Job Descriptions and Performance Evaluations SERVICE MGR EVALUATION
Service Manager Performance Evaluation
Name: Date: Date of Next Evaluation:
TASK / 4 / 3 / 2 / 1 / 0LEADERSHIP / 1 / Is the department properly staffed, including lunch break scheduling?
2 / Does the Manager have good attendance and punctuality?
3 / Rank the managers overall grooming and appearance.
4 / Is the manager effective with regards to recruiting and hiring?
5 / Are quality department meetings held weekly?
6 / Has harmony been established & maintained with Sales & Parts?
7 / Are all R.O.'s complete but not cashiered reviewed and managed?
8 / Is the DOM utilized, taught, implemented, & accessible?
9 / Is the Manager’s desk neat & orderly, file system maintained?
10 / Are personal files maintained & reviews completed on time?
11 / Are weekly summaries completed on Tuesday?
12 / Is the Manager available for the weekly summary to be discussed with GM?
13 / Do the employees understand and follow all safety rules?
14 / Are customer comebacks handled quickly and professionally?
ORGANIZATION / 1 / Is the unit tagging system being properly utilized?
2 / Are the 3 C's on all R.O.'s.? (Complaint, cause, and correction)
3 / Are all Warranty claims submitted to manufacturer for payment?
4 / Are warranty parts/customer old parts handled properly?
5 / Is the unit corral procedure being followed?
6 / Are R.O.'s distributed evenly among techs?
7 / Are units damaged in shipping properly handled?
8 / Are Pre-Delivery Checklists filled out and in deal jackets?
SALES / 1 / Are sales procedure followed & taught to associates for maintenance upsells?
2 / Are customers called as soon as possible for approval or pickup?
3 / Are performance numbers tracked & evaluated regularly?
4 / Is a "Sales Cutlure" fostered within the department?
5 / Are customers properly assisted to Parts for deposits and cashiering?
4 / Excellent performance in this area. Excellent example for others.
3 / Good performance in this area. Above average success. Good job.
2 / Satisfactory or average performance in this area. Meets minimum acceptable standard.
1* / Lacks progress. Improvement needed to achieve minimum acceptable standard of performance.
0* / Immediate improvement needed to prevent termination.
Explanatory notes are required for any score of 1 or 0.
NAME: ______DATE:______NEXT EVALUATION:______
Detailed Feedback
Outstanding Recent Achievement(s):______
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Notes on exceptional or deficient scores: ______
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Supervisor's Comments/Suggestions:______
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Employees Comments: ______
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Employee Signature: ______Date: ______
Supervisor Signature: ______Date:______
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