PERFORMANCE EVALUATION FORM

INVENTORY MANAGER

Employee Name ______Date ______

Evaluation Period Covered ______Date of Employment ______

Employee Job Title: ______Evaluator Name ______

For each statement below, circle a rating using this chart as a guide.

4 Excellent Performance consistently meets and frequently exceeds requirements

3 Good Performance consistently meets and sometimes exceeds requirements

2 Satisfactory Performance usually meets requirements

1 Needs improvement Performance frequently does not meet requirements; is below

accepted hospital standards

Planning

  1. Possesses the knowledge and ability to obtain and use reports to forecast growth to determine the best purchase amounts to promote a healthy product turnover while avoiding stock outages.

RATING COMMENTS: ______

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4 3 2 1 ______

  1. Maintains vendor relationships with representatives learning about new product availability and specials.

RATING COMMENTS: ______

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4 3 2 1 ______

  1. Brings knowledge gained from meeting with vendor representatives and shares with veterinarians to discuss best use of products and product alternatives to promote inventory consolidation.

RATING COMMENTS: ______

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4 3 2 1 ______

  1. Stays current with product obsolescence, product availability, and regulatory restrictions that may interrupt the inventory planning process.

RATING COMMENTS: ______

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4 3 2 1 ______

Purchasing

  1. Purchasing duties are handled or overseen while complying with hospital policies.

RATING COMMENTS: ______

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4 3 2 1 ______

  1. Inventory requests received from hospital departments are handled or overseen and with completeness.

RATING COMMENTS: ______

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4 3 2 1 ______

  1. Sees to it that competitive pricing is being given from vendors.

RATING COMMENTS: ______

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4 3 2 1 ______

  1. Prepares or oversees the purchase order system..

RATING COMMENTS: ______

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4 3 2 1 ______

  1. Paperwork received with orders is handled in an organized, meticulous fashion. Documents are immediately retrievable when necessary.

RATING COMMENTS: ______

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4 3 2 1 ______

  1. Returns, backorders, and inaccurate order follow-through is handled promptly without reminder or delay.

RATING COMMENTS: ______

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4 3 2 1 ______

Receiving

  1. Delivery receipt and unpacking is handled according to hospital policy and without delay.

RATING COMMENTS: ______

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4 3 2 1 ______

  1. All documentation is matched in the receiving process, including Invoice to shipment contents, invoice to P.O. and statement to invoices. Discrepancies are promptly handled

RATING COMMENTS: ______

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4 3 2 1 ______

  1. Invoices are accurately broken down into expense categories for ease of entry into accounting software.

RATING COMMENTS: ______

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4 3 2 1 ______

  1. Prepares necessary paperwork for bookkeeper without delay.

RATING COMMENTS: ______

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4 3 2 1 ______

  1. Handles or oversees computer entry of inventory receipt. Accuracy is checked and double-checked in the process

RATING COMMENTS: ______

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4 3 2 1 ______

Stock Management

  1. Handles or oversees distribution of inventory to the correct areas of the hospital and ensures that locked inventory is immediately secured.

RATING COMMENTS: ______

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4 3 2 1 ______

  1. Handles or oversees that stock rotation occurs promoting the first in, first out theory.

RATING COMMENTS: ______

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4 3 2 1 ______

  1. Ensures that short-dated, outdated, obsolete and overstocked products are returned to vendors for credit.

RATING COMMENTS: ______

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4 3 2 1 ______

  1. Handles or oversees all inventory counts. Can prepare a plan to research and correct any count discrepancies. Knows the importance of bi-annual inventory counts, cycle-counts and spot-counts and can institute any of those.

RATING COMMENTS: ______

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4 3 2 1 ______

Reviewing

  1. Handles or oversees the updating of computer pricing to reflect accurate planned product pricing models on the planned schedule. Updates pricing in-between planned schedules when cost increases warrant.

RATING COMMENTS: ______

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4 3 2 1 ______

  1. Understands and promotes the best plan for minimization of product duplication to promote a healthy cash flow within the inventory department.

RATING COMMENTS: ______

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4 3 2 1 ______

  1. Removes outdated or recalled stock from shelves so it is not available for sale to patients.

RATING COMMENTS: ______

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4 3 2 1 ______

  1. Can identify and correct in-hospital waste within the inventory department to promote the best profitability.

RATING COMMENTS: ______

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4 3 2 1 ______

Other Duties

  1. Willingly attends and participates in planning and budget meetings.

RATING COMMENTS: ______

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4 3 2 1 ______

  1. Supervises and trains team members within the inventory department. Takes responsibility for their actions as department head.

RATING COMMENTS: ______

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4 3 2 1 ______

  1. Develops protocols that promote efficiency and quality inventory control.

RATING COMMENTS: ______

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4 3 2 1 ______

  1. Handles other tasks when asked to do so, understands that the realm of inventory work may not be contained in the duties outlined above and is willing to above and beyond these tasks.

RATING COMMENTS: ______

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4 3 2 1 ______

Additional Evaluator Comments:

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Employee Comments:

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Goals with date to be achieved:

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Evaluator Signature: ______Date: ______

Employee Signature: ______Date: ______

Your signature does not imply agreement with this evaluation but is a

confirmation that this evaluation took place and you have read its contents.

Date of Next Performance Evaluation: ______

Patterson Veterinary