PERFORMANCE EVALUATION

(Managers and Supervisors)

Employee Name Katherine Lipscombe Date of Evaluation December 11, 2018

Department Sales and Marketing Type of Evaluation 3rd Month Review
Department Head Carmen A. Rivera Deadline of Submission

Please rate the employee on the following rating scale (please refer to Rating Guidelines Sheet):
5 - Exceptional
4 - Exceeds Expectations
3 - Meets Expectations
2 - Below Expectations
1 - Needs Improvement

AREA RATING
A. CORE VALUES

Antiticpate
Anticipate, listen and deliver with urgency. 2.00
Treat others, especially our guests as we would like to be treated as we build lasting relationships and create value by
anticipating our guests’ needs, and by serving them better each time we interact.

Exceed Expectations
Aim to exceed expectations through consistent quality of work. 2.00
Continuously motivated by innovation and driven by achievement

Embrace Positivity
Maintain a positive attitude by always expecting the best possible outcome in every situation. 2.00
Exhibit a can-do attitude as we perform our responsibilities and interact with our colleagues and guests

Portray Confidence
Striving for confidence as an act of professionalism in any job. 2.00
Works confidence that comes from seeking excellence at every turn and very best, yet constantly striving to be even better

Empower through Knowledge

Actively gathering and applying Knowledge makes us thinkers with a distinctive and informed point of view. 2.00
Awareness of market trends and translating them into opportunities and progress, for our guest, department and company.

Serve with Passion

Committed in heart and mind. 2.00
Motivated create greatness by mainitaining professional relationship with colleagues, serving our guests from our heart,
building profitable solutions for our stakeholders and supporting one another along the way.

Commit
Being passionate about solving situational problems. 2.00
Intensely focused on working with colleagues, serving our guests and providing delightful momentsin every interaction.
"We do what we say we are going to do. As individuals and as an organization."
 PERFORMANCE EVALUATION
(Managers and Supervisors)

Employee Name Katherine Lipscombe Date of Evaluation December 11, 2018

Department Sales and Marketing Type of Evaluation 3rd Month Review
Department Head Carmen A. Rivera Deadline of Submission

Respect
Treat others as we expect to be treated.
Acknowledge and respect differences in each other, and provide a safe, supportive environment in which all individuals are 3.00
valued, and encouraged to engage in open two-way communication.
Selflessly start each day with a renewed vigor and positive attitude.
Strive to seek to give credit where credit is due.

Exude Wisdom
The ability to judge what is true, right or lasting. We seek to act wisely and judge correctly, clearly distinguishing truth from 2.00
error, right from wrong, and good from evil. We seek to correctly and effectively apply knowledge learned in accordance with
such Wisdom.

Accept Accountability
The value of accountability is the willingness to take responsibility for our own actions.
We constantly monitor and keep tabs on our performance so that we maintain the highest customer service standards. 2.00
Service and performance management is perpetuated at all times through our working procedures. Accepting responsibility
for our own actions and working diligently to put situations right, whilst learning to develop processes to avoid repeat failures
in the future; demonstrate an accountability and professionalism that is recognised by our guests.

Communicate
Promote healthy conversations to solve problems and build consensus. We proactively share important information, aim to 2.00
be good listeners and concentrate on understanding the issue being discussed to seek a solution.

Demonstrate Integrity
Demonstrate honesty, fairness, openness and clear boundaries in all our interactions, behaviours and practices within the
organisation and with colleagues, guests, stakeholders and our business partners.
Doing the right thing, without anyone asking. 2.00
Honest and straightforward in all our actions.
Earn the trust and confidence of others.
Say what needs to be said and hold ourselves accountable

B. PERFORMANCE
Performance Results 2.00
Exceeds requirement of the job. 2.00
Exceptionally meets targets under unfavorable conditions and maximizes use of resources. 2.00
Human Relations and Teamwork 2.50
Exceptionally good human relations skills and teamwork and shows tact and diplomacy. 3.00
Able to influence peers and superiors and command respect from subordinates. 2.00
Decision-Making 2.00
Exceptionally makes sound and firm judgments 2.00
Is innovative and has long-term view inmaking decisions 2.00
Generally correct in decision-making related to own section/department. 2.00
 PERFORMANCE EVALUATION
(Managers and Supervisors)

