Individual Development Plan Page 7

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Talent Assessment Summary Form -- Instructions/Definitions
Performance Results
Enter the appropriate information for the last three year's Performance Management Program results, starting with the
most recent rating listed first.
Career Aspirations
Enter the employee's desired next position(s) in the short term and long term based on previous career discussions held
with the employee. Also enter your recommendation for the employee's next position as well as their readiness for that
position (I.e., "ready now", "ready 1- years", "ready 3-5 years" or "not applicable").
Leadership Competencies
For each leadership competency listed, place an "X" in the appropriate column to indicate to what extent the individual has
demonstrated the specific competency and/or skill set through observed behaviors. Refer to the "Competency
Assessment" worksheet tab within the Excel spreadsheet for the comprehensive list of Behavioral Anchored Rating
Scales. The "Competency Assessment" worksheet is an optional tool to help you consistently evaluate competency
performance.
Core Leadership Values
For each value listed, place an "X" in the appropriate column to indicate if the employee regularly displays the value or if
they consistently display the value and teach others. Refer to the "Core Values" worksheet tab within the Excel
spreadsheet for definitions of each value being assessed. The definitions are intended to help you consistently evaluate
how your employee lives the values. NOTE: Please leave the columns blank if you have concerns about whether or not
your employee regularly displays a value and address your concerns in the "Development Needs" section of the form.
Success Inhibitors
As part of the annual Talent Review process, we will proactively discuss and address potential negative behaviors in our
talent. Use this section to identify any objective and measurable negative behaviors that could keep the individual from
fully utilizing their strengths and may negatively impact their success or potential career advancement.
Attitude Survey Engagement Results:
Enter the employee's department attitide survey results (if applicable) engagement results for the last three years, with the
most recent results listed first. Use the comments section to indicate any special circumstances related to the results (I.e.,
employee was in place less than 3 months when survey was conducted, etc.)
Updated: 7/2006
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Parent category: Business