Mark Everest has worked as the Site Security Manager at 830 Sittingbourne RDC for over 2 years. His most recent performance review from August 2011 evaluated his progress against objectives from the previous year. He successfully completed a site risk audit project but training for shift supervisors was delayed. Mark received an effective performance rating and expressed interest in moving into a retail security role if the opportunity arose. His line manager acknowledged Mark's career aspirations and committed to supporting development opportunities.

1. LOGISTICS 2011/2012
PERFORMANCE APPRAISAL (To be used for all colleagues in the scope of SATA)
Name
Mark Everest
Job Title
Site Security Manager
Location
830 Sittingbourne RDC
Start Date
04/05/2009
Time in Current
Role
2 years and 3 months
Line Manager
David Oliver
Date
16/08/2011 (Reviewed 03/09/2012)
Section A – Objectives 2011/2012
Objectives Target
Dates
Progress against objectives
Financial/Operational Excellence/Customer
/Supplier/People
Ensure a succession plan is in place and fully developed at
all levels.
Ensure Shift Supervisors have attended key courses
including Coaching For Performance and Smart Working
Complete Site Risk Audit project – preparing a one off audit
document to assess security of sites.
Arrange time working with Retail Security to gain wider
understanding of department operations.
Jul 2012
Jul 2012
Feb 2012
Dec 2011
Full Year Review
Succession plan in place at all levels, with clear candidates identified and
developing well.
Shift Supervisor training not fully achieved, but due to department delaying
this, not Mark. Courses being planned for Autumn 2012. Supervisors have
attended some key academy courses held locally.
Audit project completed, with a fantastic draft document created, although not
developed further as MAR being introduced by the business.
Mark has spent time with both ASM and SGM to gain a better understanding
of Morrisons retail operations, which has been beneficial both to Mark and the
department.

2. Values and Behaviour
Explore opportunities for succession plan candidates to
expand their responsibilities.
Schedule all management to attend Coaching for
Performance and Smart Working training, in addition to any
other relevant training.
Explore opportunities to gain more knowledge of the wider
business.
Jul 2012
Jul 2012
Jul 2012
Full Year Review
George Cuthbertson has had opportunities to cover for Mark during periods of
leave. Gajendra Maden is a clear candidate for future Shift Supervisor roles,
and again has had opportunities to cover this function.
All Shift Supervisors have attended Coaching For Performance Level C
locally, which is above the standard currently being offered. Smart working
delayed by department, but planned for Autumn 2012.
Marks has spent time in Retail as above, but has also worked locally with
Transport, Ambient and Fresh to gain a wider business knowledge.
Performance assessment (please tick in the appropriate box)
Poor Effective Strong Exceptional
Section B – Personal Development and Career Aspirations
Mark is quite clear on his ambitions to move into Retail Security where an opportunity arises. Discussed opportunities to spend time with Retail Security team
to gain a wider understanding of the department.
Mark is also keen to support any projects and is prepared to stay away if required to achieve this.
Discussed with Mark that the department is aware of his aims and ambitions and will support opportunities to develop, however opportunities are currently
limited to them becoming available in the appropriate area.
Signed Line Manager …………………………………………………………………………………
Date……………………………………………………………………………………………..
X

3. Signed Colleague -------------------------------------------------------------- Date------------------------------------------------------------------------