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Expert Adept Novice

Planning 15 11 24 50
Decision Making 17 9 24 50
Managing relationship 15 11 24 50
Organis
Client service orientation 2 13 35 50 Expert

40
35
30
25
20
15
10
5

Planning Decision
Making
Organisational Competency
Expert Adept Novice

Planning Decision Managing Client service


Making relationship orientation
Expert Adept Novice
Teamwork 1 15 34 50
Creativity 19 12 19 50
Passionate 14 12 24 Personal Competency
50
Excellence 13 13 24 50Expert Adept Novice

40
35
30
25
20
15
10
5

Teamwork Creativity Passionate Excell


Competency
dept Novice

Passionate Excellence
Expert Adept Novice
Portfolio and Risk Management 15 12 23 50
Financial Analysis 14 15 21 50 Tech
Policy and Procedure 9 4 37 50 Exp
Budgeting and Financial Management 13 12 25 50
Teamwork 40
35
Creativity 30
Passionate 25
20
Excellence 15
10
5

Portfolio Fina
and Risk Ana
Manageme
nt
Technical Competency
Expert Adept Novice

Portfolio Financial Policy and Budgeting


and Risk Analysis Procedure and
Manageme Financial
nt Manageme
nt
Level Required Gap
Portfolio and Risk Management 1 3 2
Financial Analysis 1 3 2
Policy and Procedure 2 3 1
Budgeting and Financial Management 1 3 2

Planning
Decision Making
Managing relationship
Client service orientation
Teamwork
Creativity
Passionate
Excellence
Portfolio and Risk Management
Financial Analysis
Policy and Procedure
Budgeting and Financial Management
Expert-1, Adept-2, Novice-3 Organisational Competency Personal Competency
Name of
Employe Currently Handling Decision Managing Client service
es Position Planning Making relationship orientation Teamwork Creativity Passionate
1 CEO 1 1 1 2 2 1 1
2 COO 1 1 1 2 3 1 1
3 Admin Manager 1 1 1 3 2 1 1
4 HR Manager 2 1 2 2 3 2 2
5 Accounts Manager 1 3 1 3 2 1 1
6 MIS Manager 2 3 2 3 3 2 2
7 Finance Manager 1 2 1 2 2 1 1
8 Loan Supervisor 2 1 3 3 3 3 3
9 Loan Supervisor 3 1 2 2 2 2 2
10 Branch Manager 3 1 1 3 3 3 3
11 Branch Manager 2 2 2 3 2 2 2
12 Loan Officer 1 1 3 3 3 3 3
13 Loan Officer 2 2 2 2 2 2 2
14 Loan Officer 3 3 3 3 3 3 3
15 Loan Officer 1 1 1 3 2 1 1
16 Loan Officer 3 3 3 2 3 3 3
17 Loan Officer 1 1 1 3 3 1 1
18 Loan Officer 3 3 3 3 3 3 3
19 Loan Officer 1 1 1 3 3 1 1
20 Loan Officer 2 2 2 3 2 2 2
21 Loan Officer 2 2 2 2 3 2 2
22 Loan Officer 1 1 1 3 3 1 1
23 Loan Officer 2 2 2 2 2 2 2
24 Loan Officer 3 3 3 3 3 3 3
25 Loan Officer 3 3 3 3 3 3 3
26 Loan Officer 1 1 1 1 3 1 1
27 Loan Officer 3 3 3 3 3 3 3
28 Loan Officer 1 1 1 3 3 1 1
29 Loan Officer 1 1 1 3 3 1 1
30 Loan Officer 3 3 3 3 3 3 3
31 Loan Officer 3 3 3 3 3 3 3
32 Loan Officer 3 3 3 3 3 3 3
33 Loan Officer 3 3 3 3 3 3 3
34 Loan Officer 3 3 3 3 2 1 3
35 Loan Officer 3 3 3 3 2 2 3
36 Loan Officer 3 3 3 3 3 3 2
37 Loan Officer 3 3 3 3 3 3 3
38 Loan Officer 3 3 3 3 2 1 3
39 Loan Officer 3 3 3 3 3 3 3
40 Loan Officer 3 3 3 3 3 1 3
41 Loan Officer 3 3 3 3 2 1 3
42 Loan Officer 3 3 3 3 3 3 2
43 Loan Officer 2 2 2 2 3 3 3
44 Loan Officer 1 1 1 2 3 3 1
45 Loan Officer 2 2 2 2 3 2 2
46 Loan Officer 3 3 3 3 3 1 3
47 Loan Officer 3 3 3 3 3 2 3
48 Loan Officer 3 3 3 3 3 1 3
49 Loan Officer 2 2 2 2 2 2 2
50 Loan Officer 1 1 1 1 1 1 1

Average 2.18 2.14 2.18 2.66 2.66 2 2.2

1 15 17 15 2 1 19 14
2 11 9 11 13 15 12 12
3 24 24 24 35 34 19 24
ompetency Technical Competency
Portfolio and Budgeting and
Risk Financial Policy and Financial
Excellence Management Analysis Procedure Management
2 3 2 1 2
1 1 1 1 1
1 1 1 1 1
2 2 2 1 2
1 1 1 1 1
2 2 2 1 2
1 1 1 1 1
3 3 3 3 2
2 2 2 3 3
3 3 3 3 3
2 2 2 2 2
3 3 3 1 1
2 2 2 2 2
3 3 3 3 3
1 1 1 1 1
3 3 3 3 3
1 1 1 3 1
3 3 3 3 3
1 1 1 3 1
2 2 2 3 2
2 2 2 3 2
1 1 1 3 1
2 2 2 3 2
3 3 3 3 3
3 3 3 3 3
1 1 1 2 1
3 3 3 3 3
1 1 1 3 1
1 1 1 3 1
3 3 3 3 3
3 3 3 3 3
3 3 3 3 3
3 3 3 3 3
3 3 3 3 3
3 3 3 3 3
1 1 2 3 3
3 3 2 3 3
3 3 1 3 3
3 1 2 3 3
3 2 3 3 3
3 1 3 3 3
3 3 3 3 3
2 2 2 3 2
2 3 2 3 3
2 2 2 2 2
3 3 3 3 3
3 3 3 3 3
3 3 3 3 3
2 2 1 3 2
1 1 1 3 1

