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Management Evaluation


Definitions For Rating Scale


How To Determine Final Score





Budget


Ability to develop, manage and critique budget

1 2 3 4 5

Utilizes forecasting in planning, staffing and cost control

1 2 3 4 5

Assumes leadership for increasing sales in own area and with others

1 2 3 4 5

Identifies and implements cost reduction measures without detracting from service, operational or quality level

1 2 3 4 5

Observes early signs of changing conditions; responds effectively

1 2 3 4 5





Communication


Presents ideas and information in a concise, well organized way

1 2 3 4 5

Listens; concentrates on information presented; takes action

1 2 3 4 5

Informs supervisor, peers and employees in a timely manner

1 2 3 4 5

Holds well organized and effective meetings

1 2 3 4 5

Participates actively in meetings; makes meaningful contributions

1 2 3 4 5





Customer Service


Takes initiative to inquire about customer needs and opinions

1 2 3 4 5

Interacts with customers frequently including attending functions

1 2 3 4 5

Encourages and develops customer service skills in employees

1 2 3 4 5

Actively involved in sales calls

1 2 3 4 5

Effectively handles and responds to customer complaints

1 2 3 4 5





Entrepreneurship


Manages as if it were his/her own business

1 2 3 4 5

Works independently; does not wait to be told what to do

1 2 3 4 5

Is progressive in outlook; initiates new approaches and ideas

1 2 3 4 5

Makes good decisions, can think on feet; avoids reliance on rules

1 2 3 4 5

Avoids getting caught up in work that shortchanges personal contact

1 2 3 4 5





Job Knowledge


Has practical, technical and professional skills required for the job

1 2 3 4 5

Has sufficient knowledge and experience of all aspects of business operations to make informed decisions within the scope of responsibility

1 2 3 4 5

Keeps up to date with best practices and new developments

1 2 3 4 5

Ensures hiring and training procedures, including EEO, are followed

1 2 3 4 5

Ensures safety and security practices and procedures are followed

1 2 3 4 5





Management Skills


Takes charge of people/events; assumes leadership in a positive way

1 2 3 4 5

Asks for and is responsive to feedback on own management style

1 2 3 4 5

Identifies and resolves conflict and issues that lead to dissatisfaction

1 2 3 4 5

Treats all employees with fairness and respect

1 2 3 4 5

Meets customer satisfaction and employee turnover goals

1 2 3 4 5





Planning & Organization


Sets precise, measurable goals that are realistic, challenging and compatible with company goals

1 2 3 4 5

Manages time effectively

1 2 3 4 5

Anticipates problems and plans accordingly; acts versus reacts

1 2 3 4 5

Delegates responsibility appropriately

1 2 3 4 5

Able to prioritize work. Sets realistic deadlines for self and others and ensures deadlines are met

1 2 3 4 5





Problem Solving Skills


Observes early signs of changing conditions

1 2 3 4 5

Offers creative and effective solutions

1 2 3 4 5

Uses all available and appropriate resources, including employees

1 2 3 4 5

Follows up to ensure that appropriate actions have been taken

1 2 3 4 5

Open to new ideas, allows and supports employees to make decisions

1 2 3 4 5





Teamwork


Motivates others; creates enthusiasm for team effort

1 2 3 4 5

Sets a model for teamwork that encourages common goals

1 2 3 4 5

Is an effective team builder promoting strong working relationships

1 2 3 4 5

Periodically plans activities to develop teamwork and pride

1 2 3 4 5

Sets a positive example for the team

1 2 3 4 5





Training & Development


Ensures new employees are fully trained on all aspects of the job

1 2 3 4 5

Provides clear, objective and timely feedback to employees

1 2 3 4 5

Identifies promotable employees and provides necessary training

1 2 3 4 5

Follows up and integrates training received

1 2 3 4 5

Takes responsibility for his/her own training and development

1 2 3 4 5





About The Management Evaluation Form


Use this six page form to evaluate the performance of any management postion. Key areas such as communication, problem solving, entrepenuership and customer service are reviewed. Each section also includes an area to report strengths and goals for development. Performance levels are compiled for each section, then used to determine an overall performance level at the end of the appraisal. Sample questions may be customized based on your requirements and practices.



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