CUSTOMER
PERFORMANCE APPRAISAL RESPECT
DIVERSITY
INNOVATION
OPENNESS
RESPONSIBILITY ACCOUNTABILITY PARTNERSHIP
INTEGRITY
SAFETY
QUALITY
Name: Phyllis A. Saussol Title: eBusiness Specialist Salary Grade: Location:
Review Year: 2008 Review Date: 04/27/09 Reviewed By: Ken Heilman Reviewer's Supervisor: Doug Neil
Instructions: You will find specific instructions throughout each section of the Performance Appraisal form. The form contains four sections:
RESPECT
Section 1: Key Business Goals and Priorities Section 2: U.S. Foodservice Values Section 3: Next Year's Goals Section 4: Development, Overall Rating and Signatures
Rating System DIVERSITY
NNOVATION
OPENNESS
IESPONSIBILITY
ACCOUNTABILITY
PARTNERSHIP
Note: Use only whole numerals. [1] OUTSTANDING is reserved for absolute top performers, typically just a few associates in a division, business unit, or functional area. [2] EXCEEDS EXPECTATIONS is reserved for cases where results dramatically exceeded expectations. [3] MEETS REQUIREMENTS is expected when overall planned results are achieved. [4] BELOW REQUIREMENTS is expected when overall performance is significantly below planned results. [5] NOT ACCEPTABLE is reserved for cases where planned results are not achieved and it is clear tharthejasspciate has not made the expected effort toward achieving planned results.
This Performance Year's Company, Region, Division or Function Goals/Key Business Priorities Please list the company, region, division or function goals here that are closest to the associate's responsibilities. For example, if the associate is a Division VP, the division goals should be listed. (The box will expand as you type.) | Phyllis did not come on-board with eBusiness department until October 2008.
INTEGRITY
JAFETY
QUALITY
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SECTION 1: Key Business Priorities and Goals Rate and provide comments on this associate's performance against their individual business goals for this performance year. For this performance year, some associates' individual business priorities and goals may be the same as the business goals/key business priorities listed on the cover page, while others may have individual goals that cascade from the business goals. In either case, please list all associate's goals for this year in Section 1. Provide meaningful comments on the associate's performance for each goal. Comment on accomplishments and give suggestions for how performance could have been improved. Refer to the ratings on the cover page and assign a rating for each individual goal. GOAL 1: Provide support in division closures & conversions
Rating: 3 Phyllis Comments: Assisted David Harvey with Eagan closure and Allentown conversion. Helped make sure all hierarchies were setup correctly, If any were missing, contacted the division to tell them what needed to be accomplished. Contacted all third party vendors to make them aware of what was going on our end making sure they were getting the information they needed for the conversion. Ken Comments: Received good feedback on Phyllis system knowledge of both ASYS & PSYS that was of great help.
GOAL 2 Dot.Com Training
Rating: 3 Phyllis Comments: I trained all of the Healthcare Services Group on COGM Shopping lists and Inventory. Setup a web-x and conference call. There were approximately 20 people in 6 training classes over 3 day span in December. They followed along while I taught maintenance of a shopping list and how to put the order in with that shopping list that they created. Ken Comments: Training business what's available & how to use it so they can share with customers is of enormous value. However, be real careful of being trapped into doing work that should be done by division personnel.
GOAL 3: Rating: Comments:
[Paste additional goal assessment tables here.]
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SECTION 2: U.S. Foodservice Values Identify whether demonstrating each value is a "Strength" or a "Development Area" for this associate. Use the "comment" column to describe associate's performance and behavior against the values. Where you feel the associate's performance or behavior deserves "Develop," you must record a comment. This section does not require a numbered rating. (The shaded text boxes will expand as you type.) Strength
VALUES CUSTOMERS A Is focused on customers in everything s/he does. A Makes every effort to help customers succeed and achieve their goals. INTEGRITY A Always play by the rules. A Acts with integrity and expects the same of others. SAFETY A Is committed to ensuring the safety of our products, our associates, our communities, and our environment. QUALITY A Contributes to the company's ability to offer the highest-quality products and service possible. RESPONSIBILITY A Takes responsibilities seriously. A Delivers on commitments. A Makes decisions based on facts. ACCOUNTABILITY A Is accountable for his/her own performance, conduct and results. A Rewards success when possible. A Holds others accountable. PARTNERSHIPS A Contributes to a team environment by working well with co-workers. A Partners with our customers, suppliers, fellow associates, and our community. INNOVATIONS A Seeks to solve problems with creative solutions. A Does not rely on how it's always been done.
