Performance Appraisal
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This document summarizes Atul Thakur's performance appraisal at CapitalVia Global Research Limited from February 2014 to January 2015. It includes quarterly and monthly performance updates on goals achieved versus targets set. Overall, Atul exceeded annual revenue generation targets and maintained high customer satisfaction and call quality metrics. While he accomplished several individual achievements, there were also some areas for improvement. His goals for the next year include consistent target achievement, leadership development, and helping the company achieve its vision through business development and customer satisfaction.
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Bridge Knowle "YEAR END PERFORMANCE APPRAISAL" Workshop
November, KL
• Know the Importance of planning, preparing, and structuring the performance appraisal
• Learn how to listen, question and give clear and specific feedback
• Handle performance problems and sensitive issues effectively
• Review performance objectives so you can provide specific feedback describing the gap between expected and actual performance
• Avoid common pitfalls when conducting the appraisal
• Create Individual Development Plans with your staff
• Monitor and review progress of objectives and development plans between review meetings
• Develop your feedback skills to motivate staff between appraisal meetings
How to use KPI's to run your business
The document provides information on key performance indicators (KPIs). It discusses why KPIs are important for tracking business performance, how to develop a balanced scorecard to measure KPIs across different perspectives like customers, internal processes, learning and growth, and financials. It also provides examples of generic KPI measures and how to implement KPIs through defining strategic goals and drivers, developing new measures, analyzing and reporting on trends, and driving continuous improvement.
Resume - Kapil Doolani (16.12.2015)
Kapil Doolani is seeking a career opportunity where he can apply his skills in finance, accounts, taxation, and corporate laws. He has a CA, LLB, and B.Com and relevant work experience. He completed his articleship training from 2009 to 2012 handling statutory audits, tax returns, and financial statements. He then worked as a management trainee and junior manager for Genpact and AIG Analytics respectively, where he performed various roles including reconciliation, report generation, and team leadership. He is proficient in accounting software and tools and has experience in banking audits.
WidgetsRUs - Portfolio Management Excercise.pdf
The document provides background information on WidgetsRUs, a retail company experiencing declining performance and increasing competitive pressures. A strategic review identified issues including weak online sales, brand image, rising costs, and lack of cross-organizational coordination. The company appointed a Portfolio Director to implement portfolio management and address these issues through prioritizing initiatives, efficient delivery, and optimized benefits realization. A portfolio prioritization and delivery planning exercise was undertaken for the next 12 months.
UnderSTANDING THE CONCEPT OF MARKETING FOR THE MASTER OF BUSINESS ADMINISTRATION
This document discusses the importance of customer satisfaction and strategic planning for businesses. It notes that keeping customers satisfied can lead to company growth, reputation, and loyalty. The document then provides ways for businesses to improve customer satisfaction, such as communicating well, exceeding expectations, and addressing issues promptly. It also discusses strategic planning processes for businesses at the corporate, divisional, business unit, and product levels to develop a fit between objectives and market opportunities. The key takeaways are that customer satisfaction is crucial for businesses and selecting an optimal strategic plan can help businesses succeed in the market.
Crafting And Executing Strategy
This document outlines a process for management by objectives. It discusses defining a company's value proposition and formulating a vision, mission, and strategic priorities. Divisions then create objectives aligned with priorities and key performance indicators. Individual objectives cascade down as well. Challenges include cultural differences across locations and determining realistic targets. Solutions involve research, leadership commitment, competence development, and incentive structures. Engagement analysis and leadership communication are important for successful implementation. Project milestones include formulating vision and mission, objectives deployment, and status communication.
Executives-in-Residence Program Overview
The document describes an executive mentorship program offered by BC Tech. It provides the following information:
1. The Executives-in-Residence program pairs CEOs of stage 2-4 companies with experienced mentors to provide strategic guidance and help companies avoid pitfalls.
2. The process involves completing an application, pitching to mentors, being assigned a mentor, having monthly sessions, and completing periodic updates and reports.
3. Mentoring sessions are intended to be strategic discussions to help CEOs accomplish goals and address challenges through agreed upon deliverables. Status updates and reports allow the program to track metrics and feedback.
