Quarterly Performance Review

Academic Support & Service Team (2025)

REVIEW INSTRUCTIONS
This review aligns performance assessment with our 2025 Performance Metrics, and our 2025 OKRs,
and the three types of training surveys (Implementation, Promotion, and Pitch). It evaluates three
critical aspects of performance:
• Strategic Market Impact & Business Growth (60%) - How you create value for clients, demonstrate
professional expertise, and drive business results
• Operational Excellence & Professional Growth (20%) - Your work e ciency, professional development, and
personal e ectiveness
• Cross-Team Collaboration (20%) - How you support sales and other departments

A. How to Prepare
1. Gather Data:
- Survey results from all training sessions during the quarter
- Examples of work and achievements
- Feedback from sales team members and other stakeholders
- Progress updates on your OKRs

2. Self-Assessment:
- Review your performance against each metric
- Identify speci c examples that demonstrate your capabilities
- Prepare to discuss areas of strength and growth opportunities
- Consider 2-3 development priorities for the next quarter

B. Data Source
Collected by you before performance review meeting:
✓ Implementation Survey: Post-training feedback from implementation sessions
✓ Promotion Survey: Feedback from promotion/awareness training events
✓ Pitching Survey: Feedback from solution pitch sessions
✓ Project System Data: Metrics pulled from our project management tools

Collected by your manager before/in performance review meeting:

✓ Sales Team Feedback: Collected via standardized form quarterly
✓ Peer Feedback: Input from team members on collaboration
✓ Manager Observation: Direct assessment from review sessions

Team Member Information

Name: Review Period: Q1, 2025

Position: Reviewer: Ziji Xiong

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 PART 1: TRAINING QUALITY (60%):
Measures how e ectively the team member delivers value to clients and supports business objectives

Training Delivery Quality

Training Type Key Metrics Data Sources Target Actual Avg.
- Implementation Survey Q1
Product knowledge - Implementation Survey Q6
≥4.6
delivery - Sales Team Feedback Q1.2
- Sales Team Feedback Q3.1
- Implementation Survey Q3
- Implementation Survey Q4
Implementation Training e ectiveness - Implementation Survey Q5 ≥4.6
- Implementation Survey Q7
- Sales Team Feedback Q2.1
- Implementation Survey Q2
Participant Con dence - Implementation Survey Q8
≥4.25
Building - Implementation Survey Q9
- Implementation Survey Q10
- Promotion Survey Q1
- Promotion Survey Q3
≥4.6
Value proposition clarity - Promotion Survey Q4
- Promotion Survey Q6
Promotion - Sales Team Feedback Q3.3
Engagement quality - Promotion Survey Q2 ≥4.6
- Promotion Survey Q5
Interest generation - Promotion Survey Q7 ≥4.25
(Tentative)
- Promotion Survey Q14
- Pitching Survey Q1
- Pitching Survey Q2
Needs understanding ≥4.6
- Sales Team Feedback Q2.2
- Sales Team Feedback Q3.2
- Pitching Survey Q3
- Pitching Survey Q4
Pitching Solution relevance ≥4.6
- Pitching Survey Q6
- Sales Team Feedback Q1.2, Q3.3
- Pitching Survey Q5
Implementation - Pitching Survey Q7 ≥4.25
con dence - Pitching Survey Q8 (Tentative)

- Sales Team Feedback Q4

Section Comments: [Provide speci c examples of impact, client feedback highlights, and areas for development]
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 PART 2: CROSS-TEAM COLLABORATION (20%)
Evaluates how e ectively the team member works with sales and other departments

4.1 Sales Value Creation & Delivery

Metric Data Sources Target Actual Score
- Sales feedback/Training log
Implementation success (No follow-up Implementation training request in 5 ms)
0 N/A

Enabling responsiveness - Sales Team Feedback Q1.1, Q1,3, Q2.3 ≥4.6 N/A
(Suggested)

Client relationship impact - Sales Team Feedback Q4 ≥4.6 N/A

(Suggested)

Sales cycle acceleration - Sales Team Feedback Q5 ≥4.6 N/A

(Suggested)

Strategic resource - Sales Team Feedback Q1.2, Q6 ≥4.6 N/A

(Suggested)

Next-time work-together - Sales Team Feedback Q8 ≥4.6 N/A

(Suggested)

Sales team satisfaction - Sales Team Feedback Q7 ≥4.7

4.2 Team Contribution

Area Data Source Evidence Examples Rating (1-5)
- Sales/Peer feedback
Communication E ectiveness - Clear messaging, timely updates
Manager observation
- Peer feedback
Team Contribution - Supporting team goals, meeting commitments
Project outcome
- Peer feedback
Knowledge Sharing - Resources created, peer support provided
Manager observation
- Peer feedback
Collaborative Problem Solving - Joint solution development, cooperation
Project performance

Section Comments:
[Provide speci c examples of collaboration successes and challenges]
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PART 3: SELF-MANAGEMENT & OPERATIONAL EXCELLENCE (20%)
Assesses work e ciency, time management, and personal accountability

3.1 Key Operational Metrics

Metric Data Source Target Actual Rating (1-5)

Delivery volume e ciency Deliveries completed ÷ Time invested Avg 3-5 days

Deadline adherence Project & Delivery Tracking 90%

First-time expectation t Manager/peer feedback 70%

3.2 Professional Growth

Area Data Source Evidence Examples Rating (1-5)

Continuous - Personal development plan
- Applied learning to work, re ned methods
Improvement Delivery review & Behavior change
Adaptability & - Manager observation
- Handling changes, stress management
Resilience Peer feedback
Problem-solving & - All surveys Q2 Creating practical solutions, overcoming
Solution Focus - Manager observation obstacles
Initiative & - Manager evaluation
- Self-directed work, anticipating needs
Proactiveness Project contribution

Section Comments:
[Highlight examples of self-management strengths and areas for development]
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OVERALL ASSESSMENT
Performance Rating
Outstanding (≥4.9 across all survey metrics, 95%+ on supporting factors)
Strong (4.8-4.9 on survey metrics, 90-95% on supporting factors)
Meeting Expectations (4.6-4.7 on survey metrics, 85-90% on supporting factors)
Needs Improvement (<4.6 on survey metrics, <85% on supporting factors)

Key Strengths
1.
2.
3.

Development Areas
1.
2.
3.

Action Plan for Next Quarter

Development Area Action Support Needed Timeline Success Measure

Additional Resources/Support Required:

SIGNATURES

Reviewer: ______________________ Date: __________

Team Member: __________________ Date: __________

Comments: