Use this step by step explanation to craft a good employee performance feedback review for a lead estimator. Find the right words with quality phrases.

A Lead Estimator has the role of undertaking detailed research and data collection and then predicting the overall project cost. He or she will consult widely with all the players to get all the data and information required then estimates, comes up with the final cost projections, and submits the details to the senior estimator.

Besides that, he or she will perform the following roles; soliciting and negotiating for the best prices, perform a cost analysis of the project, build relationships with contractors and sub-contractors, evaluate all project risks and opportunities, source for the best suppliers for the project and present cost estimates to the senior estimator for review.

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

KNOWLEDGE OF JOB: Knowledge of Job is essential to every employee who needs to have a clear understanding of how their jobs fit into the overall organization to eliminate carelessness and laxity.

Cultivates good relationships with the people in one's company and treats them with courtesy, respect, and kindness

Offers junior and new employees guidance and encouragement and teaches them how to handle different tasks and set goals

2

MANAGING AT TEAM: Managing is the administration of an organization which includes activities of setting the strategy of an organization and coordinating the efforts of the employees to accomplish its objectives.

Provides ongoing feedback and learning opportunities to the employees in order to develop their ability to perform and contribute to the company

Keeps up-to-date with technological developments and makes effective use of technology to improve the company or achieve results

2

INITIATIVE: An initiative is the ability to assess and initiate things independently often done without any managerial influence offered.

Holds high ethical standards that are apparent through all the work delivered

Instill a sense of teamwork among the co-workers promoting an atmosphere of cooperation and collaboration

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.

Creates time to reflect; looks back at failures and setbacks in order to identify and apply key learning for self and others

Maintains awareness of one's own emotions and uses this knowledge to guide one's actions and to think in a favorable manner

2

COMMITMENT TO THE JOB: Commitment to the Job is the feeling of responsibility that a person has towards a mission and goals of an organization.

Shows eagerness to promote the company's products and services to customers in order to make the customers feel part of the company's long-term success

Anticipates company's needs and possible problems, and comes up with suggestions to address those needs

2

ROLE AWARENESS: Role Awareness is the ability to be informed of your role in a given environment as well as understand the expectations placed on a position and to see how they are met apparently.

Uses time wisely in order to reduce the risk of mistakes that come from squeezing too much work into too little time

Marks positive changes in own performance in order to implement them further and identifies areas that need improvement

2

DEADLINES - ON TIME: Deadlines - On time is the ability to prioritize the important tasks and setting up a plan on how to work on them first to deliver within the set period.

Considers what one is expected to deliver, how large the project is, and the amount of time one can dedicate when setting a completion time for a project

Gets a complete clarification on the most important parts of the project before one agrees to a deadline

3

LONG RANGE PLANNING: Long Range Planning is setting long-term goals and objectives for your business or project to ensure its growth and sustainability is reached by all the employees.

Looks at the company as an outsider and reviews its strengths and weaknesses in order to identify areas of opportunity and improvement

Writes specific statements that give a summary of how the company plans to achieve its mission or approach the market

2

RESOURCE USE: Resource Use is the ability to utilize the office supplies effectively while avoiding any wastage and ensuring everything is used correctly.

Gets to know team members' strengths, skills, and the type of work that motivates them in order to match them with the perfect tasks

Anticipates potential problems and gathers resources necessary to fix them should they occur

2

INTERCULTURAL COMPETENCE: Intercultural Competence is the knowledge and skills to successfully interact with people from other ethnic, religious, cultural, national and geographic groups.

Takes part in changing practices and policies to enhance respectful engagement and inclusion of people with different cultural backgrounds

Encourages others to appreciate and experience different ways of doing and seeing things

2

Self Evaluation

Self Evaluation Question

Employee Comments

KNOWLEDGE OF JOB:

Is there a time when you faced a problem because you had not understood a certain concept in a project? What happened?

Can you give two or three examples of times when you have worked with groups of people to accomplish tasks? What was your role?

[employee comments]
MANAGING AT TEAM:

Have you ever been appointed to manage a team? If yes, describe the role you played in the team's success

Is there a time when you have been a mentor to another aspiring manager? How did you go about creating that relationship?

[employee comments]
INITIATIVE:

Have you sighted any improvement from the last evaluation season?

Do you take positive criticism well or do you allow your feeling to lead you?

[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]
COMMITMENT TO THE JOB:

What are some of the things that get you dedicated and devoted to your work?

Is there a time you were able to provide your own motivation even though you were working alone? How did you motivate yourself?

[employee comments]
ROLE AWARENESS:

Describe a project that required you to demonstrate role awareness. What was your role and what was the outcome?

Describe a time when you have faced challenges that hindered you from becoming more aware of your role in a certain goal. How did you overcome them?

[employee comments]
DEADLINES - ON TIME:

Describe a time when you have had to work under a tight deadline. What methods did you use to meet the deadline?

What are some of the tools that you have used to prioritize your tasks? How has this helped meet your deadlines?

[employee comments]
LONG RANGE PLANNING:

Describe a time when you have had a hard time accomplishing your long-range plan. What was the problem and how did you solve it?

What are some of the things you have done to improve your ability to plan for the future?

[employee comments]
RESOURCE USE:

What factors have you considered when managing resources at work?

Describe a time when you identified a project that was consuming more company resources than needed. What did you do with the project?

[employee comments]
INTERCULTURAL COMPETENCE:

What are you doing to encourage tolerance among individuals and groups with different cultural practices?

How often do you encourage others to appreciate and experience different ways of doing and seeing things?

[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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