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The University of North Carolina – Office of the President/General Administration

CORE COMPETENCY AND FUNCTIONAL COMPETENCY ASSESSMENT WORKSHEET

(Information Technology Employees)

Employee's Name: / Last / First / Middle
Department: / Name / Number
Band Title:
Salary: / Grade / Base Salary / Manager Completing Form:
Date:
Core / Weight of Competency (%) / Ranking – Contributing, Journey, Advanced / Functional / Weight of Competency (%) / Ranking – Contributing, Journey, Advanced /
Teamwork / Planning and Organizing
Customer Service / Project Management
Organization Awareness / Technical Knowledge
Communication / Technical Support
Initiative / Consulting Skills
Productivity
TOTAL / 100% / TOTAL / 100%

Manager Name: Manager Signature: Date:

TEAMWORK:
Contributing – Demonstrates courtesy and respect when dealing with others in order to develop a positive working relationship. Participates and meaningfully contributes to developing solutions for team. Accepts responsibility for actions and does not blame others or conditions.
Journey – Applies feedback to improve performance. Works to make others successful. Accepts change and works to support changes. Able to resolve conflict constructively.
Advanced – Solicits feedback to improve performance. Acts as an informal peer group leader, intermediary, or supervisor. Aware of issues that affect team performance. Seeks out others including clients in creative problem solving.
DEMONSTRATED ACTION(S) / HOW TO IMPROVE / RANKING – CONTRIBUTING, JOURNEY, ADVANCED
C J A

C J A

C J A

C J A

C J A

C J A

C J A

WEIGHT (of core competency – total for all core must equal 100%):


CUSTOMER SERVICE:
Contributing – Demonstrates a customer-first attitude. Establishes positive relationships with customer contacts. Demonstrates a sense of urgency in dealing with customer problems.
Journey – Demonstrates a sense of ownership of problems. Establishes proactive relationship with customers. Includes providing education to client as appropriate.
Advanced – Anticipates customer’s needs and moves to effectively address. Promotes positive customer service attitude among peers.
DEMONSTRATED ACTION(S) / HOW TO IMPROVE / RANKING – CONTRIBUTING, JOURNEY, ADVANCED
C J A

C J A

C J A

C J A

C J A

C J A

C J A

WEIGHT (of core competency – total for all core must equal 100%):


ORGANIZATION AWARENESS:
Contributing – Understands basic operation of the functional unit or organization. Exhibits appreciation for the mission of the academy.
Journey – Working knowledge of the organization and relationships as they apply to solving problems. Aware of the ‘business’ of the organization and the formal structure of the organization.
Advanced – Leverages Organization Awareness to provide enhanced services. Utilized the formal as well as informal relationships to benefit the organization.
DEMONSTRATED ACTION(S) / HOW TO IMPROVE / RANKING – CONTRIBUTING, JOURNEY, ADVANCED
C J A

C J A

C J A

C J A

C J A

C J A

C J A

WEIGHT (of core competency – total for all core must equal 100%):


COMMUNICATION:
Contributing – Conveys ideas on routine subjects clearly, both in writing and orally. Translates simple technical issues into understandable terms for non-technical users. Uses appropriate language and grammar when speaking or writing to others.
Journey – Conveys ideas on non-routine subjects clearly. Uses method of communication most appropriate to situation.
Advanced – Understands underlying dynamics of a situation and adapts communication accordingly.
DEMONSTRATED ACTION(S) / HOW TO IMPROVE / RANKING – CONTRIBUTING, JOURNEY, ADVANCED
C J A

C J A

C J A

C J A

C J A

C J A

C J A

WEIGHT (of core competency – total for all core must equal 100%):


INITIATIVE:
Contributing – Looks to supervisor to set requirements of job and sometimes uses own initiative to take actions beyond those required.
Journey – Frequently demonstrates initiative in taking actions related to job’s core and functional competencies. Frequently communicates to supervisor about new and better ways to accomplish the requirements of their position.
Advanced – Actively and consistently demonstrates initiative in taking actions related to job’s core and functional competencies. Constantly seeks new and better ways on their own to do things that will have an appropriate, positive impact within and beyond current job category. Models “the taking of initiative” in appropriate job-related area(s) to other team and group members.
DEMONSTRATED ACTION(S) / HOW TO IMPROVE / RANKING – CONTRIBUTING, JOURNEY, ADVANCED
C J A

C J A

C J A

C J A

C J A

C J A

C J A

WEIGHT (of core competency – total for all core must equal 100%):


PRODUCTIVITY:
Contributing – Looks to supervisor to set productivity goals of job and meets or exceeds those goals within stated timeframes.
Journey – Produces high quality work that is in line with productivity expectations. Works with supervisor to establish timeframes and meets or exceeds goals within agreed-upon timeframes.
Advanced – Actively and consistently exceeds production expectations in terms of both quantity and quality of work. Sets reasonable goals for work and meets or exceeds them with little supervisory oversight.
DEMONSTRATED ACTION(S) / HOW TO IMPROVE / RANKING – CONTRIBUTING, JOURNEY, ADVANCED
C J A

C J A

C J A

C J A

C J A

C J A

C J A

WEIGHT (of core competency – total for all core must equal 100%):


PLANNING AND ORGANIZING:
Contributing – Understands tasks required in job and takes ownership to complete tasks. Takes initiative to plan and organize daily activities and tasks. Able to work independently to complete tasks. Able to stay on task.
Journey – Sets priorities and knows when priorities need to be changed. Works independently and manages job with minimal supervision. Able to adapt work to unanticipated changes.
Advanced – Regularly assists management in establishing work standards, standard processes and references.
DEMONSTRATED ACTION(S) / HOW TO IMPROVE / RANKING – CONTRIBUTING, JOURNEY, ADVANCED
C J A

C J A

C J A

C J A

C J A

C J A

C J A

WEIGHT (of functional competency – total for all functional must equal 100%):


PROJECT MANAGEMENT:
Contributing – Serves as a productive team member on a project team or manages a project task. Substantively contributes to project meetings. Follows processes and approvals for projects.
Journey – Manages one portion of a larger project or assumes responsibility for projects of limited complexity. Develops project plans, manages milestones and drives project forward. Accountable for keeping project on track. Anticipates project problems and leads collaboration to avoid or manage problems.
Advanced – Manages projects of medium to high complexity. Develops project plan, manages milestones and drives project forward. Keeps project on track.
DEMONSTRATED ACTION(S) / HOW TO IMPROVE / RANKING – CONTRIBUTING, JOURNEY, ADVANCED
C J A

C J A

C J A

C J A

C J A

C J A

C J A

WEIGHT (of functional competency – total for all functional must equal 100%):


TECHNICAL KNOWLEDGE:
Contributing –Understands theory behind technology. Uses general understanding of technical theory to coordinate and consult with technical staff.
Journey – Competent to work on most phases of technology. Uses theoretical understanding of technology to translate need into technical specifications.
Advanced – Serves as an experienced technical resource. Uses detailed understanding of technical, substantive and methodological issues and theories to provide direction for technical staff.
DEMONSTRATED ACTION(S) / HOW TO IMPROVE / RANKING – CONTRIBUTING, JOURNEY, ADVANCED
C J A

C J A

C J A

C J A

C J A

C J A

C J A

WEIGHT (of functional competency – total for all functional must equal 100%):


TECHNICAL SUPPORT:
Contributing – Effectively uses available tools in problem solving and analysis. Resolves routine problems. Seeks out advanced Ranking – Contributing, Journey, Advanced support to assist as needed.
Journey – Independently resolves routine and sometimes non-routine technical problems. Spots trends in recurring problems and takes action to prevent future occurrences.
Advanced – Recommends methods of resolving problems to lower Ranking – Contributing, Journey, Advanced staff or customers. Serves as a key resource in solving problems of medium to high complexity.
DEMONSTRATED ACTION(S) / HOW TO IMPROVE / RANKING – CONTRIBUTING, JOURNEY, ADVANCED
C J A

C J A

C J A

C J A

C J A

C J A

C J A

WEIGHT (of functional competency – total for all functional must equal 100%):


CONSULTING SKILLS:
Contributing – Understands user needs through discussion with customer. Able to convey technical information to customer and promote understanding of relevant issues.
Journey – Understands the customer’s needs and resource limitations in order to provide appropriate service to customer. Builds on-going partnerships with customers. Meets with customers to discuss alternative technical solutions.
Advanced – Provides consultation on issues and requests from customers that require the implementation or creation of a custom solution. Consults with senior Ranking – Contributing, Journey, Advanced decision-makers, on an on-going basis, to discuss alternative technical solutions.
DEMONSTRATED ACTION(S) / HOW TO IMPROVE / RANKING – CONTRIBUTING, JOURNEY, ADVANCED
C J A

C J A

C J A

C J A

C J A

C J A

C J A

WEIGHT (of functional competency – total for all functional must equal 100%):