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| Monthly Evaluation – Senior Managr Level |
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| Date . |
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| Employee . |
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1 |
3 |
5 |
7 |
10 |
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Disciplinary |
Probation |
Poor |
Expected |
Superior |
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Action |
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Ranking |
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Bonus |
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| Criteria: |
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(1-10) |
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Percentage |
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How to get a score between 8 & 10: |
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| 1. Management of Projects. Were jobs completed timely and |
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| without material follow-up from partner? Did employee eagerly |
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| accept new project assignments? |
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0 |
10% |
0% |
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| 2. Management of Staff. How efficiently did the manager |
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| manage staff assigned to the job? How well were assignments outlined |
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| to the staff (including budget, goals, etc.)? |
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0 |
10% |
0% |
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SEE ATTACHED - BASED ON TEAM FEEDBACK |
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| 3. Teamwork. How well did the manager work with team members? |
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| Are job expectations and deadlines, etc. communicated well to the team? |
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| Was the manager willing to work cooperatively with others and to |
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| subordinate personal interests in order to achieve a common goal? |
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0 |
10% |
0% |
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SEE ATTACHED - BASED ON TEAM FEEDBACK |
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| 4. Client growth. Were opportunities for client development identified |
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| and acted on? Were client needs assessed through timely meetings with |
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| clients? Were marketing opportunities discussed as marketing mtgs? |
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0 |
10% |
0% |
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| 5. Specialization. Has manager demonstrated skills in a specialized |
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| consulting service? Has this service been productized for the firm |
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| and training obtained? |
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0 |
5% |
0% |
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| 6. Customer feedback. How well does customer relate to manager and |
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| how positive has been the feedback from the client? |
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0 |
15% |
0% |
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| 7. Production. How well does the manager obtain full utilization of his |
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| and team members' time and avoid write-offs at the same time? Does the |
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| manager identify opportunities for value-billing and contingency fee |
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| billing? Did the manager obtain budget goals for production and overtime? |
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0 |
40% |
0% |
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Eligible Bonus Percentage |
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0% |
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Possible Bonus |
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1000 |
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Payout |
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$0.00 |
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