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pm_it_p
erf_eval
_form_level2
Performance Appraisal
COMPETENCY LEVEL TWO
for Employees in Classified Information Technology Positions
Represented by SEIU/OPEU
SECTION ONE: EMPLOYEE INFORMATION
Employee Name:
Identification Number:
Classification Title:
Classification Number:
COMPETENCY LEVEL: TWO
Position Number:
Evaluation Period:
Ending Date:
Salary: (check one) __ At or Below Control Point __ Above Control Point
Department:
Beginning Date:
Purpose of Rating: (check one) __Trial Service
__Annual
SECTION TWO: COMPETENCIES
Competency/Performance Standards
TECHNICAL KNOWLEDGE
Encompasses those skills and abilities within
a specialty area(s) of Information Technology
required to deliver products and services that
support business processes.
Performance Evaluation
(Written evaluation of performance requirements for position)
Minimum requirements for competency level regardless of IT classification series: (check each box to
indicate employee meets these requirements – all boxes must be checked for “meets standards” or
“consistently exceeds standards” rating)
 Uses broad knowledge of technology, including areas beyond basic technology, and standard principles
within work specialty area(s) to work on multiple, more complex systems, technologies or platforms.
 Serves as a technical resource to subordinates and technical peers.
 Familiar with and knows how to apply appropriate technology standards and rules pertinent to work
specialty area(s).
Rating
 Consistently
Exceeds
Standards
 Meets
Standards
 Deficient
Supervisors: Use this space to list other specific Performance Standards required for this position and
the written evaluation of same.
WORK COORDINATION
Encompasses those skills and abilities
required to organize and prioritize work,
respond to conflicting business needs, and
work collaboratively with a group of people to
produce and deliver a product or service.
Minimum requirements for competency level regardless of IT classification series: (check each box to
indicate employee meets these requirements – all boxes must be checked for “meets standards” or
“consistently exceeds standards” rating)
 Organizes and executes multiple projects/tasks based on supervisor assignments or own initiative with
limited or minimal supervisor oversight.
 Frequently prioritizes own work and re-prioritizes work when necessary to ensure timely response to
diverse customer or supervisor demands.
 Organizes own work flow processes to achieve efficiency with minimal supervision.
 Coordinates with others on shared projects and fulfills different roles on different projects
Supervisors: Use this space to list other specific Performance Standards required for this position and
the written evaluation of same.
Page 1 of 5
 Consistently
Exceeds
Standards
 Meets
Standards
 Deficient
PROBLEM SOLVING/ PREVENTION
Encompasses those skills and abilities
required to analyze issues within a specialty
area(s), evaluate alternatives to achieve
quality and technical solutions that support
the long and short-term needs of users,
departments, and the mission of the
University.
Minimum requirements for competency level regardless of IT classification series: (check each box to
indicate employee meets these requirements – all boxes must be checked for “meets standards” or
“consistently exceeds standards” rating)
 Demonstrates strong analytical skills in assessing performance issues of current systems and makes
recommendations for & implements technology solutions to address system problems identified.
 Assesses user requirements and determines best solution using available technology options.
 Diagnoses and resolves non-routine, more complex problems affecting an entire work unit or dept.
 Resolves problems with minimal guidance/direction and finds, obtains and uses technical resources
necessary for problem resolution.
 Works effectively under pressure and finds solutions within limited available resources.
 Consistently
Exceeds
Standards
 Meets
Standards
 Deficient
Supervisors: Use this space to list other specific Performance Standards required for this position and
the written evaluation of same.
COMMUNICATION & SERVICE
Encompasses those skills and abilities
required to effectively exchange information
in order to interpret the needs of customers,
respond to those needs, achieve customer
satisfaction, and teach varying levels of
information technology disciplines to groups
and/or individuals.
Minimum requirements for competency level regardless of IT classification series: (check each box to
indicate employee meets these requirements – all boxes must be checked for “meets standards” or
“consistently exceeds standards” rating)
 Effectively assesses various users’ skill/technical levels and communicates appropriately at their
respective level of technical understanding.
