firm. I close more high margin, high value clients than any other salesman on our team.

In many ways, sales is about building relationships. I have demonstrated that I understand interpersonal bonds and how to forge a partnership with our clients. This has transformed our sales process and made our product an integral part of the customer’s success – creating an opportunity for our success. I will continue to contribute to our success in this area.

I am very good at selling customers on solutions and not just products. This has resulted in high margin service sales, increasing company profitability. I am a reliable resource for my clients, meeting their needs by finding new solutions we can help them with.

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SALES: MEETS EXPECTATIONS

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This year, I have met all sales performance targets. I believe I consistently perform well on sales presentations and working with new clients. My business retention rate could be improved, but overall, My sales performance has been very good. I will continue to improve sales retention targets this year.

I am a consistent sales performer. I regularly meets sale targets and provide high quality sales support to his clients. I work well with others and understand the needs of his customers. I will work on meeting increased sales targets this year.

I have performed marvelously under difficult circumstances and place the customers’ needs above my need to close the sale. I have worked well with technical sales staff and sales management to enhance the sales process. I can continue improving, especially in the areas of negotiation, qualifying sales leads, and generating customer referrals.

I have been a very good inbound sales representative this past year. I have handled the customers’ calls with a professional, respectful attitude. My customer survey results and supervisor reviews have both been very positive. I can continue to improve closing inbound sales and up selling the clients on other high margin products.

I moved from internal sales to external sales this year and I believe I have handled the transition very well. I have expanded my customer base beyond the clients assigned to me and have served them very well. I have kept my sales expenses under control and have received very good reviews from my client base. I will continue growing as a salesperson, taking the coaching and training offered.

SALES: BELOW EXPECTATIONS

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I understand my sales numbers have dropped off this year. I have a good aptitude for sales and clients report good interactions. This year, I plan to focus on improving

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sales numbers through additional follow up calls and increasing the number of sales calls made.

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I understand how to make an initial sale but I find up-sells and cross-sells difficult to close. My total revenue per client has been lower than it should be and I know this places me in the bottom third of salespeople. I plan to improve this through more interaction with clients after the initial sale and by providing sufficient post-sales support.

I find it easy to sell in one-on-one sales situations but have a difficult time presenting to groups. When presented with a group sales presentation situation, I know I become visibly nervous and do not project confidence in the product or in my own abilities. I plan to take some public speaking courses or join Toastmasters to increase confidence in speaking in front of large groups.

I have made sufficient sales results this past year. Where I have struggled is in identifying, understanding, and selling against our competitors. I need more competitive intelligence to achieve much better sales results. I plan to increase my competitive research and highlight the competitive advantage we maintain over other firms.

I struggle to close sales. I believe I deliver a quality sales presentation and seem to build rapport with potential clients, but my closure rate is low. This has resulted in a much lower sales performance when compared to my peers. I plan to improve the ability to close a sale over the next several months.

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Chapter 28 TEAMWORK TEAMWORK: EXCEEDS EXPECTATIONS

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I have a great willingness and desire to help out my fellow teammates. I have applied this practically on the job by assisting as required, and frequently offering assistance even when it’s not asked for. I believe I work well with others and put the team first in all things.

Our company is built on teamwork and I understand how to foster team dynamics in a high energy, fast moving work environment. My interactions with others can be seen as contributing to the success of the company, my organizational unit, and my department.

I believe I excel at putting together high performance teams and running them smoothly. These teams provide a high quality work product and do so with high productivity and efficiency. I will continue to build great teams at our company this year.

As a matrix organization, it is crucial to be able to work well with a variety of different people and I believe this is a skill I have mastered. I work to make sure people feel appreciated and contribute at their maximum when working on a team with me.

I am a master at understanding relationship dynamics and how these translate to team-based success. I know how to select the right group of people to work well together, and when handed a team, how to find common ground so we can work towards success.

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TEAMWORK: MEETS EXPECTATIONS

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I believe I am a consummate team player and regularly make contributions to the success of the team. I always help out to achieve the goals of the group and am not concerned about who gets the credit, just the task gets accomplished.

I am not concerned about myself and continually contribute to the success of those around me. In a dynamic team environment, I work well with others and understand how this can be beneficial to the company. I will continue to work by contributing to team efforts.

I manage the relationship with my coworkers, managers, and other employees in a professional and engaging manner. I look to other people for help when required and offer it as much as needed from others. I believe the success of the team is very important and work in my daily tasks to ensure it is successful.

I am not concerned with who gets the credit: I want our team to be a success in everything we do. To this end, I contributed to our team’s success with everything opportunity given. I will continue working hard to find success for our group.

I understand how to make proper suggestions and critiques to those working around me. I also have learn how to take suggestions and critiques from my coworkers and managers. I regularly contribute to the success of our team.

TEAMWORK: BELOW EXPECTATIONS

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I have focused on self improvement this year and several of my coworkers believe this has been to the detriment of the team. I will work this year to be a better teammate and assist others on the team more frequently.