(N
Develop
COMMENTS & OBSERVATIONS (Comments required for all "Develop" ratings)
Ken - quality is beyond individual performance j\
Ken - brief progress report is of immense help. Keep sending them.
Ken - Everybody should be spending at least 1 5% of their time on making improvements.
OPENNESS A Listens and speak up when necessary. A Is committed to clear and open two-way communication across all levels of the organization. A Works to ensure that processes and practices are transparent. RESPECT A Respects others whether in agreement or not. DIVERSITY A Believes organizational success is enriched by working with people who are diverse in their perspectives, experiences, gender, ethnicity, and backgrounds.
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SECTION 3: Next Year's Goals Work with the associate to complete the planning table for each goal discussing expected results, needed resources, anticipated barriers, and completion date. This section is designed to support interim review discussions. Highlight the months in which that review will take place. (Please highlight the following goal planning table and copy/paste it as many times as needed to accommodate the number of goals this associate will be assigned next year. The shaded areas will expand as you type.) ASSOCIATE BUSINESS GOAL 1: Customer On-boarding - Green Projects In support of this company, region, division, or function goal/key business priority: Expected Results: Team to complete new integrations of 240 customers projects Plans/Actions (Actions required for desired results) A Agilsys Integrations A Expert on PO tool sets A Expand knowledge to know all formats
Jan
Feb
Mar
April
May
June July
Due Date
Aug
Update/Results
Sept Oct
Nov
Dec
ASSOCIATE BUSINESS GOAL 2: Support division conversions scheduled for 2009 In support of this company, region, division, or function goal/key business priority: Expected Results: Target is to complete 8-10 for 2009 not including division transfers & closures. Plans/Actions (Actions required for desired results)
Jan
Feb
Mar
April
May
June July
Due Date
Aug
Update/Results
Sept Oct
Nov
Dec
ASSOCIATE BUSINESS GOAL 3: Provide prompt service to Remedy Tickets & maintain low number. In support of this company, region, division, or function goal/key business priority: Expected Results: Close tickets within one week and respond within first 24 hours Plans/Actions (Actions required for desired results) A Own dot.com
Jan
Feb
Mar
April
May
June July
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Due Date
Aug
Update/Results
Sept Oct
Nov
Dec
ASSOCIATE BUSINESS GOAL 4: Support, Training & Documentation In support of this company, region, division, or function goal/key business priority: Expected Results: Train department on eCommerce systems with supporting documentation Plans/Actions (Actions required for desired results)
Due Date
Update/Results
I
I
Jan
Feb
Mar
April
May
June July
Aug
Sept
Oct
Nov
Dec
ASSOCIATE BUSINESS GOAL 5: Process improvements, new developments, & special assignments In support of this company, region, division, or function goal/key business priority: Expected Results: As assigned Plans/Actions (Actions required for desired results)
Jan
Feb
Mar
April
May
June July
Update/Results
Due Date
Aug
Sept
Oct
Nov
[Paste additional goal planning tables here.]
At-A-Glance Summary of Associate's Next Year's Business Goals If you would like to see all of this associate's next year's goals listed in one location, please list them here in order of priority. (The shaded text box will expand as you type.)
R7
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Dec
SECTION 4: Development, Overall Rating and Signatures Please discuss and document plans for overall Career Development and/or performance improvement development actions that need to be accomplished next year. (The shaded text boxes will expand as you type. After writing Action 3, use your tab key to create additional action boxes.) Associate's Comments: I am learning new things everyday. This department is very mind challenging, which I enjoy. Everyone is very helpful and great to work with. I am doing better on my time tracking and task recording, work in progress.
Supervisor's Comments: Phyllis has only been in eBusiness only a short amount of time and even shorter under my supervision. We have a ton of work ahead us and will need her expertise to accomplish our goals and objectives in FY09. It has been shared time tracking and task recording has been challenging for Phyllis in the past. We will work together to fully address this area.
Overall Plan:
Plan/Action
Due Date
Update/Results
Action 1: Action 2: Action 3:
Overall Rating: Please provide one overall rating for this year's performance on goals and values. This overall rating must be a WHOLE number is not an average of the other individual ratings or assessments in this appraisal.
Overall Rating:
Signatures: Date:
Associate's Signatun
_Date:_
Supervisor's Signature
Date:
Supervisor's Manager's Signature
l
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