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Management Performance Review

Review management performance, document evaluation of strengths and develop goals

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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Sample questions to rate your manager are categorized as follows -

  • Skills & Knowledge
  • Planning & Organization
  • Budget Administration
  • Training & Development
  • Problem Solving
  • Communications
  • Leadership & Management
  • Entrepreneurial Skills
  • Teamwork
  • Customer Service & Sales






Definition of Ratings

Scale and definition of ratings from the management evaluation

Definition Of Management Performance Levels

1 = Far exceeds job standards and expectations
2 = Consistently exceeds job standards and expectations
3 = Meets the job standards and expectations
4 = Sometimes meets the job standards and expectations
5 = Overall work does not meet the minimum job standards

How To Determine Overall Performance Ratings

To determine overall ratings, total the ratings in each section then divide by 5. Round that number to the nearest whole number based on the following scale.

1.0 to 1.5 = 1
1.6 to 2.5 = 2
2.6 to 3.5 = 3
3.6 to 4.5 = 4
4.6 to 5.0 = 5



JOB SKILLS & KNOWLEDGE PERFORMANCE LEVEL
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


PLANNING AND ORGANIZATION PERFORMANCE LEVEL
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


BUDGET ADMINISTRATION PERFORMANCE LEVEL
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


TRAINING AND DEVELOPMENT PERFORMANCE LEVEL
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


PROBLEM SOLVING PERFORMANCE LEVEL
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


COMMUNICATIONS PERFORMANCE LEVEL
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


LEADERSHIP & MANAGEMENT PERFORMANCE LEVEL
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/dissatisfaction issues 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


ENTREPRENEURIAL SKILLS PERFORMANCE LEVEL
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


TEAMWORK PERFORMANCE LEVEL
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


CUSTOMER SERVICE AND SALES PERFORMANCE LEVEL
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


Management Evaluation

Word    PDF



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