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Performance Appraisal
- 1. CapitalVia Global Research Limited Performance Appraisal Feb’14-Jan’15 Presented by: Atul Thakur
- 2. Content Status update on Set v/s Committed v/s Achieved Goals with TAT (as per Q-I) Performance Recap (Month Wise) Overall Quarter on Quarter Performance KPI for each month Accomplishments and Letdowns with Action Plans Achievement & Appreciation Goals for next year CapitalVia Global Research Limited
- 3. Quarter-I CapitalVia Global Research Limited Q-I: Month Q-I: Revised Goals Q-I: Achieved Goals Feb Induction & Training 100% March Buddy & Product Knowledge 100% April 30,000 7,082
- 4. Quarter-II CapitalVia Global Research Limited Q-II: Month Q-II: Set Target Q-II: Achieved Target May 80,000 50,892 June 1,20,000 1,50,314 July 1,20,000 73,710
- 5. Quarter-III CapitalVia Global Research Limited Q-III: Month Q-III: Set Target Q-III:Achieved Target August 1,20,000 79,850 September 1,20,000 71,339 October 1,20,000 2,93,961
- 6. Quarter-IV Q-IV: Month Q-IV: Set Target Q-IV:Achieved Target November 1,20,000 1,31,449 December 1,20,000 70,462 January 1,20,000 1,20,303 CapitalVia Global Research Limited
- 7. Performance as ET CapitalVia Global Research Limited April May June July August September October November December January 0.00% 50.00% 100.00% 150.00% 200.00% 250.00% 300.00% 23.61% 63.62% 125.26% 61.43% 66.54% 59.45% 244.97% 109.54% 58.72% 100.25% Percentage
- 8. Overall Performance Recap SL # Key Parameter Overall Performance Recap Target Actual % Achieved Calling Hours 4 Hours 3.44 86% Revenue Generation 10,70,000 10,49,362 98.07% Customer Complaints 0 Quality Measurement etc… RPH 120000 1,04,936 87.45% CapitalVia Global Research Limited
- 9. Important Metrics KPI CapitalVia Global Research Limited Month KPI February 37 March 41 April 21 May 41 June 49 July 33 August 38 September 40 October 50 November 48 December 40 January 49
- 10. DL and Attrition CapitalVia Global Research Limited Month DL Attrition February 0 0 March 0 0 April 0 0 May 0 0 June 0 0 July 0 0 August 0 0 September 0 0 October 0 0 November 0 0 December 0 0 January 0 0
- 11. Accomplishments • Hits • Misses CapitalVia Global Research Limited Challenger of Month. Closed Deal for Other team member's deal & got Appreciation by DSH Anant Sir. Team Member of Inner-Circle. Got appreciation from CEO Office for taking initiative for Customer Grievances & Praises. Let Downs Not Able to concentrate on all clients on Daily Basis. Can't able to bring payment on daily basis. Couldn't Bring a Payment of more than 3.00 Lakh one shot.
- 12. • Hits • Misses CapitalVia Global Research Limited Appreciation
- 13. Goals for next year CapitalVia Global Research Limited Goal: To get step by step growth in Organization. Strategies: Achieving own Target on consistent basis by applying below mentioned strategies, 1. To make strategic Plan of Action for Week. 2. Taking timely reviews on my performances from my manager. 3. To find out Weak Areas and to apply the improvements (training, motivation etc.) 4. To make sure that I'll never fall in PIP. 5. Using the Strengths in best manner. 6. Spread my knowledge among our team to generate more revenue.
- 14. Goals for next year CapitalVia Global Research Limited 7. To be the Achiever of Month within 2 months. 8. In April'15 want to be Team Leader handling 5 BAs. 9. To increase the RPH on monthly basis to qualify International Trip. 10. Get Selected in SET team & help in sharing my views/ideas to be implemented towards the achievement of company's Vision/Mission. 11. To Focus more on Business Development through Customer Satisfaction.
- 15. Q&A CapitalVia Global Research Limited