FORM - Performance Appraisal.xlsx

	B	C	D	E	F	G	H	I	J	K
1	Performance Appraisal Form
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3	Name of Employee	jj
4	Department & Office Location						Ratings
5	Line Manager						1	Poor
6							2	Not met expectation
7	Overall Performance Rating	Review Date					3	Met expectation
8	3.49						4	Exceed expectation
9							5	Outstanding
10	Perspectives	Objectives	Key Results	Initiatives	Completion Date	Details and Comments	Employee Rating	Line Manager Rating	Weighting	Calcuated Rating
11	Financial	Increase revenue to 20%	100 HRMAS accoraccy	-sst up data as soon as they join/ set up date 1 week beofre joining	End of Dec	to be completed during MYR & YEA	4	5	40%	2
12	Customer	Improve customer retention by XX%	KR1: The retention rate on freight customers increased to XX% KR2: Existing client referrals increased to XX%	Conduct client appreciation events to strengthen relationships Offer loyalty rates and rebates for clients with increased volume of shipments	through June 30	to be completed during MYR & YEA	2	2	10%	0.2
13	Internal Process	The end-to-end LMD process is documented and implemented and audited at the end of the year	KR1: Implemented the LMD process by Q1 KR2: Trained 100% of end users of the end-to-end process KR2: Clear KPI was created for each of the touchpoints in the process		through Dec 31	to be completed during MYR & YEA	4	3	25%	0.75
14	Learning and Growth	Upskill the team and develop capability to address skill gaps to move 1 level of the competency assessment	KR1: PDPs are in place for 90% of the staff KR2: Identified top 5 skills with the highest skill gap to be included in the training plan KR3: Completed 10 training interventions focused on the competency framework	Train employees and managers on how to complete the PDP Monitor that Monthly 1:1s are done monthly Conduct competency assessment by Q1	through Dec 31	to be completed during MYR & YEA	3	3	25%	0.75
15										3.7
16									TRUE	TRUE
17	Core Values	Examples of behaviour observe as a result	Frequency of Initiatives	Initiatives	Details and Comments		Employee Rating	Line Manager Rating
18	Trust	Honest and open communication, consistent in delivering tasks, admit to mistakes	Every month	Foster open communication through regular meetings with the team	to be completed during MYR & YEA		3	3
19	Customer Centricity	Always look at the interest of the clients/stakeholders, proactive and helps solve problems	Gather and review employee feedback every week	Develop stronger relationship with internal clients by timely service support as per SLA	to be completed during MYR & YEA		4	3
20	Innovation	Comes in with lots of ideas for improvement, likes to learn through experience	Every month awarding of most innovative team member award	Design a reward system to encourage the team to come up with new ideas to improve our way of working	to be completed during MYR & YEA		3	3
21	Action-Bias	Getting done quickly and of good quality, committed to take action	Every month	Create a weekly Priorities Tracker and everyone's KPI and SLAs and recognise early completed goals	to be completed during MYR & YEA		3	4
22	Excellence	Hold others and himself accountable, always wanted to do the best	Every quarter	Introduce recognition programme that rewards excellence through peer nominations	to be completed during MYR & YEA		3	2
23								3
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25	Professional Development Plan	Identify areas for professional growth and training for employee to develop within their current functional area of responsibility.
26	Development Area	Activity Planned	Resources Needed	Target Date of Completion	Measurement of Success	Status
27	Safety Officer	Training on Fire Safety, First Aid$& Nebosh	Presentation slides, AML handout, mentoring from Compliance experts	End of June	Understand the requirements of AML. Able to identify clients and understand their sources of income.
28	Company Knowledge	Understand the Company strategy	Review the strategy document Speak with the HoD to get further information	End of April	Able to connect the job and contribution to the overall strategy
29	Job Knowledge	Acquire formal certification	CMA training course Books, review materials	End of Dec	Acquired attested certificate
30	Skills	Improve communication skills so I can communicate effectively	External training provider Find a peer to coach me and provide feedback on my progress Self-help books and videos	End Sept	Able to communicate better where my message is sent across in a succinct and clear manner.
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33	TO BE FILLED DURING MID-YEAR and YEAR-END ASSESSMENT ONLY
34	Employee Self Assessment	Summarize your performance over this period by addressing competencies in results orientation, customer focus, and teamwork.
35	Performance Competencies	to be completed during MYR & YEA - share your thoughts about your performance, challenges, and achievements								Coaching Convesations
36										How do you feel about your career currently?
37	Manager's Assessment for the Employee	Summarize employee's performance over this period by addressing competencies in results orientation, customer focus, and teamwork.								With regards to high performance, how can we do better?
38	Performance Competencies	to be completed during MYR & YEA - provide feedback about the employee's performance and any observations you have related to performance								Any suggestions on Start, Stop, Keep?
39	Areas of Growth and Improvement	to be completed during MYR & YEA - provide feedback on areas that can still be improve like how they can be more efficient or how they communicate with others, etc.								What was your best day this month?
40										What made it a great day?
41	Assessment of Management Skills									What did you achieve?
48	Notes for each meeting
49	Overall comments if you want to add more that could not be captured on the sections above.
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