2.22 2.16 2.14 2.56 2.24

13 15 14 9 13
13 12 15 4 12
24 23 21 37 25
Expert-1, Adept-2, Novice-3 Organisational Competency Personal Competency

Name of
Employe Currently Handling Decision Managing Client service
es Position Planning Making relationship orientation Average Teamwork Creativity
#VALUE! Loan Officer 1 1 1 1 1 1 1
#VALUE! Loan Officer 1 1 1 1 1 1 1
#VALUE! Loan Officer 1 1 1 1 1 1 1
#VALUE! Loan Officer 1 1 1 1 1 1 1
#VALUE! Loan Officer 1 1 1 1 1 1 1
#VALUE! Loan Officer 1 1 1 1 1 1 1
#VALUE! Loan Officer 1 1 1 1 1 1 1
#VALUE! Loan Officer 1 1 1 1 1 1 1
#VALUE! Loan Officer 1 1 1 2 1.25 3 3
#VALUE! Loan Officer 2 2 2 2 2 2 2
#VALUE! Loan Officer 2 2 2 2 2 2 2
#VALUE! Loan Officer 2 2 2 2 2 2 2
#VALUE! Loan Officer 2 2 2 2 2 2 2
#VALUE! Loan Officer 2 2 2 2 2 2 2
#VALUE! Loan Officer 2 2 2 2 2 3 2
#VALUE! Loan Officer 2 2 2 2 2 3 3
12 Loan Officer 1 1 3 3 2 3 3
13 Loan Officer 3 3 3 3 3 1 1
14 Loan Officer 3 3 3 3 3 1 1
15 Loan Officer 3 3 3 3 3 1 1
16 Loan Officer 3 3 3 3 3 1 1
17 Loan Officer 3 3 3 3 3 3 3
18 Loan Officer 3 3 3 3 3 2 2
19 Loan Officer 3 3 3 3 3 3 1
20 Loan Officer 3 3 3 3 3 3 1
21 Loan Officer 3 3 3 3 3 3 3
22 Loan Officer 3 3 3 3 3 3 2
23 Loan Officer 3 3 3 3 3 3 3
24 Loan Officer 3 3 3 3 3 3 3
25 Loan Officer 3 3 3 3 3 3 3
26 Loan Officer 3 3 3 3 3 3 3
27 Loan Officer 3 3 3 3 3 3 3
28 Loan Officer 3 3 3 3 3 3 3
29 Loan Officer 3 3 3 3 3 3 3
30 Loan Officer 3 3 3 3 3 3 3
31 Loan Officer 3 3 3 3 3 3 3
32 Loan Officer 3 3 3 3 3 3 3
33 Loan Officer 3 3 3 3 3 3 3
34 Loan Officer 3 3 3 3 3 3 3

Average 2.31 2.31 2.36 2.38 2.23 2.08

1 10 10 9 8 12 14
2 7 7 7 8 6 8
3 22 22 23 23 21 17
Personal Competency Technical Competency

Portfolio and Budgeting and


Average of O Risk Financial Policy and Financial
Passionate Excellence Average and P Management Analysis Procedure Management
1 1 1 1 1 1 1 1
1 1 1 1 1 1 3 1
1 1 1 1 1 1 3 1
1 1 1 1 1 1 3 1
1 1 1 1 1 1 2 1
1 1 1 1 1 1 3 1
1 1 1 1 1 1 3 1
1 1 1 1 1 1 3 1
1 2 2.25 1.75 3 2 3 3
2 2 2 2 2 2 2 2
2 2 2 2 2 2 3 2
2 2 2 2 2 2 3 2
2 2 2 2 2 2 3 2
2 2 2 2 2 1 3 2
2 2 2.25 2.13 2 2 2 2
3 2 2.75 2.38 2 2 3 2
3 3 3 2.5 3 3 1 1
3 3 2 2.5 3 3 3 3
3 3 2 2.5 3 1 3 3
3 3 2 2.5 2 3 3 3
3 3 2 2.5 1 3 3 3
2 1 2.25 2.63 1 2 3 3
3 3 2.5 2.75 3 3 3 3
3 3 2.5 2.75 3 3 3 3
3 3 2.5 2.75 3 3 3 3
2 3 2.75 2.88 3 3 3 3
3 3 2.75 2.88 3 3 3 3
3 3 3 3 3 3 3 3
3 3 3 3 3 3 3 3
3 3 3 3 3 3 3 3
3 3 3 3 3 3 3 3
3 3 3 3 3 3 3 3
3 3 3 3 3 3 3 3
3 3 3 3 3 3 3 3
3 3 3 3 3 3 3 3
3 3 3 3 3 3 3 3
3 3 3 3 3 3 3 3
3 3 3 3 3 2 3 3
3 3 3 3 1 2 3 3

2.33 2.33 2.23 2.23 2.82 2.36

9 9 11 10 2 9
8 8 8 10 3 7
22 22 20 19 34 23
Name Tim Lipper
Position Loan Officer

Area Score Average Institutional Score


Organisational 1 2.11
Personal 1 2.66
Technical 2 2.45

Rating High Talent


Prospective Position Branch Manager

Specific areas of development


1. Portfolio and Risk Management
2. Financial Analysis