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I am often focused on the task at hand which others see as a lack of teamwork. I am working on making sure coworkers understand I care and want success for the team. I will work on making sure my team contributions are more consistent in the future.

I understand I have been inconsistent in supporting my teammates this year and will work this next year to improve this. I will provide support and guidance when asked, volunteer to work on project teams, and work to participate in team functions.

I have worked well on my own teamwork, but have not encouraged my direct reports to really form a high quality team. This has resulted in less productivity – my team would accomplish more if they worked better together. This is an area of focus for me this year.

I work well on small teams, but struggle when it comes to participating in larger groups. I find this intimidating at times. I am working to improve my participating with larger teams and finding a way to be more productive and inclusive when working with these larger groups of people.

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Chapter 29 TECHNICAL SKILLS TECHNICAL SKILLS: EXCEEDS EXPECTATIONS

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I have a very analytical mind which has resulted in excellent technical abilities. I am a skilled troubleshooter – understanding the underlying technical issues of a situation. I will continue learning over the next year and continue to improve my technical skills.

I am able to grasp complex technical concepts and explain them in easy to understand manner. I believe I have approachable personality, despite my technical aptitude. I am a teacher at heart and help raise the technical level of the employees around me. I can improve my technical skills by taking additional training classes this next year.

There are a lot of intricacies to the technology used by my team, yet I believe I make it appear very simple to manage. High performance in technical skills is taking a complex system and making it look easy from the outside. I am excellent at taking complexity and managing it with precision. This next year, my team will continue to take on more responsibility and expand its technical experience.

I can quickly learn new technology and adapt it to our environment. Whenever we have a very technical problem, I am one of the first to volunteer to find a solution. There are a lot of intricacies to our work and I understand how to navigate through them to find the right solutions.

Things change very rapidly with our technology and I am able to quickly grasp the changes. I am able to take complex topics and make them simple for people around

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me. Technology is something I very much enjoy and analyzing complex situations is one of my strengths.

TECHNICAL SKILLS: MEETS EXPECTATIONS

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I understand the technology we implement and how to effectively use it in our environment. I take advantage of training opportunities. I believe one of my strengths is applying technology on the job.

Some of our older systems are in the process of being replaced and I’ve been a resource to be relied upon for new systems. I can quickly learn new technology and explain it to coworkers in a way they can understand. I am able to apply techniques and ideas we have from the older system into how the new system will work.

I am good at absorbing complexities of the job and understanding how to best apply them to the day to day tasks. I believe I am one of the first people management turns to when there is a technical issue needing resolved.

Effectively using technology is one area I believe I excel at. At times, I have struggled in troubleshooting technical problems, but overall, I believe I am very technical in nature.

I have demonstrated that I am an accomplished technician who understands how to best implement systems and processes. There have been a number of opportunities for me this past year to demonstrate these skills and I believe I have performed well.

TECHNICAL SKILLS: BELOW EXPECTATIONS

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My current role is very technical in nature, but I have struggled to grasp the basic technical skills required. I believe more training would help me learn some of the complex technical skills of my job.

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I have struggled to absorb information in training classes and have had difficulty applying it on the job. I find technology difficult to understand and use. This has been a problem as we have moved to more automated systems, but I am working to improve my technical aptitude.

I have not yet demonstrated the basic mastery of the machinery and equipment required in my position. I understand this is a fundamental requirement of my position, but I have found the on the job training to not be complete enough for me to learn this position.

I understand the basic technical knowledge required, but have had difficulty learning the nuances of the technology our team uses. I think my business knowledge is very good, but my ability to communicate with the more technical members of the team is holding me back.

One of my struggles has been how to apply technical knowledge learned in training classes to the job. I think it’s difficult to think outside of the box, beyond the manuals, and troubleshoot undocumented technical issues.

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Chapter 30 TIME MANAGEMENT TIME MANAGEMENT: EXCEEDS EXPECTATIONS

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Having a long history in project management has provided me the ability to accurately assess a timeline and meet a deadline. I am very good at developing a solid task list towards a dated goal. I am also very good at managing my day to day schedule amid a hectic time. I will continue improving in time management over the next year.

I am very good at managing my time and my employees’ time. My staff are regularly among the highest in attendance and productivity. I understand how to schedule both big and small tasks. Over the next year, I will improve my skills by assessing new areas my team can work in and meet those needs on-time.

I am a very efficient worker. I define a schedule each week and keep to it. I find that I am frequently interrupted in this role, but I find a way to keep on track. My goal for the next year is to begin training my team members on time management.

One of my strengths is developing project plans which utilize available resources in an efficient manner. I hold staff accountable for their time estimates to ensure the work is completed on time, each time. My project completion percentage is perfect.

I am very good at managing my time and accomplishing tasks on time. I have demonstrated that I work well under pressure and can juggle multiple priorities and still deliver. I will continue to work on improving my time management skills.

