Individual Development Plan (Page 22 of 30) in pdf

Assessment of Manager Competencies

Name of leader to be assessed:

Position:

Name of person completing assessment:

Position:

Below you will find eight separate competency and/or skill sets to rate for your MD direct report. In this assessment process you will be determining to what extent the individual has

Directions:

demonstrated the specific competency and/or skill set through observed

Builds Trust and Respect

Rating:

Establishing and maintaining effective relationships with employees, coworkers, managers and customers. Trusting people to perform, and being trusted in

return. Sharing responsibility and accountability, delegating routine and important work. Recognizing that everyone makes mistakes, including oneself, and not

misrepresenting his or her own actions.

Somewhat

More than

No Action Taken

Meets Expectations

To Improve

Below Expectations

Meets Expectations

Exceeds Expectations

•

Shows little interest in and does not

Clearly communicates problems and

Takes a genuine interest in each

put forth the effort required to develop

admits mistakes; fulfills commitments and

individual with whom he/she works; reaches

relationships with others at work; is viewed

keeps promises.

out to others across the organization to

by others as distant or unapproachable.

broaden his/her relationship base and

achieve greater organizational results.

•

Misrepresents facts, falsifies

Shares positive outcomes publicly,

Delegates authority and provides

information, or spins the truth rather than

giving praise to others and recognizing

appropriate support based on a keen

take responsibility for missing goals or

their contributions.

awareness of others' capabilities, interests,

making mistakes; does what is easy or

work/life balance and personal goals.

expedient rather than what is fair or ethical.

•

Does not provide enough guidance

Delegates meaningful

Publicly celebrates the successes of

for individuals to be successful, or

responsibilities; shows confidence in the

others and helps them view failures as

monitors progress in a way that makes

abilities of others; helps others reach goals;

opportunities to learn and grow.

others feel they are not trusted or are being

praises and recognizes the achievements

checked up on.

of others.

•

Is not considerate of the time or

Does not play favorites; treats each

Is completely open in daily work,

feelings of others; may "play favorites"; is

person with respect and consideration;

modeling expected behaviors demonstrating

more subjective than objective when

takes an objective and fair approach to

personal accountability and sound ethics.

making decisions.

resolving problems and conflicts.

Communicates Effectively

Rating:

Expressing thoughts, expectations, ideas and intent effectively and concisely orally, in writing and through gestures and other forms of non-verbal

communication. Listening attentively and accurately, even when not agreeing with the opinions of the speaker.

Somewhat

More than

No Action Taken

To Improve

Below Expectations

Meets Expectations

Exceeds Expectations

•

Has difficulty articulating and

Uses active listening skills, including

Speaks and writes in a clear, concise,

communicating thoughts in a clear manner;

maintaining eye contact, reflecting what is

and direct manner; ideas are presented

is overly wordy or overly short in

heard, not interrupting, and checking for

logically and succinctly.

responses.

understanding;

•

Does not appear interested in what

Accepts and effectively deals with

Conducts effective meetings; holds

others have to say; fails to use appropriate

cultural differences such as language, non-

regularly scheduled staff meetings. Uses

verbal and/or nonverbal responses.

verbal behavior, and styles of thinking or

efficient and appropriate methods to

communicating.

disseminate information, e.g., conference

calls, e-mail

•

Does not clearly or consistently

Is able to articulate and communicate

Always uses active listening skills,

convey expectations, targets, or goals.

thoughts clearly; is neither overly wordy nor

including maintaining eye contact, reflecting

overly short.

what is heard, not interrupting, and checking

for understanding; realizes that

misunderstandings can be caused by

differences in values, culture, and other

differences.

•

Uses inappropriate language.

Tries to find a tactful way to express

Gauges communication style and

his/her opinions while respecting the

methods to the interests and needs of others,

differing opinions of others.

using gestures, proper tone, proper visual

aides (when required) and non-verbal

communication to support the message.

Meets and Exceeds the Expectations of Customers

Rating:

Taking action with the needs in mind of customers inside and outside of company. Seeking information that will improve company services and products. Using

the quality process to ensure continuous improvement.

Somewhat

More than

No Action Taken

Meets Expectations

To Improve

Below Expectations

Meets Expectations

Exceeds Expectations

•

Does not take into consideration how

Works to ensure that all products and

Understands the customer’s business

business processes or changes ultimately

services are meeting/exceeding the

drivers and aligns products and services to

affect the customer.

expectations of the customers.

ensure significant value for customers.

•

Is not concerned about the

Encourages employees to seek

Continuously looks for ways of doing

customer’s perception of

customer feedback; views feedback as an

things better, faster, and at a lower cost while

products/services; puts forth minimal effort

opportunity for improvement.

maintaining focus on providing value to the

to understand customer needs before

customer.

establishing strategies or goals.

•

Does not take the time to determine

Assures all tasks and business

Turns even the most difficult customer

what the customer needs, and to align

decisions are ultimately in line with

situations into a positive experience for the

business strategies with those needs.

providing the best possible products and

customer and a “win” for the company.

services to customers, supporting the

Service Culture.

Page 1 of 3

•

Uses inappropriate methods for

Builds a Service Culture mentality

Constructively uses customer

handling difficult customer interactions;

within own team by motivating and

feedback to evaluate current systems and

actions may escalate the situation.

rewarding those who provide superior

processes and make recommendations for

service.

improvement.

Individual Development Plan Page 22

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