Successfactors Performance Management 2022 For Brittany Wagner

11/7/23, 6:39 PM Performance Management 2022 for BRITTANY WAGNER
Performance Management 2022 for

BRITTANY WAGNER
Introduction
Welcome to your Performance Management platform. This process is one in which you and your
managers will work together to define and evaluate your goals and behaviors and overall contribution to
the organization each year. This platform will be used to facilitate the continuous process of setting
goals, providing on-going feedback, and assessing progress, to ensure that you are meeting your
organizational and career goals.
Goals
Goals help us maintain a clear vision of the results we expect to achieve and establish key
responsibilities that should be aligned with organizational objectives of the company. In this section you
must define three to five goals at the beginning of the year, the total weight must add up to 100%
Goals 2022 20.0% of total score

Effective Launch of Gran Coramino Completed
1. Distribution – (Weighting - 50% weighting inside Gran Coramino iGrow KPI #1)
• On Premise – Develop target list and quota based on Ultra-Premium ($50+) Tequila market opportunity – Utilize A, B
and C classification where possible. Target lists prepared and sent to Sha 30 days prior to kickoff
• Off Premise - Develop target list and quota based on Ultra-Premium ($50+) Tequila market opportunity - Utilize A, B and
C classification where possible. Target lists prepared and sent to Sha 30 days prior to kickoff
2. On Premise Menus – (Weighting - 25% inside Gran Coramino iGrow KPI #1)
• Develop target based high-profile opportunity accounts. Goals prepared and sent to Sha 30 days prior to kickoff
3. Retail Store Promotion – (Weighting - 25% in side of the Gran Coramino iGrow KPI #1)
• Shelf set to standard across all accounts
• Off shelf activation goals and targets determined i.e. floor displays, counter displays, etc.
Evaluation scale
105
BRITTANY WAGNER's Comments
Achieved successful 60 day launch of Gran Coramino Cristalino with +30% distribution growth over target goal.
https://performancemanager5.successfactors.eu/acme?bplte_company=casacuervo&fbacme_o=my_forms&itrModule=talent&myf_os=fldx&myf_ss=… 1/10
Channel and account focus program targeting key Alpha, Beta, Gamma on and off premise accounts leading
to an increase in brand awareness and healthy R/O rates
Successful on-premise feature cocktail program targeting high-end tequila focus and nightlife accounts
Focus retail shelf and floor programming achieved multi-case displays in key accounts along with securing
priority shelf standards in over 400 retailers in market
Completed year with 1,300 new points of distribution between Gran Coramino Cristalino and Anejo tequilas
Additional Ratings and Comments
Evaluation scale
105
BRADLEY SCHWOEGLER's Comments

Achieved effective launch of Gran Coramino
Details
Goals 2022 Effective Launch of Gran Metric 1. Distribution – (Weighting - 50%
Coramino weighting inside Gran Coramino
iGrow KPI #1)
• On Premise – Develop target list
and quota based on Ultra-
Premium ($50+) Tequila market
opportunity – Utilize A, B and C
classification where possible.
Target lists prepared and sent to
Sha 30 days prior to kickoff
• Off Premise - Develop target list
and quota based on Ultra-
Premium ($50+) Tequila market
opportunity - Utilize A, B and C
classification where possible.
Target lists prepared and sent to
Sha 30 days prior to kickoff
2. On Premise Menus –
(Weighting - 25% inside Gran
Coramino iGrow KPI #1)
• Develop target based high-
profile opportunity accounts.
Goals prepared and sent to Sha
30 days prior to kickoff
3. Retail Store Promotion –
(Weighting - 25% in side of the
Gran Coramino iGrow KPI #1)
• Shelf set to standard across all
accounts
• Off shelf activation goals and
targets determined i.e. floor
displays, counter displays, etc.
Start Date 01/01/2022 Due Date 12/31/2022

Managing the Market, Expanding Influence and Multiplying Completed
Oneself
•Annual area plan developed and formally presented to wholesaler/broker and State Director
•Budgets and resources mapped out and accounting in place, to mirror corporate accounting
•Distribution and launch KPI numbers established and tracking tools in place
•Education efforts against distributor/broker sales forces executed against – describe and quantify
•Efforts occasionally highlighted in above Formal Business Review
Evaluation scale
100

Managed the KPI program we had in place and provided assistance selling in key KPI SKUs to ensure our
goals were hit.
Presented brand education at distributor sales meetings for distributor personnel and management.
Evaluation scale
102

Brittany effectively managed the market, providing consistent and strong education efforts for the distributor and local
sales teams.
Details
Goals 2022 Managing the Market, Expanding Metric •Annual area plan developed and
Influence and Multiplying Oneself formally presented to
wholesaler/broker and State
Director
•Budgets and resources mapped
out and accounting in place, to
mirror corporate accounting
•Distribution and launch KPI
numbers established and tracking
tools in place
•Education efforts against
distributor/broker sales forces
executed against – describe and
quantify
•Efforts occasionally highlighted in
above Formal Business Review

Distribution Completed
Four %’s achieved averaged together
•Dobel Diamante - On and Off Premise (Total) - +25%; depending on current levels
•1800 Cristalino – On and Off Premise (Total) - +50%
•Tradicional Cristalino - On and Off Premise (Total) - +50%
•Gran Centenario On and Off Premise (Total) - +25%
Evaluation scale
120

12 month rolling distribution goals achieved:
· +41% Dobel Diamante (total)
· +90% 1800 Cristalino (total)
· +62% Tradicional Cristalino (total)
· +36% Gran Centenario Tequila (total)
· Average total of +50% distribution growth across all skus
Evaluation scale
105

Achieved and exceeded distribution goals
Details
Goals 2022 Distribution Metric Four %’s achieved averaged
together
•Dobel Diamante - On and Off
Premise (Total) - +25%;
depending on current levels
•1800 Cristalino – On and Off
Premise (Total) - +50%
•Tradicional Cristalino - On and
Off Premise (Total) - +50%
•Gran Centenario On and Off
Premise (Total) - +25%
Active Participation in OUR Company Completed
•Formal cross functional team participation and leadership throughout the year while encouraging your teams to also
participate. Initiating methods of mentoring and inclusion for your teams.
•Positive attitude and influence – Creating new ideas or solutions and sharing with the team
•Support or recognition of the efforts of others – celebrate success
•Skill enhancement – On line courses, furthering education, active teaching, etc.
Evaluation scale
110

Initiated and executed education efforts to increase brand knowledge for local activation team.
Held distributor team meetings to discuss new ideas and share updates on priorities.
Shared distributor sales representative wins throughout the year to showcase and recognize the team for
their success.
Improved public speaking skills by presenting at The Supper Club dinners and other local events.
Evaluation scale
106

Brittany excelled in being a key participant and mentor in local market success both with her counterpart and the
distributor sales teams. Brittany provided ideas and support for the teams, while also creating an inclusive environment
for others to feel comfortable to participate and share their ideas with her.
Details
Goals 2022 Active Participation in OUR Metric •Formal cross functional team
Company participation and leadership
throughout the year while
encouraging your teams to also
participate. Initiating methods of
mentoring and inclusion for your
teams.
•Positive attitude and influence –
Creating new ideas or solutions
and sharing with the team
•Support or recognition of the
efforts of others – celebrate
success
•Skill enhancement – On line
courses, furthering education,
active teaching, etc.

Budgetary Discipline Completed
• Full understanding of the financials for your area - how to maximize and how to avoid risk
• Effective management of budgets: T&E, AMP (BTL) and Auxiliary Funds (Flex Funds, etc.). Maximizing and utilizing all
sources of funding to drive brand and company strategy.
• Understanding and effective leveraging of brand and package size profitability (based on Proximo providing info)
• Effective decisions using above info to drive performance
Evaluation scale
100

Effectively managed and did not exceed my 2022 yearly T&E budget.
Evaluation scale
100

Brittany effectively managed 2022 budgets.
Details
Goals 2022 Budgetary Discipline Metric • Full understanding of the
financials for your area - how to
maximize and how to avoid risk
• Effective management of
budgets: T&E, AMP (BTL) and
Auxiliary Funds (Flex Funds, etc.).
Maximizing and utilizing all
sources of funding to drive brand
and company strategy.
• Understanding and effective
leveraging of brand and package
size profitability (based on
Proximo providing info)
• Effective decisions using above
info to drive performance
Section Comments:

Brittany delivered and exceeded on all 2022 goals
Behaviors
Behaviors allow us to know how we are reaching our goals. What we achieve (goals) is as important as
how we achieve them (behaviors). In this section, you will be able to choose the behaviors that will
support you in fulfilling your goals; with your Manager’s guidance, you can choose three to five
behaviors that you consider necessary to accomplish your goals.
Planning
Thinks broadly about the business- identifies key drivers and sets priorities against them. Devises clear practical plans for
achieving broad and complex goals. Establishes and follows priorities. Attentive to details and has good follow through.
Plans, organizes and performs tasks within timeframes. Possesses strong ability to multi-task and manage time well.
Evaluation scale
Suitable for job

Created a plan and worked with distributor personnel to meet goals and objectives on a daily basis.
Evaluation scale
Suitable for job

Brittany is well organized and has a very good understanding of market dynamics and how they relate to company
priorities and initiatives. Brittany possesses a strong ability in recognizing opportunities and planning/building a program
best suited for these opportunties.
Problem Solving
Clearly identifies and anticipates issues. Formulates solutions by analyzing risks and determining best alternative. Makes
timely decision and has sense of urgency. Evaluates results and takes appropriate follow-up action. Demonstrates
creativity and out-of-the-box thinking in solving problems and generating possibilities for the future.
Evaluation scale
Suitable for job

