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PERFORMANCE ASSESSMENT RATING GUIDELINES

Factors

PART A: ASSESSMENT OF COMPETENCIES / ATTRIBUTES

SWOT Analysis

PART B: ACHIEVEMENT OF TARGET & SETTING

How was it accomplished?

Part C - What is next?

(To be completed by Employee for self-assessment followed by Reporting Officer)

(Join Discussion between Employee & Reporting Officer)

*Please tick one rating for each factor

Use S-M-A-R-T principle for KPIs settings

Example(s):

Please fill all necessary data in PART-A!

Please fill all necessary data in PART-C!

To Be Complete> You need to fill Signature of Employee/Date.. field.

Appraisal PartA PartB PartC To Be Complete by Reporting Officer

Company:		Department:
Name:		JobTitle:
Date Joined:		Length of Service:

Year(s) in Current Position:

Confirmation Assessment:

Annual Review:

Review Period:

1.PERFORMANCE ASSESSMENT RATING GUIDELINES 2.Quality of work 3.TEAM WORK 4.INITIATIVE 5.Cost Control & Reduction 6.Leadership 7.PLANNING & ALLOCATION 8.WORK CONDUCT 9.ADHERE TO COMPANY CORPORATE BELIEF AND VALUES 10.TOTAL RATINGS 10.SWOT Analysis

Far exceeds requirements and makes positive contributions beyond the immediate scope & responsibility, outstanding achievements	5
Exceeds requirements of current job, above expectation	4
Meets requirements of current job, meets expectation	3
Only able to meet some requirements of current job, needs improvements	2
Unable to meet requirements of current job	1

Quality of Work
Team Work
Initiative
Cost Control & Reduction
Leadership
Planning
Adhere to Corporate Belief and Values
Adhere to Business or Project Standard of Delivery

Factor			Rating
QUALITY OF WORK	NA	1	2	3	4	5
Able to meet the preset, qualitative performance standards over areas of accountability
Attentive to details, thoroughness, correctness, accuracy & effectiveness in the work
Complete tasks with no "loose ends"
Other comments

WORK CONDUCT	NA	1	2	3	4	5
Adhere to attendance & punctuality standards
Ability to see through adherence of project/reporting deadline by working extended hours with initiative, self-motivated to deliever outstanding results, beyond normal working hours
Display positive & good conduct in the work environment
Build & maintain cooperative working relationships with the management & co-workers
Establish & sustain postive impact on people
Other comments

ADHERE TO COMPANY CORPORATE BELIEF AND VALUES	NA	1	2	3	4	5
Passion - Passionate and enjoy what we do
Integrity - Honor our commitment, build lasting relationships based on honesty
Care for fellow staff – We believe in sound mind, sound body, do you?
Consumer Centric – Value add and benefit our fellow internal customers
Respect & Dignity – Respect dignity of colleagues, internal and external customers
Learning & Innovation – Constantly find new & better ways to deliver value to our customers
Dynamism – Vibrant, motivated & take initiative to act on plans
Excellence & Professionalism – In Customer Service, operation & adherence of internal control procedures
Other comments

TOTAL RATINGS
(Average: Total Rating Points/ Total Number of Factors Rated)

	Positive	Negative
I n t e r n a l	Strengths	Weakness
E x t e r n a l	Opportunities	Threats

OVERALL COMMENTS
a) Contributions
b) Achievements

OVERALL COMMENTS

a) Contributions

b) Achievements

1.Use S-M-A-R-T principle for KPIs settings 2.KNOWLEDGE MANAGEMENT 3.ACHIEVEMENT OF TARGETS 4.KNOWLEDGE MANAGEMENT 5.INITIATIVES and METRICS 6.ROLES, COLLABORATIONS, and AWARDS/ CITATION/ CUSTOMER APPRECIATION LETTER, E-MAIL 7.RATING 8.FUNCTIONAL COMPETENCIES & TECHNICAL COMPETENCIES

S	Specific-Focused,spelled out, employee knows what is to be accomplished
M	Measurable-Quantifiable, establishes a standard for comparison, a specific result, provides a method for determining if the goal has been met and to what extent
A	Action-oriented-Describes the task, tells what needs to be done to achieve the goal, use action verbs
R	Realistic-Practical, possible, motivates the employee to improve and reach attainable ends
T	Time-bound-Scheduled, regulated by time, deadline

1) Project deployment with less than 5% defect and delivering 2 weeks ahead of schedule.

2) Able to deliver bugs and fixes 95% within the agreed Server Level Agreement and scoring 85% customer satisfaction feedback.

