Individual Performance Evaluation Report Definition

Purpose

This form may be used at any time during the project. It must be completed for each
Team Member by the Project Manager at the end of the project and at any other time
requested by the Team Members Functional Manager. The Executive Sponsor should
also complete an Individual Performance Evaluation Report for the Project Manager at
the end of the project and at the request of the Functional Manager.

Components

Following are the procedures for completing the Individual Performance Evaluation
Report form.

Project Manager Information

Component Action
Name NameofProjectManager
Location PrimarycitylocationofProjectManager
Phone PrimarycontacttelephonenumberofProjectManager
MailStop Mailstopusedfordistributionofprojectdeliverablesto
ProjectManager

Functional Manager Information

Component Action
Name NameofFunctionalManager
Location PrimarycitylocationofFunctionalManager
Phone PrimarycontacttelephonenumberofFunctionalManager
MailStop MailstopusedforcorrespondencetoFunctionalManager

Evaluation Criteria

Component Action
Major ListanddescribeeachoftheTeamMembers
Responsibilities responsibilities.Theseresponsibilitiesshouldhavebeen
discussedandagreeduponwiththeFunctionalManager
andtheTeamMemberduringtheControlProjectactivity
atthetimeresourceswereassignedtotasks.Allparties
shouldbefamiliarwiththeinformationinthissection.
Accomplishments ListthoseaccomplishmentsoftheTeamMemberwhich
warrantrecognitionandinclusioninhisorherannual
performancereview.
gantthead.com Individual Performance Evaluation Report Definition

Component Action
Performance ProvidefeedbackregardingtheTeamMembers
Evaluation performanceofresponsibilitiesandinterpersonalskills.
Evaluatetheindividualsdemonstratedcommitmentto
helpmotivatetheteamandhisorhercontributiontoteam
results.
Improvement Identifyareasofpotentialornecessaryimprovement
Areas relatedtotheindividualsperformanceofresponsibilities,
communicationandteamwork.Provideconstructive
feedbackonly.Problemsshouldhavebeenidentifiedand
resolvedpriortothisevaluation.

Signatures

Component Action
ProjectManager TheProjectManagermustsignanddatetheform.
Functional TheFunctionalManagershouldsignanddatetheform.If
Manager theFunctionalManagerisnotpresentduringthe
presentationofthereviewtotheTeamMember,acopyof
thecompletedformwiththeFunctionalManagers
signatureshouldbereturnedtotheProjectManagerand
theTeamMember.
TeamMember TheProjectManagermustreviewthecompletedform
withtheTeamMemberandhavehimorhersignanddate
it.

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Individual Performance Evaluation Report
ProjectName: <ProjectName>
TeamMember: <TeamMember>

ProjectManager
Name: <Name> Location: <Location>
Phone: <XXXXXXXXXX> MailStop: <MailStop>
FunctionalManager
Name: <Name> Location: <Location>
Phone: <XXXXXXXXXX> MailStop: <MailStop>
MajorResponsibilities
<MajorResponsibilities>
Accomplishments
<Accomplishments>
PerformanceEvaluation
<Evaluation>
ImprovementAreas
<ImprovementAreas>

Signatures

Project Manager: Date:

Functional Manager: Date:

Team Member: Date: