Manager 121 Summary

• Document No.

• Employee name

• Conducted on

  Date

• Appraiser

• Location
  Address

• Take passport style photo of employee

  Media

1.0 - "Personal Objectives"

• What Personal objectives do you have?

• Have you considered how you will achieve them?

• Employee - Input score where you believe you are

• Appraiser - Input score where you believe the employee is

• Further comments

1.0 - Summit - Company

• How well does the company promote itself in the market place?

• Do you understand the companies Vision, Strategy and Valued behaviours?

• How could they be improved?

• Employee - In respect to the above, Input score where you believe the company has succeeded in these areas?

• Further comments

2.0 - Evolution - Personal

• What weakness do you believe you need to work on?

• What will you do to improve these weaknesses?

• Employee - Input score where you believe you are

• Appraiser - Input score where you believe the employee is

• Further comments

2.0 - Evolution - Company

• What could the company do better?

• Do you feel the company communicates effectively?

• Employee - In respect to the above, Input score where you believe the company has succeeded in these areas?

• Further comments

3.0 - Learning - Personal

• What training have you received?

• What training do you believe you require to fulfil your role?

• Employee - In respect to the above, Input score where you believe the company has succeeded in providing the required training

• Appraiser - Input score where you believe the employee is in relation to the above

• Further comments

3.0 - Learning - Company

• Do you feel the company offers sufficient opportunities for training?

• What skills do you believe are missing within the company?

• Employee - In respect to the above, Input score where you believe the company has succeeded in these area?

• Further comments

4.0 - Foundation - Personal

• Review previous objectives set at last appraisal

• Comments

• Employee - Input score on achievement level of the previous objectives

• Appraiser - Input score where you believe the employee is against the objectives

• List five personal key objectives

• 1

• 2

• 3

• 4

• 5

4.0 - Foundation - Company

• 1. To achieve and improve on company and individual budget in terms of turnover and profitability.
  2. To implement our new ROBUST strategy.
  3. To achieve staff retention in excess of 98%.
  4. To improve contract profit margins by 2%.
  5. To retain 99% of our existing customer base.
  6. To ensure every employee has a full appraisal.
  7. To have zero HSE reportable accidents.
  8. Grow CORE business by 20%.
  9. Produce a succession plan by business unit.
  10. To reduce debtor days to 45 days.
  11. To increase creditor terms to exceed 60 days (for majority of suppliers).
  12. To reduce our carbon footprint by 10%.
  13. Implement new health care programme.
  14. Implement new audit programme for all managers.
  15. Ensure all mangers and supervisors achieve IOSH managing safely standard.
  16. Launch new website and collateral and ensure Westway brand achieves optimum market exposure.
  

• Review company objectives above

• Suggest five new company objectives

• 1

• 2

• 3

• 4

• 5

5.0 - Comments and Sign Off

• Any further comments?

• Employee signature

  Sign

• Appraiser signature

  Sign

Business P&L summary

• Summarise your observations of the P&L of your business

• Contribution for period and Year to Date

• Funeral Volume

• Bond sales

• Masonry progress and any issues

• KPI summary review

• Market Share Information