DIRECT REPORT’S NAME ROLE/POSITION
Mary Joy N. Roble
DEPARTMENT PERFORMANCE PERIOD
06/26/2023 – 02/15/2024
DEPARTMENT HEAD REVIEW DATE
WORK & DEVELOPMENT
02/15/24
PLAN
This form is to be completed by the direct report and the department head.
PART A: OVERALL PERFORMANCE ASSESSMENT
(Prepared by the Department Head with inputs from Direct Report and other performance feedback providers. Indicates either one
of the following general assessment: OEE – Overall Exceeding Expectations or OME – Overall Meeting Expectations or OFE – Overall
Failing Expectations and provides explanations on the assessment. Refer to the Guidelines below.)
Mary Joy Roble (Signature over Printed Name of Direct Report)
o Overall exceeding expectations
o Overall meeting expectations
o Overall failing expectations
Supporting Statements:
We recommend Mary Joy Roble for regularization effective February 22, 2023.
We recommend a salary increase of _____% on his base pay.
Perf.
SLG D2D CEC COC TOT
Areas
Total
40% 30% 20% 10% 100%
Weight
Indiv. SLG SLG SLG D2D D2D D2D D2D D2D CEC CEC CEC
COC
Factor 1 2 3 1 2 3 4 5 1 2 3
Indiv.
13.3% 13.3% 13.3% 6.0% 6.0% 6.0% 6.0% 6.0% 6.7% 6.7% 6.7% 10% 100%
Weight
Quali.
Rating
(EE,
ME,
FE)
Quant.
Rating
(120%,
100%,
0%)
Final
Rating
Guidelines Range SLG D2D CEC COC Remarks
All 3
Overall 2 of 3 must Must be To get OEE, all
Exceeding OEE 120%-114.7% must be 3 of 5 must be EE be ME ME or factors must be a
Expectations EE or better “Yes”
better
No
Overall No more To get OME, all
114.7%- more Must be
Meeting OME than 1 No more than 1 FE factors must be a
70.7% than ME
Expectations FE “Yes”
1 FE
Overall More More To get OFE, a
Must be
Failed OFE Below 70.7% than 1 More than 1 FE than “Yes” to just one
FE
Expectations FE 1 FE factor
PART B: DIRECT REPORT’S COMMENTS
Prepared by the Direct Report to reflect his or her own comments, if any, on the content of W&DP document.
PART C: FULL DOCUMENT SIGNATURES
Confirms that the W&DP has been reviewed and discussed by the Direct Report and Department Head. Any disagreements between
the direct report and department head have been addressed, and the direct report has been given an opportunity to explicitly
express it on the document and to attach additional comments.
_______________________ _______________________ _______________________
Direct Report Immediate Head/Supervisor Department Head
_______________________ _______________________ _______________________
Date Date Date
PART D: WORK PLAN & RESULTS REVIEW
Prepared by the Direct Report and revised as needed upon inputs of the Immediate Head/Department Head
D.2. DAY TOSTRATEGY
D.1. DAY OPERATIONAL WORK=PLAN
LINKED GOALS = 30%Weight
40% Total Total Weight
FINAL RATING
QUALI. RATING
DAY
SLGTO DAY (Top
(MUST BE 3)5) SUCCESS MEASURES RESULTS (Quant. x Ind.
(EE, ME, FE)
Weight)
(6.0%
(13.3%Ind.
Ind.Weight)
Weight)
Collect and gather data to Juniel has checked ME 6.0
13.3
FINANCIAL Checks
make andand repairs
improve all
Process all units in the
PERSPECTIVE: rooms that are under
documentation stated success
utilized (317, 318, 319, measures. Some
Optimize available 320, DR Lounge, Oncology are beyond repair,
physical assets and Unit, Call Room Female hence, he proposed
(6.0% Ind.that
facilities Weight)
are Streamlined
Doctors, and Process
ControlMapping
Room for new units.
