This document provides a performance review template to gather feedback on an employee's performance, attitude, and job abilities. It includes sections for reviewing accomplishments, strengths, opportunities, goals, suggestions for improvement, self-evaluation of competencies, and manager evaluation of competencies. Completing regular performance reviews is important for motivation, assessing capabilities, and effective management. The template standardizes the review process and includes areas relevant to job responsibilities and organizational goals.
Employee Development Management PowerPoint Presentation Slides SlideTeam
Presenting this set of slides with name - Employee Development Management Powerpoint Presentation Slides. We bring to you to the point topic specific slides with apt research and understanding. Putting forth our PPT deck comprises of sixty slides. Our tailor made Employee Development Management Powerpoint Presentation Slides editable presentation deck assists planners to segment and expound the topic with brevity. The advantageous slides on Employee Development Management Powerpoint Presentation Slides is braced with multiple charts and graphs, overviews, analysis templates agenda slides etc. to help boost important aspects of your presentation. Highlight all sorts of related usable templates for important considerations. Our deck finds applicability amongst all kinds of professionals, managers, individuals, temporary permanent teams involved in any company organization from any field.
Employee Development Management PowerPoint Presentation Slides SlideTeam
Presenting this set of slides with name - Employee Development Management Powerpoint Presentation Slides. We bring to you to the point topic specific slides with apt research and understanding. Putting forth our PPT deck comprises of sixty slides. Our tailor made Employee Development Management Powerpoint Presentation Slides editable presentation deck assists planners to segment and expound the topic with brevity. The advantageous slides on Employee Development Management Powerpoint Presentation Slides is braced with multiple charts and graphs, overviews, analysis templates agenda slides etc. to help boost important aspects of your presentation. Highlight all sorts of related usable templates for important considerations. Our deck finds applicability amongst all kinds of professionals, managers, individuals, temporary permanent teams involved in any company organization from any field.
"An EAP, or employee assistance program, is a confidential, short term, counselling service for employees with personal problems that affect their work performance."
HR Business Partner: Roles and ResponsibilitiesCreativeHRM
Dave Ulrich changed Human Resources. He described completely new HR Model. He introduced several roles, which HR has to act. The HR Business Partner is the key role in his concept.
The HR Business Partner is the front office role of HR and the HR Business Partner has to understand the business he or she supports. The HRBP has to understand to all HR processes and has to be able to negotiate the win-win consensus with internal clients.
What are the most common roles and responsibilities of the HR business partner? How should you implement the Dave Ulrich's HR Model in your organization?
21 Employee Engagement Activities that WorkKaiNexus
Whether your company has 10 employees or 10,000, coming up with ideas to keep everyone connected and engaged can be a challenge. It’s easy to fall back on the same old employee engagement programs, but they tend to lose their effectiveness with too much repetition. Don’t worry; we’ve got your back.
Here are 21 employee engagement activities you can use as inspiration.
PeopleStrong is a leading platform-based mpHRO and technology company. It specializes in HR shared services,RPO, payroll & compliance management, and HR technology solutions. Since its establishment in 2006, the company has built a unique combination of domain expertise, operational excellence, and innovative technology to deliver optimum level of services to its customers. Through its platform-based HR solutions, PeopleStrong facilitates the customers to achieve higher gain margins, efficient business functions, increased productivity levels, better return on investment (ROI), and ‘happier employees’.
The company is one of the first platform-based integrated HRO/RPO companies in India to be successfully assessed on SSAE No. 16 by Auditing Standards Board of the AICPA. It has been a pioneer RPO company in India to efficiently service the automobile, pharmaceutical, and banking and finance industry segments. Its recruitment service line cuts across industry and skill-based delivery, efficiently managing more than 40000 hires across 200 different locations in India. The company has created some of the largest HR Service Centers in Asia Pacific and delivers employee services across regions and time zones.
PeopleStrong is India’s first mpHRO company to launch 1800 toll free number for employee query management.
It has strengthened its HR technology solutions with recent launch of its innovative product – ALT - a cloud-based HR technology solution. This solution aims to simplify work life, maximize user experience, and deliver insights for sustainable business advantage. The product suite comprises of Alt Recruit (an end-to-end recruitment solution), Alt Organize (employee life cycle management solution), and Alt Infer (the next generation HR analytics solution).
PeopleStrong launched the first HR command centre in the Asia-Pacific region in 2013 to empower business leaders and building predictability in hiring, productivity, utilization and attrition.
In this file, you can ref useful information about performance appraisal template such as performance appraisal template methods, performance appraisal template tips, performance appraisal template forms, performance appraisal template phrases … If you need more assistant for performance appraisal template, please leave your comment at the end of file.
"An EAP, or employee assistance program, is a confidential, short term, counselling service for employees with personal problems that affect their work performance."
HR Business Partner: Roles and ResponsibilitiesCreativeHRM
Dave Ulrich changed Human Resources. He described completely new HR Model. He introduced several roles, which HR has to act. The HR Business Partner is the key role in his concept.
The HR Business Partner is the front office role of HR and the HR Business Partner has to understand the business he or she supports. The HRBP has to understand to all HR processes and has to be able to negotiate the win-win consensus with internal clients.
What are the most common roles and responsibilities of the HR business partner? How should you implement the Dave Ulrich's HR Model in your organization?
21 Employee Engagement Activities that WorkKaiNexus
Whether your company has 10 employees or 10,000, coming up with ideas to keep everyone connected and engaged can be a challenge. It’s easy to fall back on the same old employee engagement programs, but they tend to lose their effectiveness with too much repetition. Don’t worry; we’ve got your back.
Here are 21 employee engagement activities you can use as inspiration.
PeopleStrong is a leading platform-based mpHRO and technology company. It specializes in HR shared services,RPO, payroll & compliance management, and HR technology solutions. Since its establishment in 2006, the company has built a unique combination of domain expertise, operational excellence, and innovative technology to deliver optimum level of services to its customers. Through its platform-based HR solutions, PeopleStrong facilitates the customers to achieve higher gain margins, efficient business functions, increased productivity levels, better return on investment (ROI), and ‘happier employees’.
The company is one of the first platform-based integrated HRO/RPO companies in India to be successfully assessed on SSAE No. 16 by Auditing Standards Board of the AICPA. It has been a pioneer RPO company in India to efficiently service the automobile, pharmaceutical, and banking and finance industry segments. Its recruitment service line cuts across industry and skill-based delivery, efficiently managing more than 40000 hires across 200 different locations in India. The company has created some of the largest HR Service Centers in Asia Pacific and delivers employee services across regions and time zones.
PeopleStrong is India’s first mpHRO company to launch 1800 toll free number for employee query management.
It has strengthened its HR technology solutions with recent launch of its innovative product – ALT - a cloud-based HR technology solution. This solution aims to simplify work life, maximize user experience, and deliver insights for sustainable business advantage. The product suite comprises of Alt Recruit (an end-to-end recruitment solution), Alt Organize (employee life cycle management solution), and Alt Infer (the next generation HR analytics solution).
PeopleStrong launched the first HR command centre in the Asia-Pacific region in 2013 to empower business leaders and building predictability in hiring, productivity, utilization and attrition.
In this file, you can ref useful information about performance appraisal template such as performance appraisal template methods, performance appraisal template tips, performance appraisal template forms, performance appraisal template phrases … If you need more assistant for performance appraisal template, please leave your comment at the end of file.
Anyone launching a product or service, whether on-line or off-line, will put a lot of thought into what to offer and how to go about offering it. In particular, most businesses invest a lot of time and money in creating a brand which will appeal to consumers and set its products or services apart from competitors. For this reason, a business will not want anyone else pretending to be associated with it and piggy-backing on its reputation. The brand of a business is an example of intellectual property, and can be one of the most valuable assets of the on-line business. As an example, when the infamous boo.com went into liquidation, the most sought after assets of the business were the domain name and trade marks; in other words, the boo.com brand. It is therefore important to a business to secure the rights in its brand.
Employability & Personal Development - Introduction to Health & Safety Awaren...The Pathway Group
Employability & Personal Development - Introduction to Health & Safety Awareness in the Workplace talks about the different regulations of Health & Safety in the workplace/learning environment.
It covers RIDDOR, First Aid, PPE, Risk Assessments and general Health & Safety.
Pathway Group is a training provider that covers the courses of several different sectors. If you would like to learn more about the training that we offer at Pathway Group please call: 0121 707 0550 or e-mail: info@pathwaygroup.co.uk
Shona Kelly
Occupational Health Nurse
Health and Safety Inspector and HSNO Enforcement Officer
Department of Labour Te Tari Mahi
shona.kelly@dol.govt.nz
(P07, Wednesday 26, Civic Room 3, 10.30)
Social compliance issues in the apparel sector of BangladeshAzmir Latif Beg
Quality of goods exported from Bangladesh has always been questioned by the foreign buyers due to lack of experience and awareness of Garment manufacturers associated in the trade. In order to export readymade garments, it is not only the quality parameters which are important towards acceptance of the product as per the intended end use, but also the working environment in which the garments are to be produced, is equally important so that sweatshop concept is totally taken care of and the code of conduct must be stretched towards achieving the objectives of social compliance issues.
Office 365 provides an incredible amount of value to individual employees, teams, departments, and organizations. Much of this value is not realized immediately upon purchase or deployment of Office 365. The value is realized as more and more users understand, adopt and embrace the technology. So how do we drive faster, sustainable and effective adoption? And perhaps more importantly, how do we ensure our adoption approach scales and can keep up with the innovation the Office 365 service provides? Join Richard Harbridge as he shares real world experience, advice and activities that other customers are leveraging to get more from Office 365 and drive more meaningful adoption.
Instructional Designers as Organizational Change AgentsJoyJ Green
Presented at the 2016 Government Learning Technology Symposium, Joy Jackson Green outlines Human Performance Improvement techniques that can be used by Distance Learning Professionals.
The Impact of COVID-19 in B2B MarketingDemand Metric
In Q2 2020, we asked marketing leaders at mid-sized B2B companies in the USA abouthow the COVID-19 pandemic has impacted their plans for the year.
Here’s what we found.
In 2018, Return Path and Demand Metric partnered to study the state of email marketing to equip marketers with data and best practices to improve the use of email.
Engagement is the key to getting email into subscriber inboxes. This relationship to deliverability made engagement a logical next candidate for the study. Return Path and Demand Metric partnered again to study engagement and its relationship to email deliverability.
Infographic Vidyard Video Marketing 2018Demand Metric
For far too long, the emphasis on video content marketing has been on production quality; the higher the quality, the more marketing value a video is presumed to have. While quality is certainly an important aspect of video content, producing quality video does not guarantee video content marketing success. Success is very much a function of how well video content and viewing data integrate with the marketing technology stack, and how the sales team leverages the intelligence. In this fifth annual video content marketing report, Demand Metric and Vidyard partnered on research to better understand the use of video for sales and marketing, how performance is being measured, and what impact video is having. This study’s focus is on the use of video in marketing, the maturity indicators such as measuring video content performance, and how video viewing data is integrated with marketing automation platforms (MAP) and customer relationship management (CRM) systems. This report shows what progress, if any, has been made in the fifth year of this study. These study results provide insights and data useful for helping marketers get the highest possible return on their video content investment.
Download the PDF: https://www.demandmetric.com/content/digital-marketing-best-practices-report
It has been said that “All Marketing is Digital Marketing.” And with good reason! In the last decade (or less), the marketing environment has been transformed.
Marketing has moved from an environment in which traditional marketing, brick and mortar storefronts and Digital Marketing options all competed for the time, attention and resources of the marketing department to one in which Digital Marketing reigns supreme – with an occasional nod in the direction of the storefront, or traditional marketing (direct mail, print advertising, etc.)
One of the biggest challenges of Digital Marketing is the speed of which it has taken over the marketing organization, often in an ad hoc, uncoordinated fashion.
Demand Metric’s research has consistently shown that Digital Marketing has a very significant and positive impact on the organizations that are employing it when they do so by following best practices and processes in a coordinated, holistic approach.
In this Best Practices Report on Digital Marketing we will cover the Digital Marketing landscape in five distinct categories - Content Marketing, Social Media Marketing, Mobile Marketing, Video Marketing and Public Relations
Download the PDF: https://www.demandmetric.com/content/content-marketing-solution-study
Our Content Marketing Solution Study presents the insights, landscape and vendors within the content marketing space. Demand Metric defines content marketing as the strategies, processes and software technology that enable marketing departments to automate, measure and improve the performance of marketing strategies, activities and workflows.
These strategies and activities include: Email Marketing, Multi-channel Campaign Management, Inbound/Search Marketing, Landing Pages, Lead Generation, Lead Management, Lead Scoring, Lead Nurturing, Social Marketing, Marketing Resource Management, Event Management, Engagement Marketing and Marketing Analytics.
The three foundation functions of marketing automation systems are – email marketing, campaign management and lead management. While the most advanced and sophisticated marketing automation systems have extending capabilities far beyond this base, these functions are core to a Marketing Automation system.
Download the PDF: https://www.demandmetric.com/content/seo-technology-overview
SEO is no longer just about search.
In fact, SEO, which in its early days focused primarily on keywords
(finding, optimizing, ranking), is now a baseline factor of a broader Internet
Marketing strategy across the Enterprise.
This new SEO-driven market segment that has been called Web
Presence Management (WPM) is based on the reality that keywords no
longer drive search results, but rather optimized content does.
