Name______________________
Evaluator_________________
Date________________________
This was developed by Dr. Larry Bienati to Educate the World. This is a successful coaching form for people in middle management and upper management positions. The use of this form should follow a careful job analysis to ensure the skills being measured are consistent with the incumbents job description. Questions: www.onestophr.com.
COMPANY X
Management-Leader Coaching Session
KEY PERFORMANCE AREAS
1. Manages Profitability
Emphasizes the need to contribute to the organizations profitability; makes decisions that enhance the organizations financial position.
Small amount of skill shown Solid amount of skill shown Great deal of skill shown
2. Uses Financial and Quantitative Data
Establishes realistic budgets; uses financial and quantitative information effectively to manage.
3. Knows the Business
Shows understanding of issues relevant to the broad organization and business; keeps that knowledge up-to-date; has and uses cross-functional knowledge.
Small amount of skill shown Solid amount of skill shown Great deal of skill shown
4. Thinks Strategically
Considers a broad range of internal and external factors when solving problems and making decisions; identifies critical, high payoff strategies and prioritizes team efforts accordingly; uses information about the market and competitors in making decisions; recognizes strategic opportunities for success; adjusts actions and decisions for focus on critical strategic issues (for example, customers, quality, competition).
Small amount of skill shown Solid amount of skill shown Great deal of skill shown
5. Innovates
Generates new ideas; goes beyond the status quo; recognizes the need for new or modified approaches; brings perspectives and approaches together, combining them in creative ways.
Small amount of skill shown Solid amount of skill shown Great deal of skill shown
6. Acts with Integrity
Demonstrates principled leadership and sound business ethics; shows consistency among principles, values, and behavior; builds trust with others through own authenticity and follow-through on commitments.
Small amount of skill shown Solid amount of skill shown Great deal of skill shown
7. Demonstrates Adaptability
Handles day-to-day work challenges confidently; is willing and able to adjust to multiple demands, shifting priorities, ambiguity, and rapid change; shows resilience in the face of constraints, frustrations, or adversity; demonstrates flexibility.
Small amount of skill shown Solid amount of skill shown Great deal of skill shown
8. Champions Change
Challenges the status quo and champions new initiatives; acts as a catalyst of change and stimulates others to change; paves the way for needed changes; manages implementation effectively.
Small amount of skill shown Solid amount of skill shown Great deal of skill shown
9. Provides Direction
Fosters the development of a common vision; provides clear direction and priorities; clarifies roles and responsibilities.
Small amount of skill shown Solid amount of skill shown Great deal of skill shown
10. Leads Courageously
Steps forward to address difficult issues; puts self on the line to deal with important problems; stands firm when necessary.
Small amount of skill shown Solid amount of skill shown Great deal of skill shown
11. Fosters Teamwork
Builds effective teams committed to organizational goals; fosters collaboration among team members and among teams; uses teams to address relevant issues.
Small amount of skill shown Solid amount of skill shown Great deal of skill shown
12. Coaches and Develops Others
Accurately assesses strengths and development needs of employees; gives timely, specific feedback and helpful coaching; provides challenging assignments and opportunities for development.
Small amount of skill shown Solid amount of skill shown Great deal of skill shown
13. Drives for Results
Drives for results and success; conveys a sense of urgency and drives issues to closure; persists despite obstacles and opposition.
Small amount of skill shown Solid amount of skill shown Great deal of skill shown
14. Establishes Plans
Develops short- and long-range plans that are appropriately comprehensive, realistic, and effective in meeting goals; integrates planning efforts across work units.
Small amount of skill shown Solid amount of skill shown Great deal of skill shown
15. Structures Staff
Recruits and hires the right people for permanent and temporary assignments; builds a strong team with complimentary strengths; provides for staff continuity; forms the right structures and teams.
Small amount of skill shown Solid amount of skill shown Great deal of skill shown
16. Manages Execution
Assigns responsibilities; delegates and empowers others; removes obstacles; allows for and contributes needed resources; coordinates work efforts when necessary; monitors progress.
Small amount of skill shown Solid amount of skill shown Great deal of skill shown
17. Speaks Effectively
Speaks clearly and expresses self well in groups and in one-to-one conversations. Actively attends to and conveys understanding of the comments and questions of others; listens well in a group.
Small amount of skill shown Solid amount of skill shown Great deal of skill shown
18. Displays Organizational Savvy
Develops effective give-and-take relationships with others; understands the agendas and perspectives of others; understands the agendas and perspectives of others; recognizes and effectively balances the interests and needs of ones own group with those of the broader organization
Small amount of skill shown Solid amount of skill shown Great deal of skill shown
19. Manages Disagreements
Brings substantive conflicts and disagreements into the open and attempts to resolve them collaboratively; builds consensus.
Small amount of skill shown Solid amount of skill shown Great deal of skill shown
20. Develops Oneself
Learns from experience; actively pursues learning and self-development; seeks feedback and welcomes unsolicited feedback; modifies behavior in light of feedback.
Small amount of skill shown Solid amount of skill shown Great deal of skill shown
Key Performance Goals (Business and Management Related)
1._____________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________
How will success be measured?
2.__________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________
How will success be measured?
3.__________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________
How will success be measured?
Personal Growth Plans (For Ones Personal Effectiveness)
Objective #1
What?___________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________
How?____________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________
When?___________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________
Career development objectives over the next 5 year period?
Employee Name______________________________Date_____________________
Evaluator Name______________________________Date_____________________