Insert Company Name s2

(XXXX Company Name) - Performance Development Review

Job Title /
Name
Department
Date
Last Review date
Dealership Name& Location
Line Manager Name

Overall Grade for this Review

Next planned Review date

PERFORMANCE STANDARDS

E = Performance exceeds required standard
A = Performance consistently meets required standard
O = Performance meets required standard occasionally
D = Performance does not meet required standard

Task / Performance Criteria

E

A

O

Comments

OPERATING CONTROLS

PROSPECTING & MARKETING

Supported promotional and marketing plans and campaigns?

BUDGET MANAGEMENT

Budget targets achieved?
(Profit, Sales, Costs, Debts etc)
Monitored/managed budget effectively? Planned & implemented corrective action?

Task / Performance Criteria

Comments

PLANNING & ORGANISATION

All task deadlines met? Personal organisation & planning effective?
Computer systems used efficiently? Documents/reports clear and accurate?

COMMUNICATION

Positive liaison with managers, staff, external representatives and suppliers? Regular positive meetings with LM?
Department team fully briefed?
Regular, positive team meetings?
Always prepared for meetings? Able to present plans and views effectively?

PEOPLE MANAGEMENT

Team/individual performance monitored? Regular feedback given?
Team/individual training planned, implemented and monitored?
Staffing levels/competencies achieved? HR/recruitment disciplines met?
Tasks delegated effectively and progress monitored against objectives?
Induction programme for new staff?
PDRs carried out for all staff?

Task / Performance Criteria

Comments

POLICIES & PRACTICES

All Health & Safety, HR, professional and company policies adhered to?
Customer transactions & queries handled swiftly and courteously?
Complaints dealt with effectively?
Tidy, clean environment maintained?
Parts and/or materials used monitored? Safety of tools and equipment checked? Maintenance carried out?

PERSONAL CRITERIA

Actively supported new initiatives, colleagues, and Company aims?
Always punctual, professional and appropriately dressed?
Displayed a positive attitude?
Reacted calmly in unplanned situations?

KEY OBJECTIVES

List what is to be achieved, to what standard, who (if anyone) else is to be involved, and by when the objective is to be achieved

1.
Achievement time scale:
2.
Achievement time scale:
3.
Achievement time scale:

Have Previous objectives been achieved

/ Yes / No

BUSINESS DEVELOPMENT OBJECTIVES

What department/business objectives have you formed for the next review period?
How do you plan to achieve them?
What are your projected training costs for the next review period?
What impact has training had on the performance and achievement levels of your team in the last review period?
What other comments or suggestions would you like to make?

PERSONAL DEVELOPMENT

What have you accomplished in your role since your last Review, which you have been particularly pleased with?

What are your personal objectives for the next Review period?
What development or assistance do you think would be useful?
What training or personal development do you consider would be useful to further improve your current ability?

Since your last Review, what obstacles have you encountered that have prevented you from/made it difficult to achieve your objectives?

How can this be prevented from happening again?
Explain how you feel about your job role, your involvement with the team and the Company as a whole?