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PERFORMANCE ALIGNMENT REVIEW - OBJECTIVES

Initiate the process by completing the following fields. Then save the file, using the employee's name and ID number in the filename (e.g. PR-JohnSmith123456).
EMPLOYEE FIRST NAME EMPLOYEE MIDDLE NAME EMPLOYEE LAST NAME EMPLOYEE ID NUMBER

REVIEW PERIOD: JOB TITLE:

Now identify 3-5 critical business objectives for the upcoming year.
OBJECTIVE 1 WEIGHTING ALIGNS TO METRICS & MILESTONES

5 = Exceptional 4 = Commendable 3 = Fully Effective 2 = Needs Improvement 1 = Unacceptable MID-YEAR RATING:


OBSERVATIONS & COMMENTS (OPTIONAL): YEAR END RATING:

OBJECTIVE 2 WEIGHTING ALIGNS TO METRICS & MILESTONES

5 = Exceptional 4 = Commendable 3 = Fully Effective 2 = Needs Improvement 1 = Unacceptable MID-YEAR RATING:


OBSERVATIONS & COMMENTS (OPTIONAL): YEAR END RATING:

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OBJECTIVE 3 WEIGHTING ALIGNS TO METRICS & MILESTONES

5 = Exceptional 4 = Commendable 3 = Fully Effective 2 = Needs Improvement 1 = Unacceptable MID-YEAR RATING:


OBSERVATIONS & COMMENTS (OPTIONAL): YEAR END RATING:

OBJECTIVE 4 WEIGHTING ALIGNS TO METRICS & MILESTONES

5 = Exceptional 4 = Commendable 3 = Fully Effective 2 = Needs Improvement 1 = Unacceptable MID-YEAR RATING:


OBSERVATIONS & COMMENTS (OPTIONAL): YEAR END RATING:

OBJECTIVE 5 WEIGHTING ALIGNS TO METRICS & MILESTONES

5 = Exceptional 4 = Commendable 3 = Fully Effective 2 = Needs Improvement 1 = Unacceptable MID-YEAR RATING:


OBSERVATIONS & COMMENTS (OPTIONAL): YEAR END RATING:

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RATINGS SUMMARY - by Objective
Objective Number: 1 2 3 4 5 Average
Mid-Year Rating and Weight (%): 0 0% 0 0% 0 0% 0 0% 0 0% 0.0
Year End Rating and Weight (%): 0 0% 0 0% 0 0% 0 0% 0 0% 0.0
Total Weights: 0% WARNING: Total of all weights must = 100% or calculated weighted average will be incorrect.

Note: The final weighted averages are only a guide. Adust as necessary before entering on the Ratings Summary sheet.

COMMENTS
MID-YEAR OBJECTIVES SUMMARY

YEAR END OBJECTIVES SUMMARY

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PERFORMANCE ALIGNMENT REVIEW - BEHAVIORS

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BEHAVIOR RATING SCALE - Place cursor over the titles to view rating scale definitions.
5 - Exceptional 4 - Commendable 3 - Fully Effective 2 - Needs Improvement 1 - Unacceptable

RATE BEHAVIORS:
Consider the individuals' demonstration of each behavior and enter a numerical rating from 5 to 1 in the boxes below.
Click on the underscored text to view descriptions.
Use these definitions if you are unsure about which category applies to the employee.
MID-YEAR FINAL INDIVIDUAL CONTRIBUTOR: Exempt employees who do not manage others in a direct reporting relationship.
They may serve as team leaders, coaches, or program managers. These individuals may also work in a matrix
reporting relationship but do not have direct supervisory responsibilities.
Integrity MANAGER OF OTHERS: Exempt employees who have at least one direct report and have performance
appraisal responsibility. Typically, these individuals are entry-level supervisors through senior managers.
EXECUTIVE: Exempt employees who have at least one direct report and have performance appraisal
Team Player responsibility. Typically, these individuals hold higher-level management positions (director or above).

Champion Change

Coach Others AVERAGE BEHAVIOR RATINGS


(This number is only a guide. Adjust as necessary before entering on
Mid-Year: ###
Continuously Learn the Rating Summary sheet.)

(This number is only a guide. Adjust as necessary before entering on


Year End: ### the Rating Summary sheet.)
COMMENTS
MID-YEAR BEHAVIOR SUMMARY

YEAR END BEHAVIOR SUMMARY

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PERFORMANCE ALIGNMENT REVIEW - RATINGS SUMMARY

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Consider overall performance on objectives and behaviors and enter a rating for each.
MID-YEAR RATINGS OBJECTIVES: BEHAVIORS:
YEAR END RATINGS

Objectives-Behaviors Rating Grid Guide to Interpreting the Rating Grid

EXCEPTIONAL
Results on Objectives

COMMENDABLE

Mid Year
Year End FULLY EFFECTIVE

NEEDS IMPROVEMENT

UNACCEPTABLE

Behaviors

FINAL OVERALL RATINGS


5 = Exceptional 4 = Commendable 3 = Fully Effective 2 = Needs Improvement 1 = Unacceptable N = New to Position
Consider the graph above, the guide to interpreting the rating grid, and the final overall rating scale. Then enter a final overall rating below.
MID-YEAR FINAL RATING: YEAR END FINAL RATING:

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PERFORMANCE ALIGNMENT REVIEW - COMMENTS & SIGNATURES

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COMMENTS
MANAGER SUMMARY COMMENTS:
MID YEAR YEAR END

EMPLOYEE COMMENTS (IF ANY) FROM FEEDBACK DISCUSSION:


MID YEAR YEAR END

SIGNATURES:
MANAGER SIGNATURE DATE PRINTED NAME

MATRIX MANAGER SIGNATURE (if applicable) DATE PRINTED NAME

EMPLOYEE SIGNATURE DATE


Employee signature does not necessarily signify agreement, but
confirms that review was received and discussed.

NEXT LEVEL MANAGEMENT SIGNATURE DATE PRINTED NAME

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