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Performance Appraisal - 2010: Sergio H Maturana

Personal Profile
Position Title:      Sales Manager - Bolivia         Global ID:           211021608
Industry:            GE Home & Business Solutions Work Location:          Santiago (GEL) CL
Business:            GE Appliances & Lighting        Manager:             Germán Rojas
Sub Business:        Lighting                        HR Manager:          Viviana Guirao
Organization:        Ltg - Latin America - Southern Dotted Line Mgr:
                     Cone -Commercial-C&I-Bolivia
Function:            Sales                           Addl Reviewer:
Job Family:          Client, Account and Affiliate   GE Service:          10
                     Origination and Management
GE Band:             LPB                             Date of Hire:        02-Jan-2001



Rating Summary


                    Performance Rating:              Consistently Meets
                                                     Expectations

                    Growth Values Rating:            Consistently Meets
                                                     Expectations

                    Overall Rating:                  Strong Contributor




                                           Strictly Private           Printed on 03/07/2011 (MM/DD/YYYY)
Performance Appraisal - 2010: Sergio H Maturana

Performance
Goal Name
Opening of the distribution of consumer Lighting
Performance Against Goal(Employee)                     Performance Against Goal(Manager)
I opened the distribution of the Consumer              He crated coverage of distributors that helped him to
Lighting to other 2 new customers, which was           grow in sales during 2010 target met.
handling for Hansa in exclusive form to 2Q             He obtained 2 new Customers
2010. With this measure it was achieved an
increase in sales of the line of 223% over the
previous year. From US$187k in 2009 to US$
416k in the present year




Goal Name
Introduction of new lines of products
Performance Against Goal(Employee)                     Performance Against Goal(Manager)
Introduced in the third quarter, lines of Linear       Sergio correctly applied the mix strategy enlarging
Fluorescent Lamps and Compact Fluorescent              the products range in his Distributors. Target met.
Lamps to new distributors, Gedabol and                 The new products that he Introduced in the Bolivian
Bolivian Electric Ltda., thereby achieving in          Market : LFL and CFL lamps
Bolivia an increase in sales, in the market
share and the CM, as it had projected in the
beginning of the year 2010.




Goal Name
To raise the global CM into a 22 % as a minimum
Performance Against Goal(Employee)                     Performance Against Goal(Manager)
I raised the overall CM from 18% in 2009 to            The proper handling of mix and business
22% in 2010. This was achieved by extending            opportunities permitted him to satisfactorily meet the
& improving the mix, focusing the sale on              target.
products of major added and technological              He obtained 22% CM during 2010
value. With this, combined with 45% increase in
sales volume, I managed to generate a CM
$170k against the $94k, in last year.




Goal Name
100% Contracts with High Risk customers or +$100k




                                              Strictly Private          Printed on 03/07/2011 (MM/DD/YYYY)
Performance Against Goal(Employee)                   Performance Against Goal(Manager)
To date, I managed that 100% of our                  Target met.
customers in Bolivia, have signed a Sell and         He obtained the contract with his customner on time.
purchase agreement with GE, whether High
Risk clients or clients with sales over $100k in
12 months straight.




                                                     Performance Rating(Manager)
                                                     Consistently Meets Expectations

Overall Summary(Employee)                            Overall Summary(Manager)
The primary goal entrusted to me early in the        Sergio achieved a USD 750K in sales being 45%
year, was to grow the market share, sales and        higher than last year with 24% CM.
Contribution margin in Bolivia.                      His proper customers’ handling and strategy use
This goals was efficiently achieved by               permitted him to close 2010 with these results.
increasing the mix through the introduction of       Important was open new customers and increased
new lines and products and increasing sales in       de number of skus in the master products of their
this market in more than 45% over the previous       customers
year ( from $ 515k to $ 750k ) and more than
280% of the 2008 year ( from $ 267k to $
750k), date in which I'm responsible as Sales
Manager C&I for Bolivia, raising and improving
the CM from 12% in 2008 to 20% in 2009 and
24% in 2010




                                            Strictly Private          Printed on 03/07/2011 (MM/DD/YYYY)
Performance Appraisal - 2010: Sergio H Maturana

Growth Values
Growth Values                    Employee Ratings                    Manager Ratings
External Focus                   Development Needed                  Development Needed
Clear Thinker                    Exceeds Expectations                Exceeds Expectations
Imagination                      Exceeds Expectations                Exceeds Expectations
Inclusiveness                    Exceeds Expectations                Consistently Meets Expectations
Expertise                        Consistently Meets Expectations     Consistently Meets Expectations



Strengths
Employee Input                                       Manager Input
Clear Thinker:I realized that without the            Clear Thinker: He looked for alternative solutions
opening of the distribution wouldn't be able to      when met with troubles without losing the GE
grow the market. Persuaded to participate in 2       strategy reckoning, he communicated messages
new clients and I achieved a 45% increase in         clearly and concisely, makes decisions and
sales & 4 points in MC                               communicated the priorities
Imagination:Curious, persistent and                  Imagination: He always looked for new forms to
dependable. Always looking for new ways to           enlarge the business in his marketplace.
make the business grow. This Was exhibited in        He has courage to take action on ideas and risks.
each quarter with my recovery actions to
achieve sales and CM targets



