Title Page

  • Name and Tech ID

  • Conducted on

  • Which Quarter does this review relate too

  • Prepared by

  • Location
  • This document has been designed to review your Performance Development Plan over the coming 12 months.
    At the end of each quarterly period, you will be given an interim PDP rating with a clear expectation to meet our targets across all measures. In addition to this I may set you additional objectives to stretch your ability and help you progress.
    If you are unable to reach these targets successfully, then supportive measures may be introduced to help you progress to the required level.

Your PDP is split into 3 main areas. Customer: This will include NPS, CSAT and Super Detractors. Value: This area will include Engineer Sales Through Service and Stock Smart. Quality: This area focuses on 30 day re visits, RFT and Completions.

Customer (Current Performance)

  • NPS - Minimum Expected Target is 79.50%. Below are details of your current quarterly performance and any supportive measures which may help you in this area.

  • CSAT - Minimum Expected Target is 96.00. Below are details of your current quarterly performance and any supportive measures which may help you in this area.

  • Super Detractors - Minimum Expected Target is 2.10%. Below are details of your current quarterly performance and any supportive measures which may help you in this area.

support

  • Following our conversation today, I would like you to...

Value (Current Performance)

  • Engineer Sales Through Service - Minimum Expected Target is 0.75 sales per week Below are details of your current quarterly performance and any supportive measures which may help you in this area.

  • StockSmart - The Minimum Expected Target is GOLD Below are details of your current quarterly performance and any supportive measures which may help you in this area.

Support

  • Following our conversation today, I would like you to...

Quality (Current Performance)

  • 30 Day Re Visits - Minimum Expected Target is 3.60% Below are details of your current quarterly performance and any supportive measures which may help you in this area.

  • RFT - Minimum Expected Target is 91.01% Below are details of your current quarterly performance and any supportive measures which may help you in this area.

  • Completions - Minimum Expected Target is 95.37% Below are details of your current quarterly performance and any supportive measures which may help you in this area.

Support

  • Following our conversation today, I would like you to...

Additional Agreed Objectives to assist your ongoing development.

Following our conversation today, at the end of today's review you are rated as the following PDP rating for the end of the quarter.

  • Please select

  • Please complete an informal capability plan.

  • Please complete an informal capability plan

  • Well Done, your current performance is meeting my minimum expectations.

  • Great work, you have achieved high performance. Your next stage in your development is mentoring your peers, SBP and continuing to excel in your role.
    What can I do to support you?
    Is there anything you need to help you achieve your personal goals?
    What are your career aspirations?

  • Fantastic, role model performance. Continue to deliver great customer service.
    Consider how you use your skills to move forward in your role.
    What are your career aspirations?
    Where do you see yourself in the next 12 months?

  • Continued Support: I will continue to monitor your ongoing weekly performance. This information will be shared with you in the normal manner. In addition to this, use Data Dash weekly Reports for self analysis. If any time you are unsure, please contact myself, the POD managers or your peers at any time.

  • Please add supporting documentation here

By signing this document, you are stating that you fully understand it and agree to abide by the contents within.

  • Engineer Signature

  • Team Manager Signature

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