1. Performance Feedback
Employee: Moshier,Peter Position: Intern - Nonexempt Grade/Level: 91 Status: Closed
Supervisor: Morgan,Garrett T Start Date(MM/DD/YYYY) : 05/26/2015 End Date (MM/DD/YYYY) : 08/14/2015 Plan Type: Partial Year
Employee: Moshier,Peter Supervisor: Morgan,Garrett T
Rating Scale For Objective Results:
4 - AT - Above Target
3 - T - Target
2 - P - Progressing
1 - BT - Below Target
N/A - Objective No Longer AppliesObjectives Section
Category of Objective:Ethics and Compliance
Objective: Weight:Demonstrate commitment to export compliance and ensure conduct complies with UTC Code of Ethics.
Person Comments Rating
Moshier,Peter I conducted myself professionally in the office and complied with the UTC Code of Ethics. However, I did not have any
experience with export compliance during my time here.
3-T
Morgan,Garrett T Peter completed all required training in a timely manner. 3-T
Category of Objective:Customer
Objective: Weight:Conduct final presentation to senior leadership at least one week prior to termination date.
Person Comments Rating
Moshier,Peter I completed my report out presentation on Tuesday of my last week for a group of 9 including the SI&OP team, a Human
Resources Generalist named Julia Vulcan, the Operational Excellence team including the Director, Scott Parkin, and several
interns. I did well on my presentation, providing an overview of each of the projects I worked on and the value I contributed to
each. I also included the value that my biggest two projects, the Standard Factory playbook and Capacity Summit data
aggregation, brought to UTAS.
3-T
Morgan,Garrett T Peter delivered a strong presentation that demonstrated that he truly understood the principles of SIOP. He was able to think
on his feet when tough questions were asked and displayed confidence. I believe that his experience of presenting weekly the
status of the standard factory playbook and data project helped Peter develop his communication skills.
4-AT
Category of Objective:Employee Engagement/People
Objective: Weight:Participate in at least two employee engagement activities.
Person Comments Rating
Moshier,Peter I virtually attended two OLP recruiting sessions as well as an in-office ice cream social. I also worked with fellow interns to
organize and execute the Annual UTAS School Supplies Drive. The goal of our supplies drive is to collect 3,000 items for
Classroom Central students.
3-T
Morgan,Garrett T Peter was well respected by his fellow interns and demonstrated initiative with these activities. 3-T
Category of Objective:Operational Excellence/Key Performance Metrics
Objective: Weight:Support development of Standard Factory SIOP Playbook chapter.
Person Comments Rating
Moshier,Peter I took the initiative to lead the development of the SI&OP portion of the Standard Factory playbook. I organized and led a half
day working session in which we reworked our current state to arrive at a more robust and useful future state for our cell level
processes. I created and managed a project plan to complete Phase II of our Standard Factory chapters by the end of the
third quarter. I also led weekly status meetings in which the SI&OP team reviewed our progress against our project plan and
decided on next steps. Some tasks I completed were executing a gap analysis against the other functions within Standard
Factory, conducting a checkpoint meeting with the Standard Factory, and designing a more efficient template for the Standard
Factory playbook's PowerPoint slides.
3-T
Morgan,Garrett T Peter spent the majority of his time on the Standard Factory playbook and was able to make large improvements. He
displayed an ability to quickly understand complex concepts in order to develop future state process maps. Peter also created
a presenation structure and model that will be used in the final product of all function's Standard Factory chapters.
4-AT
Objective: Weight:Aggregate and analyze UTAS level capacity summit information. Provide variance analysis.
Person Comments Rating
Moshier,Peter I completed a concise and useful aggregation of capacity summit information from the Strategic Business Units into a single
Excel workbook. I then used this workbook to complete several variance analysis exercises to spot check areas of concern.
The analyses were valuable in identifying sources of variance from the SBU's plans for capital expenditure, planned labor or
units, and cell capacity load. The workbook was then used by Barney Charles as a base for the creation of Capacity Summit
Tools for each SBU.
3-T
Morgan,Garrett T In the first few days of the internship, Peter was thrown into the Capacity Summit aggregation process and quickly performed.
He was able to build upon his excel skills to successfully use advanced formulas to ensure the data was aggregated without
errors.
3-T
Objective: Weight:Lead SIOP Data Project. Learn, develop, and formalize current SharePoint site.
