State Personnel Office

New Mexico State Personnel Board

State Personnel Office

Manager Evaluation

Employee Information
Employee Name / SHARE Empl ID No. / Position No.
Working Title / Annv. Date(Date started in current Position) / Supervisor Name
Annual Review Period
Fiscal Year: / YYYY / From / Select Date / To / Select Date /
Type of Evaluation
☐ Annual Appraisal
☐ Employee is moving to a new supervisor or a new job classification.
☐ Employee is going on leave of absence anticipated to last more than thirty (30) calendar days.
☐ Other:
Primary Job Purpose and Goals/Assignments
In a brief statement, describe how this job contributes to the agency. List two (2) to four (4) major goals/assignments for the upcoming performance appraisal period including agency-level strategic planning efforts.
Goal/Assignment 1:
Goal/Assignment 2:
Goal/Assignment 3:
Goal/Assignment 4:
Growth Development Plan
List one (1) to three (3) management/supervisory development opportunities that will be addressed during the performance appraisal period:
Development Area 1:
Date: Select Date
Goals:
Comments:
Development Area 2:
Date: Select Date
Goals:
Comments:
Development Area 3:
Date: Select Date
Goals:
Comments:
Rating Key
1 - Does Not Achieve Performance Standards / 3 - Achieves Performance Standards / 4 - Exceeds Performance Standards / 5 - Exemplary
Employee’s performance needs improvement and/or is inconsistent. (Performance Development Plan is required.) / Employee meets performance standards. / Employee effectively manages work expectation in a consistent and strong manner above the level of Achieves. / Employee performs at a level that results in significant accomplishments that may not have otherwise been achieved.
Mandatory Performance Rating Areas (complete all)
Overall Accomplishment of Results –Achieves results based on established goals; sets and communicates the vision and direction; develops challenging, achievable, relevant and measurable individual and work team goals; overcomes obstacles and is accountable for the final result.
Select Rating:
First Rating Period / Comments:
Select Date
Select Rating01 - Does Not Achieve (PS)03 - Achieves (PS)04 - Exceeds (PS)05 - Exemplary
Second Rating Period / Comments:
Select Date
Select Rating01 - Does Not Achieve (PS)03 - Achieves (PS)04 - Exceeds (PS)05 - Exemplary
Final Rating / Comments:
Select Date
Select Rating01 - Does Not Achieve (PS)03 - Achieves (PS)04 - Exceeds (PS)05 - Exemplary
Participative Leadership – Interacts effectively and maintains positive relationships with peers, employees, and customers; builds teamwork; motivates and inspires others; cooperates with persons outside of the agency; uses positive reinforcement; treats people with respect.
Select Rating:
First Rating Period / Comments:
Select Date
Select Rating01 - Does Not Achieve (PS)03 - Achieves (PS)04 - Exceeds (PS)05 - Exemplary
Second Rating Period / Comments:
Select Date
Select Rating01 - Does Not Achieve (PS)03 - Achieves (PS)04 - Exceeds (PS)05 - Exemplary
Final Rating / Comments:
Select Date
Select Rating01 - Does Not Achieve (PS)03 - Achieves (PS)04 - Exceeds (PS)05 - Exemplary
Communication – Listens well; effectively communicates with individuals throughout the organization; gives clear and complete instructions; makes clear and well-organized presentations; writes clearly and concisely.
Select Rating:
First Rating Period / Comments:
Select Date
Select Rating01 - Does Not Achieve (PS)03 - Achieves (PS)04 - Exceeds (PS)05 - Exemplary
Second Rating Period / Comments:
Select Date
Select Rating01 - Does Not Achieve (PS)03 - Achieves (PS)04 - Exceeds (PS)05 - Exemplary
Final Rating / Comments:
Select Date
Select Rating01 - Does Not Achieve (PS)03 - Achieves (PS)04 - Exceeds (PS)05 - Exemplary
Problem Solving and Decision Making – Prioritizes tasks and analyzes information with skill; assesses options and weighs alternatives before making a decision; willing and able to make a decision or choose a solution quickly and on partial information when the situation demands it.
Select Rating:
First Rating Period / Comments:
Select Date
Select Rating01 - Does Not Achieve (PS)03 - Achieves (PS)04 - Exceeds (PS)05 - Exemplary
Second Rating Period / Comments:
Select Date
Select Rating01 - Does Not Achieve (PS)03 - Achieves (PS)04 - Exceeds (PS)05 - Exemplary
Final Rating / Comments:
Select Date
Select Rating01 - Does Not Achieve (PS)03 - Achieves (PS)04 - Exceeds (PS)05 - Exemplary

Page 1 of 8 Form #SPO001

Rev. 3/22/13

Development of Employees – Trains, guides, and assists employees; motivates employees to perform effectively; recognizes and encourages employees to establish and meet goals; maintains appropriate standards of performance resolves personnel-related problems and issues in a timely and effective manner.
Select Rating:
First Rating Period / Comments:
Select Date
Select Rating01 - Does Not Achieve (PS)03 - Achieves (PS)04 - Exceeds (PS)05 - Exemplary
Second Rating Period / Comments:
Select Date
Select Rating01 - Does Not Achieve (PS)03 - Achieves (PS)04 - Exceeds (PS)05 - Exemplary
Final Rating / Comments:
Select Date
Select Rating01 - Does Not Achieve (PS)03 - Achieves (PS)04 - Exceeds (PS)05 - Exemplary
Evaluations of Employees – Appraises and reviews performance of supervised employees in a timely, fair and appropriate manner in accordance with SPO Board Rules. (Employees are provided an opening EE, at least one interim, and a final each fiscal year as appropriate.)
Select Rating:
First Rating Period / Comments:
Select Date
Select Rating01 - Does Not Achieve (PS)03 - Achieves (PS)04 - Exceeds (PS)05 - Exemplary
Second Rating Period / Comments:
Select Date
Select Rating01 - Does Not Achieve (PS)03 - Achieves (PS)04 - Exceeds (PS)05 - Exemplary
Final Rating / Comments:
Select Date
Select Rating01 - Does Not Achieve (PS)03 - Achieves (PS)04 - Exceeds (PS)05 - Exemplary
Add’l Rating Areas (Select One) Customer FocusWork Environment/SafetyOrganizational KnowledgePlanning and OrganizingFiscal ManagementQuality of Work Additional rating areas are listed on the next page.
Select Rating:
First Rating Period / Comments:
Select Date
Select Rating01 - Does Not Achieve (PS)03 - Achieves (PS)04 - Exceeds (PS)05 - Exemplary
Second Rating Period / Comments:
Select Date
Select Rating01 - Does Not Achieve (PS)03 - Achieves (PS)04 - Exceeds (PS)05 - Exemplary
Final Rating / Comments:
Select Date
Select Rating01 - Does Not Achieve (PS)03 - Achieves (PS)04 - Exceeds (PS)05 - Exemplary
If additional rating areas are desired, please attach a separate sheet.
Performance Rating Areas (in Addition to Mandatory Rating Areas)
Customer Focus: / Fosters and models a commitment to customer service; demonstrates a commitment to quality public service through statements and actions; measures customer satisfaction where appropriate; demonstrates the ability to create external partnerships.
Work Environment/Safety: / Promotes a respectful workplace and complies with general conditions of employment, EEO, security and workplace safety policies.
Organizational Knowledge: / Understands the programs and services provided by the agency; understands the resources needed to achieve program and service requirements; understands the impact that changes in assigned program and service impact the entire organization.
Planning and Organizing / Sets short and long-term objectives and priorities; develops plan to meet established deadlines; anticipates problems and adapts to changes by using resources effectively; delegates work and conducts follow-up to ensure work is completed.
Fiscal Management / Operates within established budget by monitoring expenditures and balances, forecasting future budgetary needs and contingency planning; adheres to statewide and agency-specific budget/finance policies.
Quality of Work / Maintains accuracy, thoroughness and efficiency of work that achieves standards of quality.
Overall Final Rating (This is the rating for the entire review period)
Select Rating01 - Does Not Achieve (PS)03 - Achieves (PS)04 - Exceeds (PS)05 - Exemplary
Supervisor Comments: / Select Date /
Employee’s Comments
First Review Period Comments / Select Date /
Second Review Period Comments / Select Date /
Final Rating Comments (Entire Review Period) / Select Date /

Page 1 of 8 Form #SPO001

Rev. 3/22/13

Signatures
Reviewer must be the first to sign off on Evaluation.
Initial Evaluation Discussion:
(Required)
(No Rating) / Reviewer Signature / Date
Rater(Supervisor)Signature / Date
Your signature indicates neither agreement nor disagreement with the evaluation, but it does indicate that you have read the evaluation and that it has been discussed with you. If you wish, you may comment in the Employee Comments space above or provide a document for attachment.
EmployeeSignature / Date
First Rating Period:
(Required)
Reviewer Signature / Date
Rater (Supervisor)Signature / Date
Your signature indicates neither agreement nor disagreement with the evaluation, but it does indicate that you have read the evaluation and that it has been discussed with you. If you wish, you may comment in the Employee Comments space above or provide a document for attachment.
EmployeeSignature / Date
Second Rating Period:
(Probationary, Newly promoted or As needed) / Reviewer Signature / Date
Rater (Supervisor)Signature / Date
Your signature indicates neither agreement nor disagreement with the evaluation, but it does indicate that you have read the evaluation and that it has been discussed with you. If you wish, you may comment in the Employee Comments space above or provide a document for attachment.
EmployeeSignature / Date
Final Appraisal: Overall Rating of Entire Review Period
(Required) / Reviewer Signature / Date
Rater (Supervisor) Signature / Date
Your signature indicates neither agreement nor disagreement with the evaluation, but it does indicate that you have read the evaluation and that it has been discussed with you. If you wish, you may comment in the Employee Comments space above or provide a document for attachment.
Employee Signature / Date

Page 1 of 8 Form #SPO001

Rev. 3/22/13