Description
Performance Appraisal
Situational case presentation
Develop a Performance Management Review
Using the Sample Performance Evaluation: Performance Review (check slides
and bibliography) as a guide, develop your employee Performance
management of your virtual company. Performance Appraisal.
Steps
Define your company – Industry – Name – etc. (more details and concepts will be develop
through the course)
Select a position. Write a concise Job description. Dream job
Fill in the Job tasks and functions and the core values.
Review and evaluate – Strengths and improvements needed and Comments.
Assignment
In order to develop a Performance Management review in class you will need
a concise job description, tasks and functions.
It is recommended to be your own job description or your dream job
description.
Resources Required
Use the examples provided in class or any other that you can find on internet that
suits your case. UPLOAD the sample
Human Resources: Building a Performance Management System Catherine
Mattice Zundel
https://hr.berkeley.edu/sites/default/files/performance_review_fy18_step_by_st
ep.pdf
Human Resources: Building a Performance Management System Catherine Mattice Zundel
Sample Performance Evaluation: Performance Review for Retail Clerk 1
Employee name and position: ______________________________________________ Date: ___________
Reviewer name and position: ___________________________________________________
Job Task and functions Excellent Average Below Average Unsatisfact
ory
Customer service – Consistently serves clients
in a courteous and professional manner; greets
clients immediately upon their entering the store;
consistently demonstrates strong interpersonal
and customer service skills via email, over the
phone, and in person.
Facilities – Notices areas for improvement
in facilities and corrects them immediately
and without being asked; keeps store clean;
straightens clothes and items to keep store
looking nice.
Human Resources: Building a Performance Management System Catherine Mattice Zundel
Sample Performance Evaluation: Performance Review for Retail Clerk 2
Employee name and position: ______________________________________________ Date: ___________
Reviewer name and position: ___________________________________________________
Job Task and functions Excellent Average Below Average Unsatisfact
ory
Sorting – Demonstrates strong product
knowledge; consistently marks donations with
accurate price.
Finance – Ensures register accuracy
(e.g., accurately rings up items, discovers
discrepancies and resolves them, runs
end-of-day reports). Performance Appraisal.
Human Resources: Building a Performance Management System Catherine Mattice Zundel
Sample Performance Evaluation: Performance Review for Retail Clerk 3
Core Values Excellent Average Below Average Unsatisfactory
Work ethic – Works hard to complete tasks on
time; pushes him/herself to succeed in all aspects
of the job; always produces work of the utmost
quality; clearly motivated to flourish within the
company.
Teamwork – Collaborative personality; open to
feedback and information from manager and
co-workers; communicates regularly; steps in
and does administrative or other work during
downtime. Performance Appraisal.
Professionalism – Acts as a stellar representative
of the company; dresses in accordance
with company dress code; communicates
appropriately and clearly at all times; maintains a
positive attitude.
Human Resources: Building a Performance Management System Catherine Mattice Zundel
Sample Performance Evaluation: Performance Review for Retail Clerk 4
Core Values Excellent Average Below Average Unsatisfactory
Business acumen – Displays common sense
in decisions and work product; is trusted to
have good judgment in all situations; can
make sense of complex issues; understands
the future result of present actions.
Flexibility – Can easily adjust job tasks
as needed on a daily basis; not afraid of
organizational or job changes; maintains
high level of performance despite changes,
setbacks, or problems. Performance Appraisal.
Organization – Maintains an orderly personal
workspace; ensures the office in its entirety
is clean; work product is presented in an
organized fashion; diligently cleans up work
product of others when needed.
Human Resources: Building a Performance Management System Catherine Mattice Zundel
Sample Performance Evaluation: Performance Review for Retail Clerk 5
Core Values Excellent Average Below Average Unsatisfactory
Resourcefulness – Knows how to find the
answers to questions; can easily solve
problems or dilemmas presented; offers
innovative solutions in a variety of areas;
always looking for ways to improve the
company.
Human Resources: Building a Performance Management System Catherine Mattice Zundel
Sample Performance Evaluation: Performance Review for Retail Clerk 6
Employee’s Main Strengths
Provide a minimum of three strengths this employee demonstrates.
1.
2.
3.
Provide actual examples of employee contributions to the company.
_______________________________________________________________________________
_______________________________________________________________________________
_______________________________________________________________________________
_______________________________________________________________________________
Human Resources: Building a Performance Management System Catherine Mattice Zundel
Sample Performance Evaluation: Performance Review for Retail Clerk 7
Opportunities for
Improvement
Provide a list of areas
where the employee
must improve in
job tasks or overall
performance.
Goals for Improvement
List specific things the
employee must do to
improve, or specific
goals that must be
achieved.
Resources Provided to
Assist in Improvement
How will you help the
employee succeed in
meeting these goals?
Date of Next Review
and Rewards or
Consequences
Human Resources: Building a Performance Management System Catherine Mattice Zundel
Sample Performance Evaluation: Performance Review for Retail Clerk 8
Employee’s Comments
________________________________________________________________________________________
_______________________________________________________________________________________
________________________________________________________________________________________
________________________________________________________________________________________
________________________________________________________________________________________
Manager signature: ___________________________________ Date: ________________
I have read and understood the review. All items have been reviewed verbally with me. I realize that my
signature simply implies that I have received this review, and not that I agree with its contents.
Employee signature: __________________________________ Date: ________________
Project Management System -Bibliography
Human Resources: Building a Performance Management System – Catherine Mattice Zundel
HR Basics: Performance Management – Gregg Learning
Berkeley – Human Resoures
https://hr.berkeley.edu/hr-network/central-guide-managing-hr/managing-hr/managingsuccessfully/performance-management/concepts
https://hr.berkeley.edu/hr-network/central-guide-managing-hr/managing-hr/managingsuccessfully/performance-management/introduction
Human Resources – Institute of New Zealand
https://www.hrinz.org.nz/Site/Resources/Knowledge_Base/I-P/Performance_Management.aspx
Project Management System -Bibliography
Performance Reviews & Appraisals – Manager Training – Video
Measurement Myopia – Drucker Institute Paul Zak
http://www.druckerinstitute.com/2013/07/measurement-myopia/
The Two Most Important Quotes In Business – Dave Lavinsky
Harvard Business Review Performance Measurement – You are what you measure – Dan Ariley
https://hbr.org/2010/06/column-you-are-what-you-measure
The Top 5 Performance Management Tools: Good News And Cautionary Tales – Bernard Marr
https://www.linkedin.com/pulse/20140522054403-64875646-the-5-most-popular-tools-to-manageperformance-good-news-and-cautionary-tales
Reinventing Performance Management: A Deloitte Case Study – 2015
https://hbr.org/2015/04/reinventing-performance-management
Videos
Human Resources: Building a Performance Management System – Catherine
Mattice Zundel
Performance Mangement Chris Tomkins
How to Link Training and Development to Performance Management Systems
and Strategies
Videos
Performance Management
Performance Reviews & Appraisals – Manager Training
Performance Reviews & Appraisals
CASE STUDY
Reinventing Performance Management – Deloitte
https://hbr.org/2015/04/reinventing-performance-management
Deloitte has replaced their one-a-year, rating-based performance management
processes because it is damaging employee performance and disaffecting the
best performers. Performance Appraisal.
Follow in their footsteps and create performance management processes that
create regular discussions that focus on coaching and development… Performance Appraisal…………
or ORDER A CUSTOM PAPER