 Effectively communicates routinely across multiple disciplines and outside of own work unit.
 Establishes effective working relationships with customers, fellow workers and outside vendors.
 Effectively defuses difficult or complex situations with customers, co-workers or outside vendors.
 Writes reports, standards, documentation, user training materials for use by various audiences.
 Consistently
Exceeds
Standards
 Meets
Standards
 Deficient
Supervisors: Use this space to list other specific Performance Standards required for this position and
the written evaluation of same.
ACCOUNTABILITY
Encompasses those skills and abilities
required to make decisions and take
ownership of and responsibility for work
performed.
Minimum requirements for competency level regardless of IT classification series: (check each box to
indicate employee meets these requirements – all boxes must be checked for “meets standards” or
“consistently exceeds standards” rating)
 Makes decisions and performs work within broad parameters and guidelines.
 Understands costs and benefits associated with various options for work processes and service delivery.
 Resourceful in deciding what tools to use within limited resources available.
 Makes decisions regarding what needs to be done by assessing unusual circumstances, variations in
approach, and incomplete or conflicting data or information.
 Selects from many alternatives in choosing a course of action.
Supervisors: Use this space to list other specific Performance Standards required for this position and
the written evaluation of same.
Page 2 of 5
 Consistently
Exceeds
Standards
 Meets
Standards
 Deficient
SECTION THREE: OTHER PERFORMANCE FACTORS/REQUIREMENTS
Factor/Requirement
Performance Evaluation
(Written evaluation of performance requirements for position)
QUALITY OF WORK
 Consistently Exceeds Standards
 Meets Standards
 Deficient
Overall excellence in workmanship, accuracy,
thoroughness, and consistency.
RELIABILITY
 Consistently Exceeds Standards
 Meets Standards
 Deficient
Overall reliability in punctuality, attendance,
and completion of work/projects on time.
ADAPTABILITY
 Consistently Exceeds Standards
 Meets Standards
 Deficient
Overall flexibility and ability to manage
change, adjust to new work requirements,
and respond to changing customer needs.
SECTION FOUR: PERFORMANCE OBJECTIVES (list or describe all required objectives)
Past Year’s Performance Objectives
Rating
Objective 1: Varies w/job; please list or describe
 Consistently
Results/Comments
Exceeds Standards
 Meets Standards
 Deficient
Objective 2: Varies w/job; please list or describe
 Consistently
Exceeds Standards
 Meets Standards
 Deficient
Objective 3: Varies w/job; please list or describe
 Consistently
Exceeds Standards
 Meets Standards
 Deficient
Objective 4: Varies w/job; please list or describe
Rating
 Consistently
Exceeds Standards
 Meets Standards
 Deficient
Page 3 of 5
Upcoming Year’s Performance Objectives
Comments
Objective 1: Varies w/job; please list or describe
Objective 2: Varies w/job; please list or describe
Objective 3: Varies w/job; please list or describe
Objective 4: Varies w/job; please list or describe
SECTION FIVE: SUMMARY
Summary Rating: (Choose one and indicate % increase)
_____ Consistently Exceeds Standards
_____ Meets Standards
_____ % Increase
_____ % Increase
(if at or below control pt.: 6.00-7.25% increase)
(if above control pt.: 3.00-4.00% increase)
(if at or below control pt.: 4.75% increase)
(if above control pt.: 2.00% increase)
Commentary Supporting Summary Rating:
SECTION SIX: PROFESSIONAL DEVELOPMENT
Recommended professional development plan and reasons why:
Additional resources required to implement plan:
Page 4 of 5
_____ Deficient (0% increase)
SECTION SEVEN: SIGNATURES
Employee’s signature indicates neither agreement nor disagreement with this evaluation, but indicates that the evaluation has been read and discussed.
_______________________________________________________
________________________________________________________
Employee
Immediate Supervisor
Date
_______________________________________________________
Next Supervisory Level
Date
ID#
Date
________________________________________________________
Human Resources
Date
Employee’s Comments: (Use additional sheets if necessary)
Page 5 of 5
____________
Phone (Ext.)