- I - 摘要 绩效考核对于提高企业综合竞争力、完成企业战略，有着至关重要的作用。绩 效考核结果的合理应用，可以挖掘员工才能、提高员工积极性忠诚度及绩效,增强企 业活力，推动企业与长远发展，进而达成战略目标。 本文首先研究了国内外有关绩效考核的文献和研究成果，在此理论基础上，本 人选择 FW 保险公司作为研究对象，采用文献研究法，对绩效考核的定义、目的、影 响因素、理论基础、绩效考核方法等理论进行了说明。其次，分析 FW 保险公司的员 工情况、岗位设置概况及 FW 保险公司现行绩效考核方案，设计并发放调查问卷，结 合员工调查问卷的结果，总结现行绩效考核方案的不足。再次，基于平衡记分卡， 通过四个维度的分析，得出考核指标，设计出一套更为优化的绩效考核方案。最后， 提出适合本公司实际情况的考核方案，促进绩效考核体系的进一步完善。 一个优秀的绩效考核方案能够把公司的战略合理的分解至每个岗位的员工，并 通过绩效考核的过程及结果的有效运用，帮助员工不断进步，提升个人工作能力及 工作效率，为公司创造更多效益，成就公司和员工双方的共赢。 通过对 FW 保险公司绩效考核方案的优化，希望可以提高员工绩效、实现公司的 战略目标，从而提升公司的综合竞争力、进而实现企业价值的目的。 关键词，保险公司；绩效考核；平衡记分卡；调查问卷燕山大学工商管理硕士学位论文 - II - Abstract Performance appraisal plays an important role in improving the comprehensive competitiveness of enterprises and completing the enterprise strategy. Rational application of the results of performance appraisal can tap the talents of employees, improve their enthusiasm, loyalty and performance, enhance the vitality of enterprises, promote the long-term development of enterprises, and then achieve strategic objectives. Firstly, this paper studies the literature and research results of performance appraisal at home and abroad. On the basis of this theory, I choose FW insurance company as the research object, and use the method of literature research to explain the definition, purpose, influencing factors, theoretical basis, performance appraisal methods and other theories of performance appraisal. Secondly, this paper analyzes the staff situation, job setting and the current performance appraisal scheme of FW insurance company, designs and issues questionnaires, and summarizes the deficiencies of the current performance appraisal scheme. Thirdly, based on the balanced scorecard, through the analysis of the four dimensions, the evaluation indicators are obtained, and a more optimized performance appraisal scheme is designed. Finally, the paper puts forward the assessment scheme suitable for the actual situation of the company, and promotes the further improvement of the performance appraisal system. An excellent performance appraisal scheme can reasonably divide the company's strategy into the employees of each post, and through the effective use of the process and results of performance appraisal, help employees to make progress, enhance their personal working ability and efficiency, create more benefits for the company, and achieve win-win results for both the company and employees. Through the optimization of the performance appraisal scheme of FW insurance company, we hope to improve the performance of employees, achieve the strategic objectives of the company, thereby enhancing the comprehensive competitiveness of the company, and then realize the purpose of enterprise value.Abstract - III - Key words:insurance company;performance appraisal;balanced scorecard; questionnaire目 录 - V - 目 录 摘要....................................................................................................................................I ABSTRACT ....................................................................................................................... II 第 1 章 绪 论.....................................................................................................................1 1.1 研究背景及研究意义 .............................................................................................. 1 1.1.1 研究背景 ............................................................................................................ 1 1.1.2 研究意义 ............................................................................................................ 2 1.2 国内外研究现状 ...................................................................................................... 2 1.2.1 国外研究现状 .................................................................................................... 2 1.2.2 国内研究现状 .................................................................................................... 3 1.2.3 国内外研究评述 ................................................................................................ 4 1.3 研究内容和研究方法 .............................................................................................. 5 1.3.1 研究内容 ............................................................................................................ 5 1.3.2 研究方法 ............................................................................................................ 6 第 2 章 绩效考核相关理论及方法...................................................................................7 2.1 绩效考核概述 .......................................................................................................... 7 2.1.1 绩效考核的相关定义 ........................................................................................ 7 2.1.2 绩效考核的目的 ................................................................................................ 7 2.1.3 绩效考核的影响因素 ........................................................................................ 9 2.2 绩效考核理论基础 ................................................................................................ 10 2.2.1 需要层次理论 .................................................................................................. 10 2.2.2 双因素理论 ...................................................................................................... 11 2.3 绩效考核方法 ........................................................................................................ 11 2.3.1 平衡计分卡法 .................................................................................................. 11 2.3.2 关键绩效指标法 .............................................................................................. 12 2.3.3 目标管理法 ...................................................................................................... 12 2.4 本章小结 ................................................................................................................ 13 第 3 章 FW 保险公司绩效考核现状分析......................................................................14 3.1 FW 保险公司概况 ................................................................................................. 14 3.1.1FW 保险公司介绍 ............................................................................................ 14 3.1.2FW 保险公司员工概况 .................................................................................... 16 3.1.3FW 保险公司岗位设置及职责 ........................................................................ 18 3.2 FW 保险公司现行员工绩效考核方法 ................................................................. 18燕山大学工商管理硕士学位论文 - VI - 3.2.1 内勤员工绩效考核方法 .................................................................................. 18 3.2.2 外勤员工绩效考核方法 .................................................................................. 19 3.3FW 保险公司绩效考核调查问卷分析 .................................................................. 21 3.3.1 调查问卷的发放情况 ...................................................................................... 21 3.3.2 调查结果分析 .................................................................................................. 21 3.4FW 保险公司员工绩效考核存在的问题 .............................................................. 25 3.4.1 绩效考核目标不能清晰反映公司发展战略 .....