As the SEO market matures, quality measures, such as reputation, trust,
content relevance and author authority, are replacing the old quantity
metrics, such as keyword rankings and link volume.
Advanced SEO solutions now weigh campaign performance metrics
(based on brand building, site traffic and conversion) more heavily than
keyword rankings.
This reality is based on changes in the way customers search, the
increasingly integrated omni-channel marketing environment and,
most notably, changes to Google’s Search Engine Results Page (SERP)
algorithms that favor page content freshness, density and content-rich
media over standard keyword search.
All of this means that Modern Marketing Organizations (MMOs) must
re-evaluate their SEO strategies, processes and campaigns.
In this report we will examine the state of the market, share results from the
SEO Benchmark Study, evaluate the strengths and weaknesses of 15 top
SEO solutions in our vendor landscape to help organizations choose the
best solution for them, highlight the current trends in SEO that will have an
impact on Enterprise SEO initiatives and provide some recommendations
for the way forward as SEO is redefined right before our eyes.
Demand Metric defines Search Engine Optimization Platforms
as those frameworks, tools and technologies that use searchrelated
functionally to secure high visibility and web presence
for brands, products, services and companies through the use
and management of elements, such as keywords, links, content
relevance and social signals tracking.
In its fourth year, this report on video marketing metrics highlights best practices including video hosting to how video viewing integrates with the sales funnel.
Formalizing the Sales Support Function How-To GuideDemand Metric
Executive Summary
At the highest level, the Sales Support function is responsible for ensuring that the Sales & Marketing departments have the tools, resources, and systems they need to achieve current and future sales revenue targets.
Read this brief 2-page guide to learn:
Director of Sales Support Roles & Responsibilities
Action Plan for formalizing the sales support function
Read this report to learn how to assess your current level of effectiveness, and if necessary, hire an experienced Director of Sales Support.Download our Director of Sales Support Job Description to get started!
Demand Metric's How-To Guides are designed to provide practical, on-the-job training and education and provide context for using our premium tools & templates. If there is a topic that you would like to see covered, please contact us at info@demandmetric.com (link sends e-mail) to make a content request.
How to Launch a Mobile App Guide How-To GuideDemand Metric
Executive Summary
A mobile app is a software application designed for smartphones, tablets and other mobile devices that has been built on a mobile operating system such as iOS, Android, Blackberry and Windows.
Mobile apps were originally developed for productivity and information retrieval. Today, over 91% of all U.S. citizens have their mobile device within reach 24/7 (Morgan Stanley). The rising use and accessibility of mobile phones has influenced many companies to enter this growing market with new and innovative use cases.
This How-To Guide discusses the benefits of creating a mobile app, things to consider before building a mobile app and an action plan to help you launch your new app.
Read this brief 5-page guide to understand the following:
Benefits of creating a mobile app
Things to consider
Action plan for launching your mobile app
Demand Metric's How-To Guides are designed to provide practical, on-the-job training and education and provide context for using our premium tools & templates. If there is a topic that you would like to see covered, please contact us at info@demandmetric.com (link sends e-mail) to make a content request.
Getting Started with Agile Marketing How-To GuideDemand Metric
Executive Summary
Agile Marketing is a method for planning and executing a marketing plan borrowed from the world of software development. Instead of long, “waterfall” methods of development that too often result in delayed or out-of date products launching later than planned, the Agile method follows a simple process of build, measure, and learn. Marketers all over the world are adopting this method to the extent that 2013 has been dubbed “the year of Agile Marketing".
This How-To Guide defines why Agile Marketing is important and outlines its key principles and identifies and action plan for getting started.
Read this brief 5-page guide to understand the following:
How to apply agile methods to marketing
Important terminology
How Agile Marketing is currently being used
Demand Metric's How-To Guides are designed to provide practical, on-the-job training and education and provide context for using our premium tools & templates. If there is a topic that you would like to see covered, please contact us at info@demandmetric.com (link sends e-mail) to make a content request.
Entering the European Market Successfully How-To GuideDemand Metric
Executive Summary
Leaving your domestic comfort zone to operate in another country or even continent requires careful planning. Expanding into new geographical markets is very exciting, but also very nerve-wracking. Any firm considering entering into international business transactions must understand that doing business abroad is not a simple task. It is stimulating and potentially profitable in the long-term but requires much preparation and research prior to the first transaction.
Europe is probably the most heterogeneous continent on our globe, making understanding market potential more challenging than in more homogeneous markets. Because of the European Union, it’s tempting to view Europe as a single market. In reality, you must consider each country as a market, because each country has a different mix of history, culture, language and business etiquette.
This How-To Guide will describe the steps required to successfully expand into the European market.
Read this 7-page guide to understand the following:
Understand market potential
Identify product-market comibinations
Identify a local partner
Launch and start selling
Demand Metric's How-To Guides are designed to provide practical, on-the-job training and education and provide context for using our premium tools & templates. If there is a topic that you would like to see covered, please contact us at info@demandmetric.com (link sends e-mail) to make a content request.
Driving SEO with Press Releases How-To GuideDemand Metric
This How To Guide will explain how press releases can boost SEO efforts, how to write press releases for SEO, the pros and cons of doing so and conclude with an action plan on using press releases in your SEO efforts.
For decades, press releases were the basic building blocks of a public relations strategy. A company that wanted press coverage would write and issue a press release. The more skilled the company was at media relations, the better this strategy worked. Press releases still serve this purpose, although a new and important use of press releases has evolved as a tool for Search Engine Optimization (SEO).
For companies whose websites are key to revenue generation, the SEO benefits are the primary motivation for writing and issuing press releases. If releases also produce favorable media coverage, that’s viewed as a bonus. The benefits of this SEO strategy result from the links a press release can produce back to the issuer’s website. These links are known as backlinks. The more external, authentic backlinks a website has pointing to it, the higher it ranks on a Search Engine Results Page (SERP). While this strategy is conceptually simple to grasp, executing it effectively requires some insider knowledge of both media relations and SEO.
Read this brief 8-page guide to understand the following:
How press releases boost SEO
Writing press releases for SEO
The pros and cons of a press release SEO strategy
Using press releases in your SEO efforts
Demand Metric's How-To Guides are designed to provide practical, on-the-job training and education and provide context for using our premium tools & templates. If there is a topic that you would like to see covered, please contact us at info@demandmetric.com to make a content request.
Calculating Customer Lifetime Value How-To GuideDemand Metric
Executive Summary
This How-To Guide details the definition of customer lifetime value (CLV), the advantages of calculating CLV and the standard formula for calculating CLV.
Common sense tells us that the longer a customer is in relationship with a company, the more profitable that customer relationship is. However, many companies put the emphasis on new customer acquisition and not enough effort is made to retain existing customers. This is a mistake, because the financial impact of retaining customers is substantial: companies can increase profits by as much as 100% by retaining just 5% more of their customers. For these reasons, CLV is a crucial metric that most organizations overlook mainly because its definition and purpose are not entirely known. Understanding the monetary value each customer represents to your organization can help you budget correctly for your business needs, strategically plan your marketing initiatives and improve long-term relationships with your customer base.
Read this brief 4-page guide to learn about:
Customer Lifetime Value
The advantages of calculating CLV
The standard formula for calculting CLV
Use the Customer Lifetime Value Calculator to get started!
Demand Metric's How-To Guides are designed to provide practical, on-the-job training and education and provide context for using our premium tools & templates. If there is a topic that you would like to see covered, please contact us at info@demandmetric.com (link sends e-mail) to make a content request.
Lead Scoring: Five Steps to Getting Started How-To GuideDemand Metric
Executive Summary
This How-To Guide will help marketers score leads by showing how to set up a simple lead scoring system and then refine it over time.
Lead scoring applies mathematical formulas to rank potential customers. It is chiefly used to identify prospects that are ready for direct sales contact. Because the calculations are automatic, the scores are consistent, current, and can include more variables than any manual assessment. This saves marketers work, ensures that all qualified leads are sent to sales promptly, and keeps non-qualified leads out of the sales system.
Read this brief 11-page guide to learn about:
The case for lead scoring
Setting up a simple lead scoring system
Refinements to improve results over time
Companies that follow this process will quickly gain immediate benefits from lead scoring and have a solid foundation for future growth.
Demand Metric's How-To Guides are designed to provide practical, on-the-job training and education and provide context for using our premium tools & templates. If there is a topic that you would like to see covered, please contact us at info@demandmetric.com to make a content request.
Executive Summary
Social media are now part of every business and consumer activity, joining telephone, Web, broadcast, and face-to-face interactions as primary communication channels. This means that all marketing, sales, and service organizations should include social media as part of their basic activities. Yet social media are still new enough that many organizations are still struggling to learn how to use them, while others are learning how to use them most effectively.
This How-to-Guide provides an overview of social media applications and emerging best practices for deploying social media at your company.
