2012 PERFORMANCE PLAN (cont’d) / Employee Name:
Sales Associate Performance Review / Month/Day/Year / To / Month/Day/Year
Employee Name / Position Title
Sales Associate / Start Date in Position
Employee Signature Date
Manager SignatureDate / Second Level SignatureDate
Results Key / Mid-Year / Year-End Points
Y
N / Yes, on-track to meet objectives by year-end
No, not on-track to meet objectives by year-end / EXC / Exceeded performance objective 5
ACH+ / Achieved plus performance objective 4
ACH / Achieved performance objective 3
ACH- / Achieved minus performance objective 2
DNA / Did not achieve objective 0

I.Objectives

/ % Weight* / Results
1. / Business Results
(Please refer to Business Result Rating Scales on last page of review)
Percentage of
Objective Business Results Rating

Sales to Plan____% 50%_____

IAT____ 20%_____

CSI (OSAT)____30%_____

/ 30% / Mid-Year
Year-End
Comments:
2. /
SERVICE
Individual to be evaluated on this objective based on the following
Exceed Ach+ Ach Ach- DNA NA
Customer Satisfaction Points 5 4 3 2 0 -
  • Recognizes their #1 priority is to respect, value and serve the customer
  • Effectively handles difficult customer situations

  • Able to provide superior service to multiple customers

  • Expertly balances customer and store tasks
  • Promotes and advocates Crown Rewards program
Evaluate the employee based on the following Customer FIRST objectives

  • (F) Greets the customer in a welcoming manner
  • (F) Demonstrates sincere interest in customer’s visit
  • (I) Asks about the person/occasion
  • (R) Recommends specific products
  • (S) Remindscustomer of reasons for card
  • (S) Asks for Hallmark Crown Reward card?
  • (T) Thanks the customer
  • (T) Invites the customer back
Register Operations

  • Efficient and accurate in all cash register procedures

  • Has minimal overages and shortages
Total points 0 0 0 0 0 0
Total points divided by number of questions equals ______/ 15 = ______ / 30% / Mid-Year
Year-End
Comments:
3. /
PEOPLE
Individual to be evaluated on this objective based on the following: Exc Ach+ Ach Ach- DNANA
Cooperation Points 5 4 3 2 0 -

  • Treats others with respect and dignity
  • Demonstrates commitment to job and company
  • Exhibits enthusiasm and positive attitude
  • Adapts well to change in work environment
  • Willingness to accept additional or difficult assignments
  • Adheres to company dress code policy
Dependability

  • Arrives to work on time

  • Works all scheduled shifts
  • Flexible with schedule based on business needs
Total points 0 0 0 0 0 0
Total points divided by number of questions equals ______/ 9= ______ / 20% / Mid-Year
Year-End
Comments:
4. /
STORE STANDARDS
Individual to be evaluated on this objective based on the following: Exc Ach+ Ach Ach- DNA NA
Merchandise / Stockroom Duties Points 5 4 3 2 0 -
  • Maintains thorough and accurate receiving procedures

  • Maintains displays and restocks merchandise as necessary

  • Shares equal responsibilities with co-workers for housekeeping and stock work

  • Demonstrates creativity in merchandising assignments

  • Maintains an organized and well-merchandised cash wrap area
Loss Prevention
  • Understands and follows store loss prevention policies and procedures
  • Maintains a safe work environment
Total points 0 0 0 0 0 0
Total points divided by number of questions equals ______/ 7 = ______ / 20% / Mid-Year
Year-End
Comments:

II.Performance Summary

Narrative summary – Write a narrative summary that reflects an evaluation of the employee’s overall performance results relative to objectives, as well as other relevant aspects of the employee’s contributions. (This section may be used for mid-year and year-end comments.)
Business Results / Rating / Wtd Result
Store Sales to Plan / 0.00 / x / 50% / 0
IAT / 0.00 / x / 20% / 0
CSI (OSAT) / 0.00 / x / 30% / 0
Business Results Overall Score / 100% / 0
Bus Results Overall Rating / 0.00 / x / 3 / 0
Service Overall Rating / 0.00 / x / 3 / 0
People Overall Rating / 0.00 / x / 2 / 0
Standards Overall Rating / 0.00 / x / 2 / 0
Total Score: / 0

*If using printed version, enter Business Results Overall Score into Business Results Overall Rating field.

Annual Rating / Total Points
EXC / 46-50
ACH+ / 40-45
ACH / 30-39
ACH- / 20-29
DNA / < 20

III. Evaluation of Annual Results

Summarize the employee’s performance against objectives by placing an X along the continuum to indicate annual performance results.
DNA
/ ACH- Achieved ACH+ / Exceeded

Business Results Rating Scales

Sales to Plan

5%+EXC 5

2% - 4.9%ACH+4

0% - 1.9%ACH 3

-5%-0.1%ACH-2

-5.1% or belowDNA0

IAT

9+ EXC5

8ACH+4

7ACH3

6ACH-2

≤5DNA0

CSI

82+EXC5

78-81ACH +4

75-77ACH3

73-76ACH-2

<73DNA0