4 spms forms (annexes) - for lgus

Annex B

Sample Summary List of Individual Performance Ratings

Department/Office A Performance Assessment: Very Satisfactory

Section ARating

Numerical AdjectivalSection A Rating 4 Very SatisfactoryEmployee 1 4 Very SatisfactoryEmployee 2 5 OutstandingEmployee 3 3 SatisfactoryEmployee 4 4 Very SatisfactoryEmployee 5 4 Very SatisfactoryNo. of Employees = 5

20/5 = 4 Very SatisfactoryAverage ratings of staff

Section BRating

Numerical AdjectivalSection B Rating 3 SatisfactoryEmployee 1 3 SatisfactoryEmployee 2 4 Very SatisfactoryEmployee 3 2 UnsatisfactoryEmployee 4 3 SatisfactoryNo. of Employees = 4

12/4 = 3 SatisfactoryAverage ratings of staff

Section CRating

Numerical AdjectivalSection C Rating 5 OutstandingEmployee 1 5 OutstandingEmployee 2 4 Very SatisfactoryEmployee 3 5 OutstandingEmployee 4 4 Very SatisfactoryNo. of Employees = 4

18/4 = 4.5 OutstandingAverage ratings of staff

Summary

Division A 4 Very SatisfactoryDivision B 3 SatisfactoryDivision C 4.5 Outstanding

Average 11.5/3 = 3.833 Very Satisfactory

Annex C1

Performance Monitoring and Coaching Journal (1)

Tasks DurationTask Status

Remarks1 2 3 4

Test ItemStaff A Jan 5 -10

1.2 Review of Test Items Staff D Jan 5 -10

Staff B Jan 12 - 17

Staff B continuing

Staff B continuing

Staff D

Staff D by January 10



Director EO April

Staff C EO February

Staff F EO April

Staff E March 1-30

Staff M May 10-15

Staff N May 15-17

Staff O continuing

Staff P May 1-5

(Sample Only: Illustration of a Tracking Tool for Monitoring Targets)

Major Final Output

Assigned to

1.1 Conduct of Test Item Workshop

Test Bank Database

2.1 Encoding of Test Item

2.2 Updating of Test Item Properties

2.3 Management/ Maintenance of Test Bank Database

Exam Calendar and

Announcement

3.1 Consultation with CSCROs

3.2 Preparation of Calendar/Announcement

3.3 Presentation of Calendar/Announcement

3.4 Dissemination of Calendar/Announcement

Exam - Conduct Action

Plan

4.1 Consultation of Exam Committees

4.2 Determination of Testing Centers/Test Administrators

4.3 Preparation of Budget Estimate (Income and Expense)

Non - Confidential Examination Documents

5.1 Preparation of Examiner's Manual

5.2 Reproduction of Examination Documents

5.3 Dissemination of Examination Documents

Processed Examination Application

6.1 Review and Evaluation of Application

6.2 Batching of Application

Annex C2


Name of Departmen/Office

Depratment Head/Head of Office

Number of Personnel in the Department/Office

Name(s) of Personnel Given

1) Please indicate the date in the appropriate shaded box when the mentoring and coaching was conducted.

2) Indicate in the remarks column the nature/aspect of Monitoring and Mentoring/Coaching given.

ActivityMechanisms

RemarksM eetingMemo

Others One-in-One Group (Pls. Specify)

Monitoring

Conducted by: Date: Noted by: Date:

Name of Dep't./Office Head (Name of Agency Head)Dept./Office Head Head of Agency

Coaching/ Mentoring

4th

3rd

2nd

1st

Quarter

Annex C3


Performance Monitoring and Coaching

Task ID No. Subject Output Date Assigned Remarks

Staff B

(Sample Only: Illustration of a Tracking Tool for Monitoring Assignments)

Action Officer

Date Accomplished

Document No. or Task No. if taken from WFP

Subject Area of the Task or the Signatory of the Document and Subject Area

Date the task was assigned to the drafter

Date the output was approved by the approver

Annex D

OFFICE PERFORMANCE COMMITMENT AND REVIEW (OPCR)

______________________________ ______________ (Name Of Dep't./Office Head) Date (Position)

Date <Name of Head of Agency>

Head of Agency

MFO Success Indicators

1st sem 2nd sem Allotted Budget

Actual Accomplishments / ExpensesRATING

RemarksQ E T A

1st sem

Strategic Priority

Core Functions

Support Functions

Average Rating Category MFO Rating

Strategic Priority

Core FunctionsSupport Functions

Total Overall RatingFinal Average Rating

Adjectival RatingAssessed by: Date Date Final Rating by: Date

Planning Office Planning Office Head of Agency

Legend: Q - Quantity E - Efficiency T - Timeliness A - Average

I, ___________________________, Head of the, ______________________________________, commit to deliver and agree to be rated on the attainment of the following targets in accordance with the indicated measures for the period ___________________ to _______________________, 2012.

