Simple Evaluation

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Simple Evaluation

Phrases to Write a Great Self Evaluation

for a Successful Performance Review

By Jeremy Reis, MBA

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

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Simple Evaluation: Phrases to Write a Great Self Evaluation for a Successful Performance Review

http://www.simpleevaluation.com

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.

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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

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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

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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

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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

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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

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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

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31

Training... 99

Training: Exceeds Expectations ... 99

Training: Meets Expectations ... 100

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Chapter 1 S

ELF

E

VALUATION

T

EMPLATES

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.

C

ORE

C

OMPETENCIES

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 A

DAPTABILITY

A

DAPTABILITY

:

E

XCEEDS

E

XPECTATIONS

“

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.

(13)

A

DAPTABILITY

:

M

EETS

E

XPECTATIONS

“

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.

A

DAPTABILITY

:

B

ELOW

E

XPECTATIONS

“

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 A

TTENDANCE AND

P

UNCTUALITY

A

TTENDANCE AND

P

UNCTUALITY

:

E

XCEEDS

E

XPECTATIONS

“

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.

(16)

A

TTENDANCE AND

P

UNCTUALITY

:

M

EETS

E

XPECTATIONS

“

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.

A

TTENDANCE AND

P

UNCTUALITY

:

B

ELOW

E

XPECTATIONS

“

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.

(17)

“

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 A

TTITUDE

A

TTITUDE

:

E

XCEEDS

E

XPECTATIONS

“

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.

(19)

A

TTITUDE

:

M

EETS

E

XPECTATIONS

“

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.

A

TTITUDE

:

B

ELOW

E

XPECTATIONS

“

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.

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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.

“

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.

(21)

Chapter 5 C

OMMUNICATION

C

OMMUNICATION

:

E

XCEEDS

E

XPECTATIONS

“

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.

(22)

C

OMMUNICATION

:

M

EETS

E

XPECTATIONS

“

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-to-date 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.

C

OMMUNICATION

:

B

ELOW

E

XPECTATIONS

“

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.

(24)

Chapter 6 C

OMPANY

C

OMPLIANCE

C

OMPANY

C

OMPLIANCE

:

E

XCEEDS

E

XPECTATIONS

“

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.

(25)

C

OMPANY

C

OMPLIANCE

:

M

EETS

E

XPECTATIONS

“

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.

C

OMPANY

C

OMPLIANCE

:

B

ELOW

E

XPECTATIONS

“

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.

(26)

“

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.

(27)

Chapter 7 C

ONTINUOUS

I

MPROVEMENT

C

ONTINUOUS

I

MPROVEMENT

:

E

XCEEDS

E

XPECTATIONS

“

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.

(28)

C

ONTINUOUS

I

MPROVEMENT

:

M

EETS

E

XPECTATIONS

“

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.

C

ONTINUOUS

I

MPROVEMENT

:

B

ELOW

E

XPECTATIONS

“

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.

(29)

“

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.

(30)

Chapter 8 C

OOPERATION

C

OOPERATION

:

E

XCEEDS

E

XPECTATIONS

“

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.

(31)

C

OOPERATION

:

M

EETS

E

XPECTATIONS

“

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.

C

OOPERATION

:

B

ELOW

E

XPECTATIONS

“

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.

(32)

“

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.

(33)

Chapter 9 C

REATIVITY AND

I

NNOVATION

C

REATIVITY AND

I

NNOVATION

:

E

XCEEDS

E

XPECTATIONS

“

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

(34)

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.

C

REATIVITY AND

I

NNOVATION

:

M

EETS

E

XPECTATIONS

“

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.

C

REATIVITY AND

I

NNOVATION

:

B

ELOW

E

XPECTATIONS

“

I believe I have shown great potential in the areas of creativity and innovation, but

(35)

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.

“

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.

(36)

Chapter 10 C

RITICAL

T

HINKING

S

KILLS

C

RITICAL

T

HINKING

S

KILLS

:

E

XCEEDS

E

XPECTATIONS

“

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.

(37)

C

RITICAL

T

HINKING

S

KILLS

:

M

EETS

E

XPECTATIONS

“

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.

C

RITICAL

T

HINKING

S

KILLS

:

B

ELOW

E

XPECTATIONS

“

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.

(38)

“

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.

(39)

Chapter 11 C

USTOMER

S

ATISFACTION

C

USTOMER

S

ATISFACTION

:

E

XCEEDS

E

XPECTATIONS

“

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.

(40)

C

USTOMER

S

ATISFACTION

:

M

EETS

E

XPECTATIONS

“

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.

C

USTOMER

S

ATISFACTION

:

B

ELOW

E

XPECTATIONS

“

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.

(41)

“

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.

(42)

Chapter 12 D

EPENDABILITY

D

EPENDABILITY

:

E

XCEEDS

E

XPECTATIONS

“

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.

(43)

D

EPENDABILITY

:

M

EETS

E

XPECTATIONS

“

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.

D

EPENDABILITY

:

B

ELOW

E

XPECTATIONS

“

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.

(44)

“

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.

(45)

Chapter 13 E

THICS

E

THICS

:

E

XCEEDS

E

XPECTATIONS

“

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.

E

THICS

:

M

EETS

E

XPECTATIONS

“

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.

(46)

“

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.

E

THICS

:

B

ELOW

E

XPECTATIONS

“

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.

(47)

“

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.

(48)

Chapter 14 G

OAL AND

O

BJECTIVE

S

ETTING

G

OAL AND

O

BJECTIVE

S

ETTING

:

E

XCEEDS

E

XPECTATIONS

“

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.

(49)

G

OAL AND

O

BJECTIVE

S

ETTING

:

M

EETS

E

XPECTATIONS

“

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.

G

OAL AND

O

BJECTIVE

S

ETTING

:

B

ELOW

E

XPECTATIONS

“

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.

Simple Evaluation