1. Signature Log
Phase Signature Requirements
1. Assessment (No signatures are required)
2. Review (No signatures are required)
General Appraisal Notes
No notes available
Appraisers
Assessment - Appraise in Serial Order
1. Level 1 Manager Assessment (100%) - Scoring Completed
1. CECIL ZACHARY - Appraisal Submission Date: 8/10/2015
Scale
Print Appraisal JORGE HUERTA (PROJECT ENGINEER) - 2015 Summer Internship
(closed: 10/29/2015)
Scale Name
S&P Standard 2013
Scale Type
Radio Button
Values 1 - Unsatisfactory
• Performance consistently fails to meet minimum position requirements. Lacks skills
required or fails to utilize necessary skills, resulting in a less than acceptable quality of
work.
2 - Needs Improvement
• Performance at this level is below the minimum of acceptable requirements for the
position. Possesses limited/minimal ability to demonstrate core competencies, resulting in
an inconsistent quality of work.
3 - Meets Expectations
• The employee satisfies all essential job requirements. Performance at this level
consistently meets and occasionally exceeds performance expectations. Duties and
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2. Categories
S&P Core Competencies (25.00%)
Journal Entries
responsibilities are accomplished in a reliable, acceptable and independent manner. The
employee demonstrates proficiency or strength in most core competencies, resulting in
quality work. This rating indicates a strong and dependable performer.
4 - Commendable
• Frequently exceeds goal expectations & job responsibilities. Performance at this level
is often beyond expected requirements for the position, resulting in an overall quality of
work that is excellent.
5 - Exceptional
• Consistently exceeds goal expectations & job responsibilities. Performance at this level is
almost always beyond expected requirements for the position. Demonstrated mastery of
core competencies, resulting in an overall quality of work that is superior. The employee
is perceived as an expert by peers/management.
Name
Accountability
Description Accepts personal responsibility for quality and timeliness of his or her work. Believes that the
results achieved are a direct outcome of his or her personal decisions and actions. Doesn't
engage in behavior designed to justify and document decisions for self-protection purposes.
Maturely acknowledges and corrects mistakes. Doesn't make excuses for errors or problems.
Weight
25.00%
Ratings
1. Level 1 Manager Assessment: 5 - Exceptional
Scoring Note
CECIL ZACHARY 8/10/2015, 4:04 PM (CDT) Comment can be viewed by All
Jorge is self accountable. He holds himself to high standards
Name Communication
Description
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3. Journal Entries
Journal Entries
Communicates well both verbally and in writing. Creates an atmosphere in which timely and
high quality information flows smoothly up and down, inside and outside of the organization.
Encourages open expression of ideas and opinions from others. Has good listening skills.
Keeps relevant people accurately informed and up to date of both positive and potentially
negative information
Weight
25.00%
Ratings
1. Level 1 Manager Assessment: 5 - Exceptional
Scoring Note
CECIL ZACHARY 8/10/2015, 4:04 PM (CDT) Comment can be viewed by All
Jorge is professional, timely, and pleasant in all of this communications
Name
Consistency
Description Strives to learn and practice S&P's established processes. Consistently follows documented
procedures and suggests changes/updates when appropriate. Ensures that work product and
behavior are consistent with S&P guidelines and expectations.
Weight
25.00%
Ratings
1. Level 1 Manager Assessment: 5 - Exceptional
Scoring Note
CECIL ZACHARY 8/10/2015, 4:04 PM (CDT) Comment can be viewed by All
Jorge is extremely consistent and disciplined. He does the right things, the right way, and at the right
time.
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4. Journal Entries
Primary Responsibilities (75.00%)
Name Teamwork
Description Builds good relationships and rapport with customers, peers, supervisors and managers
throughout the organization. Seeks opportunities to work with individuals at organizational
levels above and below current assignment, inside and outside the organization. Always
approachable, accepts negative feedback as a way to learn. Listens actively and attentively.
Does not belittle the opinions or work of other people, regardless of their status or position.
