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Once a request comes in, review the KPI of the team member and check if he/she is eligible for the review. KPI includes: Communication Effective Communication of Confidential InformationTransparency in CommunicationCollaboration Team Collaboration and Interpersonal RelationsCollaboration InitiativesConscientiousnessCompliance with ProceduresAttention to Detail and Adherence to ConfidentialityCommitmentContinuous Improvement and Professional DevelopmentTeam member will fill out the pre-performance review form and meet with Leny to discuss. Pre-meeting for performance review (Team member and Leny)Agenda:Discuss the form filled out by the team memberDiscuss the KPIInform the team member if he/she is eligible for a performance review. Send performance feedback request to clients assigned to the team member. Use Metchell’s email to send these requests, template is in their email. Build Team member’s performance deck/tab.Categories include:Basic InfoPre-performance reviewPerformance reviewHow do they embody the four C's:Feedback from Clients:Feedback from Team:Career Path: Once ready, submit to Metch for approval Pre-meeting for performance review (Metch and Leny)Agenda:Discuss the deck for performance review Agree to a schedule for the review Block the calendar for the review Once review is done, print (save as PDF) the deck and send it to the team member. Update the PR sheet for new rate.
Performance Review
Performance review process starts once we receive an email from our team member requesting for one.
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