2013 Sales Review for Karen Wilfong

Business Goals 1.1 Category: 2013 Business Goals Goal Name : Create world class Customer Care organization, working to shift resources to more proactive; value add function that drive increased sales effectiveness and customer Weight : 25.0% satisfaction Metric : Providing world class experiences and courtesy given to all internal and external customers -Enhance customer services skills by taking online gear courses around phone/email and building affective relationships to enhance our critical success factor. At least 16 hours completed. -Remove support tasks from Sales/sub-reps/CCC to support increased sales -follow up w/customer who have questions regarding rostering to ensure Start : 07/01/2012 they know what we need to successfully roster their district/schools. Goal: Quality of Work and Job Knowledge Weight: 25% Metric: -Be proficient in job procedures, responsive & adaptive on new/existing systems -Be proficient in changes of sales re-org, Magellan, and Inside/Edge/AV/HP/NGELPS/UMC and product platforms -Make sound judgment; ensure your work processing is minimum 99% accuracy on roster Tasks : Description Task/Target Actual Results
CCC Group Improve communication with CCC rep

Status :

Due : 06/30/2013

Due Date

Manager Comments: 02/2013: Karen was recently hired in Sept 2012 and has already made an impact to her sales staff. She has received rav review from her TX tech rep and has been more than willing to jump in and assist her colleagues when needed as well. I will continue to look for her to give her reps and customers stellar service and I know it's in her to do so. I will add the richardson training to her development to assist with soft skills that will also improve her support skills so she can exceed her goal and meet her training goal. Employee Comments: 1.2 Category: 2013 Business Goals Goal Name : Productivity and Teamwork Weight : 25.0% Status : Metric : -Anticipate needs of manager, department, and sales team; ensure our team workload is not backlogged. - Fair share of work load, must be at 33% of overall rosters processed by month and year. -Consistent 24h communication on all emails received and no more than 48h turnaround Start : 07/01/2012 Due : 06/30/2013 time to complete all rosters that don't require technology assistance to complete -Demonstrate Teamwork, and provide assistance if other regions are busy -Ensure all bugs are reported in Jira and all escalation of technology assistance is captured in detail in Jira. Tasks : Manager Comments: 02/2013: given that Karen came in Sept, and learning all new systems, she is on target. Her overall score is 23% of orders/rostered which is below, but we are currently in the down peak and in the coming months this will ramp up and she can process more. Currently she processed more email than her colleagues. Overall I think she is going a great job. Employee Comments:

2013 Sales Review for Karen Wilfong

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1.3 Category: 2013 Business Goals Goal Name : Reliability & Attendance Weight : 25.0% Status : Metric : -No more than 6 unscheduled days off, schedule time off in advance, and manage time off effectively to ensure coverage for your region. -Willingness to work overtime to ensure we meet daily/monthly goals Start : 07/01/2012 Due : 06/30/2013 -Must work all month ends (if needed to ensure we meet audit requirements) -Instructions followed and responsibilities fulfilled Tasks : Manager Comments: 02/2013: Karen is well on target, she manages her time very well and i have no concerns. She puts in extra time if needed or if i need her to jump and asisst, is always willing and volunteering to do more. Employee Comments: 1.4 Category: 2013 Business Goals Goal Name : Quality of Work and Job Knowledge Weight : 25.0% Status : Metric : -Be proficient in job procedures, responsive & adaptive on new/existing systems -Be proficient in changes of sales re-org, Magellan, and Inside/Edge/AV/HP/NGELPS/UMC Start : 07/01/2012 Due : 06/30/2013 and product platforms -Make sound judgment; ensure your work processing is minimum 99% accuracy on roster Tasks : Description Task/Target Actual Results Due Date
NGELPS Attend Training

Manager Comments: 02/2013: Karen is definitely a rising star in the making. Althought these systems are new and we are all learning them, Karen is definitely more inclined to be that pro who will become an expert. i want her to continue to push the boundaries of what we know and learn via trial and error. She has the desire to learn so I'm sure she will make this a goal to exceed. Employee Comments:

Competencies 53. Drive for Results (Growth) Can be counted on to exceed goals successfully; is constantly and consistently one of the top performers; very bottom-line oriented; steadfastly pushes self and others for results.

Look for related content in GEAR Manager Comments: Employee Comments: Karen Wilfong's EOY Comments:No comments 15. Customer Focus (Customer) Is dedicated to meeting the expectations and requirements of internal and external customers; gets first-hand customer information and uses it for improvements in products and services; acts with customers in mind; establishes and maintains effective relationships with customers and gains their trust and respect.

Look for related content in GEAR Manager Comments: Employee Comments: Karen Wilfong's EOY Comments:No comments

2013 Sales Review for Karen Wilfong

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02. Dealing with Ambiguity (Leading Change) Can effectively cope with change; can shift gears comfortably; can decide and act without having the total picture; isn't upset when things are up in the air; doesn't have to finish things before moving on; can comfortably handle risk and uncertainty.

Look for related content in GEAR Manager Comments: Employee Comments: Karen Wilfong's EOY Comments:No comments 14. Creativity (Innovation) Comes up with a lot of new and unique ideas; easily makes connections among previously unrelated notions; tends to be seen as original and value-added in brainstorming settings.

Look for related content in GEAR Manager Comments: Employee Comments: Karen Wilfong's EOY Comments:No comments 31. Interpersonal Savvy (People) Relates well to all kinds of people, up, down, and sideways, inside and outside the organization; builds appropriate rapport; builds constructive and effective relationships; uses diplomacy and tact; can defuse even high-tension situations comfortably.

Look for related content in GEAR Manager Comments: Employee Comments: Karen Wilfong's EOY Comments:No comments 87. Team/Unit Contribution (Collaboration) Always helpful to the rest of the team/other units; among the first to volunteer to help others succeed; will share anything if it's for the team or organization; a model of sharing, caring and cooperation.

Look for related content in GEAR Manager Comments: Employee Comments: Karen Wilfong's EOY Comments:No comments

Strengths Please describe any strengths. Managers Comments: No comments

Karen Wilfongs Comments:No comments

2013 Sales Review for Karen Wilfong

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