HomeMy WebLinkAboutCFMEA-Unit 14 - Performance Evaluation FormCITY OF FRESNO
PERFORMANCE EVALUATION FORM
Unit 14 – City of Fresno Management Employees Association (CFMEA)
Performance Evaluation – Unit 14, CFMEA Page 1 of 5
Revised 12/10/2019
No. Category 1 2 3 4 5
1 Achievement of Results
Delivers on objectives; meets deadlines; produces high volume
and quality outcomes; ensures that techniques optimize quality
and consistency in work products; executes initiative within
authority; does not confuse effort with accomplishment.
☐☐☐☐☐
2 Interpersonal Skills
Ability to develop and sustain effective internal and external
working relationships; tailors approach and behavioral style when
communicating; establishes rapport with ability to relate well to all
levels and in other departments in the organization; approachable;
treats others with courtesy, respect, fairness, professionalism,
and consistency.
☐☐☐☐☐
3 Customer Service
Actively demonstrates interest and understands the needs,
expectations, and circumstances of internal and external
customers and responds accordingly; takes personal
responsibility for addressing external/internal problems in a
professional manner; demonstrates honesty and integrity;
behaves in a manner that builds public trust.
☐☐☐☐☐
Employee:
Employee ID:
Job Title:
Department:
Rating Period: From To
Performance Evaluation Rating Criteria:
1 Fails to meet minimum expectations for competency. Immediate action leading to
improvement must be taken.
2 Inconsistently meets expectations, and inconsistently applies knowledge, skills, and/or
ability.
3 Consistently meets expectations. Performs all essential elements of the competency.
Demonstrates sufficient knowledge and/or ability to perform assignment or job
responsibilities.
4 Exceeds expectations of the competency. Performs all essential elements of the
competency in an exemplary manner.
5 Executes mastery of the competency. Has a vital impact to others in the organization.
Performs all essential elements of the competency significantly above expectations.
CITY OF FRESNO
PERFORMANCE EVALUATION FORM
Unit 14 – City of Fresno Management Employees Association (CFMEA)
Performance Evaluation – Unit 14, CFMEA Page 2 of 5
Revised 12/10/2019
No. Category 1 2 3 4 5
4 Technical Proficiency
Understands and masters the skills, requirements, concepts,
principles, and technologies of the job; well versed in the most
current information, theories, techniques, practices, and
procedures of the field; has demonstrated self-development and
on-the-job acquisition of knowledge and skills of assigned
position; effectively uses knowledge, judgment, information, and
other resource management tools to successfully complete the
job. Ensures compliance with internal and external contractual,
legal, and regulatory standards.
☐ ☐ ☐ ☐ ☐
5 Leadership
Creates a positive and collaborative work environment, motivates
others to do their best; identifies roles; creates a team identity;
leverages team dynamics to enable constructive and productive
work; provides and supports employees’ ability to utilize tools,
resources, training, and opportunities to develop and grow;
emulates and communicates the Department and City’s Strategic
Plan, Mission, Vision, and Values; encourages innovation and
empowers personnel to take initiative. Presents oneself as a
positive role model for the City.
☐ ☐ ☐ ☐ ☐
6 Planning for Success
Develops objectives, goals, and strategies to meet organizational
needs and requirements; develops policies, procedures, and
processes; anticipates, forecasts, schedules work, and prepares
for future resources and needs; ensures planning aligns to the
Department and City’s Strategic Plan, Mission, Vision, and
Values.
☐ ☐ ☐ ☐ ☐
7 Financial Management
Understands and utilizes financial reports and basic budget
principles and processes related to operations and the overall City
budget; demonstrates sound decision making and is
conscientious regarding managing time, revenues/expenditures,
and resources. Has detailed working knowledge of Division,
Department, and City overall financial planning and budget
process to ensure sustainability and accountability.
☐ ☐ ☐ ☐ ☐
CITY OF FRESNO
PERFORMANCE EVALUATION FORM
Unit 14 – City of Fresno Management Employees Association (CFMEA)
Performance Evaluation – Unit 14, CFMEA Page 3 of 5
Revised 12/10/2019
No. Category 1 2 3 4 5
8 Supervision (Skip this section if the employee does not provide
supervision)
Develops action plans and work plans for assigned staff that
meets the requirements of and aligns with the organization;
ensures the employees have tools, resources, training, and
opportunities to develop and grow. Holds employees accountable;
uses progressive discipline where appropriate; treats similarly
situated employees equitably; communicates appropriate
information; is confidential and discrete where appropriate.
Provides timely direction, feedback, correction, and evaluations of
employees.
☐ ☐ ☐ ☐ ☐
9 Risk and Safety
Proactively ensures loss control measures are in place; provides
regular job related safety training. Ensures a safe and healthful
work environment. Implements proactive techniques that improve
safety; adheres to City, Department, and Cal-OSHA safety rules
and regulations; documents and reports unsafe conditions.
Identifies cause and effect of lost work days and accidents to
reduce future losses and injuries.
☐ ☐ ☐ ☐ ☐
Strengths:
Identify the strengths demonstrated by the employee during this rating period and provide
examples.
Overall Rating:
1
☐
2
☐
3
☐
4
☐
5
☐
CITY OF FRESNO
PERFORMANCE EVALUATION FORM
Unit 14 – City of Fresno Management Employees Association (CFMEA)
Performance Evaluation – Unit 14, CFMEA Page 4 of 5
Revised 12/10/2019
Opportunities to Improve:
Identify the opportunities for the employee to improve and describe the expectations that are to
be achieved.
Objectives for the Next Rating Period:
Identify the objectives to be accomplished by the employee for the next rating period. Include
training recommendations, professional development, or resources available to achieve future
goals.
CITY OF FRESNO
PERFORMANCE EVALUATION FORM
Unit 14 – City of Fresno Management Employees Association (CFMEA)
Performance Evaluation – Unit 14, CFMEA Page 5 of 5
Revised 12/10/2019
Employee Comments (Optional):
In this section, the employee provides their own perspective on the performance during the rating
period and the content of this evaluation.
Attendance:
☐ Attendance is acceptable ☐ Attendance is not acceptable
Employee Signature: Date:
Department Signature: Date: