Performance Review

Health and Safety, Security & Environmental Management (Pre Planning)

ISSUES: Ouline in advance of meeting any HSSE incidents or issues in the review period which the client may raise.

IMPROVEMENTS: Ouline any recent improvements to the organisations HSSE management that you want to highlight at the meeting

Health and Safety, Security & Environmental Management (Client Review)

How satisified are you in the health and safety, security and environmental performance of our team in the delivery of your requirments?

Operational Performance Review (Pre Planning)

SUMMARY: Outline in advance of meeting a brief outline of operations performed for client since last review meeting.

ISSUES: Ouline any operational issues that have occured in the review period that client may raise

IMPROVEMENTS: Outline any operational improvements e.g. new systems, staff, services etc. that you want to highlight to the client

Operational Performance Review (Client Review)

How satisfied are you in the overall support you have received from NSG UK in the delvery of your operational requirments?

How well has our team managed the planning and project management of your operational requirements?

Have there been any service delivery issues since our last review meeting?

Add Service Issue

Service Issue

What was the nature of the issue?

Was this raised with NSG at the time and if so to whom?

Were you satisfied with the response you received to this issue?

What, in your opinion, could we have done better to either prevent this issue occuring or to provide better support once it had occured?

In terms of operational performance, are there any changes or additions to our operational performance that would be beneficial to your business?

Training and Competence (Pre Planning)

IMPROVEMENTS: Outline in advance of the meeting any additions or enhancements to the companys training and competence that you want to hightlight at the meeting.

Training and Competence (Client Review)

How satsified are you in the training and competence of NSG personnal involved in the delivery of your requirements?

Are there any specific issues or improvements that you would like to see NSG UK address?

Facilities & Equipment (Pre Planning)

IMPROVEMENTS: Outline in advance of meeting a breif outline of any planned or new/enhanced facilities or equipment that you want to highlight at the meeting.

Facilities & Equipment (Client Review)

How statisfied are you in the facilities and equipment provided by NSG UK in support of your requirements?

Are there any specific addtional or enhanced facilities or equipment that would be beneficial to you that you would like to see?

Finance (Pre Planning)

ISSUES: Outline in advance of the meeting any potential finance issues (cost overuns, invoicing issues etc.) that the client may raise during the meeting.

IMPROVEMENTS: Ouline any enhancements made to the companys financial management (new systems, controls etc.) that you want to highlight at the meeting.

Finance (Client Review)

How satisfied are you with the NSG's financial control of your requirments e.g. actual vs budget, invoice accuracy, speed of invoicing etc.

FPAL Supplier Performance Report

Has the client been asked to complete an FPAL Supplier Performance Report to cover the review period?

Forward Work Planning

Forward Work Planning (Pre Planning)

SUMMARY: Summarise in advance of meeting any and all future client works that you are currently aware of.

ISSUES: Outline any potential issues (scheduling etc.) that you need to discuss during the forward work planning section.

Forward Work Planning (Client Review)

Other than the future works already identified are their any additional planned or mooted works that NSG should be considering when performing our forward work planning.

New potential requirment

Requirement
Estimated start date

Summary of requirement

Expected duration

Review Meeting Scheduling & Client Sign Off

Review Meeting Scheduling
Proposed date and time for next client review meeting
Client Sign Off

I have reviewed and approved the content of this client review meeting and concur that this is an accurate reflection of our discussion and a fair reflection of NSG's overall performance in the current review period.

Client Signature
Please note that this checklist is a hypothetical example and provides basic information only. It is not intended to take the place of, among other things, workplace, health and safety advice; medical advice, diagnosis, or treatment; or other applicable laws. You should also seek your own professional advice to determine if the use of such checklist is permissible in your workplace or jurisdiction.