Person Comments Rating
Moshier,Peter I managed and reported out weekly on the SI&OP team's progress for the Operational Excellence Data Project. I also
restructured the SI&OP SharePoint site so that it has major folders for each large data collection activity we do and each
regular report we create. I also migrated the necessary files into these folders.
3-T
Morgan,Garrett T I agree with Peter's comments on this objective. He spent the time learning the functionalities of SharePoint prior to
implementing the changes. Peter represented the SIOP team well in the daily meeting and gained practice reporting out the
UTAS Executives during the data project.
3-T
Category of Objective:Product/Technical
Objective: Weight:Develop capabilities in Microsoft Office (Excel and Powerpoint).
Person Comments Rating

2. Moshier,Peter Through the capacity summit aggregation exercise and managing the Standard Factory, I gained a lot of experience in
Microsoft Office. I feel much more comfortable creating presentations in PowerPoint for upper management due to Garrett's
guidance and have learned to create waterfall charts. I also feel much more confident in my ability to utilize Excel from
watching Garrett and Barney work with it and asking questions.
3-T
Morgan,Garrett T Peter demonstrated his ability to work in Excel and Powerpoint during all of his objectives this summer. I could suggest to
continue to push yourself to learn the advanced calculations in excel.
3-T
Rating Scale For Competency Results:
4 - Expert - Competency Expertly Applied
3 - Fully - Competency Fully Evident
2 - Some - Competency Somewhat Evident
1 - Limited - Competency Not Evident or Not Adequate
N/A - Not Applicable/No ObservationCompetency Section
Competency Area:Ethics and Compliance(Rating Required)
Person Comments Rating
Moshier,Peter I completed all New Hire training modules and required Global Learning Portal modules on time. 3-Fully
Morgan,Garrett T I agree with Peter's comments 3-Fully
Competency Area:Adaptability
Person Comments Rating
Moshier,Peter SI&OP was a new process to me this summer and one that is developing within UTAS. I feel that I quickly learned the process
and its structure to effectively contribute to meetings and plan/execute the Standard Factory playbook update.
2-Some
Morgan,Garrett T 3-Fully
Competency Area:Analytical Thinking
Person Comments Rating
Moshier,Peter I was able to leverage my experience in Excel to aggregate capacity summit information and create a useful database. I used my
problem solving skills when carrying out the Standard Factory project by designing a project plan and closing gaps. I also located
most of the available best practices for SI&OP's Standard Factory tasks. The rest need to be created using existing practices or
created from scratch.
2-Some
Morgan,Garrett T 3-Fully
Competency Area:Communication Skills
Person Comments Rating
Moshier,Peter I showed good communication skills by leading our weekly Standard Factory status meetings. I also effectively reported our
team's Data Project progress in a weekly meeting.
2-Some
Morgan,Garrett T 3-Fully
Competency Area:Forward Thinking
Person Comments Rating
Moshier,Peter I used forward thinking effectively when leading the Standard Factory project. I planned our work schedule and major milestones
in order to complete the project by the end of September.
2-Some
Morgan,Garrett T 3-Fully
Competency Area:Listening
Person Comments Rating
Moshier,Peter While leading the Standard Factory update, I effectively took the team's feedback to alter the project plan and improve the quality
of our results. I also took direction well from Garrett when he needed analysis of capacity summit data.
2-Some
Morgan,Garrett T Peter did a good job of taking feedback and implementing any changes. He was able to take in all the necessary information and
concepts during our various Standard Factory events.
3-Fully
Development And Career Planning Section
Development and Career Planning Summary
Comments Not Available
Rating Scale For Assessment of Summary Rating:
EP - Exceptional Performance
FC - Fully Competent Performance
P - Progressing
U - Unsatisfactory Performance/Improvement RequiredSummary Rating Section
Summary Rating And Comments
Person Supporting Comments Summary Rating
Morgan,Garrett T Peter did a great job taking initiative during his internship at UTAS. He was a great team player and made major contributions to
the Standard Factory playbook for SIOP. He has an exciting career ahead of him and I think he would make an excellent
candidate for the UTC Operations Leadership Program.
FC
Signature Section
Signatures
Supervisor's Signature: Signed On 08/14/2015 (MM/DD/YYYY) by Morgan,Garrett T
Employee's Signature: Signed On 08/14/2015 (MM/DD/YYYY)