Employee Assessment Worksheet Use this worksheet to assess your employees and determine their needs for coaching and goal-setting; on the next page, place each employee into one of the four categories Performers 30% - 35% Your Stars 10% - 20% – – Solid performers who meet and exceed production Define the standard for exceptional performance by consistently Cause no problems with business or clients delivering results and motivating and inspiring others Generate growth and impact growth of the company Do what is expected of them Fix problems May not have reached full potential but might with encouragement and support Objective is to continue to offer challenges, maintain interest and develop employee further. Objective is to provide opportunities for growth while maintaining high Continue to challenge and reward performance. Encourage to take on other duties and responsibilities Coach toward potential promotions Push to stretch and grow Don’t ignore this they may not need your attention, but they – Provide opportunities to get involved with other areas inside the want it! company or externally Transition Employees 10% - 20% Investment Employees 30% - 35% – – Not delivering results for position Good technical skills and developing Self-limiting Not yet producing at a high level, but projects great confidence Have major deficiency that is difficult to overcome In spite of production limitations, still inspires others May be new hire or recently promoted into position Looking to take on more, open to a challenge “stretch” Shows willingness to be mentored, to learn Objective is to help move them to a core contributor role or move them out of that position. Objective is to improve performance while maximizing potential. Evaluate against the performance management Set and monitor specific production goals Conduct candid, straight-forward feedback Evaluate workload; are they taking on too much? Set incremental don’t expect instant movement from transition – Check if more training is needed/wanted to core Identify and discuss other potential positions in the company (lateral moves) Employee Assessment Worksheet
Employee Assessment Worksheet Use this worksheet to assess your employees and determine their needs for coaching and goal-setting; on the next page, place each employee into one of the four categories Performers – 30% - 35% Solid performers who meet and exceed production Cause no problems with business or clients Do what is expected of them May not have reached full potential but might with encouragement and support Objective is to provide opportunities for growth while maintaining high performance. Encourage to take on other duties and responsibilities Push to stretch and grow Provide opportunities to get involved with other areas inside the company or externally Your Stars – 10% - 20% Define the standard for exceptional performance by consistently delivering results and motivating and inspiring others Generate growth and impact growth of the company Fix problems Objective is to continue to offer challenges, maintain interest and develop employee further. Continue to challenge and reward Coach toward potential promotions Don’t ignore this – they may not need your attention, but they want it! Transition Employees – 10% - 20% Not delivering results for position Self-limiting Have major deficiency that is difficult to overcome May be new hire or recently promoted into “stretch” position Objective is to help move them to a core contributor role or move them out of that position. Evaluate against the performance management Conduct candid, straight-forward feedback Set incremental – don’t expect instant movement from transition to core Identify and discuss other potential positions in the company (lateral moves) Investment Employees – 30% - 35% Good technical skills and developing Not yet producing at a high level, but projects great confidence In spite of production limitations, still inspires others Looking to take on more, open to a challenge Shows willingness to be mentored, to learn Objective is to improve performance while maximizing potential. Set and monitor specific production goals Evaluate workload; are they taking on too much? Check if more training is needed/wanted Employee Assessment Worksheet
Certification-Workbook-Session-8-2.docx