20010901 - 20020228 - Oni - Performance Evaluation

®

GENERAL INFORMATION Employee # 25245 BU#/RC BU155/RC389 Loan BU Project # Perf Period 01-09-2001 to 28-02-2002

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 continue to 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 Coupling an authoritative body of knowledge with unusual communication capabilities has earned Vitor an uncommon credibility among client personnel, which he intelligently uses when necessary to shape, guide and direct all client interactions. For example, it is a part of his daily activities to shape and guide client expectations for the implementation schedule of work orders, to direct features of new products to those that are most easily realized by the out-of-the-box functionality of the system. At times, Vitor has acted as mediator of frictions between the senior client elements in charge of release planning and release implementation. Vitor has gained an immense amount of respect by the client, due to the maturity and reasonableness he demonstrates. This is further demonstrated by having received a substantial offer from Oni last year, for a position in charge of implementation. Vitor's communication skills are widely recognized to be outstanding. He has proved again and again to be capable of communicating at all levels, being equally effective in communications with Oni and AMS' technical support organizations, in setting expectations and directing the work of the team, in managing daily client contacts with Oni's IT department, in negotiating the prices and implementation schedules of work orders with Oni's release manager, in negotiating product features and setting the expectations of Oni One's and Oni Solutions' marketing organizations and in reporting to his manager. His ability to handle this extremely varied set of interactions has earned Vitor an unusual level of respect and very close friends at all these levels, both internally at AMS and among the client. It is inherent to his responsibilities that Vitor contributes directly to the achievement of the project's profitability targets. Vitor is responsible for all effort estimation and quoting of fixed price work orders to Oni. He already contributes to the planning of the project revenue throughout the year, and monitors the

AMS-wide Performance and Growth Evaluation Form

22-09-2004

2

extent to which revenue targets are achieved by the work orders implementation team. Additionally to this, Vitor shows a very healthy concern for charging clients in proportion to the added value provided by AMS, and provides suggestions for crediting or under charging clients when the value perceived by the client is not the one desired. As a result, he has implemented fixed price work orders at DCMs in excess of 60% on a consistent basis.

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. Financial management of work orders. Accute sense of ownership of AMS's business.

2.

MAJOR AREAS OF DEMONSTRATED GROWTH Overall growth and improvement noted in all areas of activity. Establishment of credibility with the client.

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 none at all

Grew as expected

Far exceeds expectations

Grew significantly X

Frequently exceeds expectations Consistently meets expectations Generally meets expectations Generally does not meet expectations Consistently does not meet

AMS-wide Performance and Growth Evaluation Form

22-09-2004

3

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 18:24:16

AMS-wide Performance and Growth Evaluation Form

Last Modified By: Hamilton Abreu/AMS/AMSINC

22-09-2004

Last Modified Date: 01-04-2003 10:35:00

4