APPROVED:

Division/ individuals

Actual Accomplishments / Expenses

2nd sem

5– Outstanding4 – Very Satisfactory3 – Satisfactory2 - Unsatisfactory1 - Poor

Annex E

INDIVIDUAL PERFORMANCE COMMITMENT AND REVIEW (IPCR)

commit to deliver and agree to be rated on the attainment of the following targets in accordance with the indicated measures for the period ____________________ to _______________________ , 2012

(EMPLOYEE NAME)(Position)

Reviewed by /Date Approved by

Name of Dep't./Office Head (Name of Head of Agency)

Postion Head of Agency

MFO/PAP SUCCESS INDICATORS (TARGETS + MEASURES) Actual AccomplishmentRating

REMARKSQ E T A

Strategic Priority

CORE FUNCTIONS

SUPPORT FUNCTIONS

AVERAGE RATING

Category MFO Rating Strategic Priority

Core Functions

Support Functions

Total Overall RatingFinal Average RatingAdjectival RatingComments and Recommendation for Development Purposes

Approved

Discussed with Assessed by Date

Name of Head of Agency

EMPLOYEE NAME Name of Dep't./Office Head Head of Agency

Position Position

I,_________________________________, of the (Name of Office/Unit), (Office Name and Address)

Annex F

Employee Feedback Form

Name of Employee

Name of Dep't./Office

Critical Incidents Noted Interventions

Date Recommended Target Date

Conducted by: Date:

Name of Dep't./Office HeadDep't./Office Head

Gist (What, Where & How it

happened)

4th

3rd

2nd

1st

Quarter

Annex G

SPMS Calendar

Activity Submit toSchedule

Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec

1. Performance Planning and Commitment

OPCR for review PMT 5th

PMT review report 5th

Planning5th

IPCR5th 5th

PMT Sec. 10th 10th

2. Performance Monitoring and Coaching

Monitoring by

• Agency Head Per semester

• Unit Head/Division Chief Regular basis

Regular basis

Form Planning After EO Quarter

3. Performance Review and FeedbackOPCR Planning 15th 15th

25th 25th

Planning5th 5th 5th 5th

PMT

IPCR (staff) 25th 25th 15th

4. Performance Rewarding and Development Planning

Agency Head15th

Finance15th

Note: In the event that the deadline falls on a non-working holiday, submission will be on the next working day.

Head of Agency

Agency Head approval of OPCR

Head of Office/Unit

• Individual Staff (Accomplishment Report)

PMT Sec. to review, evaluate and validate OPCR against targets and return validated OPCR to department/units concerned

PMT Sec. to submit Office performance assessment and facilitate performance review by the PMT

Quarterly Accomplishment Report (by unit/dept./div.)

Annual Performance Review

Unit/Dept. Head

Unit/Dept. Head submit IPCR

Agency Head

EO mo

EO mo

PMT to submit Top performers list

PMT's Office Performance Assessment

Annex H1

Performance Rewarding and Development

Professional Development Plan

Date:

Target date 07-16-2013

Review date 08-02-2013

Achieved date

Aim To develop the computer skills of Mr. Juan A. Dela Cruz

Objective

Task Next step

Comments

Provide close supervision to check on skills acquired and level development phasing.

(insert here when the objective was achieved)

To develop the computer skills of Mr. Juan A. Dela Cruz, specifically in MS Excel.

Look for training programs with workshop component offerings within 2nd qtr of 2013

Designate to work on Payroll preparation for Casual employees to practice skills on excel

Annex H2

Professional Development Plan

Date: 5-Jun-13

Aim

To develop the computer skills of Mr. Juan A. Dela Cruz

Objective

Target date 16-Jul-13

Review date 2-Aug-13

Achieved date (insert here when the objective was achieved)

Comments

Task

Outcome

Next step

To develop the computer skills of Mr. Juan A. Dela Cruz, specifically in MS Excel