Encourages others to express candid and contrary views. Treats others with fairness and
consistency. Welcomes newcomers and promotes a team atmosphere.
Weight
25.00%
Ratings
1. Level 1 Manager Assessment: 5 - Exceptional
Scoring Note
CECIL ZACHARY 8/10/2015, 4:04 PM (CDT) Comment can be viewed by All
Jorge is an outstanding teammate. He supports the team and puts everyone's interests ahead of his
home. Can always be relied on and goes out of his way to help the team.
Name
Attendance/ Punctuality/ Dependability
Description Meets commitments, works independently where appropriate, flexible & demonstrates follow
through to ensure objectives are met or tasks are fulfilled. Present at work and as scheduled.
Is consistently fully prepared and ready to work at beginning of work schedule and continues
until work day is done. Makes appropriate arrangements when problems might cause a delay
in arriving at work on time. Conforms to work hours and schedule. Notifies others immediately
when unforeseen circumstances cause absence or lateness.
Weight
10.00%
Ratings
1. Level 1 Manager Assessment: 5 - Exceptional
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5. Journal Entries
Journal Entries
Scoring Note
CECIL ZACHARY 8/10/2015, 4:04 PM (CDT) Comment can be viewed by All
Jorge is always on time for all engagements and can be counted on to participate appropriately in all
meetings.
Name Positive Attitude
Description
Displays a contagious optimism about the work to be done, customers, the people he or she
works with, senior management, and department policies. Cheerful, energetic, displays a
beneficial and constructive sense of humor. Carefully chooses when to voice skepticism and
distinguishes between skepticism and cynicism. Refuses to engage in gossip or rumor-
mongering; people like being around this person. Expects the best and acts as a positive
influence on others.
Weight
10.00%
Ratings
1. Level 1 Manager Assessment: 5 - Exceptional
Scoring Note
CECIL ZACHARY 8/10/2015, 4:04 PM (CDT) Comment can be viewed by All
Spend 5 minutes with him and you'll get it!
Name Initiative
Description
Takes independent action to accomplish and/or complete goals and objectives. Shows energy and reacts to
opportunities. Demonstrates the appropriate sense of urgency to meet deadlines, responds to requests
quickly and accurately. Initiates interest in additional training necessary to continue to grow w/in position.
Weight
10.00%
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6. Journal Entries
Journal Entries
Ratings 1. Level 1 Manager Assessment: 5 - Exceptional
Scoring Note
CECIL ZACHARY 8/10/2015, 4:04 PM (CDT) Comment can be viewed by All
Jorge is always asking to participate and frequently offers suggestions for improving processes.
Name
Quality of Work/Accuracy
Description
Is attentive to detail and accuracy, is committed to excellence, looks for improvements
continuously, monitors quality levels, finds root cause of quality problems, owns/acts on
quality problems. Accurate file maintenance and production of correspondence.
Weight 10.00%
Ratings
1. Level 1 Manager Assessment: 5 - Exceptional
Scoring Note
CECIL ZACHARY 8/10/2015, 4:04 PM (CDT) Comment can be viewed by All
Always top notch. He is constantly given more complex tasks as a result of excellent work.
Name
Flexibility/Adaptability to Change
Description
Changes behavioral style or method of approach when necessary to achieve goal; adjusts
style as appropriate to the needs of the situation. Responds to change with a positive attitude
and a willingness to learn new ways to accomplish work activities and objectives. Embraces
change initiatives; looks at change with a broad perspective. Proactive in considering new
ideas, technology and processes that can enhance the value of our products and services.
Weight 10.00%
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7. Journal Entries
Journal Entries
Ratings 1. Level 1 Manager Assessment: 5 - Exceptional
Scoring Note
CECIL ZACHARY 8/10/2015, 4:04 PM (CDT) Comment can be viewed by All
See teamwork. Always adjusts his priorities based on the needs of the team.
Name
Follow-up
Description
Establishes and meets due dates for projects and assignments. Holds self and others
accountable for meeting targets. Confirms that actions agreed to have been taken. Routinely
makes back-up and contingency plans for important projects. Is comfortable conducting
routine follow-up. Advises others immediately whenever milestones or deadlines are in
jeopardy. Doesn't wait until the last minute to get work done.
Weight 10.00%
Ratings
1. Level 1 Manager Assessment: 5 - Exceptional
Scoring Note
CECIL ZACHARY 8/10/2015, 4:04 PM (CDT) Comment can be viewed by All
Jorge is diligent in his follow up with multiple tasks and never lets items linger.
Name
Creativity
Description
Fosters innovation and seeks continuous improvement. Suggests process and practice
improvement ideas, makes suggestions to address problems and process breakdowns, seeks
opportunities to acquire new knowledge and skills, constructively and resourcefully adapts to
changing needs, conditions, priorities, or opportunities
Weight
10.00%
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8. Journal Entries
Journal Entries
Ratings
1. Level 1 Manager Assessment: 5 - Exceptional
Scoring Note
CECIL ZACHARY 8/10/2015, 4:04 PM (CDT) Comment can be viewed by All
See Initiative. Jorge always offers creative suggestions to problems.
Name
Decisiveness/Judgment
Description Plans and prioritizes resources. Responds to requests quickly and accurately. Uses
consensus when possible. Communicates decisions to others. Chooses best course of action
from several alternatives in a timely manner to reach logical conclusions and discusses with
manager.
Weight
10.00%
Ratings
1. Level 1 Manager Assessment: 5 - Exceptional
Scoring Note
CECIL ZACHARY 8/10/2015, 4:04 PM (CDT) Comment can be viewed by All
Jorge displays excellent decision making and will ask question if uncertain.
Name
Positive Work Climate/Safety
Description Promotes mutual respect, keeps workplace clean and safe, supports safety programs.
Attitude - Demonstrates major interest in occupation; accepts full responsibility for work;
displays professional respect for colleagues; and shows strong commitment to S&P.
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9. Journal Entries
Journal Entries
Summary
Phases
Step 1
Assessment
Step 2
Review
Weight 10.00%
Ratings
1. Level 1 Manager Assessment: 5 - Exceptional
Scoring Note
CECIL ZACHARY 8/10/2015, 4:04 PM (CDT) Comment can be viewed by All
Jorge is constantly positive and is diligent with PPE
Name
Time Management
Description
Uses time effectively & efficiently by establishing systematic course of action for self/others to ensure
accomplishment of objectives. Sets/defines priorities, goals, timetables, realistic deadlines, and addresses
critical issues promptly to achieve maximum productivity/results. Project planning & mobilization.
Weight
10.00%
Ratings
1. Level 1 Manager Assessment: 5 - Exceptional
Scoring Note
CECIL ZACHARY 8/10/2015, 4:04 PM (CDT) Comment can be viewed by All
Jorge works hard and smart. He has been given many short term tasks and manages them well with
his longer assignments. He has
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10. Ratings
S&P Core Competencies
Name Level 1 Manager Assessment
Accountability 5 - Exceptional
Communication 5 - Exceptional
Consistency 5 - Exceptional
Teamwork 5 - Exceptional
Primary Responsibilities
Name Level 1 Manager Assessment
Attendance/ Punctuality/ Depe
ndability
5 - Exceptional
Positive Attitude 5 - Exceptional
Initiative 5 - Exceptional
Quality of Work/Accuracy 5 - Exceptional
Flexibility/Adaptability to Chang
e
5 - Exceptional
Follow-up 5 - Exceptional
Creativity 5 - Exceptional
Decisiveness/Judgment 5 - Exceptional
Positive Work Climate/Safety 5 - Exceptional
Time Management 5 - Exceptional
Overall Ratings
Name Level 1 Manager Assessment
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11. Name Level 1 Manager Assessment
Overall Ratings 5 - Exceptional
Appraisal Review Comments
Review
No notes available
Comments/ Development Tasks
Overall Scale
Score
5 - Exceptional
Raw Scale
Score
5.00
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