Tagged: performance review criteria
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Hello,
We are working on updating our performance management system and would like some additional criteria when staff competencies as follows:
Meets Expectations
Exceeds Expectations
OutstandingOur current criteria is:
(OS) Outstanding – Consistently embodies this value, participates regularly, takes on additional tasks, always remains positive, extremely efficient and accurate in their work at all times.
(AE) Above Expectations – Most of the time, embodies this value, will go above and beyond some of the time.
(ME) Meeting Expectations – Does their job well at a satisfactory level.We feel this criteria is not enough, managers have a difficult time pinpointing performance based on this criteria but was hoping you could share some additional insight.
Thank you,
SusieHi Susie!
What often helps is defining specific observable behaviours and impact levels under each category, so it’s easier to anchor evaluations.
Here’s a more detailed framework you could consider expanding to:
Outstanding (OS)
Consistency & Reliability: Consistently demonstrates excellence in all areas of work, with little to no oversight required. Anticipates needs and resolves potential issues proactively.
Initiative & Leadership: Frequently takes ownership of complex or high-impact projects beyond their role. Actively mentors, coaches, or elevates team performance.
Innovation & Problem-Solving: Regularly introduces improvements, creative solutions, or efficiencies that positively impact the organization.
Collaboration & Culture: Seen as a role model for organizational values; inspires others with positivity, resilience, and adaptability.
Exceeds Expectations (EE / AE)
Consistency & Reliability: Performs all duties at a strong level, often going above the standard requirements. Occasionally anticipates needs and identifies opportunities for improvement.
Initiative & Leadership: Willingly takes on new or difficult tasks when needed; contributes to team success beyond their own role.
Innovation & Problem-Solving: Suggests improvements and solutions, some of which are implemented with success.
Collaboration & Culture: Encourages teamwork and maintains a positive attitude, serving as a reliable support to peers and managers.
Meets Expectations (ME)
Consistency & Reliability: Completes assigned tasks on time and to an acceptable standard. Requires standard levels of guidance.
Initiative & Leadership: Takes responsibility for their own work but rarely steps outside defined responsibilities.
Innovation & Problem-Solving: Resolves issues within scope using established methods, but seldom introduces new approaches.
Collaboration & Culture: Works respectfully and cooperatively with colleagues, demonstrating alignment with core values.
Optional Additions
Some organizations also add a “Needs Improvement” or “Developing” category for clarity at the lower end. This gives managers language to describe performance that is below expectations without having to misapply “Meets Expectations.”
I hope this helps!
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