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Evaluation Form - Mid-Year/Six-Month – Manager
Mid-Year/Six-Month Evaluation Form - Manager
Date:
☐ Mid-Year Review (annual mid-year)
☐ Six-Month Review (new hire at six months)
Employee Name: Reviewer 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.