Management Assessment Worksheet
Assessment for: Tim COOK Date: March 16th, 2019
PERFORMANCE VALUES
Skill and knowledge Integrity
4
Technical skill and knowledge necessary to perform the job Trustworthy and honest
Leadership Involvement
5
Motivational. Inspirational attitude Participates and supports team work
Strategy Great Quality
Participates in defining and elaborating the company strategic 4
goals Focused on quality and improvemen
Financials Innovation
5
Analyzes financial plan. Contribution to profitability targets Creative. Generates new ideas
Accountability Environmental
5
Assumes responsibility for actions and outcomes Actively supports CSR and environmental pr
TOTAL POINTS - Performance 23 TOTAL POIN
VALUES
Integrity
5
Trustworthy and honest
Involvement
5
Participates and supports team work
Great Quality
4
Focused on quality and improvement
Innovation
3
Creative. Generates new ideas
Environmental
5
supports CSR and environmental protection
TOTAL POINTS - Values 22
Management Assessment Worksheet
Assessment for: Katherine Adams Date: March 16th, 2019
PERFORMANCE VALUES
Skill and knowledge Integrity
4
Technical skill and knowledge necessary to perform the job Trustworthy and honest
Leadership Involvement
3
Motivational. Inspirational attitude Participates and supports team work
Strategy Great Quality
Participates in defining and elaborating the company strategic 4
Focused on quality and improvemen
goals
Financials Innovation
3
Analyzes financial plan. Contribution to profitability targets Creative. Generates new ideas
Accountability Environmental
5
Assumes responsibility for actions and outcomes Actively supports CSR and environmental pr
TOTAL POINTS - Performance 19 TOTAL POIN
welcome Kate VALUES
to our team,” Apple CEO Tim Cook said in a statement. “She’s a seasoned leader with outstan
Integrity
5
Trustworthy and honest
She volunteers her time as a trustee of the Geraldi
Involvement
4
Participates and supports team work As general counsel, Kate supports mergers and ac
Great Quality
3
Focused on quality and improvement
Innovation
3
Creative. Generates new ideas
Environmental
4
supports CSR and environmental protection
TOTAL POINTS - Values 19
d leader with outstanding judgment and that has worked on a wide variety of legal cases globally.”
a trustee of the Geraldine R. Dodge Foundation, which “supports leadership, innovation, and collaboration for a bette
pports mergers and acquisitions; in 2012, five Honeywell acquisitions resulted in $1.35 billion of additional revenues
ollaboration for a better New Jersey.
f additional revenues. She also has overseen an increase in Honeywell patents from 30,788 in 2008 to 33,122 in 201
2008 to 33,122 in 2012
Management Assessment Worksheet
Assessment for: Eddy Cue Date: March 16th, 2019
PERFORMANCE VALUES
Skill and knowledge Integrity
4
Technical skill and knowledge necessary to perform the job Trustworthy and honest
Leadership Involvement
4
Motivational. Inspirational attitude Participates and supports team work
Strategy Great Quality
Participates in defining and elaborating the company strategic 4
goals Focused on quality and improvemen
Financials Innovation
3
Analyzes financial plan. Contribution to profitability targets Creative. Generates new ideas
Accountability Environmental
4
Assumes responsibility for actions and outcomes Actively supports CSR and environmental pr
TOTAL POINTS - Performance 19 TOTAL POIN
VALUES
Integrity
5
Trustworthy and honest
Involvement
4
Participates and supports team work
Great Quality
4
Focused on quality and improvement
Innovation
4
Creative. Generates new ideas
Environmental
5
supports CSR and environmental protection
TOTAL POINTS - Values 22
DEPTH OF TALENT ASSESSMENT WITHIN ABC
Immediately capable of advancement to positions a full job level higher (either in terms of re
CP Currently Promotable relationships or responsibility).
With additional development (which may include a developmental assignment), capabl
PR Promotable advancement to positions a full job level higher within one to two years.
EX Expandable Capable of assuming additional responsibility at the same job level within a short time fr
Though not promotable, performance and technical/functional expertise are exceptiona
FE Functional Expert therefore would make this individual a significant long-term loss.
Makes a solid contribution in present position, but is currently neither promotable nor signi
SC Solid Contributor expandable.
This individual's talents and expertise do not match the requirements of the current assignm
MS Misplaced -- wrong seat his/her values are aligned with ABC, and thus may be successful in a different assignme
This person is not performing satisfactorily in his/her current position and does not ha
WB Wrong Bus - VALUES NOT talents/expertise or other requirements that would make him/her transferable, OR this pe
ALIGNED values are significantly out of alignment with ABC.
C
l job level higher (either in terms of reporting
onsibility).
a developmental assignment), capable of
higher within one to two years.
same job level within a short time frame.
l/functional expertise are exceptional and
a significant long-term loss.
urrently neither promotable nor significantly
e.
requirements of the current assignment, but
y be successful in a different assignment.
/her current position and does not have
make him/her transferable, OR this person's
alignment with ABC.
Management Assessment Review
Work Performance
Name Position Score 1 - 25
Tim COOK CEO 9.2
Katherine ADAMS Senior Vice President and General Counsel 7.6
Eddy CUE Senior Vice President Internet Software and Services 7.6
As
10
9
Alignment with Values
8
7
6
5
4
3
2
1
0
7.4 7.6 7.8 8
Aligment with Values Talent Status
Score 1 - 25 Code
8.8
7.6
8.8
Assessment review
10
9 Eddy
8 Tim
7 Katherin
6 e
5
4
3
2
1
0
7.4 7.6 7.8 8 8.2 8.4 8.6 8.8 9 9.2 9.4
Work Performance
Col umn E Col umn E