Employee Name Katherine Lipscombe Date of Evaluation December 11, 2018

Department Sales and Marketing Type of Evaluation 3rd Month Review
Department Head Carmen A. Rivera Deadline of Submission

Ability to assess and initiate things independently; able to do something before the guests or
2.00
colleagues request for it

Planning and Organizing 2.00

Exceptionally able to effectively prioritize work 2.00
Maintains very high and consistent effectiveness and efficiency of planning and organizing 2.00

C. LEADERSHIP
Supervision and Leadership 2.33
Excellently leads his/her department 2.00
Always set good examples for staff and peers 3.00
Excellent self-discipline and gains respect from all staff 2.00
Training and Staff Development 2.33
Fully committed to training and staff development 3.00
Sufficient training in the department is carried out 2.00
Personally involved in the development of staff with potential 2.00
Delegation 2.33
Very effective and maintains high level of efficiency within the department 2.00
Delegates most work that can be handled by subordinates. 3.00
Has high trust in staff’s capabilities; always delegates as much as possible with good follow-up. 2.00
Communication 2.67
Has excellent communication skills and is clearly understood by everyone. 3.00
Excellent and complete department and work documentation management 2.00
Communicates well and is understood by people in the same division; maintains good department
3.00
and work documentation.

D. GROWTH POTENTIAL
Seeks opportunities to learn and further your understanding of the business. 2.00
You show leadership in relationships and discussions with peers. 2.00
Participates in group discussions and contribute constructively in meetings. 3.00
Seeks responsibilities and assignments outside of your usual job description. 3.00
Shares knowledge and experience with others in a constructive, helpful way. 2.00

E. EMPLOYEE STRENGTHS
 PERFORMANCE EVALUATION
(Managers and Supervisors)

Employee Name Katherine Lipscombe Date of Evaluation December 11, 2018

Department Sales and Marketing Type of Evaluation 3rd Month Review
Department Head Carmen A. Rivera Deadline of Submission

She is enthusiastic in managing the team effectively.

F. OPPORTUNITIES FOR IMPROVEMENT

Pay attention and listen closely to staff concerns and make recommendations based on company policy; Understand pricing and impact on extending
discounts; Effectively communicate with staff and other department any concerns; Discipline team by effectively instilling accountability.

G . TRAINING NEEDS
Does this employee requires further training? Yes No
What are his/her training needs?
Analytical skills

Communication & Decision Making skills

Managing people effectively

H. RECOMMENDATIONS
_____ Regularization
_____ Probationary Employment
_____ Performance Improvement Plan (PIP)
_____ End of Probationary Employment
_____ Promotion
 PERFORMANCE EVALUATION
(Managers and Supervisors)

Employee Name Katherine Lipscombe Date of Evaluation December 11, 2018

Department Sales and Marketing Type of Evaluation 3rd Month Review
Department Head Carmen A. Rivera Deadline of Submission

SUMMARY Rating Weight Weighted Score

Core Values 2.08 30% 0.63
Performance 2.10 40% 0.84
Leadership 2.42 20% 0.48
Growht Potential 2.40 10% 0.24

Overall Performance Score 100% 2.19

Evaluated by: Carmen A. Rivera Date December 12, 2018

Department/Division Head

Conformed by: Katherine Lipscombe Date

Employee's Name

Noted by: Date

Division Head

Reviewed and
Date
Verified by:
Human Resources

Date
General Manager/President
 Rating Scale Score Expectation
Consistently exceeds all relevant performance standards.
Exceptional 5 Highly productive, innovative, responsive and generates top
quality work
Consistently meets and often exceeds all relevant
performance standards.
Exceeds Expectations 4
Shows initiative and versatility, works collaboratively, shows
high degree of skill and knowledge in these areas
Meets Expectations 3 Meets all relevant performance standards
Sometimes meets the performance standards.
Seldom exceeds and often falls short of desired results.
Below Expectations 2
Performance has not shown adequate improvement over
evaluation period
Needs Improvement 1 Consistently falls short of performance standards
Evaluator has no direct knowledge of employee's behavior in
Not Applicable N/A this area, or Not in Scope

Note:
1. Scoring attributes will be on a 5-point scale
2. Evaluators may rate the employee with a 0.5 scale i.e. 4.5, 3.5, 2.5, etc. in cases it does not fully meet the maximum scoring
requirement