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Employee Appraisal Form Example

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Performance Assessment Form

Team Member: Jane Doe Team Leader: John Doe OBJECTIVES: Summarise all key objectives. Assign % weighting for each bonus related objective

1. Contribution to Margin Reduction:

Weight (%)

Title: Corporate Travel Leader Title: General Manager TEAM MEMBER'S COMMENTS ON RESULTS ACHIEVED AGAINST OBJECTIVES Describe results, process improvements and business factors impacting results.

Location: Brisbane Corporate Offi ce

Appraisal Period: Jan-Dec 2010

TEAM LEADER'S COMMENTS AND PERFORMANCE ASSESSMENT: Consider actual results and process improvements and feedback from customers. Highlight competencies used in achievement of objectives, competencies this person should continue to demonstrate. Make note of improvement areas they must address

Rating (%)

Air Travel Arrangements

Negotiated a pre-booked bulk buying

? Review and renegotiate all domestic and 50% arrangement with one domestic and two J o h n h a s a c h i e v e d a m a r g i n a l

international air travel arrangements with bulk carriers ? reduce outgoings by 7%

international carriers which has reduced improvement in the overall cost of

the average cost per trip by 2.25% domestic and international air travel,

60

(End Q4)

although other suppliers also still being however, further work remains to be

30%

used

done to maximise efficiency

Hotel Agreements

? Negotiate preferred hotel agreements in

Formed strategic partnership with one

100

Asia Pacific Region ? reduce number of

major hotel chain on a regional basis, Excellent results which both simplifies

vendors and cost by 10% negotiate terms

which has reduced vendor activity by 50% administrative arrangements and

and conditions of business ? (End Q2)

and cost by at least 10%. Provided reduces cost

improved trading terms. Arrangement is

being reviewed by Global Corporate office

2. Contribution to High Performance Learning Orgwainthizaatiovniew to wider international

Arrange August Global IT Conference ? propose 10% Preparatory work completed for Global IT

venue, coordinate travel arrangements for all

Conference, tentative arrangements Not applicable due to cancellation of N/A

delegates internationally

made, but conference cancelled by Global conference

IT 3. Contribution to Best Place to Work

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? Review Travel Insurance claims and settlements ? renegotiate arrangements to ensure faster settlement of claims, minimize administrative involvement (End Q3)

10%

Changed Travel Insurance Provider Aug New travel insurance arrangements

who guarantee determination of claims reduce direct involvement of company

80

within 14 days, employees forward claims team members, should result in

directly to insurer

improved claims management

Rating %: Weighting x rating, summed & divided by 100 77%

COMPETENCY ASSESSMENT: Highlight behaviours, knowledge and skills used and needed in achieving overall performance.

Strongest Competencies: (specify at least three) Negotiation Analytical Skills Planning/Priority Setting

Comments: Strengths come from extensive knowledge of the travel industry and its technical requirements

Competencies which are not core strengths: (specify at least three) Strategy/Vision Consulting Communication

Comments:

Achievements sometimes limited by a) insufficient prior consultation with internal customers b) communication of new arrangements

EVALUATE HOW WELL THE INDIVIDUAL DEMONSTRATES THE `LEADING WITH RESPECT' PRINCIPLES

1 2 3 4

EXCEPTIONAL

EXCEEDS EXPECTATIONS

MEETS EXPECTATIONS

Communicates effectively

1

2

3

BELOW EXPECTATIONS

4

NOT APPLICABLE

N/A

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Gives and seeks feedback

1

2

3

4

N/A

Values unique contributions

1

2

3

4

N/A

Promotes teamwork

1

2

3

4

N/A

Sets the example

1

2

3

4

N/A

Overall `Leading with

1

2

3

4

N/A

Respect'

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OVERALL PERFORMANCE RATING Indicate the overall performance rating considering achievement of all objectives, use of competencies in achieving performance results, and principles of valuing people.

PERFORMANCE RATING

DEFINITIONS

RATING

1. Exceptional (EX)

Consistently and significantly exceeds expectations. Rarely requires guidance. Contributed significantly to the team's achievements and to the growth and development of others. Demonstrated continuous improvement and competencies that others strive to emulate.

101% - 115%

2.Exceeds expectations (EE)

Consistently meets and frequently exceeds expectations. Requires only occasional guidance. Performed certain elements of the objectives in an exceptional manner. Contributed to teamwork and to the growth and development of others. Demonstrated effective use and continuous improvement of required competencies to achieve business results.

86% - 100%

3. Meets expectations (ME)

Meets and occasionally exceeds expectations. Requires only a normal amount of guidance. Accomplishments consistently met the performance standards of the organisation.

50% - 85%

4. Below expectations (BE)

Inadequate results achieved. Some agreed key objectives not completed or fell short of

0%

acceptable standards. Required considerable supervision. Weakened the ability of the team to

meet business and customer requirements. A performance improvement programme should be

initiated by the Team Leader; continued poor performance may lead to termination of

EXCEPTIONAL (EX)

employment EXCEEDS EXPECTATIONS (EE)

MEET EXPECTATIONS (ME)

BELOW EXPECTATIONS (BE)

Development Actions Completed: (since last development plan was discussed)

Timetable (Q/Y)

Development Actions Planned:

(Q/Y)

Timetable

Attended Excel Course ? Quarter 2

Attend Strategic Management Course (before end Q2) Work with Mary Sue to ensure air travel presentations are delivered to internal customers at least monthly

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INDIVIDUAL DEVELOPMENT

TEAM MEMBER'S comments on career interests (short-term goals; and longer term goals if known):

LEADER'S comments on future career opportunities:

Ability to relocate (internationally or within current country)

GENERAL COMMENTS: (including career interest / career goals)

TEAM LEADER:

TEAM MEMBER:

NEXT LEVEL MANAGER:

SIGNATURE: ........................................................ DATE: ........................................................

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SIGNATURE: ........................................................

DATE:

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SIGNATURE: ........................................................

DATE:

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