QUARTERLY REVIEW TEMPALTE FOR INDIVIDUALS
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TEAM MEMBER NAME: <NAME>
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DATE OF REVIEW: <DATE> REVIEW IS CONDUCTED WITH: <NAME OF LEADER> QUARTER FOR REVIEW: <QUARTER> This review is an opportunity for you to reflect and assess, with your colleague, how well you are being an embodiment of the company’s values, how you are progressing towards your goals, where you are improving, where you need to improve, and where you are truly outstanding. You can assistance with completing this review, if you would like to – what matters is that you believe it’s an accurate reflection on where you’re at and where you’re going. Please be honest with your reflections and give examples of where you believe you need to improve, where you are delivering value and where you would like to grow.
In the column named ‘Comments/Feedback’ please write your commentary, feedback, insights and observations about yourself for each of the criteria that is included here. If you believe there is more criteria that needs to be included feel free to add to it. This is an organic, changing document. Here’s to your success!
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CORE COMPETENCY
COMPANY VALUES
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DETAILS OF IDEAL COMPETENCIES Let outstanding results do the talking Be passionate and determined Deliver WOW Take responsibility Create fun with a little bit of quirk Bring out of the box thinking with a sense of adventure Embrace and drive innovations and improvements Bring an insatiable hunger to learn and grow Model excellence Build a positive team spirit
COMMENTS/FEEDBACK
PARTICIPANT IDEAL REVIEW: I live and breathe all of the company values and continue to lead by example. I always ensure that I am contributing positively to the culture. PARTICIPANT REALITY: Completed and sent to the leader.
RECOMMENDED COURSE OF ACTION FOR IMPROVEMENT/ GROWTH/ ONGOING SUCCESS
SELF MANAGEMENT
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Above the line thinking Models others to improve Welcomes collaboration and ideas from others Communicates clearly when needs assistance Knows own KPI’s & achieves them without fuss Looks to improve on current KPI’s by generating ideas Stays on goals regardless of distractions Communicates to leader progress towards KPI’s without prompting Prioritises daily, weekly & monthly consistently Manages current tasks when new tasks & responsibilities are taken on Manages up by offering progress reports, updates, status reports, plans to improve Clear forward focus always on what needs to be done Completes what they start
IDEAL REVIEW: Always above the line with my thinking. Model others where I they have a better strategy and adjust course where needed without fuss. I am a one time convincer, and you can rely on me to get the job done and deliver to my deadlines and my KPIs without prompting. REALITY:
TEAM LEADER:
LEADERSHIP
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Sets an example always of excellence Brings out best in others Says what means and follows through Seeks to assist others to achieve their goals Constantly seeks to show others how to get to the next level Puts team goals ahead of personal agenda Listens, collaborates & understands before makes a decision Listens respectfully to ideas & acknowledges them Gives feedback that is useful â&#x20AC;&#x201C; not criticism Check in with others often to learn where competency is low Can train others to achieve this goals Contributes to the improvement of the company without having to be asked Always example of leadership Says what needs to be said
IDEAL REVIEW: I always lead by example and I believe I am valued and respected by the team and the community. I make the team shine and help deliver them to success. I listen, collaborate and guide them to exactly where they need to be. REALITY:
TEAM LEADER:
LEADERSHIP – LEVELS OF THINKING
LEVEL 1 –
IDEAL REVIEW:
Values authority, position and respect
Consistent Level 4 Leader developing future leaders of the company.
