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1. Employee Information: Basic details including employee name, position, department, employee ID, review period, and date of review
2. Performance Rating Scale: Explanation of the rating system used in the appraisal (e.g., 1-5 scale with definitions for each rating level)
3. Key Performance Indicators (KPIs): Quantitative assessment of sales targets, revenue goals, team performance metrics, and other measurable objectives
4. Leadership and Management Skills: Assessment of team management, leadership capabilities, and staff development activities
5. Sales Strategy and Implementation: Evaluation of strategic planning, market analysis, and execution of sales initiatives
6. Customer Relationship Management: Assessment of client relationship handling, account management, and customer satisfaction levels
7. Overall Performance Summary: Final performance rating and summary of key achievements and areas for improvement
8. Development Plan: Agreed-upon action items for improvement and professional development goals for the next period
9. Acknowledgment and Signatures: Space for employee and manager signatures, dates, and any final comments
1. 360-Degree Feedback Summary: Summary of feedback from peers, subordinates, and other stakeholders when 360-degree feedback is part of the appraisal process
2. Compliance and Risk Management: Assessment of adherence to regulatory requirements and risk management practices, particularly relevant for regulated industries
3. Budget Management: Evaluation of financial management skills and budget adherence, if the role includes significant financial responsibilities
4. Innovation and Process Improvement: Assessment of contributions to business improvement and innovation initiatives, if this is a focus area
5. Remote Team Management: Specific section for evaluating management of remote or hybrid teams, if applicable
1. Schedule A - KPI Calculations and Metrics: Detailed breakdown of KPI calculations, targets, and actual achievement figures
2. Schedule B - Competency Framework: Detailed competency framework used for assessment of leadership and management skills
3. Schedule C - Development Resources: List of available training programs, resources, and development opportunities
4. Appendix 1 - Performance Improvement Plan Template: Template to be used if performance improvement plan is required
5. Appendix 2 - Previous Period Goals Review: Review of goals and objectives set in the previous appraisal period
Key Performance Indicators (KPIs)
Performance Rating Scale
Sales Targets
Revenue Goals
Evaluator
Sales Territory
Development Plan
Performance Improvement Plan
Sales Pipeline
Customer Retention Rate
Market Share
Sales Conversion Rate
Team Performance Metrics
Competency Framework
Direct Reports
Review Date
Achievement Level
Core Competencies
Leadership Competencies
Performance Standards
Sales Quota
Professional Development Goals
Gross Margin
Customer Satisfaction Index
360-Degree Feedback
Business Unit
Action Items
Commission Structure
Target Market
Quantitative Performance Metrics
Qualitative Performance Metrics
Leadership Assessment
Team Management
Sales Target Achievement
Customer Relationship Management
Professional Development
Performance Improvement
Confidentiality
Documentation and Record Keeping
Review Period
Rating Scale
Feedback Process
Goal Setting
Strategic Planning
Financial Management
Compliance Requirements
Dispute Resolution
Employee Acknowledgment
Data Privacy
Fair Work Compliance
Anti-Discrimination
Work Health and Safety
Ethics and Conduct
Retail
Technology
Manufacturing
Professional Services
Financial Services
Telecommunications
Consumer Goods
Healthcare
Real Estate
Automotive
Mining and Resources
Construction
Media and Entertainment
Education and Training
Human Resources
Sales
Senior Management
Operations
Learning & Development
Legal
Compliance
Performance Management
Sales Manager
Regional Sales Manager
National Sales Manager
Area Sales Manager
Territory Sales Manager
Business Development Manager
Sales Team Leader
Head of Sales
Sales Director
VP of Sales
Chief Sales Officer
Commercial Manager
Branch Manager
Retail Manager
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