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

  1. Rating: Rate the employee against the core skills based on how well he/she demonstrates each skill. Give scores 1, 2, or 3 for each rating depending on the employee's performance.
  2. Comments: Use this area to give examples of employee's performance phrases. The phrases should describe how well an employee has performed on previously set goals based on the given core skill.
  3. Summary: Use this section to give a summary of the employee's strengths and areas for improvement or development. Recommend a step increase for an employee who has met the expectations and performance improvement plans for one who doesn't meet expectations.
  4. Human Resources Review: Human resources manager must examine and indicate whether he/she concurs with the evaluation and comments. If the manager agrees, then he/she must sign the evaluation form. If he/she doesn't concur, then he/she must provide reasons explaining why this is so.
  5. Signatures: Sign the evaluation form and give it to the employee to go through and answer the Self Evaluation Questions. Ask him/her to sign and date the evaluation form before giving it back to the human resources for filing.

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.

Compromises during a conflict and tries to accommodate other people's ideas and opinions.

Readily accepts when on the wrong and takes full responsibility.

2

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.

Uses strategic approachability and skill when it comes to solving issues.

Always feels comfortable and confident when seeking help or advice whenever stuck on solving any issue.

2

JUDGMENT SKILLS: Judgment is the ability to make a decision or form an opinion wisely especially in matters affecting action, good sense and discretion.

Creates time to research possible logistical or legal problems associated with a new company policy before implementing it

Tries to be as objective and measured as one can be, and seeks input from other employees where appropriate or necessary

2

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.

Is able to differentiate between irrelevant and critical pieces of information and gather information from various sources to reach a conclusion

Listens to different points of view of a given issue, identifies main negotiation points and promotes mutual understanding

2

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.

Addresses underlying causes of low participation; finds out why a group member is not fulfilling the assigned role or barely attending meetings

Makes sure own goals determine the activities one chooses; avoids wasting time with activities just because they are fun

2

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.

Looks for the right time to raise concerns or make requests in order to avoid wasting other employees' time

Presents own ideas without coming off as someone who doesn't value what other employees have to say or someone rude

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.

Acknowledges and recognizes the emotions of other colleagues and instills a constructive attitude and positive during complex and difficult times

Depicts high level of self-discipline and looks forward to learning new things and opportunities

2

CONCEPTUAL THINKING: Conceptual Thinking is the ability to recognize a situation or problem by identifying patterns or connections while addressing the underlying issues.

Sees trends, patterns and missing pieces when looking at information and tries to draw links between the information and the context

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.

Exceeds one's commitment to others by frequently setting realistic team goals and projects before deadline

Generates enthusiasm among the team members for accomplishing common goals that elevates the team and ensures the company success

2

PERSONAL RELATIONSHIPS: Personal Relationships is the relationship between individuals who have or have had a continuing relationship of any nature either professional or informal.

Initiates a conversation by asking questions, sharing something about oneself and allowing the other person to share

Participates in activities that do not involve work with other employees in order to establish more connection at work

2

Self Evaluation

Self Evaluation Question

Employee Comments

CONFLICT MANAGEMENT:

How do you handle conflicts when they arise? How can you rate yourself?

How readily do you accept when you are in the wrong and take full responsibility for your actions?

[employee comments]
CRITICAL THINKING:

How well do you research and gather facts and information before solving an issue?

How well do you consider having a concrete conclusion when presenting your ideas?

[employee comments]
JUDGMENT SKILLS:

Can you give two examples of situations where you have used logic and good judgment in solving a problem? How did you go about it?

Can you describe step by step, how you would brainstorm possible themes for a fundraising campaign in your company?

[employee comments]
KNOWLEDGE OF COMPANY PROCESSES:

How do you prioritize customer's issues in order to ensure that service is provided to the customers even during critical periods?

Is there a time when you have encountered a problem due to lack of knowledge of your company processes? How was the problem solved?

[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?

Some people prefer working alone while other prefer working as a team. What do you prefer and why?

[employee comments]
DIPLOMACY:

Is there a time when you have used diplomacy skills to gain information needed to solve a problem? How did you go about it?

Have you ever faced a situation that needed you to act very discreetly? How did you manage it?

[employee comments]
SELF AWARENESS:

Can you describe some circumstances and situations that brought out your best at work?

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 describe a time you were able to identify underlying or key issues in a complex situation? How did you go about it?

Describe a time when you needed to develop and use a complex procedure in order to complete a task. What obstacles did you encounter when handling the task?

[employee comments]
PERSONAL ACCOUNTABILITY:

What steps have you taken to improve your effectiveness in the company, workgroup and your career?

Describe a time you reacted to pressure situations or short deadlines. How did you do it?

[employee comments]
PERSONAL RELATIONSHIPS:

In your opinion, what are the key ingredients in building and maintaining a successful business relationship? How have these worked for you?

Describe a time when a colleague asked you to keep something confidential. How did you go about building this trust?

[employee comments]

Summary

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:

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