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PM TOOL 1

Postmortem notes

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0% found this document useful (0 votes)
3 views

PM TOOL 1

Postmortem notes

Uploaded by

moalosi
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as DOCX, PDF, TXT or read online on Scribd
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PERFORMANCE MANAGEMENT SYSTEM

Details of Employee (Appraisee) Details of Immediate Supervisor (Appraiser)


Employment Number: Employment Number:
Full Name: Full Name:
Position: Position:
Date Appointed to Current Position: Date Appointed to Current Position:
UNIT: Department /UNIT:

Employee Signature: Supervisor Signature:


Instructions:
a) This form should be filled at the beginning of the financial year / when employee start the new position and closed at the end of the financial year.
b) When the supervisor changes, the outgoing supervisor must sign off the appraisal and the employee negotiate the deliverables with the new
supervisor.
c) The immediate supervisor must make sure that the agreed goals / objectives / key activities are correctly aligned to the overall Ministerial Strategic
goals, objectives and/ or strategic plan.
d) It is the responsibility of the employee to delegate and align the agreed deliverable with the workplans of his/her immediate subordinates or
departmental /UNIT employee (if applicable).

1
FIRST SEMESTER WORKPLAN AND RATINGS
Period from: ___________ to ____________
FIRST SEMESTER [April-September]

Planning /Goal Setting First Semester Evaluation


[BEGINNING OF THE FINANCIAL YEAR] [END OF SEPTEMBER]

Departmental Key Sub Activities Key Performance Actual Level of Achievement Comments on
Activities Performance Standards / Performance Rating review
Indicator (KPI) Targets (If any)

Key activities based on Sub activities for State performance An agreed minimum Progress or actual How has the employee performed in
the job and agreed achieving key indicators which verify level of performance work done. the Key Tasks/objectives
objectives activities performance
Self Sup Joint

AVERAGE WORK PLAN JOINT SCORE


LEVEL OF ACHIEVEMENT RATINGS SCALE: 4= Exceeded 3= Fully Met 2 = Partly Met 1 = Did Not Meet
NB: AVERAGE WORKPLAN JOINT SCORE: (Total Joint Score / Total Number of Key Activities) NB: Round number to the nearest whole Number)
WORKPLAN AND EVALUATION APPROVALS
Goal Setting [Beginning of Financial Year / 1st Semester] Evaluation [End of 1st Semester]
Appraisee Signature Appraisee
Sign: Date: signature Sign: Date:
Appraiser’s Signature Appraiser’s
Sign: Date: Signature Sign: Date:

2
SECOND SEMESTER [October-March]
Planning /Goal Setting First Semester Evaluation
[BEGINNING OF THE 2nd Semester] [END OF 2nd Semester]

Departmental Key Sub Activities Key Performance Actual Level of Achievement Comments on
Activities Performance Standards / Performance Rating review
Indicator (KPI) Targets (If any)

Key activities based on Sub activities for State performance An agreed minimum Progress or actual How has the employee performed in
the job and agreed achieving key indicators which verify level of performance work done. the Key Tasks/objectives
objectives activities performance
Self Sup Joint

AVERAGE WORK PLAN JOINT SCORE


LEVEL OF ACHIEVEMENT RATINGS SCALE: 4= Exceeded 3= Fully Met 2 = Partly Met 1 = Did Not Meet
NB: AVERAGE WORKPLAN JOINT SCORE: (Total Joint Score / Total Number of Key Activities) NB: Round number to the nearest whole Number)

WORKPLAN AND EVALUATION APPROVALS


Goal Setting [Beginning of the Financial Year / 2nd Semester] Evaluation [End of Financial Year / 2nd Semester]
Appraisee
Appraisee Signature Sign: Date: signature Sign: Date:

Appraiser’s Signature Sign: Date: Appraiser’s Sign: Date:


Signature

3
OVERALL PERFORMANCE ASSESSMENT SCORE FOR FINANCIAL YEAR

1ST SEMESTER PERFORMANCE SCORE= [AVERAGE WORKPLAN SCORE + AVERAGE COMPETENCY SCORE]/2

2ND SEMESTER PERFORMANCE SCORE= [AVERAGE WORKPLAN SCORE + AVERAGE COMPETENCY SCORE]/2

FINAL OVERALL PERFORMANCE SCORE= [1ST SEMESTER SCORE + 2ND SEMESTER SCORE]/2

4. Exceed Expectations Consistently exceeding targets than targets and competency above
3. Fully Met Expectations Consistently meeting targets and competency at average level
2. Partially Met Expectations Most targets partially met and competency at average
1. Did Not Meet Expectations Performance less than required and competency below average

4
GOAL ADJUSTMENTS FORM

To be completed during the review year (Mid-year review) as per the Performance Management Calendar. For Goals / Objectives
/ key activities / activities / KPI requiring adjustment due to unforeseen circumstances. If additional space required add an extra
page.
Proposed Adjustment(s) Progress to-date Rationale for Adjustment

Pillar /Goal / Objective:


1.
2.
3.
Key Activity:
1.
2.
3.
Activity: Supervisor’s Comment proposed Employee’s Comment on proposed
1. adjustment(s) adjustment (s)
2.
3.
Key Performance Indicator (KPI):
1.
2.
3.

Employee’s Signature: _______________________________________ Date:_______________________________

Supervisor’s Signature: _____________________________________ Date: _______________________________

Head of Department/Section Concurrence: ______________________ Date: _______________________________

5
TRAINING AND DEVELOPMENT NEEDS

Period: From ................................................ To ................................................


Development Planning (this portion of the Appraisal Form will be copied and forwarded (by HR) to the Training Section and used as the basis
for the following year’s training needs analysis).
Name: Personal No:
Designation: Grade:
Ministry: Department/Section:

DEVELOPMENT NEEDS DEVELOPMENT SUGGESTIONS


(a) Technical Skills (Specify):
1.
2.

(b) Leadership Skills (Specify):


(Coaching on the job, course, study tour)
1.
2.

c) Other (Specify)

TRAINING AND DEVELOPMENT NEEDS APPROVALS

Appraisee Signature Sign: Date:

Appraiser’s Signature Sign: Date:

6
PERFORMANCE IMPROVEMENT PLAN (PIP)
WHAT WHAT WHEN REVIEW DATE WHAT
Is the performance Corrective action is Is the date of Was achieved
area gap? required to meet the completion
objective or
performance area.
1.
2.
3.
4.

PERFORMANCE DEVELOPMENT PLAN


PERFORMANCE WHAT HOW WHEN HOW WHAT
AREA/COMPETENCY
Are my Will I Achieve Is the target Will I know I Was
development them date for have been achieved
goals/objectives completion successful
for the
performance
area/competency
1.
2.
3.
4.

7
Appraisee Signature Sign: Date:

Appraiser’s Sign: Date:


Signature

Appraiser’s comments: Appraisee’s comments

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