CALIFORNIA LUTHERAN UNIVERSITY
ANNUAL PERFORMANCE REVIEW
__________________________________________________________
REVIEW PERIOD
Last Name: First Name:
Employee Job Title: Department:
Supervisor Last Name: Supervisor First Name:
Review Date: Hire Date:
RATING SCALE FOR PERFORMANCE FACTORS
5.
Consistently
Exceeds Expectations
To receive a “5” rating, an employee consistently exceeds the
expectations of the position. The management and colleagues recognize
the employee’s excellence and their unique contributions. They serve as
a role model for the organization and would be considered a top
performer in any high-performing organization.
4.
Often Exceeds Expectations
These employees often exceed and provide significant and measurable
contributions beyond their position responsibilities. They understand
their job duties and can be relied upon to always meet all expectations
and challenges.
3.
Fully Meets Expectations
These employees fully meet the basic job duties and understand
expectations of their position.
2.
Does Not Meet Expectations
These employees require improvement in the quality, quantity and/or
timeliness of their work. They should be placed on a formal Performance
Improvement Plan (PIP). Their performance may be successful in some
areas of the job, or on some occasions but overall, the employee’s
performance falls below expectations.
1.
Unsatisfactory
These employees are not meeting the expectations of their position.
They should be placed on a formal Performance Improvement Plan (PIP).
This level suggests either a lack of willingness and/or ability to perform
the requirements of their position and demonstrates consistent evidence
of unacceptable job performance. Separation from employment may be
indicated unless the employee’s performance improves significantly and
the improvement is sustained.
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Please use additional documents should you need more space for comments.
CORE PERFORMANCE FACTORS
FACTOR
SUPERVISOR
RATING
1. WORK QUALITY
Completes work that meets expectations ; Work is error free; Work is professional in presentation; Work is thorough and complete
Supervisor Comments:
2. APPROACH TO WORK / WORK HABITS
Flexible and able to adapt to changing directives; Self-motivated; makes effective use of time while at work; Adheres to departmental
attendance and punctuality guidelines; Enthusiastic; Conforms to safety policies and practices
Supervisor Comments:
3. PROFESSIONALISM
Works effectively under pressure; Demonstrates a positive demeanor; Contributes to a positive work environment; Treats all members
of the community with courtesy and respect; Welcomes and responds to feedback; takes corrective action to constructive criticism
Supervisor Comments:
4. JOB KNOWLEDGE / PERFORMANCE
Demonstrates proficiency in performing essential job duties; Meets standards set by supervisor as defined in job description;
Community members are confident with solutions provided by employee; Consistently attempts to expand their job knowledge and
keeps current with their skills
Supervisor Comments:
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5. INTERPERSONAL / COMMUNICATION SKILLS
Communicates effectively with all levels of the organization, both orally and in writing; Shares information appropriately, timely, with
tact and diplomacy; Keeps his/her supervisor informed as appropriate
Supervisor Comments:
6. JUDGMENT / DECISION-MAKING SKILLS
Demonstrates appropriate knowledge of workplace professionalism and behavior; Balances competing and/or conflicting interests
while carrying out tasks; Develops logical and creative solutions to problems and makes effective decisions
Supervisor Comments:
7. COMMITTED TO CLU’s VALUES, MISSION AND VISION
Demonstrates commitment to Cal Lutheran’s values, mission and vision to helping students discover and live their purpose. Provide an
example, if applicable.
Supervisor Comments:
PAST YEAR’S PERFORMANCE: JOB-SPECIFIC EXPECTATIONS, GOALS
GOAL
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5
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DEVELOPMENT PLANS
List skill and/or work habits that need attention/improvement; provide action plan that outlines expected improvements,
process, time frame for change to take place. List tools that are available to the employee (additional training, professional
associations, etc.) to help them meet these development plans.
GOALS FOR THE COMING YEAR
List work and professional development goals for the coming year. List expectations, deliverables and set appropriate time
frames. Outline tools that are available to the employee (additional training, professional associations, etc.) to help them meet
these goals.
EMPLOYEE COMMENTS
SIGNATURES
Employee Signature *
Date
Supervisor Signature
Date
Next level Supervisor
Signature
Date
Received by H.R.
Date
*Employee signature indicates he/she has been presented with the review, not that he/she necessarily agrees with the ratings.
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