Professional / Managerial Performance Review and Development Program Administrative (A) /Commercial (C) Employee’s Name:
Supervisor’s Name:
Position:
General Manager´s Name:
Department:
Review Date:
Type of Review: Initial
Next Review Date:
SECTION I: PERFORMANCE REVIEW PART 1: Collective Performance (Quantitative Targets) (A-I) General Office: (US$
(B) Related performance expectations Sales Contract Amount
million)
(C) Share of total bonus
80%-90%
> 90%-100%
> 100%-110%
> 110%-120%
> 120%
BUDGET
BUDGET
BUDGET
BUDGET
BUDGET
(Check option achieved) Section Bonus Factor (A-II) Sales contract amount Budget to be reached per department Department Budget: US$ million (Check option achieved) Section Bonus factor
12.5%
25%
25%
(E) Score (Cols C x D-II)
Amount in US$million D-I A: 40% C: 25%
12.5%
(D) Perf. Rating:
E1 Bonus factor achieved D-II
25%
(B) Related performance expectations
(C) Share of total bonus
(Figures in US$million) 80%-90%
> 90%-100%
> 100%-110%
> 110%-120%
> 120%
BUDGET
BUDGET
BUDGET
BUDGET
BUDGET
12.5%
12.5%
25%
25%
25%
(D) Perf. Rating:
(E) Score (Cols C x D-II
Amount in US$million A: 0% C: 30%
D-I
Bonus factor achieved D-II
E2
PART 2: Individual Performance Summary (Qualitative Targets) (A-III) Accountabilities (Brief description. Details in Section II)
(B) Related performance expectations (Brief description. Details in Section II)
(C) Share of total bonus
(D) Perf. Rating (1 to 5 according to Guidelines)
1) 2)
XX% XX%
D1 D2
3)
XX%
D3
4)
XX%
D4
5)
XX%
D5
Sub-total
(E) Score (Cols C x D / 5)
XX%
E3
PART 3: Factor Achieved Totals
100%
Sum E1+E2+E3 (Max. 100%)
SECTION II: DEVELOPMENT PROGRAM PART 1: Individual Performance Details
Professional / Managerial Performance Review and Development Program Administrative (A) /Commercial (C) Accountabilities and expectations are set at the beginning of the performance cycle. Complete between 3 – 5 Accountability/Expectations sections. At the end of the cycle, the results achieved are described and an overall assessment provided.
Accountability:
1) Accountability/Expectations (Describe the accountability, the results expected, and any resources required)
Expectations: Resources:
End-of-Cycle Results Assessment D1
Comments
5 Excellent Consistently exceeds the requirements of the job. 4 Good Clearly exceeds the requirements of the job. 3 Average Clearly meets the requirements of the job. Achieves acceptable results for all key tasks and objectives. 2 Below Average Does not meet the minimum, requirements of the job. 1 Poor Consistently below the minimum requirements of the job. Accountability:
2) Accountability/Expectations (Describe the accountability, the results expected, and any resources required)
Expectations: Resources:
End-of-Cycle Results Assessment D2
Comments
Accountability:
3) Accountability/Expectations (Describe the accountability, the results expected, and any resources required)
Expectations: Resources:
End-of-Cycle Results Assessment D3 Accountability:
4) Accountability/Expectations (Describe the accountability, the results expected,
Expectations:
Comments
Professional / Managerial Performance Review and Development Program Administrative (A) /Commercial (C) and any resources required)
Resources:
End-of-Cycle Results Assessment D4
Comments
Accountability:
5) Accountability/Expectations (Describe the accountability, the results expected, and any resources required)
Expectations: Resources:
End-of-Cycle Results Assessment D5
Comments
PART 2: Competencies Select from 3 to 5 complementary competencies at the beginning of the performance cycle. Assessment is completed at the end of the cycle and comments added. To view a competency definition double click on the competency name.
Core Competencies Management Policy Understanding
✘
Compliance Understanding
✘
Networking
✘
Cost-Consciousness
✘
Professional Know How & Technical Knowledge
✘
Complementary Competencies Client/Customer Service Communication Result Focus Leadership
Select
End-of-Cycle Assessment
Comments
End-of-Cycle Assessment
Comments
Professional / Managerial Performance Review and Development Program Administrative (A) /Commercial (C)
Problem Solving Innovation Collaboration Planning/Organizational Skills Other
5 Excellent Consistently exceeds the requirements of the job. 4 Good Clearly exceeds the requirements of the job. 3 Average Clearly meets the requirements of the job. Achieves acceptable results for all key tasks and objectives. 2 Below Average Does not meet the minimum, requirements of the job. 1 Poor Consistently below the minimum requirements of the job.
End-of-Cycle Competency Assessment
Average: E4
(Average of all Competencies)
To be signed at the beginning of the performance cycle. All comments from supervisors and staff members shall remain confidential unless used for personnel decisions. We have discussed and agreed on the above expectations and competencies. Employee’s Signature: ___________________________________
Date:
Supervisor’s Signature:
Date:
___________________________________
PART 3: Plans for Employee Development (Identify skills and competencies to be developed for current role) Skills and Competencies to be Action Steps for Upcoming Cycle (Training, on-the-job, self-development, etc.) Developed
PART 4: Employee Comments I Agree With This Assessment: Comments:
Yes
No
Target Dates (Who will support the employee in achieving the development plan and what are the target dates)
Professional / Managerial Performance Review and Development Program Administrative (A) /Commercial (C) Employee’s Signature: ___________________________________ Date: (My signature indicates I have had the opportunity to review my performance assessment) Supervisor’s Signature:
____________________________________
General manager’s Signature: ___________________________________
Period this Assessment Covers:
Dates: From
Date: Date:
To