Summary & Conversation

Congratulations! This summary provides your overall performance rating. Your manager will schedule a call with you to review the information below together.

✨ Goals Summary


Name
Employee's Rating
Employee's Comments
Manager's Rating
Manager's Comments
1
Maintain 80% average customer retention
I am proud of the relationships I’ve formed with my customers over the last year. I had 100% retention rate.
Susan has cultivated great relationships with her customers over the past year.
2
Streamline workflow for submitting account profile requests
We made great progress on this goal. There is still some work to be done to roll this out to the broader account team, but the majority of the work is complete.
Susan made great progress on this goal. There is still some work to be done to roll this out to the broader account team, but the majority of the work is complete.
3
Oversee successful SPTX launch
The SPTX launch went smoothly and all major milestones were met. I could have been better at providing enablement.
The SPTX launch went smoothly and all major milestones were met. Susan could have been better at providing enablement.
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✨ Competencies Summary


Core Values

Name
Employee's Rating
Employee's Comments
Manager's Rating
Manager's Comments
1
Communication
I am comfortable in 1:1 or small group settings. I am great at collaboration because I thoughtfully listen to others while keeping the group on track. I am also a strong written communicator. However, I would like to work on executive presence and communicating in large groups. These are the areas where I am less comfortable.
Susan is a strong written communicator. However, I would like her to work on executive presence and communicating in large groups. These are the areas where she am less comfortable.
2
Ethics and Integrity
I think this is one of my strengths. I always try to follow the rules.
This is one of Susan’s strengths. She is very ethical.
3
Collaborative
I enjoy working closely with my team to brainstorm new ideas. I try to consider everyone’s opinion before acting.
Susan enjoys working closely with our team to brainstorm new ideas. She considers everyone’s opinion before acting.
4
Strategic Risk-Taking
This is an opportunity for me. I do not feel comfortable taking risks so I don’t like to go outside what I am used to doing.
This is an opportunity for Susan. She does not feel comfortable taking risks.
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Role-Based Competencies

Name
Employee's Rating
Employee's Comments
Manager's Rating
Manager's Comments
1
Customer Focus
I am proud of the relationships I’ve formed with my customers over the last year. I had 100% retention rate.
I would like Susan to work on executive presence and communicating in large groups. These are the areas where she is less comfortable.
2
Operational Excellence
I am always organized and prepared for meetings. I maintain detailed notes and project plans for each of my projects.
I think this is one of Susan’s strengths. She always tries to follow the rules.
3
Leadership
I do not see myself as a leader on the team. I would like to work on this.
Susan Enjoys working closely with our team to brainstorm new ideas.
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✨ Reflections Summary


Question
Employee Comments
Manager Comments
1
What accomplishments are you most proud of this year?
I am proud of the relationships I’ve formed with my customers over the last year. I had 100% retention rate.
Susan has many great accomplishments this year. I am proud of the relationships she has formed with her customers over the last year. She impressively had 100% retention rate.
2
What are your career goals? Are there any skills you would like to develop?
I am always organized and prepared for meetings. I maintain detailed notes and project plans for each of my projects.
Susan is always organized and prepared for meetings. She maintained detailed notes and project plans for each of her projects.
3
What can your manager do to support you in the next year?
I do not see myself as a leader on the team. I would like to work on this.
Susan sets a good example for others on the team. Once she feels more comfortable communicating upward, she would make a great leader.
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✨ Rating Summary


The below table presents a summary of the average rating for each section and the employee’s final rating. The employee’s final overall rating is based on the manager’s rating.
Section
Weight
Manager Rating
Employee Rating
1
Goals
50%
3.67
4.33
2
Core Values
25%
4.00
3.50
3
Role Competencies
25%
4.00
3.00
There are no rows in this table

Overall Rating:
3.83
Rating Description:
Solid Performance

✨ Thank you for participating! ✨


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