Appraisal Form

Performance Evaluation – Practice Support & Shared Service Staff Name

Bijender Sharma

Entity

PWC-TRS

Employee Code

300079

Designation

Assit.Manager

Sucheta Bhawan – Delhi

Level Date of last level movement

L2

Location Date of Joining

04/07/1997

Functional Area (Please tick) Finance & Accounts √

HR

Corp. Comm.

GTS

CS & Legal

L&E

Word Processor

Administration

PSS (i.e. Secretaries)

Ethics and Integrity Does this individual demonstrate a high level of ethics and integrity? Yes/ No If no, please explain:

Does this individual use discretion when dealing with confidential information? Yes/ No If no, please explain:

Note: This Form is designed to help you objectively evaluate the performance of a Shared Service and Practice Support member. After completing the report, you will be expected to discuss the evaluation with the person you are evaluating prior to submitting the form to HR. Considering the complexity of this job and the individual’s level of experience, place an ‘X’ in the appropriate box in each of the areas below to characterize performance in this job. Specific job-related commentary is necessary in all sections. The rating scale is as follows:

1. Significantly Exceeds Performance Standards: The individual has demonstrated a superior 2. 3. 4. 5. 6.

level of capability versus the high caliber normally expected of individuals at that staff level. Exceeds Performance Standards: The level of competency demonstrated by the individual is greater than the high caliber normally expected of individuals at that staff level. Fully Meets Performance Standards: The level of competency demonstrated by the individual conforms to the high caliber expected of individuals at that staff level Less than Expected: The individual in certain specified areas did not demonstrate the appropriate level of competency, and further development is required to attain the desired level of performance. Unsatisfactory: Deficiencies with respect to the level of competency exist to the extent that they may be difficult to overcome. N/A: Not applicable or not observed

1

I Professional and Business Characteristics: • Demonstrates knowledge of Firm business, policies, procedures ........................................................................ ............ • Demonstrates ability to visualize all aspects of job, anticipate eventualities and prioritize appropriately….

Self assessment 2

2 1

•

Responds promptly to queries and messages................

•

•

1 Demonstrates thoroughness, accuracy and timeliness in a job under pressure ........................................................................ ............ Planning work to prevent crisis situation......................... 1 2 Demonstrates ability to analyze information, provide alternatives and arrive at timely & practical solutions ........................................................................ ............ 1 Desire to learn new skills/ courses as required to produce results ........................................................................ ............ 1 Ability to get along with people and willingness to help colleagues ........................................................................ ............ 2 Works effectively in a team environment........................

•

1

• • • •

Ability to come up with new ideas in line with business need and execute such ideas………………. • Ability to handle job without too many directions from superiors…………………………………………………. • Adheres to organization standards when preparing correspondence, reports, tax returns etc. ........................................................................ ............ • Maintains work station and filing system in an organized manner, which allows quick retrieval of needed material ........................................................................ ............ Comments:

Final rating

1 1

1

2

II Communication Skills Written/ Oral: • Demonstrates effective communications skills: Clarity of thought…………..…..…………………….

Self assessment • 2

Written .................................................................. ............ Verbal .................................................................. ............ Presentation .................................................................. ............

Final rating •

2 1 2

Comments:

III Technical / Job Knowledge: • Demonstrates technical and functional expertise required for the job……………………………………… • Proficiency in software / various IT tools used by firm and work team ........................................................................ ............ Comments:

Self assessment 1

Final rating

1

IV Personal Attributes: • Ability to look and take things positively……………….

Self assessment

Final rating

1

•

Adapts well to change (flexible)...................................... 1

•

Ability to work independently ......................................... 1

•

Demonstrates commitment & responsibility towards job .....................................................................................

•

Responds positively to feedback.................................... 1

•

Displays a cooperative and professional attitude toward: Firm ............................................. .................... Client ............................................. ....................

1

1 1

3

IV Personal Attributes: Supervisor ............................................. .................... Others (work team/ staff) ............................................. .................... • Adherence to rules, policies and norms of the organisation .....................................................................................

Self assessment 1

•

Regularity in attendance…………………………………

1

•

Adherence to punctuality………………………………..

2

Final rating

1 1

Comments:

4

V Performance Criteria specific to position: 1 A Please specify what were your i) KRAs (Key Result Areas) with targets for the year, and ii) achievements vis-a-vis targets for the year 2008-09. (Please rate yourself on each KRA against the achievements on the PwC rating scale defined in page1) or 1 B In case specific KRAs with targets were not formally agreed/discussed, please i) document contributions made, ii) projects/assignments worked on during the year 2008-09 (Please rate yourself against each of the contributions made/assignments worked on by you on the PwC rating scale defined in page 1).

(Please note if above space is not adequate, entire part V could be submitted separately as an attachment).

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V Performance Criteria specific to position: 2 What in your opinion, have been your outstanding contributions during the year?

3 In order to appreciate the work environment better please share factors that have i) facilitated / contributed to your performance ii) hindered /constrained your performance.

4 Please specify a) your i) over all career plans ii) aspirations for the next couple of years b) training and development needs to enable i) better performance in the current role, and ii) meeting short term career aspirations.

(Please note if above space is not adequate, entire part V could be submitted separately as an attachment).

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VI. Fill for Managers and above only Leadership/ People Management Skills: • Displays the following leadership capabilities

Self assessment

Final rating

Motivation...................................................... ........... Training........................................... ......................... Delegation and Direction.......................................... Team Building..................................................... ...... Counseling......................................... ...................... •

Organization Team Ownership……………………………………. Team Management................................................. ..

•

Commercial Acumen and Analytical Skills.......................

•

Logic and Reasoning skills........................................... ...

Comments: VII. Overall Assessment (for all levels) : The individual’s overall performance for this period, considering the complexity of the area of responsibility and the level of experience can best be described as: Significantly Exceeds Performance Standards

Exceeds Performance Standards

1

Fully Meets Performance Standards

2

Less than Expected

3

Unsatisfactory

4

5

Any other comments:

Recommend for Promotion From : Current designation To : Recommended designation

YES

NO

: :

Assessed by : Name : Signature :

Date

Partner Review by : Name : Signature :

Date

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