20000901 - 20010831 - Oni - Performance Evaluation

®

GENERAL INFORMATION Employee # 25245 BU#/RC BU155/RC389 Loan BU Project # Perf Period 01-09-2000 to 31-08-2001

Employee Name Vitor Bacalhau Evaluator Name Hamilton Abreu Project Name Date

Oni 11-03-2003

Employee Signature

__________________

Date ________________

Evaluator Signature

__________________

Date ________________

Evaluator Signature*

__________________

Date ________________

Evaluator Signature*

__________________

Date ________________

* Obtain additional signatures as required by BU.

I. ASSIGNMENT, ROLE(s), KEY PERFORMANCE EXPECTATIONS Assignment Manage a system development project. Key Performance Expectations During this period Vitor will manage the Work Orders Implementation group, being responsible for the implementation of work orders. The key expectations for this role are: 1. Reporting - Report to AMS Engagement Manager and Oni Client Managers. No matter of significant importance or project achievement should go unreported to the Engagement Manager or to Client Stakeholders. Performance will be measured by the regularity and quality of internal status reporting and anecdotal feedback received from the client. 2. Execution Management - Analyze new requirements, construct feasibility studies, design solutions, estimate their level of effort and present work order proposals to the client. Plan, coordinate and manage all activities of the project, ensuring the timely and successful implementation of all deliverables within the planned timeframes. Plan and coordinate vacation, training and staffing needs. Build a trusting environment, motivating the engagement members and obtaining their commitment to achievement of the engagement objectives and of all commitments to the client. This will be measured by: the smoothness of work schedules and team staffing changes necessary; deviations to work plans or milestones not properly mitigated; general quality of the work managed as measured by later detection of incidents; self and team's contribution to engagement-wide initiatives. 3. Risk Management - Identify project risks and issues that may prevent the accomplishment of deliverables. Create respective contingency plans and mitigation strategies. Escalate to AMS Engagement Manager any risks and issues beyond direct control. This will be measured by the regularity of issue/risk identification, escalation and mitigation initiatives and contributions, being that no issues or risks should go unidentified or be allowed to affect the project due to lack of escalation or mitigation. 4.

Performance Management - Create a trusting and supportive environment to enable AMS employees

AMS-wide Performance and Growth Evaluation Form

22-09-2004

1

to meet their performance expectations. Set and regularly review the performance expectations for each team member. Consistently provide constructive feedback to project members on their performance and obtain commitment and ownership to act on that feedback. Regularly provide a formal performance review for each team member. This will be measured by the number of timely formal performance reviews provided, and by anecdotal feedback received from team members during salary and performance discussions. 5. Quality Management - Adhere and ensure adherence to existing quality standards. Regularly review quality standards and procedures and enhance them to introduce quality or productivity improvements. Provide regular feedback into the Oni Quality Plan. This expectation will be measured by the contributions to the Quality Plan and by the number of non-compliances resulting from quality audits. 6. Financial Management - Display an active interest for the financial status of the engagement, together with a constant attention for opportunities to increase the volume of billable work and the responsibilities of the engagement in the client. Decrease unnecessary costs and expenses of running our business. Generally contribute and take ownership for achievement of the engagement's financial goals. This expectation will be measured by the number and volume of business generated and by the regularity of suggestions for reduction of unnecessary costs. The roles for the individual in this assignment are Role Project Manager Other Roles (Data contained in this field is not available for query) Changes to Expectations

