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PERFORMANCE AND DEVELOPMENT APPRAISAL FORM (Supervisory to Managerial Level)

Name of Employee Current Position Department/Branch Hiring Date Appraisal Period Covered From Type of Appraisal Regularization Mid-year Instructions: Rate the performance of your staff in terms of the given standards below by putting an X or / inside the box provided beside the items to be evaluated. FOR HRD USE ONLY Over-All PA Rating Total Point Score Rating Year-end To

HRD Supervisor/HRD Dept. Head CORE VALUES 1. Excellence


O
Delivers quality and beyond standard output Carries out functions systematically Takes initiative in acquiring and mastering the skills and knowledge requirements of a position Keeps abreast of new information and expends effort and/or expense on learning Exhibits openness to ideas and operates efficiently in a changing environment

Date

Give instances to support OS or P rating

2. Hard Work
O
Demonstrates persistence in overcoming obstacles in work and takes calculated risks to achieve results Copes with volume of work minimum supervision Handles additional or special tasks w/o sacrificing regular work Willingly extends work hours if necessary Volunteers to serve on committees, task forces, work groups and to provide help to other department/s business units

Give instances to support OS or P rating

PERFORMANCE AND DEVELOPMENT APPRAISAL FORM (Supervisory to Managerial Level)

3. Total Customer Satisfaction


O
Is courteous and pleasant to deal with at all times; maintains grace under pressure Provides prompt, personalized and professional service to customers and coworkers Extends time and/or effort, if necessary, to satisfy customer and co-workers' needs Resolves issues and complaints to the satisfaction of the customer; displays confidence to take ownership of a problem or request

Give instances to support OS or P rating

4. Honesty
O
Manifests personal & professional integrity Discloses early material information during conflict of interest situations Properly handles & safeguards company funds or resources Uses company time for company interest

Give instances to support OS or P rating

5. Loyalty
O
Speaks well of the Company Promotes the Company image Handles confidential information properly Supports the Company, its activities & programs; follows rules and policies Puts organizational mission before one's own preference Aligns one's own behavior with the needs, priorities and goals of the organization

Give instances to support OS or P rating

6. Teamwork
O
Leads & guides co-workers in the implementation of projects & inspires others to be flexible in different situation Develops and maintains effective working relationship with superiors and peers Respects differences in the attitude and perspective of others Accepts & discharges assignments as a team player to the best of his ability Ensures own departments efforts are also in support of other business units goals Adapts one approach as the requirements of the situation change

Give instances to support OS or P rating

PERFORMANCE AND DEVELOPMENT APPRAISAL FORM (Supervisory to Managerial Level)

7. Resourcefulness and Cost-Consciousness


O
Adopts alternative ways & means to accomplish a task with less waste or cost Exercises care to avoid rework or wastage/Utilizes efficiently available resources to produce high ability output Practices the 5S program of productivity

Give instances to support OS or P rating

8. Bias for Action


O
Works promptly on regular assignments and new tasks Shows concern by taking initiative Observes priorities; attends to more important things first Fulfills commitments on time

Give instances to support OS or P rating

9. Attendance & Punctuality


O
Shows concern for time lost Attends required meetings & seminars on time Attends other company activities on time Conducts/Attends values meeting regularly

Give instances to support OS or P rating

B. COMMUNICATION SKILLS
O
Communicates and organizes complex concepts/issues in writing with precise word usage; appropriate vocabulary and correct grammar and spelling Tailors communication to intended audience; varies explanations and communication style, depending on the audience Structures information accordingly, avoiding excessive detail or elaboration that may over-complicate the subject matter Listens, observes & strives to gain understanding of others Participates in group meetings and provides thoughtful and appropriate comments

Give instances to support OS or P rating

C. MANAGERIAL SKILLS 1. Planning Ability


O
Understands all phases of his job Sets goals or objectives Sets priorities & timetable Determines capacity versus workload Anticipates problems, generates solutions & contingent plans

Give instances to support OS or P rating

PERFORMANCE AND DEVELOPMENT APPRAISAL FORM (Supervisory to Managerial Level)

2. Organizing Ability
O
Manages resources effectively Formulates & implements effective work systems & procedures without sacrificing company interests Establishes effective work relationship Identifies & recommends hiring of qualified personnel Delegates responsibilities & tasks

Give instances to support OS or P rating

3. Ability to Lead
O
Acts independently to achieve objectives without supervision Demonstrates ability to keep end results in sight while responding to changing conditions Trains & develops staff; prepares them for higher responsibilities Promotes & sustains high morale of staff; motivates them for greater productivity Makes or recommends sound decisions

Give instances to support OS or P rating

4. Controlling Ability
O
Establishes performance standards Monitors & evaluates performance against standards & targets Maintains order & discipline in workplace Institutes control measure in the enforcement of systems and procedures

Give instances to support OS or P rating

FOR HRD USE ONLY Per Core Value Rating


No. 1 No. 2 No. 3 No. 4 No. 5 No. 6 No. 7 No. 8 No. 9 Total

PERFORMANCE AND DEVELOPMENT APPRAISAL FORM (Supervisory to Managerial Level)

A. IMMEDIATE SUPERIOR'S COMMENTS AND RECOMMENTDATION/S


On Performance

IMMEDIATE SUPERIOR'S COMMENTS AND RECOMMENTDATION/S


Developmental Actions Recommended

__________________________
Full Name & Signature B. EMPLOYEES COMMENT/S
On areas of strength

______________________
Date

On areas of weaknesses

__________________________
Full Name & Signature C. DEPARTMENT HEADS COMMENT/S

______________________
Date

__________________________
Full Name & Signature D. DIVISION HEADS COMMENT/S

______________________
Date

__________________________
Full Name & Signature

______________________
Date

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