(Please attach additional supporting document(s) if space provided is insufficient)

1) ACHIEVEMENT OF TARGETS
Targets	Achievements (Please state significant work done/targets achieved)
	Employee	Reporting Officer

2) ANY OTHER COMMENTS

3) OVERALL PERFORMANCE RATING(Please circle one rating)(This field is only modified by Manager)

2) SETTING OF TARGETS

Targets

(Please attach additional supporting document(s) if space provided is insufficient)

1) ACHIEVEMENT OF TARGETS

PROJECTS (repeat for each project [3 to 5 Key projects])
Project Detail

Customer Name

Project Title

Duration

Brief Description of Project

Roles Played /Key Contribution in Project in brief

Lessons Learnt in detail

Project Detail

Customer Name

Project Title

Duration

Brief Description of Project

Roles Played /Key Contribution in Project in brief

Lessons Learnt in detail

Project Detail

Customer Name

Project Title

Duration

Brief Description of Project

Roles Played /Key Contribution in Project in brief

Lessons Learnt in detail

Project Detail

Customer Name

Project Title

Duration

Brief Description of Project

Roles Played /Key Contribution in Project in brief

Lessons Learnt in detail

Project Detail

Customer Name

Project Title

Duration

Brief Description of Project

Roles Played /Key Contribution in Project in brief

Lessons Learnt in detail

KNOWLEDGE MANAGEMENT

Training Conducted	Training Attended	Certification Completed

Standardization / Add-on

Description of Module	Role Played / Key Contribution

Other contributions:

INITIATIVES (participations in councils, conducting interviews, referring candidates, participation in Custom Architectural Team (CAT), standardizations, etc.)

METRICS (e.g. Billable days achieved, no. of Level 1, 2, 3 support calls solved, Pre-sales/ Up-sell revenues, Cost Performance Index (CPI - planned vs actual hours), Scheduled Performance Index (SPI), No. of support contracts renewed, No. of AEP/AMC renewed, No. of new contracts signed, etc.)

Performance Indicators	Accomplishment
Billable days achieved
No. of projects involved
No. of support issues solved (by severity)
Revenue from Pre-sales/ Up-selling
No. of AEP/AMC renewed
No. of contracts signed

ROLES (Diff. kinds of Roles played like PM, Consultant, Presales, etc., )

COLLABORATIONS(Key learning & contribution in collaborating across team, business units, functional units, etc.)

AWARDS/ CITATION/ CUSTOMER APPRECIATION LETTER, E-MAIL

Customer Name	Project Name	Appreciation given and in what form

RATING(Rate yourself based on the above)
(1-Unskilled, 2-Developing, 3-Proficient, 4-Highly Skilled, 5-Role Model)

COMPETENCY	RATING	REMARKS
GENERAL
Planning & Organizing
Problem Solving
Multi-Tasking
Customer Satisfaction
Adherence & Improvement in process
Industry Knowledge
Personal Development
Knowledge Sharing
Team Player
COMMUNICATION
Effective Dialogue
Effective Presentation
Written Communication
Effective Listening
ROLE COMPETENCIES
FUNCTIONAL / PROJECT MANAGER
Requirement Gathering
GAP-FIT Analysis
Project Management
Documentation
TECHNICAL CONSULTANT
Coding Standard
Understanding Requirements
Impact Analysis
Quality of Deliverables
PRE-SALES CONSULTANT
Industry Specific Solutioning
Customer specific Demo preparation
Presentation/ Demo
Proposal Preparation
Realistic Work Estimate with proper Scoping
Relationship based selling to customer
Strategizing in closing deals
Hardware Sizing
Knowledge about Competitor Solutions

FUNCTIONAL COMPETENCIES (List the software/ modules that you have learnt)

Expert	Intermediate	Beginner

TECHNICAL COMPETENCIES (List the software that you have learnt)
Navision – rate by objects [forms, tables, reports, code units, pages, data ports, xml port]
QlikView – rate by back end scripting & front end designing
SQL – rate by administration/ implementation/ maintenance skill
Mobile –
Dynamicweb -

Expert	Intermediate	Beginner

QUANTITY OF WORK

Is productive at work

Able to meet the preset quantitative performance standards for the position

Meet or beat deadlines consistently

Other comments

ROLES YOU EXPECT TO PLAY

SKILLS YOU PLAN TO ACQUIRE/ COMPETENCIES YOU WILL DEVELOP

TRAINING YOU PLAN TO ATTEND/ CONDUCT

EXPECTATIONS OF YOURSELF, YOUR MANAGER, YOUR PEERS AND JUNIORS

YOUR COURSE OF ACTION BASED ON LESSONS LEARNT FROM PREVIOUS YEARS

Great!! You have submitted your appraisal, we will let you know after we have reviewed yours.

(To be completed by Reporting Officer)(This field is only modified by Manager)

Please indicate rating, taking into consideration the assessment of employee’s competencies / attributes in Part A and the ratings for the achievements of targets in Part B.

Promote to next higher grade	To be confirmed in present grade
Not ready for promotion but Recommeded for salary increase of	Probation to be extended by months
$(%)

Remarks:

Signature of Employee/Date..

Name & Signature of Countersigning Officer / Date Name & Signature of Reporting Officer / Date