Use this step by step explanation to craft a good employee performance feedback review for a budget coordinator. Find the right words with quality phrases.
A Budget Coordinator is responsible for performing all aspects of the budgetary function and other related fiscal responsibilities that are aimed at providing management with timely financial information.
The primary duties of this role include providing professional financial services that include the development, analysis, implementation and monitoring of the company's budget, developing and administering the company-wide final budget, compiling budget projections for preliminary and final budgets, imputing updated budget amounts, monitoring and analyzing the company, comparing budget measures, monitoring and analyzing company's suggested resources, comparing budgeted amounts with actual activity, performing specialized and complex budgetary work, providing grant proposal budget analysis and technical and analytical support to allow operations.
Employee Performance Review Sample | |
|---|---|
| Employee's Name: | Title: |
| Review Period: __/__/__ to __/__/__ | Employee SSN: |
| Work Location: | Supervisor's Name: |
Instructions |
|
Rating Meaning | |
| The employee fails to perform the most important aspects of the job satisfactorily. Requires close guidance to carry out routine jobs. He/she needs significant improvement in all areas. Meetings should be held between the employee and the supervisor to discuss performance deficiencies. | 1 |
| Employee routinely meets and exceeds expectations in all areas of responsibility. Produces high-quality work that at times exceeds expectations. Consistently meets the most critical annual goals. Occasionally produces timely and accurate results. | 2 |
| The employee consistently and significantly exceeds the communicated expectations by producing exceptionally high-quality work. He/she demonstrates exceptional knowledge of his/her duties and is highly recognized by others as an authority in his/her area of work. | 3 |
Supervisor's Feedback | ||
Skill | Comments | Rating |
|---|---|---|
| CONFLICT MANAGEMENT: Conflict Management is a situation where the interests, needs, values and goals of the involved parties interfere with one another in the workplace where different stakeholders have different priorities. | Handles emotions well during highly charged discussions and expresses them appropriately. Escalates issues that require being handled by the top management when it is necessary. | 3 |
| CRITICAL THINKING: Critical Thinking is the ability to think clearly and rationally while understanding the logical connection between ideas in a reflective and independent thinking. | Evaluates ideas and opinions in an unbiased manner without favoritism. Takes in into consideration different and varied perspectives when solving problems. | 3 |
| JUDGMENT SKILLS: Judgment is the ability to make a decision or form an opinion wisely especially in matters affecting action, good sense and discretion. | Assesses the risks, including ethical risks, in new situations where there are little or no precedent, in order to make an informed decision Regularly surveys customers in order to evaluate the general impact of a change in pricing policy | 3 |
| KNOWLEDGE OF COMPANY PROCESSES: Knowledge of Company Processes is the in-depth understanding of a collection of related, structured activities that serve a particular goal for a group of customers or clients who are valuable to the enterprise. | Understands and appreciates different perspectives on a problem in order to adapt the best approach to solving it Understands the company's formal rules and structures and is able to identify who the real decision-makers are and individuals who can influence them | 3 |
| COLLABORATING WITH OTHERS: Collaborating is willingly working with one another and cooperating in whatever task one is assigned without behaving poorly or having an attitude change that hurts others. | Develops teamwork and cooperation while participating in a group and works towards solutions that generally benefit everyone Regularly exchanges feedback with group members in order to help them know their strong areas and work on areas that need improvement | 3 |
| DIPLOMACY: Diplomacy is the practice of conducting negotiations and influencing decisions and behaviors of different parties through dialogue, negotiation and other mature measures that are short of violence. | Learns and respects one's personal boundaries in order to regulate stress and frustrations Shows sensitivity especially when addressing negative issues or situations that might involve negative emotions | 2 |
| SELF AWARENESS: Self Awareness is the ability to have a sound understanding of who you are as a person and how to relate to the world in which you live by understanding your strengths and weaknesses and how to manage them in the workplace. | Draws upon one's self-control in order to identify and manage the emotions of others during adverse times Remains confident, energized and enthusiastic in the face of very challenging and prolonged work demands | 2 |
