Competency Assessment Form Template

Sample Template Example of Competency Assessment Form Template in Word / Doc / Pdf Free Download

Employee's Name:
	Last		First		MI	PID #
Department:
	Dept. Name				Dept. #	Position #
Assessment Period:
		Date Beginning  (mm,dd,yyyy)		Date ending  (mm,dd,yyyy)
Branch:      IT Management
Role:      Manager      Director

SECTION #1:  CORE COMPETENCY ASSESSMENT

Core Competency	Weight (%)	Demonstrated Knowledge, Skills and Abilities	Ranking
Teamwork			Contributing Journey Advanced
Customer Service			Contributing Journey Advanced
Organization Awareness			Contributing Journey Advanced
Effective Communication			Contributing Journey Advanced
Initiative			Contributing Journey Advanced
Productivity			Contributing Journey Advanced
Total	100%

SECTION #2 – FUNCTIONAL COMPETENCY ASSESSMENT

Functional Competency Weight (%) (%) Demonstrated Knowledge, Skills and Abilities Ranking Planning and Organization Contributing Journey Advanced Strategic Leadership Contributing Journey Advanced Technical Leadership Contributing Journey Advanced Staff Development Contributing Journey Advanced Project Management Contributing Journey Advanced Total 100%

SECTION #3 – OVERALL COMPETENCY ASSESSMENT

Overall Competency Assessment:           Contributing          Journey              Advanced

SECTION #4 - SIGNATURES

Employee’s Signature		Supervisor’s Signature		Next Higher Supervisor's Signature
Date		Date		Date

(The employee is required to sign this form.  The signature indicates only that the Competency Assessment discussion was held, not agreement with the statements or rankings contained in it.)

Instructions

Managers will evaluate an employee’s competencies at the following times:

o   upon entrance into any career banded position

o   annually in December concurrent with the Interim Performance Review session

o   any time upon attainment and demonstrated use of additional competencies

1.    Complete Employee Data at the top of the form. (Name, PID#, Dept. Name, Dept. #, Position #, Assessment Period, Branch, Role) at the top of the form.

2.    Assign % weights indicating the importance of each competency to the job. The weights must be in 5% increments and must total 100% for the Core Competencies and 100% for the Functional Competencies.

3.    Document demonstrated knowledge, skills and abilities for each of the competencies.  Document any objectives, expectations, problems, and/or deficiencies observed by the manager.

4.    Based on demonstrated knowledge, skills and abilities, indicate the rating (Contributing, Journey, Advanced) for each competency.

For assistance in determining the rating for each competency refer to the following on the OHR website under Career Banding: 

o   Competency Assessment – IT Management Competency Definitions (Core and Functional)

5.    Based on the individual competency ratings, assign the Overall Competency Assessment rating.

6.    Discuss the Competency Assessment with the employee.  Ask the employee to sign the form indicating that the Competency Assessment was reviewed and discussed.

7.    File the original Competency Assessment in the department personnel file.  Provide copies of the signed Competency Assessment form to:

o   the employee

o   Compensation Services, Office of Human Resources, 104 Airport Drive, Suite 1700, CB#1045

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