II. PERFORMANCE SUMMARY - KEY CONTRIBUTIONS/RESULTS & PERFORMANCE NOT MEETING EXPECTATION Vitor embodies some of the most solid Arbor/BP knowledge available at AMS. His mastery of Arbor/BP’s customer data model, product model and rating functionality, together with a proficiency in most other functional areas of the system, are widely recognized and resorted to, both internally at AMS and by the client. He is constantly queried by those around him, and an almost certain source of answers for every question that the client is faced with. Through Vitor, AMS has delivered solid results at crucial times for Oni. To establish the credibility of Arbor/BP within Oni, the IT department needed to present the rest of the business with the many product features that are readily supported. Vitor created and delivered an Arbor/BP Out-of-the-box Functionality presentation that was solid and practical to an extreme. It provided good ideas of concrete products that could be implemented with minimal time-to-market. Vitor delivered it so outstandingly to Oni's marketing department that Oni requested its repetition to managers of other departments. Vitor excels at planning and directing the work of others. During the period under evaluation Vitor has managed the implementation of all work orders at Oni, leading a team of 10 AMSers, and planning their work and activities. Additionally to the management activities, it should be noted that Vitor has coordinated or performed himself all the analysis work and produced a feasibility study for each work order. He negotiates implementation options with the client, coordinates all implementation and testing activities that occur at Oni, and ensures that terms of delivery are signed by the client upon delivery so that the project financial administration can issue the respective invoice. The client has not, ever since Vitor started the management of work orders, had reasons for complaint regarding the quality or timeliness of deliverables.

AMS-wide Performance and Growth Evaluation Form

22-09-2004

2

This performance is, at all levels, outstanding. Vitor has contributed significantly to our own Arbor/BP Overview 5-day training course, which is delivered internally to AMSers and to client personnel. He is consistently a main contributor to the delivery and enhancement of the course. As a recent example, Vitor took the initiative to create a half-day overview without the practical elements to introduce his new team members to Arbor/BP. He communicated to other project managers that he'd be delivering the overview to his team and invited participants. There were many. He brought the southern region Training Coordinator into the loop, who is now going to adopt this half-day overview as part of our training offers. All of this happened in three working days, without failing any of his many other duties. This is typical of his performance. Vitor's present assignment managing the implementation of work orders occurred naturally and, to an extent, he practically took over the job himself. He achieved this by willingly accepting this responsibility, executing to an outstanding level, participating in associated tasks and naturally becoming responsible for those. Each time, Vitor has proved himself worthy or the utmost trust of his direct manager and acquired further responsibility. This had the effect of freeing up his manager to concentrate on resolving AMS' financial problems with Oni, and was indirectly key to their successful resolution.

III. COMPETENCIES and KNOWLEDGE/SKILLS/ATTITUDES Growth

Competency

Current Level

Target Level

T/L Met

Target Level

T/L Met

Growth Other Competencies (Data contained in this field is not available for query) Growth

Knowledge, Skills and Attitudes

Current Level

Growth

Other Knowledge, Skills, or Attitudes (Data contained in this field is not available for query) IV. MANAGEMENT COMMENTS 1.

AREAS OF STRENGTH Personal productivity. Motivation and desire to play an effective role in the project.

2.

MAJOR AREAS OF DEMONSTRATED GROWTH Developed a significant body of expertise in Kenan/BP. Financial management of work orders -- ownership of financial quotes. Developed an accute sense of ownership of AMS's business.

3.

AREAS FOR DEVELOPMENT No major areas of particular note. It is left to Vitor to develop his skills as necessary.

V. OVERALL RATING FOR PERFORMANCE AND GROWTH Grew little or

AMS-wide Performance and Growth Evaluation Form

22-09-2004

Grew

Grew significantly

3

none at all

as expected

Far exceeds expectations

X

Frequently exceeds expectations Consistently meets expectations Generally meets expectations Generally does not meet expectations Consistently does not meet expectations (Unacceptable) VI. EMPLOYEE COMMENTS SIGNATURES

Employee Name: Vitor Bacalhau Evaluator Name: Hamilton Abreu Evaluator Name: Evaluator Name:

Signed: Vitor Bacalhau Signed: Hamilton Abreu Signed: Signed:

Date: 01-04-2003 Date: 01-04-2003 Date: Date:

DOCUMENT INFORMATION Created By: Hamilton Abreu/AMS/AMSINC

Creation Date: 11-03-2003 18:23:48

AMS-wide Performance and Growth Evaluation Form

Last Modified By: Hamilton Abreu/AMS/AMSINC

22-09-2004

Last Modified Date: 01-04-2003 10:34:35

4