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MID-YEAR RATING:

YEAR END RATING:


2 = Needs Improvement 5 = Exceptional 4 = Commendable 3 = Fully Effective
1 = Unacceptable MID-YEAR RATING:
YEAR END RATING:
ALIGNS TO METRICS & MILESTONES
1 = Unacceptable
OBSERVATIONS & COMMENTS (OPTIONAL):
5 = Exceptional 4 = Commendable
METRICS & MILESTONES
OBJECTIVE 2 WEIGHTING
OBSERVATIONS & COMMENTS (OPTIONAL):
REVIEW PERIOD: JOB TITLE:
3 = Fully Effective 2 = Needs Improvement
Now identify 3-5 critical business objectives for the upcoming year.
ALIGNS TO
EMPLOYEE LAST NAME EMPLOYEE ID NUMBER
PERFORMANCE ALIGNMENT REVIEW - OBJECTIVES
WEIGHTING OBJECTIVE 1
Initiate the process by completing the following fields. Then save the file, using the employee's name and ID number in the filename (e.g. PR-JohnSmith123456).
EMPLOYEE FIRST NAME EMPLOYEE MIDDLE NAME

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YEAR END RATING:
5 = Exceptional 4 = Commendable 3 = Fully Effective 2 = Needs Improvement 1 = Unacceptable MID-YEAR RATING:
MID-YEAR RATING:
YEAR END RATING:
ALIGNS TO METRICS & MILESTONES
2 = Needs Improvement
OBSERVATIONS & COMMENTS (OPTIONAL):
OBJECTIVE 5 WEIGHTING
1 = Unacceptable
1 = Unacceptable MID-YEAR RATING:
YEAR END RATING: OBSERVATIONS & COMMENTS (OPTIONAL):
5 = Exceptional 4 = Commendable
ALIGNS TO METRICS & MILESTONES
ALIGNS TO METRICS & MILESTONES WEIGHTING
OBSERVATIONS & COMMENTS (OPTIONAL):
3 = Fully Effective 2 = Needs Improvement
OBJECTIVE 4
3 = Fully Effective
OBJECTIVE 3 WEIGHTING
5 = Exceptional 4 = Commendable
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1 2 3 4 5
0% 0% 0% 0% 0%
0% 0% 0% 0% 0%
YEAR END OBJECTIVES SUMMARY
Year End Rating and Weight (%): 0.0
Note: The final weighted averages are only a guide. Adust as necessary before entering on the Ratings Summary sheet.
MID-YEAR OBJECTIVES SUMMARY
COMMENTS
Objective Number: Average
Mid-Year Rating and Weight (%): 0.0
RATINGS SUMMARY - by Objective
Total Weights: WARNING: Total of all weights must = 100% or calculated weighted average will be incorrect. 0%
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MID-YEAR BEHAVIOR SUMMARY
COMMENTS
YEAR END BEHAVIOR SUMMARY
Year End:
(This number is only a guide. Adjust as necessary before entering on
the Rating Summary sheet.)
Mid-Year:
(This number is only a guide. Adjust as necessary before entering on
the Rating Summary sheet.)
2 - Needs Improvement 1 - Unacceptable
Coach Others
INDIVIDUAL CONTRIBUTOR: Exempt employees who do not manage others in a direct reporting relationship.
They may serve as team leaders, coaches, or program managers. These individuals may also work in a matrix
reporting relationship but do not have direct supervisory responsibilities.
MANAGER OF OTHERS: Exempt employees who have at least one direct report and have performance
appraisal responsibility. Typically, these individuals are entry-level supervisors through senior managers.
EXECUTIVE: Exempt employees who have at least one direct report and have performance appraisal
responsibility. Typically, these individuals hold higher-level management positions (director or above).
AVERAGE BEHAVIOR RATINGS
Continuously Learn
MID-YEAR FINAL
Integrity
Team Player
Champion Change
RATE BEHAVIORS:
Consider the individuals' demonstration of each behavior and enter a numerical rating from 5 to 1 in the boxes below.
Click on the underscored text to view descriptions.
Use these definitions if you are unsure about which category applies to the employee.
BEHAVIOR RATING SCALE - Place cursor over the titles to view rating scale definitions.
5 - Exceptional 4 - Commendable 3 - Fully Effective
PERFORMANCE ALIGNMENT REVIEW - BEHAVIORS
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MID-YEAR FINAL RATING:
5 = Exceptional 4 = Commendable 3 = Fully Effective 2 = Needs Improvement
YEAR END FINAL RATING:
Consider the graph above, the guide to interpreting the rating grid, and the final overall rating scale. Then enter a final overall rating below.
YEAR END RATINGS
1 = Unacceptable N = New to Position
FINAL OVERALL RATINGS
UNACCEPTABLE
COMMENDABLE
OBJECTIVES: BEHAVIORS:
PERFORMANCE ALIGNMENT REVIEW - RATINGS SUMMARY
FULLY EFFECTIVE
NEEDS IMPROVEMENT
Guide to Interpreting the Rating Grid
EXCEPTIONAL
Consider overall performance on objectives and behaviors and enter a rating for each.
MID-YEAR RATINGS
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Behaviors
Objectives-Behaviors Rating Grid
Mid Year
Year End

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MANAGER SUMMARY COMMENTS:
EMPLOYEE COMMENTS (IF ANY) FROM FEEDBACK DISCUSSION:
NEXT LEVEL MANAGEMENT SIGNATURE DATE PRINTED NAME
MATRIX MANAGER SIGNATURE (if applicable) DATE
EMPLOYEE SIGNATURE
Employee signature does not necessarily signify agreement, but
confirms that review was received and discussed.
DATE
PRINTED NAME
MANAGER SIGNATURE DATE PRINTED NAME
SIGNATURES:
COMMENTS
MID YEAR YEAR END
MID YEAR YEAR END
PERFORMANCE ALIGNMENT REVIEW - COMMENTS & SIGNATURES
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