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TIME MANAGEMENT: MEETS EXPECTATIONS

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I have a very focused personality and believe I will accomplish anything I have my mind set to. I understand and use the tools provided to achieve my objectives. I set an efficient schedule and meet it.

I am a task oriented person. I am proficient at scheduling tasks and accomplishing them. One of the skills I have developed is predicting how long a task will take and accurately completing tasks on time. As I grow in experience, my time management skills will continue to improve.

I am able to adequately schedule my time to accomplish my tasks. I understand at times there have been, on occasion, some scheduling issues, but overall I believe I handled it well. We’d like to see Ryan manage his time a little better over the next year by communicating his schedule more effectively with team members and management.

I am good at time management and keep a tight schedule. I understand that some of my meetings run long which affects others on the team. Though, by and large, I believe my time management skills are exceptionally good. I will work on keeping meetings to their allotted time.

Though I believe my time management skills have been very good, I understand that I have not always succeeded at adequately accounting for the time of my team which has resulted in lower productivity than expected. I will work to improve in this area and ensure my team’s time is tracked and managed.

TIME MANAGEMENT: BELOW EXPECTATIONS

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Though I know my tactics have been questioned, there are strengths and weaknesses to how I manage my time. The strengths have resulted in a large increase in productivity of my team. The weakness is I have several team members

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who have indicated they are burned out. I will work to temper my time management to achieve high productivity and high employee satisfaction.

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For the most part, my time management skills have been good. Unfortunately, several of my projects came in late with little advanced notice. I will work to improve by communicating project status more effectively.

I am occasionally late to work and I understand it causes the workers in the shift before me to have to adjust their schedule. Though my schedule has been inconsistent, I still produce a high volume of work. I will work to improve my reliability.

One of my challenges has been my willingness to say ‘yes’ to too many requests. This has resulted in a number of times where I am overloaded and ineffectual. I will work on being more assertive and only take on work that I can complete in a reasonable time.

When I get immersed in work, I have a tendency to lose track of time and not pay attention to things around me. This level of focus can be a good thing to get something accomplished, but when it causes my time to overrun and miss appointments or project deadlines, it can become a problem. I will continue to work to improve my time management.

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Chapter 31 TRAINING TRAINING: EXCEEDS EXPECTATIONS

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I am one of the lead trainers for our staff. I try to always be an encourager during training sessions. I am consistently rated as excellent by employees in the training classes. I will work to continue providing excellent training to new employees.

I encourage my employees to attend training sessions and take advantage of the training courses offered. I have taken a number of soft skills classes this year and have learned a great deal. Over the next year, I plan to continue learning and taking advantage of company training programs.

I am a consummate learner and excel in the training offered. I am very attentive during training class and score among the highest in comprehension tests. I have also taken a number of independent study courses outside of company training to improve my business skills.

We’ve installed a number of new systems this year and I have focused on learning the new technology. I have enjoyed absorbing the material and training coworkers on it. I believe this has produced a great return for the company.

There is a significant time investment required for sufficient training for staff members. This can put a strain on teams as they work to absorb the lost hours .I have worked hard to schedule time for all of my team members to attend training and have been excellent in working to absorb the hours invested. I will continue upgrading skills on my team this next year.

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TRAINING: MEETS EXPECTATIONS

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I have sought out specialized training opportunities. This has afforded me a number of great training programs where I can continue to upgrade my knowledge and skills. I believe this helps make me a valuable team member.

Not only have I taken the recommended training classes this year, I have also helped several team mates find the right training classes for their skill sets. I enjoy investing time in other people and helping put proper focus on training.

I take advantage of training courses offered and have attended all mandatory training this year. I will continue to spend an appropriate amount of time on training and taking classes as required.

I am quick to learn new concepts and apply them on the job. I am interested in on the job training opportunities and take advantage of them as often as possible. This next year, I will focus on continuing to take training opportunities as they are offered.

I enjoy investing time in training and believe the training classes I have taken have benefited the company and myself. At times, I have struggled to maintain my workload and some of the classes, but overall, I think it has been beneficial. I plan to continue taking training as feasible.

TRAINING: BELOW EXPECTATIONS

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As a long time employee, I struggle with some of the introductory courses. Not that I struggle with the material, but with the point of having to take time out of my schedule to attend. I can understand taking more advanced courses, but I believe my long term experience here should exempt me from basic classes.

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I have had difficulty applying some of the concepts taught in mandatory HR training this year and understanding why we’re asked to participate in some of these classes. This struggle with the applying these new processes has resulted in lower productivity. I plan to work on improving my application of training principles this year.

I attend all of the required training classes, but have been made aware that the instructors do not feel that I participate fully during class. I understand the point of view and will work on being more engaged in training class.

Though I have attended all of the required training classes, I have not thoroughly encouraged my team to attend training and a number of the staff members missed several training classes. This year, I will ensure my team is taking the necessary training courses.

I understand training is important, but have not had the time available to attend classes. My goal this year is to schedule training classes and attend them as required.

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