Employee Performance Management Report (Assessment)

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Table of Contents

Organizational Goals
Employee’s (Sally’s) Goals
Employee’s Performance Appraisal
Explanation
References

Organizational Goals

Mission

Our mission is to improve and conserve the environment in South Florida through the businesses and citizens of Dade and Broward counties. Our office will accomplish this through outreach programs that engage local communities and teach partners how to utilize native plants, reduce energy and water consumption, and recycle, recognizing the unique challenges associated with an urban environment, a hot climate, low-lying land, and local lifestyle preferences. We will also partner with low-income areas to use environmentally sound methods to improve underprivileged communities. By partnering with the community, we will create positive awareness and collaborative approaches to environmental preservation efforts.

Goal 1

Increase the education level about environmental protection of Dade and Broward counties’ residents, South Florida.

Objective

Develop educational materials and provide training to citizens.

Measurable

Increase awareness of:
- waste management and recycling;
- reduction of resource consumption – water, energy, and raw materials;
- decrease of the carbon footprint through the use of environmentally friendly transport and reducing consumption of clothing, furniture, food;
- pollution prevention;
- sustainable development goals.
Within a month, develop training programs and educational materials on the mentioned aspects.
Within two months, negotiate with 5-10 companies and organizations to conduct training for their employees and members.
Conduct training sessions in 5-10 companies and organizations within six months.
After finishing a training cycle, search for other companies and organizations to start a new one.

Goal 2

Engage Dade and Broward counties’ residents in environmental programs and initiatives.

Objectives

Explore current opportunities and propose additional measures to improve environmental care.

After training, involve citizens in existing programs and draw attention to the future ones.

Measurable

Examine the existing possibilities for environmental care:
- waste disposal and recycling stations;
- provision of instruments to reduce resource consumption – water-saving filters, environmentally friendly electrical appliances, rental or sale of environmentally safe transport and other tools;
- volunteer programs devoted to improving the area – creating parks, cleaning, taking care of animals, and similar measures.
If there are some gaps or potential opportunities to care for the environment in the area, develop plans for filling.
Propose to organizations where the training held plans of improving their performance and corporate policy in a more environmentally friendly way.
Within three months, create a website that provides information about the activities of the agency with the ability to:
- leave a training request;
- request for participation in programs;
- donations to various programs;
- proposing environmental initiatives and programs.

Goal 3

Create and develop programs for the application of environmental care methods in underprivileged communities.

Objective

Establish cooperation with several low-income communities and offer them measures to improve the environmental condition in their area.

Measurable

Within six months, negotiate and agree on cooperation with a minimum of 5 low-income communities.
Within six months, conduct training in communities on affordable environmental measures: at home and work.
During each year, develop at least two programs to improve the ecological well-being of communities.
During each year, attract sponsors, donations, and state funds for the implementation of programs.

Employee’s (Sally’s) Goals

Goal 1

Coordination and organization of the project work following the set objectives.

Objective

Provide the necessary conditions and resources for the implementation of each preserves and parks project according to the laws, requirements, and goals.

Measurable

Get the permissions and approvals required to create preserves or parks at state, regional, and federal levels.
Search for suppliers and sign contracts with them.
Held meetings with contractors and coordinated their work.
Develop constructive relationships with contractors and work effectively to achieve project goals
Address issues and problems arising in receiving permits and supplies and in negotiations with contractors.

Goal 2

Involve community residents in active participation in the creation and maintenance of parks and preserves.

Objective

Make community residents’ contributions to environmental protection visible and motivate them for further participation.

Measurable

Promote the active participation of residents of society in environmental protection.
Involve some community representatives in meetings, decision-making, making proposals, and participation in the creation and arrangement of parks.
Organize volunteer groups and coordinate their work.

