HRMG 4155: Skills Practice Performance Assessment

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HRMG 4155: Skills Practice Performance Assessment

Instructions:

The purpose of this skills practice is to provide you with the opportunity to assess performance in preparation for a performance appraisal discussion.

Conduct an assessment of ‘Chris’s’ performance.  Chris is a Computer Sales Representative with your company.

  • Complete your assessment on the two performance criteria detailed below.
  • One of the performance criteria is more measurable and quantifiable.
  • The other performance criterion is a behaviour, which requires a more narrative assessment.
  • Use the information provided to conduct your assessment of Chris’s performance against both criteria.  Feel free to create further information if required.
  • The assessment you do in this skills practice will be used in Skills Practice #4, when you have a chance to practice a performance improvement discussion.

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Chris’s Performance Over the Assessment Period:

Chris is an energetic employee who believes he makes a valuable contribution to the organization.  Over the last year he was expected to sell $500,000 in computer equipment to existing clients in British Columbia.  He was also expected to generate at least two new clients in British Columbia with sales worth $50,000.   At the end of the year, he has sold $535,000 in computer equipment to existing customers, but has not generated any revenues from new clients.

As a Sales Representative, it’s expected he has strong interpersonal skills for dealing with customers and internal employees.  Feedback from Chris’s customers continues to be very positive about his ability to service them in a timely and professional manner.  Internal employees are reluctant to work with Chris due to his directive and dominating style.  Chris has had two assistants resign in the last year and both have described his directive and dominating style as being challenging to work with.  The feedback from the assistants has been shared with Chris in previous discussions.

Chris submitted a self-appraisal which showed sales for the year that are consistent with the numbers above, as well as a strong belief in his superior interpersonal/sales skills.   Chris’s self-assessment of his behaviour is consistent with his perception he has shared in ongoing discussions throughout the year.

SKILL PRACTICE #3– Worksheet for preparing for a Performance

Student Name Student Number
   

 

Criterion #1 – Quantitative and Measurable Criteria

a) Name of Criterion: ______________________________

b) Brief Description/Definition of this Performance Criteria:

c) Expected Level of Performance:

d) Current Performance Level:

(Below Expectations, Fully Successful or Exceeding Expectations)

e) Comments/Examples in support of assessment:

f) Any other thoughts or comments on how you would prepare to have an effective conversation with Chris on his performance against this criteria?

Criterion #2 – Behaviour

Name of Criterion: ______________________________

b) Brief Description/Definition of this Performance Criteria:

c) Expected Level of Performance:

d) Current Performance Level:

(Below Expectations, Fully Successful or Exceeding Expectations)

e) Comments/Examples in support of assessment:

f) Any other thoughts or comments on how you would prepare to have an effective conversation with Chris on his performance against this criteria?

 

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Recommended action or follow up:

Grading Criteria: 

  1. Outstanding (8 – 10):  High quality applications of course content.   Demonstrates strong understanding of content presented to date and a strong ability to accurately, honestly and completely assess performance.
  2. Successful (5-7): Has applied a moderate amount of course concepts presented to date.   Demonstrates an average understanding of course content and a good ability to accurately assess performance.
  3. Unsatisfactory (0-4): Presents poor assessment of performance against the criteria.  The assessment does not reflect an understanding of the course content presented to date.

 

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