Worked with the distributor to create a solution effectively and quickly when problems came up.
Evaluation scale
Suitable for job

Brittany is able to clearly identify issues and always takes the necessary steps to correct any problems that are presented
to her.
Teamwork
Guides the daily work towards the objectives of the company and / or business unit, understands the reality of the
company, its strategic framework and aligns its individual objectives with those of the company, making them challenging;
understands the contribution that is expected and involves or communicates to his team the importance of these to
anticipate the requirements.
Evaluation scale
Strongly demonstrates

Worked with distributor personnel to achieve goals and objectives on a daily basis.
Evaluation scale
Strongly demonstrates

Brittany's efforts in market have allowed her to grow a strong and positive presence with retailers and distributor
personnel. Brittany has shown a strong consistency and team first approach in her work ethic which has allowed her to
become a preferred supplier representative in market. Brittany has demonstrated that she is willing to put in the extra time
and effort to ensure that company objectives are achieved and correctly accomplished.
Ongoing Feedback
Ongoing feedback is an opportunity to have a valuable conversation between the manager and the
employee, aiming self-knowledge, knowing the expectations, strengths and opportunity areas to
promote development in the organization.
General performance
Summarize the performance that the employee has shown during the evaluated time. Take into account
both the goals (what?) and behaviors
Employee Comments
Manager Comments
Strengths
Employee Comments
Manager Comments
Opportunity areas
Employee Comments
Manager Comments
Year-end review
At this stage the overall performance of the employee is evaluated in the year considering both the
achievement of goals (what?) And the demonstration of behaviors (how?). In exceptional cases, the
evaluator has the opportunity to adjust, upwards or downwards, the score calculated for the
achievement of goals based on those behaviors. In case of being adjusted, the evaluator must specify
the reason for the adjustment as well as provide specific examples of such behavior.
Overall rating Goals calculated rating

Fully Meets 95-104 / Fully Meets
Name Rating Weight
Goals 103.6
Effective Launch of Gran Coramino 105 20.0%
Managing the Market, Expanding Influence and Multiplying Oneself 102 20.0%
Distribution 105 20.0%
Active Participation in OUR Company 106 20.0%
Budgetary Discipline 100 20.0%
Behaviors
Planning Suitable for job
Problem Solving Suitable for job
Teamwork Strongly demonstrates
Specify if the behaviors rating was used to modify performance

global rating
Manager comments Brittany has a strong work ethic and is always willing to go the extra
mile to ensure objectives and goals are met. She has consistently
shown a willingness in having responsibility added to her role and
approaches those new responsibilities with professionalism and an
open and curious mind.
https://performancemanager5.successfactors.eu/acme?bplte_company=casacuervo&fbacme_o=my_forms&itrModule=talent&myf_os=fldx&myf_ss… 10/10

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11/7/23, 6:39 PM Performance Management 2022 for BRITTANY WAGNER

Performance Management 2022 for

Goals 2022 20.0% of total score

BRITTANY WAGNER's Comments

Additional Ratings and Comments

BRADLEY SCHWOEGLER's Comments

Goals 2022 20.0% of total score

BRITTANY WAGNER's Comments

Additional Ratings and Comments

BRADLEY SCHWOEGLER's Comments

Goals 2022 20.0% of total score

BRITTANY WAGNER's Comments

· +41% Dobel Diamante (total)

· +90% 1800 Cristalino (total)

· +62% Tradicional Cristalino (total)

· +36% Gran Centenario Tequila (total)

· Average total of +50% distribution growth across all skus

Additional Ratings and Comments

BRADLEY SCHWOEGLER's Comments

BRITTANY WAGNER's Comments

Additional Ratings and Comments

BRADLEY SCHWOEGLER's Comments

Goals 2022 20.0% of total score

BRITTANY WAGNER's Comments

Additional Ratings and Comments

BRADLEY SCHWOEGLER's Comments

BRADLEY SCHWOEGLER's Comments

BRITTANY WAGNER's Comments

Additional Ratings and Comments

BRADLEY SCHWOEGLER's Comments

BRITTANY WAGNER's Comments

Additional Ratings and Comments

Suitable for job

BRADLEY SCHWOEGLER's Comments

BRITTANY WAGNER's Comments

Additional Ratings and Comments

BRADLEY SCHWOEGLER's Comments

Overall rating Goals calculated rating

Name Rating Weight

Effective Launch of Gran Coramino 105 20.0%

Distribution 105 20.0%

Active Participation in OUR Company 106 20.0%

Budgetary Discipline 100 20.0%

Planning Suitable for job

Problem Solving Suitable for job

Teamwork Strongly demonstrates

Specify if the behaviors rating was used to modify performance

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