Employee’s Performance Appraisal

Employee Personal Information
Employee name	Sally Capaldi	Department	Community Outreach
Employee position	Project Coordinator	Review Date	May 1, 2021
Performance Appraisal Purpose This assessment is conducted to understand the current level of competence of the employee for further training and career development. The ability to fulfill responsibilities, commitment to the agency’s values, and achievement of goals are considered for adequate evaluation. Managers recognize the importance of bilateral communication for motivating employees and improving their performance (Stange, 2020). For this reason, the staff member’s self-assessment responses are also included in the review. The data provided by the employee make it possible to develop a more effective plan for improving performance.
Demonstration of Core Values and Commitment The employee demonstrates a genuine commitment to the values of the agency. She actively uses her skills to achieve organizational goals and is active in meetings and discussions. If necessary, she adapts personal schedule to address the tasks and issues arising. The employee understands her responsibility to the team and seeks to increase personal contribution. The employee also demonstrates her commitment to the agency’s organizational policy. In particular, she develops constructive relations with colleagues, does not demonstrate conflicting features, and does not violate the attendance schedule.
Ability to Accomplish Responsibilities The employee fulfills her obligations to obtain permits and approvals for the implementation of projects. The employee effectively communicates with the agency’s partners and project contractors and promotes their cooperation among themselves, demonstrating her high business communication skills. The employee has significant organizational abilities, which are manifested in the organization of work on implementing projects. The employee shows considerable ability to make decisions and solve problems. The employee has problems attracting volunteers from communities to projects but can effectively organize their work in case of presence.
Goal 1 Coordination and organization of the project work following the set objectives. Objective Provide the necessary conditions and resources for the implementation of each preserves and parks project according to the laws, requirements, and goals. Measurable Get the permissions and approvals required to create preserves or parks at state, regional, and federal levels…………………………………………………….…(5) Search for suppliers and sign contracts with them……………………..…….….(5) Held meetings with contractors and coordinated their work. …………..………(5) Develop constructive relationships with contractors and work effectively to achieve project goals……………………………………..……………….….….(5) Address issues and problems arising in receiving permits and supplies and in negotiations with contractors. …………………………….………………….….(5) Goal 2 Involve community residents in active participation in the creation and maintenance of parks and preserves. Objective Make community residents’ contributions to environmental protection visible and motivate them for further participation. Measurable Promote the active participation of residents of society in environmental protection……………………………………………………………………….(3) Involve some community representatives in meetings, decision-making, making proposals, and participation in the creation and arrangement of parks………….(2) Organize volunteer groups and coordinate their work…………………………..(4)
Rating 5 – Perfectly fulfills duties, shows initiative, and exceeds expectations 4 – Performs tasks excellently 3 – Performs tasks formally without showing assertiveness 2 – Make efforts to perform the tasks but bring no results, and improvement is needed in the action 1 – Unsatisfactory performance of duties
Employee’s Rating Results and Comment on Goal Achievement Rating– 34/40 The employee contributes to the agency’s goal of implementing environmental protection programs to improve the well-being of low-income communities. However, her goals at the Project Coordinator position are not fully achieved. She successfully implements projects, namely the creation of parks and reserves, but does not attract enough participants from communities. Thus, the employee’s work is essential for accomplishing the agency’s mission and goals, but she should improve her performance.
Suggested Area of Improvement and Recommendations Based on the detected problem, the employee is advised to develop new strategies for recruiting volunteers.
Employee Self-Assessment In what ways can you improve your performance?I can improve my communication skills with community members to get them involved. I tried to show them the importance of programs so that they understand that these actions are necessary for their own area and benefit. Maybe, I need a new plan how to attract them to participate in the decision-making and the whole process. What actions are needed to support the improvement?I think I need time to learn and develop new strategies. I would also like to contact other colleagues that can share their experiences. What barriers or hurdles exist to improving your performance? Apotential obstacle to improvement may be a lack of resources, as this problem is common for projects such as ours.
Development Plan The employee will undergo training on the issue of effective involvement of community members in joint activities and retention of volunteers. After training, the employee is advised to draw up a strategic plan to involve community representatives in work. The plan should include the description of the necessary resources, personal methods of communication with representatives of the community, and tools that can contribute to maintaining contact and people’s involvement. Within a month after the start of the plan implementation, the employee will report on progress in attracting volunteers from communities. The plan can be modified to achieve the best result.
Reviewer Name and Position		Reviewer Signature
Employee Acknowledgement		Employee Signature

Explanation

Sally’s appraisal aimed to increase her motivation as an employee and recalls the agency’s goals and values. Moreover, the assessment sets expectations and standards for the employee’s activities (Selden, 2009). The presented review combines several popular forms of performance appraisal. The sections describe both the achievements and the scope for improvements. The fundamental values part indicates how committed an employee is to the company (Clarke, 2021). The compliance of the agency’s mission with the employee’s values contributes to greater efficiency and is the prevention of burnout. The proposed form also considers the opinion of the employee herself. This section may support self-reliance in employees’ decision-making, help them be more proactive, and suggest aspects that the company can improve.

Sally’s case is quite interesting since her duties include rather contrasting tasks. Working with contractors requires serious business communication and problem-solving skills. The abilities needed to involve communities are different – it is necessary to attract attention, and advertise the project. It is essential to consider what resources and assistance the agency can provide to solve this problem. Thus, this paper presents the goals, objectives, and measures for the agency and the employee and reviews the employee’s performance. These aspects are interrelated since the activities of each worker, their achievement of the goals is vital for the company’s mission.

References

Clarke, V. (2021). 21 engaging performance review examples [+ Tips from an HR manager]. Venngage. Web.

Selden, S. C. (2009). Human capital: Tools and strategies for the public sector. CQ Press.

Stange, J. (2020). 17 performance review templates to motivate employees. Quantum Workplace. Web.

Organizational Goals

Mission

Goal 1

Objective

Measurable

Goal 2

Objectives

Measurable

Goal 3

Objective

Measurable

Employee’s (Sally’s) Goals

Goal 1

Objective

Measurable

Goal 2

Objective

Measurable

Employee’s Performance Appraisal

Employee Personal Information

Performance Appraisal Purpose

Demonstration of Core Values and Commitment

Ability to Accomplish Responsibilities

Goal 1

Objective

Measurable

Goal 2

Objective

Measurable

Rating

Employee’s Rating Results and Comment on Goal Achievement

Suggested Area of Improvement and Recommendations

Employee Self-Assessment

Development Plan

Explanation

References