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PERFORMANCE EVALUATION

(FY 2015-16)
Employee Details
Employee
Code

Employee
Name
Date of
Joining
Designation

Unit
Department

RL
Appraiser
Name

Location
Reviewer
Name

Guidelines For Evaluation


1.

In Self Evaluation Section please provide specific & precise information on your achievements & learnings

2.

Please fill in your KRAs based on 4 parameters : Financial,Customer,Internal Processes, Learning & Growth

3.

KRA Assessment carries 60% weightage; Competency Assessment carries 25% weightage and assessment on
values carries 15% weightage

4.

The overall weighted average is derived by summing up the weighted scores on KRA, Competencies & Value
Assessment

5.

KRA Assessment & Competency & Value Orientation Assessment should be done on the 5 point Assessment Scale
as under:

6.

Scale of Assessment for KRA & Competencies: 1 To 5 (1 being the lowest and 5 being the highest

Guidance for Business Goal Setting

1.
2.
3.

Ensure goals are derived from employees Target & Revenue (T&R)
Focus on deliverables rather than activities.
All targets should conform to the S.M.A.R.T.E.R. criteria i.e.
Specific, Measurable, Achievable, Realistic, Time bound, Enthusiastic, Resourceful

The Goals & Performance Evaluation document is a live document and employee/ supervisor should ensure a midyear
performance review is conducted

Under Performer

Needs Improvement

Good

Excellent

Outstanding

i.

Rating
5
4
3

Scale of Assessment for Value Orientation: 1, 3 and 5 (1 being the lowest and 5 being the highest)

Rarely

Frequently

Always

KRA Assessment
Performance
consistently exceeds
expectation
Performance exceeds
expectation
Performance meets
expectation

Ratin
g
5
4
3

Competency Assessment

Rating

Actions/behavior demonstrate
high level of commitment to
Competency
Regularly demonstrates on
the job & in all dealings
Demonstrates often on the job
& in all dealings

Performance sometimes
below expectation

Demonstrates sometimes but


needs constant persuasion

Performance does not


meet expectation

Never demonstrates positive


behavior on the competency

Value Orientation
Assessment
Demonstrates
commitment
consistently
Demonstrates often

Rarely Demonstrates

Self Evaluation
1

Your key achievement in the past 12 months

Factors that helped in achieving your targets/ KRA

Factors that hindered achievement of your goals / targets

Your learnings during the last 12 months

KRA ASSESSMENT (example)

S.No.

KRA

Weightage
(W) 100%

Self Rating

Rating & Score


Appraiser
Weighted
Rating (A) Score W*A=
Total

Rating & Score


Reviewer
Weighted
Rating (R)
Score
W*R

2
3
4
5

No.

Competency

Self
Rating

Definition

1.

Entrepreneurship

Achieves numbers in terms of top-line, bottom-line, margins & cost control.


Remains up-to-date with all relevant business & market realities and
demonstrates effective business thinking.

2.

Adaptable

Copes with rapid pace of change and high level of uncertainty. Withstands
pressure and chaos while remaining focused on overall vision.

3.

Team Building

Delivers results as committed / required. Cares and enables the team, takes call
and is accountable

4.

Execution

Ensures efficiency & effectiveness in completing the task. Has an eye for
breakthroughs, solutions and end result

5.

Interpersonal Skills

Demonstrates accurate understanding of others. Makes a positive impact in both


formal and informal forums. Maintains excellent interpersonal relations and is free
from ego related issues.

6.

Process Orientation

Thinks at a systems level. Builds processes, controls and standards for operation
and focuses on system discipline.

7.

Customer Friendly

Understands and responds quickly to the changing needs of both external and
internal customers. Drives a customer centric culture in his/her team.

Apprai
ser
Rating

Average Score Competencies

Competency Assessment (Example)

Value Orientation (example)


Appraiser needs to select the appropriate column from top down based on his experience with the Appraisee on the behaviors
demonstrated concerning the companys Values. Also highlight a key incident in support of your assessment.

Values
Mutual Respect
Integrity
Ownership & Empowerment

Supporting Incident

Appraiser
Rating

Review
er
Rating

Learning & Performance Culture


Innovation & Ideation
Passion
Result oriented

Average Score Value Orientation

*Appraisee Signature: _________________________

Date: ___________________

*(To be signed after completion of Self Assessment)

Overall Assessment
Overall
Weightage
(Y)

No.

Criteria

KRAs

60%

Competencies

25%

Value Orientation

15%

Appraiser Rating
(A)

Appraiser Final
Score (R1= Y*A)

Reviewer
Rating (B)

Reviewer Final
Score (R= Y*A)

Overall Rating (1 + 2 + 3)

Individual Development Plan


Strengths:
The behaviors, skills, knowledge and/ or characteristics that position the individual for future success in the Group
1.
2.
3.
Areas for Development
The behaviors, skills, knowledge and/ or characteristics that the individual needs to acquire or address for future success in the Group
1.
2.
3.
Actions to Address Development Needs
The specific development interventions that are recommended an individual completes during the course of the next 12 -18 months.
1.
2.
3.
Next Job/ Position Options
The position or generic job that may be appropriate for the individual to hold as their next assignment

Training & Development Needs


Type

Functional / Technical

Training Need

Mode (Self Learning, mentoring, crossfunctional exposure, project work, OJT, etc.)

Behavioral

Observations/Feedback
Appraiser

Reviewer

Performance:

Performance:

Potential (High / Medium / Low):

Potential (High / Medium / Low):

Any Other Observations:

Any Other Observations:

Appraiser Signature: _____________________

Date: __________

Reviewer Signature: _____________________

Date: __________

Director/ VP/ Business Head Remarks in case he is not the Reviewing Authority
Performance:
Potential:
Overall Rating:

Name: ___________________________

Signature: ____________________

Date: ________________