Read this 9-page guide to learn:
The definition of social customer relationship management (CRM)
The main functions needed for social CRM
The vendor landscape for social CRM
Social CRM best practices
Demand Metric's How-To Guides are designed to provide practical, on-the-job training and education and provide context for using our premium tools & templates. If there is a topic that you would like to see covered, please contact us at info@demandmetric.com (link sends e-mail) to make a content request.
Executive Summary
This How-To Guide will explain the components of a Marketing Resource Management (MRM) system, provide an action plan for deployment, and conclude with a plan for implementation.
Marketing Resource Management (MRM) systems control the administrative processes that support customer-facing marketing programs. This distinguishes MRM from marketing execution systems that store customer databases and deliver marketing messages through email, Web ads, and other channels. MRM may be sold independently or as a component of comprehensive marketing management systems which also provides execution.
MRM functions fall into two primary clusters. The first involves functions related to company-level marketing management, including program planning, scheduling, budgeting, and cost reporting. The other cluster relates to program management, including task lists, purchasing media and materials, and content creation, approvals, storage, and distribution. Some MRM systems specialize in a few of these functions. Others specialize in additional functions such as customizing content for local offices or dealers or in marketing reporting and analysis. Systems may also be tailored to specific industries or companies of a certain size.
Companies buy MRM systems when their marketing programs become too complicated to run in a less systematic fashion. This, along with the systems’ high cost, originally meant that MRM was used almost exclusively by large marketing organizations with hundreds of marketers in multiple offices. More recently, the growth of digital marketing has meant that even small marketing organizations need to manage many different programs and content versions across multiple channels, and to introduce new versions more quickly. This expanded complexity has rarely been accompanied by a corresponding expansion of staff, adding to the pressure for more efficient operations. At the same time, costs have decreased as MRM capabilities were added to integrated marketing suites and as stand-alone MRM products became available as vendor-hosted services (Software as a Service, or SaaS). The result has been increased use of MRM systems among companies of all sizes.
Read this 7-page guide to learn about:
The components of a Marketing Resource Management (MRM) system
An action plan to deploy an MRM system
How to implement an MRM system
Demand Metric's How-To Guides are designed to provide practical, on-the-job training and education and provide context for using our premium tools & templates. If there is a topic that you would like to see covered, please contact us at info@demandmetric.com (link sends e-mail) to make a content request.
Welcome to the Program Your Destiny course. In this course, we will be learning the technology of personal transformation, neuroassociative conditioning (NAC) as pioneered by Tony Robbins. NAC is used to deprogram negative neuroassociations that are causing approach avoidance and instead reprogram yourself with positive neuroassociations that lead to being approach automatic. In doing so, you change your destiny, moving towards unlocking the hypersocial self within, the true self free from fear and operating from a place of personal power and love.
Program Your Destiny eBook - Destiny University.pdf
Performance Review Template
1. Performance Review Template
Purpose
This template has been designed to assist you with gathering measurable feedback
regarding an employee’s past performance, attitude, and ability to do their job.
Completing performance reviews on a regular basis is essential for maintaining motivation,
assessing department capabilities, and managing your staff effectively. Managers who do
not complete performance reviews or deal with performance issues reduce employee morale,
decrease credibility of management, diminish organizational effectiveness, and contribute to
increased costs for resources. Have reviews completed by the employee (self-review), their
immediate team members who work with them on a regular basis, and the department
manager.
Scope of Review
Use a standardized review form with which both you and your employees can become
familiar. When filling the performance dimensions to be assessed, include responsibilities
from the job description, any assigned goals from the strategic plan, as well as needed skills
and behaviors for the defined job/role.
Use the following standard review form for all employee evaluations. Following is a
description of each of the major sections that comprise the employee review.
Section 1 – Overview of Previous Quarter
Section 2 – Accomplishments and Obstacles
Section 3 – Strengths and Opportunities
2. Section 4 – Goals, Targets and Action Items
Section 5 – Suggestions for Organizational Improvement
Section 6 – Competency Self-Evaluation
Section 7 – Competency Manager-Evaluation of Employee
Section 8 – Professional Development Plan
Employee Name:
Manager Name:
Title:
Review Date:
For Period:
Section 1 – Overview of Previous Quarter
Goals, Targets, and Action Items
Objective #1 -
Objective #2 -
Objective #3 -
Objective #4 -
Programs and Initiatives KPIs and Action Items Target Timeframes
Program #1 -
3. Program #2 -
Initiative #1 -
Initiative #2 -
Section 2 – Accomplishments and Obstacles
Document accomplishments and discuss the impact these had on the organization.
Key Accomplishments for This Review Period
Accomplishment 1:
Accomplishment 2:
4. Accomplishment 3:
Document any obstacles that stood in the way of your objectives. Discuss any added
responsibilities that had an impact on established objectives and expected results. Also,
indicate how did these results and contributions supported organizational goals?
