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Professional / Managerial Performance Review and Development Program

Administrative (A) /Commercial (C)

Employee’s Name: Supervisor’s Name:

Position: General Manager´s Name:


Department: Review Date:
Type of Review: Initial Next Review Date:

SECTION I: PERFORMANCE REVIEW


PART 1: Collective Performance (Quantitative Targets)
(A-I) General (B) Related performance expectations (C) Share of total (D) Perf. Rating: (E) Score
bonus (Cols C x D-II)
Office: Sales Contract Amount 80%-90% > 90%-100% > 100%-110% > 110%-120% > 120% Amount in US$million D-I
(US$ million) BUDGET BUDGET BUDGET BUDGET BUDGET A: 40% E1
(Check option achieved) C: 25% Bonus factor achieved D-II
Section Bonus Factor 12.5% 12.5% 25% 25% 25%
(A-II) Sales contract amount Budget to (B) Related performance expectations (C) Share of total (D) Perf. Rating: (E) Score
be reached per department (Figures in US$million) bonus (Cols C x D-II

Department 80%-90% > 90%-100% > 100%-110% > 110%-120% > 120% Amount in US$million D-I
Budget: US$ million BUDGET BUDGET BUDGET BUDGET BUDGET A: 0% Bonus factor achieved D-II E2
(Check option achieved) C: 30%
Section Bonus factor
12.5% 12.5% 25% 25% 25%

PART 2: Individual Performance Summary (Qualitative Targets)


(A-III) Accountabilities (Brief (B) Related performance expectations (Brief description. Details in Section II) (C) Share of total (D) Perf. Rating (E) Score
description. Details in Section II) bonus (1 to 5 according to Guidelines) (Cols C x D / 5)
1) XX% D1
2) XX% D2

3) XX% D3

4) XX% D4

5) XX% D5

Sub-total XX% E3

PART 3: Factor Achieved

100%
Totals Sum E1+E2+E3
(Max. 100%)

SECTION II: DEVELOPMENT PROGRAM


PART 1: Individual Performance Details
Professional / Managerial Performance Review and Development Program
Administrative (A) /Commercial (C)

Accountabilities and expectations are set at the beginning of the performance cycle. Complete between 3 – 5 Accountability/Expectations sections. At the end of the cycle, the results
achieved are described and an overall assessment provided.
Accountability:
1) Accountability/Expectations Expectations:
(Describe the accountability, the results expected,
and any resources required)
Resources:

End-of-Cycle Results

Assessment Comments
D1
5 Excellent Consistently exceeds the requirements of the job.
4 Good Clearly exceeds the requirements of the job.
3 Average Clearly meets the requirements of the job. Achieves acceptable results for all key tasks and objectives.
2 Below Average Does not meet the minimum, requirements of the job.
1 Poor Consistently below the minimum requirements of the job.

Accountability:
2) Accountability/Expectations Expectations:
(Describe the accountability, the results expected,
and any resources required)
Resources:

End-of-Cycle Results

Assessment Comments
D2

Accountability:
3) Accountability/Expectations Expectations:
(Describe the accountability, the results expected,
and any resources required)
Resources:

End-of-Cycle Results

Assessment Comments
D3

Accountability:
4) Accountability/Expectations Expectations:
(Describe the accountability, the results expected,
Professional / Managerial Performance Review and Development Program
Administrative (A) /Commercial (C)

and any resources required) Resources:

End-of-Cycle Results
Assessment Comments
D4

Accountability:
5) Accountability/Expectations Expectations:
(Describe the accountability, the results expected,
and any resources required)
Resources:

End-of-Cycle Results
Assessment Comments
D5

PART 2: Competencies
Select from 3 to 5 complementary competencies at the beginning of the performance cycle. Assessment is completed at the end of the cycle and comments added. To view a competency definition double
click on the competency name.

Core Competencies End-of-Cycle Comments


Assessment

Management Policy Understanding ✘

Compliance Understanding ✘

Networking ✘

Cost-Consciousness ✘

Professional Know How & Technical ✘


Knowledge

Complementary Competencies Select End-of-Cycle Comments


Assessment

Client/Customer Service

Communication

Result Focus

Leadership
Professional / Managerial Performance Review and Development Program
Administrative (A) /Commercial (C)

Problem Solving

Innovation

Collaboration

Planning/Organizational Skills

Other
5 Excellent Consistently exceeds the requirements of the job.
4 Good Clearly exceeds the requirements of the job.
3 Average Clearly meets the requirements of the job. Achieves acceptable results for all key tasks and objectives.
2 Below Average Does not meet the minimum, requirements of the job.
1 Poor Consistently below the minimum requirements of the job.
End-of-Cycle Competency Assessment Average:
(Average of all Competencies)
   E4
To be signed at the beginning of the performance cycle. All comments from supervisors and staff members shall remain confidential unless used for personnel
decisions.
We have discussed and agreed on the above expectations and competencies.
Employee’s Signature: ___________________________________ Date:

Supervisor’s Signature: ___________________________________ Date:

PART 3: Plans for Employee Development


(Identify skills and competencies to be developed for current role)
Skills and Competencies to be Action Steps for Upcoming Cycle Target Dates
Developed (Training, on-the-job, self-development, etc.) (Who will support the employee in achieving the development plan and what are the
target dates)

PART 4: Employee Comments


I Agree With This Assessment: Yes No
Comments:
Professional / Managerial Performance Review and Development Program
Administrative (A) /Commercial (C)

Employee’s Signature: ___________________________________ Date:


(My signature indicates I have had the opportunity to review my performance assessment)

Supervisor’s Signature: ____________________________________ Date:

General manager’s Signature: ___________________________________ Date:

Period this Assessment Covers: Dates: From To