Development Needs
Employee Input                                       Manager Input
External focus:Focus on tracking the spot            External Focus: he needs to get an inside knowledge
market opportunities and not wait for the            of his customers manages their lighting business
distributor report/choose where they want to         care about their benefits, complete the statistics that
participate.                                         allows them to enlarge their importance inside their
Living in Iquique-Chile and providing remote         companies.
assistance to Bolivia, I can not optimize the        He needs incorporate in his analysis, market
service and lost opportunities and new               intelligence and GE financial tools.
business development
Receive mentoring & technical skills in LED
Projects, to confront successfully the task that
come forward




                                            Strictly Private           Printed on 03/07/2011 (MM/DD/YYYY)
Performance Appraisal - 2010: Sergio H Maturana

Career Interests
Employee - Career Interests                            Manager - Career Recommendations
To be able to take responsibility for other            He needs to keep in his present position to develop
Internat. customers in small markets that could        the Bolivian Marketplace with all the C&I lighting
be served effectively using drop shipment and          products and promote the LED sales according to
to Bolivia as template on how to grow with very        the present and future commercial strategy of the
little presence in the country                         Company.
Show my ability to develop both in
sales&administration managing an major
account



Are you willing to relocate inside your present country?          Yes
Are you willing to relocate outside your present country?         Yes
Canada, Australia/New Zealand, Latin America, United States.



Development Plan
Employee - Development Plan                            Manager - Development Plan
• Receive mentoring and technical skills in            Sergio should reside in Bolivia and from that location
Lighting Systems LED Projects, to confront             to further enlarge the Bolivian market. Also to make
successfully the task that come forward in the         him familiar with the GE financial tools to make
Bolivian Market.                                       proper decisions (Profit, financial presentations, etc.)
• Improve my English skills, through english
courses. With this, would achieve better
communication and could access better career
opportunities in GE.
With the necessary knowledge I am going to be
able to develop and achieve the growth market
in Bolivia.




                                              Strictly Private           Printed on 03/07/2011 (MM/DD/YYYY)
Performance Appraisal - 2010: Sergio H Maturana

Employee Discussion Comments
None Provided




                                Strictly Private   Printed on 03/07/2011 (MM/DD/YYYY)
Performance Appraisal - 2010: Sergio H Maturana


Approval Status
Status                Name                      Date(MM/DD/YYYY)
SUBMITTED             SERGIO MATURANA           17-Dec-2010

MANAGER PREPARED      GERMÁN ROJAS              30-Dec-2010

1-OVER-1 APPROVED     GUILLERMO MUTIS           04-Mar-2011

MANAGER RELEASED      GERMÁN ROJAS              07-Mar-2011




                             Strictly Private        Printed on 03/07/2011 (MM/DD/YYYY)