Obstacles for This Review Period
Obstacle 1:
Obstacle 2:
Obstacle 3:
Section 3 – Strengths & Opportunities
Summarize the top three strengths and opportunities that need to be focused on.
Be sure to consider the following questions:
1. Which strengths were instrumental in helping to achieve goals and results?
2. Which strengths are most important for achieving results next year?
3. Are there ways the employee can build on these key strengths?
4. Which improvements are critical to the employee’s ability to meet objectives?
5. What improvements have the employee’s manager, co-workers, or customers
identified during the year?
6. Program #2 -
Initiative #1 -
Initiative #2 -
Section 5 – Suggestions for Organizational Improvement
Document any ideas you have that could improve our department’s processes and
procedures. If possible, demonstrate the impact these enhancements would have.
Be sure to consider the following questions:
1. Are there organizational processes/procedures that reduce the employee’s
effectiveness in meeting objectives? If so, what changes are suggested?
2. Are there any suggestions for improving team collaboration?
3. Are there any ideas on improving customer focus and service?
7. Suggestions:
1 EMPLOYEE NEEDS TO FOCUS HEAVILY TO MEET EXPECTATIONS
2 EMPLOYEE NEEDS TO REFINE FOCUS TO MEET EXPECTATIONS
3 EMPLOYEE CONSISTENTLY MEETS EXPECTATIONS
4 EMPLOYEE MEETS AND FREQUENTLY EXCEEDS EXPECTATIONS
Section 6 – Competency Self-Evaluation
Following are series of questions that have been designed to evaluate the behavior, skills,
and attitude that our organization regards as critical for us to reach our individual,
department, and corporate goals.
Performance Level Definitions
Following are examples that will help you build a customized template for each job/role within
your department. Feel free to modify these competencies as needed to ensure you are
8. accurately assessing the key areas for your company.
Please provide a rating for each section based on the following criteria:
Behaviors (examples)
Displays Leadership
Is recognized by peers as a leader.
Leads through change and adversity.
1 2 3 4
Establishes clear focus, direction.
Motivates and encourages others.
Takes Initiative
Tackles problems and takes risks.
Seeks out new responsibilities & generates innovative ideas.
1 2 3 4
Recognizes and acts on opportunities.
Broadly defines responsibilities.
Cares About Quality
Is attentive to detail and accuracy.
Looks for improvements continuously.
1 2 3 4
Finds root cause of quality problems.
Owns/acts on quality problems.
Strives for Results
9. Manages a fair workload.
Takes on additional responsibilities as needed.
1 2 3 4
Manages priorities and time well.
Develops and follows work procedures.
Communicates Effectively
Communicates well both verbally and in writing.
Produces accurate and punctual reports.
1 2 3 4
Uses effective listening skills.
Promotes candid and open atmosphere.
Creates Effective Relationships
Builds strong relationships.
Is flexible/open-minded.
1 2 3 4
Solicits performance feedback & handles constructive criticism.
Works well with others.
Shows Dependability
Sets high personal standards & meets commitments.
Works independently & accepts accountability.
1 2 3 4
Stays focused under pressure.
Meets attendance requirements & completes work.
Problem Solving
10. Breaks down problems into smaller components.
Can simplify and process complex issues.
1 2 3 4
Understands the difference between critical and unimportant details
Considers multiple solutions & expertly handles obstacles.
Planning & Goal Setting
Develops challenging, yet realistic plans.
Aligns plans with company goals.
1 2 3 4
Plans for and manages resources.
Balances short- and long-term goals.
Example Behaviors
Criteria 1
Criteria 2
1 2 3 4
Criteria 3
Criteria 4
Example Behaviors
Criteria 1
Criteria 2
1 2 3 4
Criteria 3
Criteria 4
Skills (examples)
Consult your job descriptions and add the required skills into these competency areas. You
will certainly have to customize this section for the various roles within your department.
11. Following are a few examples for an intermediate marketing manager.
Sales Knowledge & Experience
Understands the buying cycle and sales process.
Able to promote company effectively.
1 2 3 4
Knows how to use internal CRM system.
Develops collateral/content that is used by sales team.
Online Campaign Management
Manages campaigns across multiple online channels.
Understands affiliate and partnership strategies.
1 2 3 4
Can effectively measure results of campaign investment.
Employs search engine optimization techniques.
Measurement & Analytics
Has ability to measure results of marketing initiatives.
Contributes to formulation of marketing dashboard & reports.
