MANAGEMENT/SUPERVISORY EMPLOYEE
Employee Name:                          	Employment Date:  	Employee Department:  	Reviewing Manager :  	
Date of Last Review 	Current Review Date:  	Position Title:  	Date of Present Assignment:  

PERFORMANCE AND PLANNING REVIEW

SECTION I: DESCRIBE ASSIGNMENTS AND MAJOR RESPONSIBILITIES FOR REVIEW PERIOD. Prepare next Fiscal Year plan and implement current Fiscal Year Plan.  Manage staff to ensure work is performed as necessary.  Follow and Enforce all Board Plans and Procedures

  SECTION II: SUMMARIZE THE STATUS OF KEY GOALS. INDICATE WHETHER
GOALS WERE ACHIEVED OR NOT ACHIEVED.	
GOALS FOR

 	COMPLETION COMMENTS	
Goal 1 - Maintain high performer status on SEMAP
              O Achieved              O NOT Achieved

Goal 2 - Maintain high performer status on PHAS
O Achieved	O NOT Achieved

Goal 3 - Manage Capital Fund affectively

              O Achieved  	      O NOT Achieved        

Goal 4 -Supervise and Maintain well trained staff       	
              O Achieved  	     O NOT Achieved

   Goal 5 - Stay within Budgeted Amounts

              O Achieved  	      O NOT Achieved        

    Goal 6 – Establish and maintain Short, Mid-Range and Long Range Plans for the Housing Authority.

              O Achieved  	          O NOT Achieved        

SECTION III: GENERAL COMMENTS AND SUMMARY RELATING TO THE STATUS OF ABOVE GOALS, ATTAINMENT, DIFFICULTY OF GOALS, AND IMPACTING FACTORS.
SECTION IV: EVALUATE AND DESCRIBE PERFORMANCE AND ACCOMPLISHMENTS USING
THE FOLLOWING PERFORMANCE GROUPINGS:
The sub-headings for each group are suggested criteria to be evaluated and are not intended to be all‑
inclusive and may be changed, deleted or added to as required. The comments area for each should be used
for expansion, explanation, description of strengths and/or problem areas for each grouping. Specific
improvement actions, however, should be described in the following section. Select the appropriate term below
to describe performance for each category and. check off the appropriate rating number. Enter "NA" where
the category does not apply to this position.	
Consistently,	over time,	performs	all	duties	in	an exceptional	manner;
significantly	exceeds	expectations	with	exceptional quality,	quantity and
timeliness	of work;	significantly exceeds	all objectives,	always	achieves
exceptional results well beyond those expected of the position. Note - usage of
this category is highly limited.	EXCEPTIONAL
5	
Consistently exceeds the normal expectations for the position; exceeds expected
criteria for quality, quantity and timeliness of work; consistently exceeds goals
and objectives; achieves results beyond those expected for the position.	EXCEEDS
4	
Consistently performs all duties of the position in a fully capable manner;
meets all expected criteria for quality, quantity and timeliness of work,
including meeting goals and objectives.	MEETS
3	
Performs many duties in a capable manner; meets some goals and objectives,
but requires improvement in quality, quantity and timeliness of work to achieve
overall satisfactory performance; may require more supervision than expected
for assignment. Could be the performance level of those new to a position.	MARGINAL
2	
Unacceptable performance suggesting lack of willingness and/or ability to
perform the requirements of the position.	Separation or reassignment is
indicated	unless	performance	improves	significantly.	Requires	excessive
supervision.	UNSATISFACTORY
1	

PERFORMANCE RESULTS	
1. MANAGEMENT EFFECTIVENESS & LEADERSHIP
Delegates effectively and supervises follow-through. Persuasive, fair, impartial, sets high standards,
establishes clear focus and direction. Achieves desired results with support, confidence and integrity.
Comments :	Rating:
5
4
3
2
1	
2. ADMINISTRATION	Rating:	
Ability to manage consistent with Company policies and procedures. Maintains effective checks and
controls over area of responsibility. Overall effectiveness for systems functioning smoothly.	5	
	4	
Comments	3	
	2	
	1	
PERFORMANCE FACTORS	
3.	JOB KNOWLEDGE AND TECHNICAL APPLICATION	Rating:	
	Displays knowledge and expertise of sound management practices. Keeps technical knowledge
current. Improves supervisory skills through internal and external training programs.	5	
		4	
	Comments	3	
		2	
		1	
4.	PLANNING	Rating:	
	Develops realistic plans that meet company goals and future needs. Exhibits foresight in recognizing
potential problems and develops solutions. Foresees changes and trends.	5	
		4	
	Comments	3	
		2	
		1	
5.	EXPENSE CONTROL AND REDUCTION	Rating:	
	Tracks and adheres to financial plan. Makes sound decisions that consider cost/benefit. Accurate
estimation of expense levels. Innovative ideas to reduce expenses.	5	
		4	
	Comments	3	
		2	
		1	

6. JUDGEMENT AND DECISION MAKING
Accumulates all relevant information prior to making decisions. Present well considered and
appropriate alternatives when making recommendations. Makes decisions in a timely manner.
Comments :	Rating:
5
4
3
2
1	
7. PERFORMANCE STANDARDS
Reviews alignment of departmental goals and objectives with corporate direction. Accurately
evaluates individual employee and departmental performance. Effectively communicates standards.
Comments :	Rating:
5
4
3
2
1	
8. INNOVATION AND CHANGE
Initiates change when necessary. Generates ideas to solve problems and improve performance.
Exhibits creativity. Receptive to new ideas. Encourages others to accept change.
Comments	Rating:
5
4
3
2
1	
INTERPERSONAL SKILLS	
9. COMMUNICATION	Rating:	
Effectively presents, exchanges, and receives information both orally and in writing. Promotes
mutual understanding, respect, and productivity. Appropriately expresses opinions. Keeps others	5	
informed.	4	
	3	
Comments	2	
	1	
10. SUBORDIANTE RELATIONSHIP AND DEVELOPMENT	Rating:	
Hires competent employees and delegates appropriately. Effectively deals with employee conflict.
Provides opportunity for growth, challenges, and motivates. Applies consistent performance	5	
standards.	4	
	3	
Comments	2	
	1	
11. ORGANIZATIONAL RELATIONSHIPS	Rating:	
Executes direction and plans from superiors. Keeps managers informed and submits reports timely.
Works effectively with superior and peers. Profits from constructive criticism.	5	
	4	
Comments :	3	
	2	
	1	

Overall Rating:

SECTION V: SUMMARY AND OVERALL EVALUATION
Total Points	/ 11* =	Overall Rating *(use number of categories rated)

SECTION VI: FUTURE GOALS AND SUGGESTED IMPROVEMENTS
SECTION VII: COMMENTS OF EMPLOYEE
Approvals
Direct Supervisor	Date	Employee	Date
Next Level Management	Date	Human Resources	Date Employee signature acknowledges receipt of review and does not necessarily indicate agreement.