Sample Performance Review | Supervisor | “Excelling”

[Pages:6]Sample Performance Review | Supervisor | "Excelling"

1. For last quarter, describe your performance both in terms of accomplishments and behaviors. In your description, please be clear and specific.

ASSOCIATE (required comments) In our monthly 1-on-1s you see that I believe I do drive for results. Every morning I review the Upload Report and prioritize the applications that need to be processed. I touch base with my team to ensure things are getting processed before the final files are due to the billing setup team. I also check to see if we are meeting our service goal of applications being processed within the 5 day turnaround time. We've met that goal and even exceeded it in a few cases by turning them around in 2 days.

Also, this past quarter I followed through on the recommendations you made to get ready to take on more responsibilities. I completed cross-training with the implementation team and have been participating in some cross-functional projects. You told me to focus on thinking more strategically. That hasn't always been easy, but I enjoy it.

MANAGER (optional comments) I agree, your work has been very good. You've met the metrics and exceeded them in some cases. Thank you for your drive to go beyond expectations and experiment with new tasks.

I appreciate your efforts to develop through cross-training. I know parts are natural and other concepts may be difficult to grasp right now. Understanding the entire process from start to finish will be important to helping you work strategically. You'll need a strong understanding of how our department's performance impacts business results, and how to identify opportunities to improve processes that are consistent with our strategy. It is great that you are getting exposure to it early on.

2. List your top priorities for the next quarter.

ASSOCIATE (required comments) Since we are entering our busiest time of the year, I am already thinking of ways to ensure applications are processed quickly and timely, so we don't fall behind. The first step is to review each territory and see if we have any areas that need to be reassigned. If changes are needed, I want to ensure that the team member that is assigned to a new territory is a good fit for everyone involved.

I want to keep growing and by the end of the year I definitely want to apply for an open manager position when it is available. I'm not sure what else I need to do between now and then, but that is my number one priority: moving up.

MANAGER (optional comments) You're doing the right things. Let's use the performance review conversation to discuss what else you could do.

3. Select the appropriate rating from the drop down menu. Excelling

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4. Explain your selection. You consistently met or exceeded the metrics. You are already doing some pre-manager activities. Keep up the great work.

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Sample Performance Review | Supervisor | "Performing"

1. For last quarter, describe your performance both in terms of accomplishments and behaviors. In your description, please be clear and specific.

ASSOCIATE (required comments) In our monthly 1-on-1s you see that I believe I do drive for results. Every morning I review the Upload Report and prioritize the applications that need to be processed. I touch base with my team to ensure things are getting processed before the final files are due in to the billing setup team. I also check to see if we are meeting our service goal of applications being processed within the 5 day turnaround time and we have consistently met that metric.

MANAGER (optional comments) I agree you do a good job of monitoring the workflow. I appreciate you using that information to manage your team's day-to-day work.

Nothing more to add here other than that I am so happy you're part of our team.

2. For next quarter, what performance objectives are your top priorities?

ASSOCIATE (required comments) Since we are entering our busiest time of the year, I am already thinking of ways to ensure applications are processed quickly and timely, so we don't fall behind. The first step is to review each territory and see if we have any areas that need to be reassigned. If changes are needed, I want to ensure that the team member that is assigned to a new territory is a good fit for everyone involved.

MANAGER (optional comments) Thank you for reviewing territory assignments and suggesting opportunities for improvement. Please continue to monitor workload and be mindful of next quarter's peaks, so we make sure work is evenly distributed and we meet our service goals.

Keep up the great work and keep dropping by my cube when you have questions. I am always happy to provide more support or direction.

3. Select the appropriate rating from the drop down menu. Performing

4. Explain your selection. You do a good job at managing the workflow and distributing work accordingly. You implement great checks and balances along with process improvements. I appreciate all of your contributions. Here's to another great quarter!

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Sample Performance Review | Supervisor | "Struggling"

1. For last quarter, describe your performance both in terms of accomplishments and behaviors. In your description, please be clear and specific.

ASSOCIATE (required comments) The team is doing well and hitting our numbers. Every morning I review the Upload Report and prioritize the applications that need to be processed. I touch base with my team to ensure things are getting processed before the final files are due in to the billing setup team. I also check to see if we are meeting our service goal of applications being processed within the 5 day turnaround time. We met it most of the time, but we had four situations where we did not meet the goal.

MANAGER (optional comments) In our meeting, let's go over your Upload Reports. In our previous 1-on-1s we have talked about the importance of getting the final files to the billing setup team in a timely manner. This may require you to drive harder for results. Specifically, I'd like to talk about what else you can do to foster a sense of urgency in your team, remove obstacles, and surface issues before they escalate into problems. During your performance review, let's come up with options and discuss actions you can take when you notice your team potentially veering off track from meeting their goals.

2. For next quarter, what performance objectives are your top priorities?

ASSOCIATE (required comments) Since we are entering our busiest time of the year, I am already thinking of ways to ensure applications are processed quickly and timely, so we don't fall behind. The first step is to review each territory and see if we have any areas that need to be reassigned. If changes are needed, I want to ensure that the team member that is assigned to a new territory is a good fit for everyone involved.

MANAGER (optional comments) As I mentioned earlier, let's focus on getting the files to the billing setup team on time this quarter. I am pleased with your ability to be consistent in the other areas we track. However, this one has been more difficult. I expect that your team handles all aspects of the process within the required timelines and does it consistently. I'm here to help you be successful. Let's use our performance review meeting to discuss some approaches that may help.

3. Select the appropriate rating from the drop down menu. Struggling

4. Explain your selection. Making sure your team completes all components of the process within the required turnaround timeframes is required. Getting files to the billing setup team has been inconsistent. We will focus on those this quarter to get you where you need to be. I am confident you can get there.

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Sample Performance Review | Supervisor | "Developing"

1. For last quarter, describe your performance both in terms of accomplishments and behaviors. In your description, please be clear and specific.

ASSOCIATE (required comments) The team is doing well and hitting our numbers. Every morning I review the Upload Report and prioritize the applications that need to be processed. I touch base with my team to ensure things are getting processed before the final files are due in to the billing setup team. I also check to see if we are meeting our service goal of applications being processed within the 5 day turnaround time. Since I'm still new to the role and learning the process, we had two situations where we didn't meet the goal. I corrected them as soon as I was aware, and I now send the billing setup team supervisor an email when I know we're going to be cutting it close to meeting the deadline.

MANAGER (optional comments) The move from individual contributor to supervisor can sometimes be pretty big. While you're used to the technical component of the role, you are now responsible for coaching your team members to do their best work so your team meets its goals. Leading effectively ? appropriately allocating work, providing feedback, and removing barriers ? will be important to your success. You're 4 months into the job and you are getting better each month. By next quarter, you should feel more confident that your team will meet its expectations. That will be enough time; if you have concerns with that timeline then let's discuss at the performance review to create a plan that you're comfortable with and helps you feel confident that your team will meet its goals.

In the meantime, let's plan to have more frequent 1-on-1s. These conversations will be a chance for me to provide more insights about how to provide coaching to your team members. Specifically, we will talk about what to do if you're concerned that someone is not track to meet their goals.

2. For next quarter, what performance objectives are your top priorities?

ASSOCIATE (required comments) Since we are entering our busiest time of the year, I am already thinking of ways to ensure applications are processed quickly and timely, so we don't fall behind. The first step is to review each territory and see if we have any areas that need to be reassigned. If changes are needed, I want to ensure that the team member that is assigned to a new territory is a good fit for everyone involved.

MANAGER (optional comments) I agree. Let's make sure you have a plan to for your team to meet its goals. Specifically, I'd like you to focus on identifying potential issues and how to address them with individuals. I know you know the process, but your ability to identify problems quickly and act on them promptly will be critical to your team meeting its goals. It will take some practice, but focused time spent developing these skills will help your team members be more productive in the long run.

3. Select the appropriate rating from the drop down menu. Developing

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4. Explain your selection. As I mentioned earlier, you're still new to this job so it is to be expected there is a learning curve. You have already made great progress and will continue to do so. Let's plan for your team to be hitting its goals next quarter and change this rating to "Performing."

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