1 2 3 4
Is able to predict revenues based on past results & current efforts.
Can effectively demonstrate business case/ROI for investments.
Communications Management
12. Effectively determines needs of key internal/external stakeholders.
Provides information to project stakeholders in a timely manner.
Collects and disseminates information. This includes status reporting, progress 1 2 3 4
measurement and forecasting.
Clear, concise speaker who communicates in required languages.
Example Skills
Criteria 1
Criteria 2
1 2 3 4
Criteria 3
Criteria 4
Section 7 – Competency Manager-Evaluation of Employee
Following are examples that will help you build a customized template for each job/role within
your department. Feel free to modify these competencies as needed to ensure you are
accurately assessing the key areas for your company.
Please provide a rating for each section based on the following criteria:
Behaviors (examples)
Displays Leadership
Is recognized by peers as a leader.
Leads through change and adversity.
1 2 3 4
Establishes clear focus, direction.
Motivates and encourages others.
13. Takes Initiative
Tackles problems and takes risks.
Seeks out new responsibilities & generates innovative ideas.
1 2 3 4
Recognizes and acts on opportunities.
Broadly defines responsibilities.
Cares About Quality
Is attentive to detail and accuracy.
Looks for improvements continuously.
1 2 3 4
Finds root cause of quality problems.
Owns/acts on quality problems.
Strives for Results
Manages a fair workload.
Takes on additional responsibilities as needed.
1 2 3 4
Manages priorities and time well.
Develops and follows work procedures.
Communicates Effectively
Communicates well both verbally and in writing.
Produces accurate and punctual reports.
1 2 3 4
Uses effective listening skills.
Promotes candid and open atmosphere.
Creates Effective Relationships
14. Builds strong relationships.
Is flexible/open-minded.
1 2 3 4
Solicits performance feedback & handles constructive criticism.
Works well with others.
Shows Dependability
Sets high personal standards & meets commitments.
Works independently & accepts accountability.
1 2 3 4
Stays focused under pressure.
Meets attendance requirements & completes work.
Problem Solving
Breaks down problems into smaller components.
Can simplify and process complex issues.
1 2 3 4
Understands the difference between critical and unimportant details
Considers multiple solutions & expertly handles obstacles.
Planning & Goal Setting
Develops challenging, yet realistic plans.
Aligns plans with company goals.
1 2 3 4
Plans for and manages resources.
Balances short- and long-term goals.
Example Behaviors
15. Criteria 1
Criteria 2
1 2 3 4
Criteria 3
Criteria 4
Example Behaviors
Criteria 1
Criteria 2
1 2 3 4
Criteria 3
Criteria 4
Skills (examples)
Consult your job descriptions and add the required skills into these competency areas. You
will certainly have to customize this section for the various roles within your department.
Following are a few examples for an intermediate marketing manager.
Sales Knowledge & Experience
Understands the buying cycle and sales process.
Able to promote company effectively.
1 2 3 4
Knows how to use internal CRM system.
Develops collateral/content that is used by sales team.
Online Campaign Management
16. Manages campaigns across multiple online channels.
Understands affiliate and partnership strategies.
1 2 3 4
Can effectively measure results of campaign investment.
Employs search engine optimization techniques.
Measurement & Analytics
Has ability to measure results of marketing initiatives.
Contributes to formulation of marketing dashboard & reports.
1 2 3 4
Is able to predict revenues based on past results & current efforts.
Can effectively demonstrate business case/ROI for investments.
Communications Management
Effectively determines needs of key internal/external stakeholders.
Provides information to project stakeholders in a timely manner.
Collects and disseminates information. This includes status reporting, progress 1 2 3 4
measurement and forecasting.
Clear, concise speaker who communicates in required languages.
Example Skills
Criteria 1
Criteria 2
1 2 3 4
Criteria 3
Criteria 4
17. Section 8 – Professional Development Plan
This section should be completed once the employee and manager have agreed upon
desired areas for improvement. Be sure your professional development plan is linked to the
upcoming department goals & objectives. Your development plan should include specific
development objectives, related activities to support knowledge & skill growth, and measures
& timeframes for completion.
Employee Development Plan:
Developmental Objective 1:
Developmental Objective 2:
Developmental Objective 3:
Thank you for completing this Performance Review. By assessing past performance and
evaluating future organizational development needs, we are demonstrating our commitment
to professional growth and success.
18. By signing, you agree to focus on your strengths and opportunities to develop further.
Additionally, we agree to include your suggestions for process improvement.
Employee Name: Manager Name:
Employee Signature: Manager Signature:
Review Date: Review Date: