PERFORMANCE AND STAFF DEVELOPMENT PROGRAM
Self-Appraisal Worksheet for all Staff
The Performance and Staff Development Program is
designed to:
§
encourage regular, constructive discussion between you and your
supervisor regarding your performance and progress at meeting goals and
expectations
§
improve your job understanding
§
promote more effective job performance
§
establish future goals and responsibilities based on the objectives of
the department/unit
§
enhance your professional growth and development
Your annual Performance and Staff Development Plan
is scheduled to be completed soon. To
make this process more productive, you should think about the goals and
expectations that you achieved this appraisal cycle, the quality of your work
and performance and competency areas that you would like to enhance or
improve. Also give some thought to the 3
– 5 key competencies (see listing in attached form) that are vital to your
success in your position and/or will enhance your professional development.
The attached Self-Appraisal Worksheet is similar to
the Performance and Staff Development Plan that your supervisor may use to
appraise your performance. The Worksheet
will help you prepare for the meeting with your supervisor and should enhance
communication between you and your supervisor regarding your performance and
professional development. Before
completing the appraisal, you can ask your supervisor about the competency
areas that she or he will be addressing in your Performance Plan. In order to have a more productive
performance appraisal meeting, you should address the same competencies in your
self-appraisal.
The Self-Appraisal Worksheet will be included in
your official personnel file in the Division of Human Resources/Records. If you need more space, please use additional
paper and include your name, department and Penn ID Number on each page.
Performance and Staff Development Program
Self-Appraisal
Worksheet
For All Staff
Name: ____________________________________________
Last First Middle
Penn ID
Number_____________________
Department:
______________________________________ /Center: ____________________________
Part I – Key Goals, Projects and Responsibilities for this Appraisal
Cycle: Describe the key goals, projects and/or responsibilities that you
had for this appraisal cycle in order of importance. Comment on the performance results obtained
for each goal and provide examples to support each rating.
1.
Goal/Project/Responsibility:
Describe performance results,
including supporting examples
2.
Goal/Project/Responsibility:
Describe performance results,
including supporting examples
3.
Goal/Project/Responsibility:
Describe performance results,
including supporting examples
4.
Goal/Project/Responsibility:
Describe performance results,
including supporting examples
Part II - Future
Development: What professional
development activities/opportunities (e.g., training, special assignments,
etc.) would you like to pursue during the next appraisal cycle that would
enhance your job performance?
Part III - Competencies - The
following are some competencies that may be vital to your success in your
current position and/or to your professional development. Before completing this section, you should
ask your supervisor which competencies she or he will discuss in your
Performance and Staff Development Plan.
Provide comments on the competencies identified by your supervisor and
any other competencies that are vital to your success in your current position
and/or will enhance your professional development. YOU
ARE NOT REQUIRED TO COMMENT ON ALL OF THE COMPETENCIES LISTED. Discuss how you currently demonstrate the
competency and what type of training, work experiences, and other opportunities
you would like to pursue to further develop the competency. Remember,
you are not required to discuss all of the competencies listed.
Accountability: takes responsibility for all work activities and personal
actions; follows through on commitments; implements decisions that have been
agreed upon; maintains
confidentiality with sensitive information; acknowledges and learns from
mistakes without blaming others; recognizes the impact of one’s behavior on
others.
Describe how you demonstrate competency and how you would
like to further develop this competency:
Adaptability:
responds to changing circumstances by being innovative and altering behavior to
better fit different situations; consistently exhibits optimism and energy;
learns new skills, performs work in different ways; successfully works with new
colleagues; professionally deals with personal discomfort in a changing
environment; willing to be flexible; remains calm in stressful situations.
Describe how you demonstrate competency and how you would
like to further develop this competency:
Clear
Communication: expresses
oneself clearly and effectively when
speaking and/or writing to individuals or groups; listens attentively; ensures
that information is understood by all parties; shares information in a timely
manner using the most appropriate method; presents well-organized information
in a group setting.
Describe how you demonstrate competency and how you would
like to further develop this competency:
Initiative: takes action to improve a situation
without waiting for explicit instructions; understands how one's own actions
relate to the University's and department’s strategic goals; recognizes and
responds to opportunities in order to reach a goal; seeks new and improved
techniques, solutions, and approaches to completing assignments.
Describe how you demonstrate competency and how you would
like to further develop this competency:
Managing Resources:
allocates time and resources efficiently and effectively; prioritizes work and
delegate as appropriate; works to minimize institutional risk by acting as a
responsible steward for the University.
Describe how you demonstrate competency and how you would
like to further develop this competency:
Organization/Project
Management: organizes large amounts of information by creating and
maintaining well organized systems; follows logical approaches to completing
work; brings a project from inception to successful completion; translates
strategies into step-by-step plans for action; monitors work progress to
completion; effectively prioritizes; pays close attention to detail.
Describe how you demonstrate competency and how you would
like to further develop this competency:
Problem Solving: generates creative approaches to
addressing problems and opportunities; identifies and weighs options, makes
sound decisions after reviewing all relevant information; anticipates and plans
for potential problems; takes calculated risks; recognizes impact of solutions.
Describe how you demonstrate competency and how you would
like to further develop this competency:
Service Orientation: acts professionally and calmly at all
times when interacting with others;
consistently demonstrates concern and courtesy towards
colleagues and customers; treats all
people respectfully; takes personal responsibility for correcting
problems; follows up with individuals to ensure satisfaction with the level of
service they have received.
Describe how you demonstrate competency and how you would
like to further develop this competency:
Technology/Specialized
Knowledge: demonstrates
ability to use technology effectively and
productively;
continually updates skills and knowledge; addresses problems as they arise or
seeks help as appropriate.
Describe how you demonstrate competency and how you would like
to further develop this competency:
Valuing Diversity: treats
all individuals fairly and respectfully, works effectively with others,
regardless of their background, position, or status; ensures that opportunities
are equally available to all; respects different values and viewpoints.
Describe how you demonstrate competency and how you would
like to further develop this competency:
Working
Collaboratively: works
collegially with others, cooperating in both interpersonal and team
relationships; fosters enthusiasm and maintains mutual trust, candor and
respect. If applicable, manages groups
effectively and builds partnerships with others.
Describe how you demonstrate competency and how you would
like to further develop this competency:
Additional Competencies for
those who Supervise Others:
The
competencies below are provided as a guide to help measure management effectiveness. This includes the ability to lead, manage
and develop others, articulate a vision that inspires commitment from others,
all in a supportive environment.
Leadership:
creates a vision or goal for one’s work unit and communicates it in a way that
motivates others to implement it; understands and leverages the organization’s
structure and relationships; pursues organization support and resources;
develops strategies to include divergent opinions and overcome adversity; moves
plans forward toward a specific course of action.
Describe how you demonstrate competency and how you would
like to further develop this competency:
Managing Conflict: ensures productive resolution of
conflict; recognizes different viewpoints; brings conflict into the open, and
encourages those involved to find appropriate solutions.
Describe how you demonstrate competency and how you would
like to further develop this competency:
Managing Performance:
sets clear goals and expectations for staff; follows progress against goals;
provides regular feedback; addresses performance issues promptly; fosters
learning and development; provides public recognition of staff accomplishments.
Describe how you demonstrate competency and how you would
like to further develop this competency:
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