Progress Report

DATE: September 28, 1992

FROM: Jersey Manu
TO: Dr. Jensen
SUBJECT: Progress on faculty workshop plans

Work Completed

Plans for the faculty workshop on October 12 are nearly complete. The committee met on September
19. We discussed what kind of subject we wanted and came up with several names of possible speakers.

Since then, Greg Stephens has contacted Stan Brannan, president of Genesis Technology Center in
Wichita. He has agreed to come. Since then we have sent him a letter confirming the speaking
engagement, and Greg Stephens has talked to him personally. He will be flying in on October 12.

I contacted John Campbell at Boeing. He got in touch with Al Andrews in their CAD-CAM division. Mr.
Andrews has confirmed that either he or Tom McDabitt from his department will come to speak. A
letter has been sent to him as well confirming the speaking engagement. Both letters were mailed
Tuesday, September 27.

I have enclosed a copy of the letter sent to both Andrews and Brannan. We also included a schedule for
the workshop and directions to the campus, copies of which are also attached to this memo.

Work Scheduled

There are a few things that remain to be done.

 I need to call Al Andrews, make sure he got his letter, and work out any remaining details about
his arrival.

 We need to find out when Mr. Brannan will be arriving and have someone meet him at the
airport.

 We would like to send announcements to various business leaders, the news media, the
chamber of commerce, and the other post-secondary schools in town by the middle of next
week.

I have a few questions for you.

1. Will your office be responsible for sending out announcements, or do you want us to do that?
We do have some papers from Genesis that could be sent with the announcements. These
would help people know what Genesis is. I've enclosed one.

2. Will someone from your office meet Mr. Brannan or should one of us? You'll notice that my
letter suggests that Mr. Andrews go directly to your office if he arrives at noon.

3. How do we make arrangements to have coffee and rolls available in G.T. 103?

I think this will be an interesting workshop and am confident that everything is working out nicely. I
don't foresee any problems that would throw off our plans.
 Sales Activity Report

Company:

Sales Person:

Territory:

Date:

Description

Gross Sale

Gross Profit

% Gross Profit to Gross Sale

Net Profit

% Net Profit to Gross Sales

Salary

Commission

Expense: Auto

Travel

Entertainment

Other

Total Days Worked

Number of Calls Made

Average Calls per Day

Number of new Accounts

Number of Accounts Lost

Number of Accounts at Period End

Number of Potential Accounts

PERSONNEL EVALUATION REPORT SAMPLE
Evaluation Summary Employee: ______________________________________
Department: ________________________________________________________
Position Title: _______________________________________________________ Evaluation
Period From: _______________________________________________ Performance Review
Conference held on: _________________________________
Type of Evaluation: Original Probation Annual Promotion Special Warning Separation
OVERALL PERFORMANCE DURING THE EVALUATION PERIOD IS RATED AS:
(Check one)
OUTSTANDING The employee's overall performance significantly and consistently surpasses
all performance standards established for the position. This evaluation recognizes an employee's
sustained excellence and accomplishments which are substantially above usual expectations.
EXCELLENT The employee's overall performance in all areas frequently exceeds the
performance standards established for the position. This evaluation recognizes an employee's
consistent effectiveness and accomplishments which are above usual expectations.
SATISFACTORY The employee's overall performance consistently meets the performance
standards established for the position and regularly achieves expected results. An employee at
this achievement level meets usual expectations and performs tasks in a timely and acceptable
manner.
UNSATISFACTORY The employee's overall performance inconsistently meets the
performance standards established for the position and indicates that significant tasks are not
completed in the time or manner expected. Performance is below the minimum acceptable level
for the position. Correction of performance deficiencies is necessary for continued employment.
Name of Supervisor: ___________________________ Title: _______________________
Signature: Date: Name of Reviewer: ____________________________ Title: ________
Signature: Date: Appointing Authority: ___________________________ Title:_________
Signature: Date: Employee: ___________________________________
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To the Employee: Signature only indicates receipt of the evaluation. AA-PER-6C (Revised May
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Financial Report