LEVEL 2 –
REALITY:
Values relationships and connection LEVEL 3 – Values results and takes responsibility for them LEVEL 4 – Values developing others so they can achieve results
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TEAM LEADER:
Environment – sets standards and leads the way around culture and expectations CAM
Structure – has clear planning protocols in place; there is a plan and clear map for next steps for all projects for everyone including benchmarks and criteria for success Implementation – implementation is on time or early; no ‘last minute’ rushes People – is developing people according to where they need to develop utilising this model
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IDEAL REVIEW: Strong in each of these areas and continually teaching this to the team so that they can be strong in these areas to. REALITY:
TEAM LEADER:
PROFESSIONAL GROWTH
Takes responsibility for professional growth Seeks out opportunities to grow and improve
IDEAL REVIEW: I am a reading and learning machine, and teaching my learningâ&#x20AC;&#x2122;s to the team as I take on new cools stuff that will help the business. I am not teaching this to others, but inspiring them to learn this themselves. REALITY:
TEAM LEADER:
STRATEGIC THINKING
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Contributes ideas to long term growth & improvements in business Balances focus between todayâ&#x20AC;&#x2122;s tasks & future strategies No last minute rush to complete long term projects Delivers on strategic initiatives without prompting
IDEAL REVIEW:
Integral to the launch of new initiatives
TEAM LEADER:
I am integral to the long term growth and improvements of the business. Develops new strategic concepts to improve the business and follows through to implement ideas without prompting. REALITY:
TEAM MANAGEMENT & DEVELOPMENT
Has established benchmarks for success and ongoing measured KPI’s in place Team is aware of their KPI’s Team knows how to achieve their KPI’s Able to assist team to achieve their KPI’s Reports accurately Develops potential of team Attracts, recruits & develops outstanding team members
IDEAL REVIEW: I am up to date weekly with the team’s KPIs and have a very good handle where the business is at with its day to day operations. I have a clear aerial view of the business projects and where the risk areas are. I have employed some amazing team members into the business who are integral to the team and they are doing really well. REALITY:
TEAM LEADER: RELATIONSHIP MANAGEMENT
All key relationships are managed well Constant & valuable contact is maintained Value is exchanged
IDEAL REVIEW: I have outstanding relationships with the team (internal and external) and am a valued, respected member of the team and the community. REALITY: TEAM LEADER:
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DELIVERY
Delivers on outcomes without prompting
IDEAL REVIEW: I am a first time convincer on my deliverables. There is no need to ask because you know it will be done. REALITY: TEAM LEADER:
SALES
Tracking for $XXX a month easily and plans for $XXXX a month are in development Strong support of and championing of sales team Contributes to how they can improve on a daily basis Achieves targets Plan for achieving targets
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IDEAL REVIEW: REALITY:
TEAM LEADER:
MEMBER SERVICES
Achieves targets including $XXXk +/month Plan for achieving targets Consistent training of team Achievement of all benchmarks â&#x20AC;&#x201C; out bound calls, email returns, wowing members etc
IDEAL REVIEW: REALITY:
Consistent leadership of team
TEAM LEADER:
ACCOUNTS/FINANCE (if that department)
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Achieves all benchmarks without prompting/targets including bad debt less than 4%
IDEAL REVIEW:
Clear ESIP in place for current improvements and future improvements Plan for achieving targets Consistent training of team Consistent management of team Consistent leadership of team
REALITY: TEAM LEADER:
INNOVATIONS
GROWTH
New ideas are introduced to expand Core New ideas are introduced to expand non Core
IDEAL REVIEW:
REALITY:
New ideas are followed through to completion
TEAM LEADER:
Consistent and measurable growth in the turnover and profitability of the business for $XXX year (cal)
IDEAL REVIEW:
REALITY: TEAM LEADER:
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IDEAL REVIEW: I am a fundamental part of the business and the team and the future of the business. I am evolving as a true leader and am highly respected by the team. They trust me to lead them to results, and to being the best they can be. I have been a catalyst for innovation and momentum, and am leading the business and the team to be a $XXXM international business. REALITY: OVERALL ASSESSMENT OF PROGRESS
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LEADER OVERVIEW:
THE COACHING INSTITUTE Suite 40, 37-39 Albert Road, Melbourne, VIC 3004, Australia. Phone: +61 3 9645 9945 Fax: +61 3 9645 7002 Email: wow@thecoachinginstitute.com.au Website: www.thecoachinginstitute.com.au
SHARON PEARSON Disruptive Leadership Module 5 Quarterly Review Template for Individuals Edition 1 | Version 2 | December 16 Published by The Coaching Institute Copyright 2016 Š The Coaching Institute All rights reserved. No part of this publication may be reproduced or transmitted in any form or by any means, mechanical or electronic, including photocopying and recording, or by information storage and retrieval system without permission in writing from the publisher. In some instances, people or companies portrayed in this book are illustrative examples based on the authorâ&#x20AC;&#x2122;s experiences, but they are not intended to represent a particular person or organisation. NOTE TO READERS All products and services by our company are for educational and informational purposes only. Use caution and seek the advice of qualified professionals. Check with your accountant, lawyer, professional advisor, before acting on this or any information. The publisher and author and marketing agents assume no responsibility or liability whatsoever on the behalf of any purchaser or reader of these materials. Video content available at www.disruptiveleading.com/book/the-journey/ Video content may not be available indefinitely. Designed by The Coaching Institute Printed in Australia by The Coaching Institute
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