| CONCEPTUAL THINKING: Conceptual Thinking is the ability to recognize a situation or problem by identifying patterns or connections while addressing the underlying issues. | Redesigns various company's departments in order to meet long-term objectives Sees beyond the current business model and suggests new ways of working that are different from competitors | 2 |
| PERSONAL ACCOUNTABILITY: Personal Accountability is the feeling that you are entirely responsible for your actions and consequences taking ownership without blaming others. | Looks beyond the requirements of one's own job description to offer suggestions for problem-solving and improvement of overall company operations Takes own responsibilities seriously and consistently meets the company's expectations for professionalism, service, and quality | 3 |
| PERSONAL RELATIONSHIPS: Personal Relationships is the relationship between individuals who have or have had a continuing relationship of any nature either professional or informal. | Creates time to chat with other employees in order to know and learn about them and develop healthy and positive relationships Tries as much as possible to display a positive attitude even when one is feeling unhappy or stressed about a situation | 3 |
Self Evaluation | |
Self Evaluation Question | Employee Comments |
|---|---|
| CONFLICT MANAGEMENT: Do you have the tendency of dealing with issues when they arise or when they have developed into serious problems? Have you ever shown non-commitment towards finding a solution to a conflict? | [employee comments] |
| CRITICAL THINKING: Give an instance you hurriedly made a decision without thinking it through and what was the result? How flexible are you when it comes to trying different ways of solving problems other than the intended way. | [employee comments] |
| JUDGMENT SKILLS: Is there a time you have made a difficult decision? How did you handle the feedback? Is there a way you could have handled the situation differently? Do you usually analyze information better alone or with a group? Why? When do you seek assistance from other employees? | [employee comments] |
| KNOWLEDGE OF COMPANY PROCESSES: Can you give an example of one or two times when you have presented new information to key decision-makers to help them understand a situation? How would you respond to a new employee who shows an unwillingness to learn the company process? What would you do to help them? | [employee comments] |
| COLLABORATING WITH OTHERS: Can you give the best example of a time when you worked cooperatively as a team member to complete an important task? Describe a time when you have had to work with a difficult team member. How did you handle it? | [employee comments] |
| DIPLOMACY: Can you give an example of one time when you have had to speak up in order to let people know how you felt about a certain situation? How do you react when you receive negative feedback from other employees about your personality? | [employee comments] |
| SELF AWARENESS: Is there a time when you were surprised about the positive impact your words or behavior had on a colleague or client? Can you list five things that you have learned about yourself in the last two years, that are relevant to how you work? | [employee comments] |
| CONCEPTUAL THINKING: Can you give an example of when you integrated seemingly unrelated information in order to anticipate a problem or analyze a situation? Describe the steps and methods you have used to identify a vision for your department. What would you have done differently? | [employee comments] |
| PERSONAL ACCOUNTABILITY: Describe an occasion when you chose not to complete a task, for whatever reason. What happened? Describe a time when you had to admit to your supervisor that you had made a mistake. What happened? | [employee comments] |
| PERSONAL RELATIONSHIPS: Describe a time when you were successful in building a relationship with a difficult person at work. How did you go about it? Describe a time when a colleague asked you to keep something confidential. How did you go about building this trust? | [employee comments] |
Summary |
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Sections 1-4: To be completed by the supervisor Section 5: To be completed by the employee |
1. Exceeds Job Related Expectations |
2. Areas to improve |
3. Goals completed since last performance feedback |
4. Goals for next period |
5. Employee comments |
Signatures | |
| I acknowledge that I discussed this performance feedback with my supervisor. My signature does not mean that I agree or disagree with this appraisal. | |
| Employee: | Date: |
| Supervisor: | Date: |
| Human Resources: | Date: |