under utilized in CTdata
from Scan) completion
being collected will ME 0.00
be on April 2020
(13.3% Ind. Weight)
Creates detailed preventive Has performed ME 13.3
(6.0% Ind. Weight)
ORGANIZATIONAL maintenance checklist and satisfactorily the ME 6.0
CAPACITY: Collaborate
submits to with other
Maintenance aircon cleaning
Departments and
Head every Monday other
of the based on schedule
Maximize the professionals
month to improve
availability of healthcare services
technology
(6.0% Ind. Weight) Assess other Department ME 6.0
regarding urgent policies and
SOP’s. Especially Marketing
brand Ambassadors) to
(13.3% Ind. Weight)
response or give immediate
He has submitted ME 13.3
actions to help improve
INTERNAL PROCESS: Creates monthly inventory the inventory of all
customers care and
of equipment services
tools and aircon units in the
(6.0% Ind.quality
Establish Weight) checking previous SOP and
submits it every last week hospital, but needs ME 0.00
management system slowly
of the input
monthto our new further details
template and align it with our
NEW masterlist
GUIDELINES MULTIPLIER DESCRIPTION
Exceeding Expectations EE 120% Exceeding the performance standards.
Meeting Expectations ME 100% Meeting the performance standards.
Failing Expectations FE 0% Not meeting the performance standards.
D.3. SIGNATURES
Please sign over and indicate date. Confirms that the Work Plan and/or Results Review has/have been reviewed and discussed by
the signatories below.
Signature: Signature: Signature:
Name: Name: Name:
DIRECT REPORT IMMEDIATE HEAD/SUPERVISOR DEPARTMENT HEAD
Date: Date: Date:
PART E: COMPETENCIES ASSESSMENT
Prepared by Department Head with inputs from Direct Report and other performance feedback providers. Refer to the Guidelines
below. For Staff, ME (Meeting Expectations) is benchmarked against “Beginner” Level in the Competencies Progression, for
Manager to Senior Manager against “Proficient” and AVPs and Up against “Expert”.)
QUALI FINAL
E.1. CORE EMPLOYEE COMPETENCIES ASSESSMENT SUPPORTING RATING
RATING
= 20% TOTAL WEIGHT STATEMENTS (Quant. x Ind.
(EE, ME, FE) Weight)
Trustworthiness
(6.7% Ind. Weight) Juniel is usually functioning as
Proficient: Regularly engages self and aircon technician. However, he was
others in improving job performance noted repairing other electrical ME 1.34
and overall productivity of the business equipment such as ceiling fans,
unit. Consistently complete and electrical outlets, etc
comply with the same.
Customer Care
(6.7% Ind. Weight)
Proficient: Shows confidence in He is usually working on his own as
making customers understand the aircon technician. He was noted
situation by explaining procedures to sharing his aircon knowledge to his
patients/customers providing updates peers and allowed them to learn
ME 1.34
regularly. Able to teach co-workers such as cleaning and
how patient or customers can be troubleshooting. This way, he can
handled better, especially in difficult be assisted by them during aircon
situations. Suggests and implements troubleshooting of problem.
changes to improve the quality of
service.
Self-Management
(6.7% Ind. Weight) The aircon of the conference room
Proficient: Makes use of available was not functioning With his
skills and resources to achieve assigned troubleshooting skills, he managed
tasks and encourages others to stay to repair the outdoor unit in less ME 1.34
focused and get things done as well. than an hour. Thus, making the
Makes every effort to make conference room usable for the
improvements to systems and process EXECOM meeting.
when required.
QUALI FINAL
E.2. CODE OF CONDUCT ASSESSMENT SUPPORTING RATING
RATING
= 10% TOTAL WEIGHT STATEMENTS (Quant. x Ind.
(EE, ME, FE) Weight)
EE = 0 verbal warning
100% adherence to the code of
ME = with verbal warning/s
conduct ME 1.0
(10.0% Ind. Weight) FE = with at least 1 written
warning
MISSION-CRITICAL DEVELOPMENT AREA
Prepared by the Department Head. Indicated which one or more core employee competencies and/or code of conduct is/are
observed as chronic development areas of the direct report (if any) and that hindered him or her to deliver expectations. Provide
explanations on each.)
GUIDELINES MULTIPLIER DESCRIPTION
Exceeding Expectations EE 120% Exceeding the performance standards.
Meeting Expectations ME 100% Meeting the performance standards.
Failing Expectations FE 0% Not meeting the performance standards.