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EMS - Evaluaciòn GE 2011

  • 1. Performance Appraisal - 2010: Sergio H Maturana Personal Profile Position Title: Sales Manager - Bolivia Global ID: 211021608 Industry: GE Home & Business Solutions Work Location: Santiago (GEL) CL Business: GE Appliances & Lighting Manager: Germán Rojas Sub Business: Lighting HR Manager: Viviana Guirao Organization: Ltg - Latin America - Southern Dotted Line Mgr: Cone -Commercial-C&I-Bolivia Function: Sales Addl Reviewer: Job Family: Client, Account and Affiliate GE Service: 10 Origination and Management GE Band: LPB Date of Hire: 02-Jan-2001 Rating Summary Performance Rating: Consistently Meets Expectations Growth Values Rating: Consistently Meets Expectations Overall Rating: Strong Contributor Strictly Private Printed on 03/07/2011 (MM/DD/YYYY)
  • 2. Performance Appraisal - 2010: Sergio H Maturana Performance Goal Name Opening of the distribution of consumer Lighting Performance Against Goal(Employee) Performance Against Goal(Manager) I opened the distribution of the Consumer He crated coverage of distributors that helped him to Lighting to other 2 new customers, which was grow in sales during 2010 target met. handling for Hansa in exclusive form to 2Q He obtained 2 new Customers 2010. With this measure it was achieved an increase in sales of the line of 223% over the previous year. From US$187k in 2009 to US$ 416k in the present year Goal Name Introduction of new lines of products Performance Against Goal(Employee) Performance Against Goal(Manager) Introduced in the third quarter, lines of Linear Sergio correctly applied the mix strategy enlarging Fluorescent Lamps and Compact Fluorescent the products range in his Distributors. Target met. Lamps to new distributors, Gedabol and The new products that he Introduced in the Bolivian Bolivian Electric Ltda., thereby achieving in Market : LFL and CFL lamps Bolivia an increase in sales, in the market share and the CM, as it had projected in the beginning of the year 2010. Goal Name To raise the global CM into a 22 % as a minimum Performance Against Goal(Employee) Performance Against Goal(Manager) I raised the overall CM from 18% in 2009 to The proper handling of mix and business 22% in 2010. This was achieved by extending opportunities permitted him to satisfactorily meet the & improving the mix, focusing the sale on target. products of major added and technological He obtained 22% CM during 2010 value. With this, combined with 45% increase in sales volume, I managed to generate a CM $170k against the $94k, in last year. Goal Name 100% Contracts with High Risk customers or +$100k Strictly Private Printed on 03/07/2011 (MM/DD/YYYY)
  • 3. Performance Against Goal(Employee) Performance Against Goal(Manager) To date, I managed that 100% of our Target met. customers in Bolivia, have signed a Sell and He obtained the contract with his customner on time. purchase agreement with GE, whether High Risk clients or clients with sales over $100k in 12 months straight. Performance Rating(Manager) Consistently Meets Expectations Overall Summary(Employee) Overall Summary(Manager) The primary goal entrusted to me early in the Sergio achieved a USD 750K in sales being 45% year, was to grow the market share, sales and higher than last year with 24% CM. Contribution margin in Bolivia. His proper customers’ handling and strategy use This goals was efficiently achieved by permitted him to close 2010 with these results. increasing the mix through the introduction of Important was open new customers and increased new lines and products and increasing sales in de number of skus in the master products of their this market in more than 45% over the previous customers year ( from $ 515k to $ 750k ) and more than 280% of the 2008 year ( from $ 267k to $ 750k), date in which I'm responsible as Sales Manager C&I for Bolivia, raising and improving the CM from 12% in 2008 to 20% in 2009 and 24% in 2010 Strictly Private Printed on 03/07/2011 (MM/DD/YYYY)
  • 4. Performance Appraisal - 2010: Sergio H Maturana Growth Values Growth Values Employee Ratings Manager Ratings External Focus Development Needed Development Needed Clear Thinker Exceeds Expectations Exceeds Expectations Imagination Exceeds Expectations Exceeds Expectations Inclusiveness Exceeds Expectations Consistently Meets Expectations Expertise Consistently Meets Expectations Consistently Meets Expectations Strengths Employee Input Manager Input Clear Thinker:I realized that without the Clear Thinker: He looked for alternative solutions opening of the distribution wouldn't be able to when met with troubles without losing the GE grow the market. Persuaded to participate in 2 strategy reckoning, he communicated messages new clients and I achieved a 45% increase in clearly and concisely, makes decisions and sales & 4 points in MC communicated the priorities Imagination:Curious, persistent and Imagination: He always looked for new forms to dependable. Always looking for new ways to enlarge the business in his marketplace. make the business grow. This Was exhibited in He has courage to take action on ideas and risks. each quarter with my recovery actions to achieve sales and CM targets Development Needs Employee Input Manager Input External focus:Focus on tracking the spot External Focus: he needs to get an inside knowledge market opportunities and not wait for the of his customers manages their lighting business distributor report/choose where they want to care about their benefits, complete the statistics that participate. allows them to enlarge their importance inside their Living in Iquique-Chile and providing remote companies. assistance to Bolivia, I can not optimize the He needs incorporate in his analysis, market service and lost opportunities and new intelligence and GE financial tools. business development Receive mentoring & technical skills in LED Projects, to confront successfully the task that come forward Strictly Private Printed on 03/07/2011 (MM/DD/YYYY)
  • 5. Performance Appraisal - 2010: Sergio H Maturana Career Interests Employee - Career Interests Manager - Career Recommendations To be able to take responsibility for other He needs to keep in his present position to develop Internat. customers in small markets that could the Bolivian Marketplace with all the C&I lighting be served effectively using drop shipment and products and promote the LED sales according to to Bolivia as template on how to grow with very the present and future commercial strategy of the little presence in the country Company. Show my ability to develop both in sales&administration managing an major account Are you willing to relocate inside your present country? Yes Are you willing to relocate outside your present country? Yes Canada, Australia/New Zealand, Latin America, United States. Development Plan Employee - Development Plan Manager - Development Plan • Receive mentoring and technical skills in Sergio should reside in Bolivia and from that location Lighting Systems LED Projects, to confront to further enlarge the Bolivian market. Also to make successfully the task that come forward in the him familiar with the GE financial tools to make Bolivian Market. proper decisions (Profit, financial presentations, etc.) • Improve my English skills, through english courses. With this, would achieve better communication and could access better career opportunities in GE. With the necessary knowledge I am going to be able to develop and achieve the growth market in Bolivia. Strictly Private Printed on 03/07/2011 (MM/DD/YYYY)
  • 6. Performance Appraisal - 2010: Sergio H Maturana Employee Discussion Comments None Provided Strictly Private Printed on 03/07/2011 (MM/DD/YYYY)
  • 7. Performance Appraisal - 2010: Sergio H Maturana Approval Status Status Name Date(MM/DD/YYYY) SUBMITTED SERGIO MATURANA 17-Dec-2010 MANAGER PREPARED GERMÁN ROJAS 30-Dec-2010 1-OVER-1 APPROVED GUILLERMO MUTIS 04-Mar-2011 MANAGER RELEASED GERMÁN ROJAS 07-Mar-2011 Strictly Private Printed on 03/07/2011 (MM/DD/YYYY)