Fillable Printable Annual Self-Evaluation Form
Fillable Printable Annual Self-Evaluation Form
Annual Self-Evaluation Form
1
Annual Self-Evaluation Form - Manager
Date:
Employee Name:
Evaluation Area Notes
Competencies: WHAT
Delivering Results
Example behaviors at Meets Expectations:
Achieves excellence in all tasks and goals.
Maintains focus and perseveres, even in the face of obstacles.
Uses time efficiently; adapts plans when changes occur. Prioritizes tasks based on
importance. Delegates appropriately.
Actively pursues professional development and growth for self and team.
Is receptive to and implements suggestions for improvement. Solicits feedback. Actively
identifies ways to improve.
Holds direct reports accountable for producing quality, timely results; helps others maintain
focus and overcome obstacles. Provides performance feedback that facilitates development.
Additional examples: Unacceptable Far Exceeds Expectations
Problem Solving
Example behaviors at Meets Expectations:
Breaks down problems into fundamental parts. Identifies root causes and addresses
problems in ways that lead to innovative solutions.
Consistently, in all cases, makes informed decisions based on available and hard to find
information. Utilizes information that is relevant, current and clear.
Recognizes typical as well as complex and unusual issues, and actions needed to advance
the decision making process. Recommends possible solutions. Follows up to ensure
resolution.
Creates new ideas and processes despite initial ambiguity of the situation; modifies
approach to achieve results in changing situations.
Assists employees in diagnosing problems and recognizing issues. Takes time to help
employees identify critical connections, consequences and alternatives. Recognizes
successful adaptations.
Additional examples: Unacceptable Far Exceeds Expectations
Functional Knowledge and Skills
Example behaviors at Meets Expectations:
Demonstrates expertise in skill and knowledge within areas relevant to one’s own function or
work group.
Develops and contributes to best practices in discipline or specialty area for the work group.
Serves as a resource for others regarding major developments in discipline or specialty
area, and facilitates sharing of methods and knowledge.
Consistently, in all cases, seen by customers and team members as possessing high
functional knowledge and skills.
Additional examples: Unacceptable Far Exceeds Expectations
Service to Others/Customer Focus
Example behaviors at Meets Expectations:
Anticipates adverse customer reactions and develops better alternatives. Actively solicits
feedback from customers to surface needs and concerns.
Proactively keeps customers informed with both formal and informal communications.
Follows up with customers to ensure satisfaction.
2
Date:
Employee Name:
Evaluation Area Notes
Fulfills service commitments prior to deadlines. Willingly puts in extra time and effort in crisis
situations; goes the “extra mile” to ensure customer needs are met.
Actively seeks new opportunities to build relationships and understand the needs of
customers.
Provides same high level of customer service to staff as to internal and external customers.
Delivers on promises to employees.
Additional examples: Unacceptable Far Exceeds Expectations
Competencies: HOW
Building Trust
Example behaviors at Meets Expectations:
Behaves and expresses oneself in an open and honest manner; is consistent in all cases
with what he/she says and does; appropriately handles difficult situations.
Consistently, in all cases, shares information that is accurate and complete; handles
sensitive information appropriately.
Follows through on all assignments and commitments, completing them in a timely and
reliable manner; consistently, in all cases, makes others aware of task/assignment status.
Demonstrates commitment to Emory’s goals, initiatives, policies and procedures through
communication and actions.
Encourages employees to be open and honest; holds employees accountable for sharing
accurate and complete information; recognizes employees who follow through and
demonstrate commitment.
Additional examples: Unacceptable Far Exceeds Expectations
Collaboration
Example behaviors at Meets Expectations:
Consistently, in all cases, treats everyone, with dignity, respect and fairness; is very easy to
approach and helpful.
Resolves interpersonal conflicts constructively and professionally; seldom requires outside
assistance.
Enthusiastically spends time with others to help them and the team succeed.
Promotes awareness and respect of cultural and individual values and differences;
leverages the strengths of others to accomplish goals, regardless of background.
Listens to and carefully considers ideas from others, even when different from own; ensures
all sides are heard before reaching a conclusion.
Encourages teamwork among direct reports; facilitates resolution of team conflicts;
promotes respect among all team members.
Additional examples: Unacceptable Far Exceeds Expectations
Communication
Example behaviors at Meets Expectations:
Provides regular, consistent, and meaningful information to others; ensures appropriate
individuals are informed.
Listens carefully to others, asks questions for clarification, and ensures message is
understood.
Communicates in a clear and concise manner using appropriate grammar, pronunciation
and tone; conveys message using appropriate method of communication (email, phone, in
person).
Demonstrates an ability to influence others by modeling appropriate body language and
nonverbal communication.
3
Date:
Employee Name:
Evaluation Area Notes
Tailors communication style to the needs of each situation and audience.
Encourages direct reports to communicate consistently, clearly and professionally.
Additional examples: Unacceptable Far Exceeds Expectations
Taking Initiative
Example behaviors at Meets Expectations:
Actively seeks out ways on own to improve outcomes, processes or measurements.
Takes responsibility and provides leadership on projects or initiatives.
Takes action on projects without being directed to do so, and looks for opportunities to move
projects along.
Enthusiastically seeks and accepts additional responsibilities, both in the context of the job
and outside immediate job responsibilities.
Encourages staff to identify and address process improvements, participate in projects and
on committees when appropriate.
Additional examples: Unacceptable Far Exceeds Expectations
Additional Notes
Revised June 2015
