Individual Development Plan (Page 16 of 30) in pdf

Assessment of Managing Director Competencies

Name of leader to be assessed:

Position:

Name of person completing assessment:

Position:

Below you will find eight separate competency and/or skill sets to rate for your MD direct report. In this assessment process you will be determining to what extent the individual has

Directions:

demonstrated the specific competency and/or skill set through observed behaviors.

Builds Trust and Respect

Rating:

Establishing and maintaining effective relationships with employees, coworkers, managers and customers. Trusting people to perform, and being trusted in

return. Sharing responsibility and accountability, delegating routine and important work. Recognizing that everyone makes mistakes, including oneself, and not

misrepresenting his or her own actions.

No Action

Taken to

Somewhat Meets

More than Meets

Improve

Below Expectations

Expectations

Meets Expectations

Expectations

Exceeds Expectations

• Shows little interest in and does not put forth

• Clearly communicates problems and admits

• Takes a genuine interest in each individual with

the effort required to develop relationships with

mistakes; fulfills commitments and keeps

whom he/she works; reaches out to others across

others at work; is viewed by others as distant or

promises.

the organization to broaden his/her relationship

unapproachable.

base and achieve greater organizational results.

• Misrepresents facts, falsifies information, or

• Shares positive outcomes publicly, giving

• Delegates authority and provides appropriate

spins the truth rather than take responsibility for

praise to others and recognizing their

support based on a keen awareness of others'

missing goals or making mistakes; does what

contributions.

capabilities, interests, work/life balance and

is easy or expedient rather than what is fair or

personal goals;

ethical.

• Does not provide enough guidance for

• Delegates meaningful responsibilities; shows

• Publicly celebrates the successes of others and

individuals to be successful, or monitors

confidence in the abilities of others; helps others

helps them view failures as opportunities to learn

progress in a way that makes others feel they

reach goals; praises and recognizes the

and grow.

are not trusted or are being checked up on.

achievements of others.

• Is not considerate of the time or feelings of

• Does not play favorites; treats each person

• Is completely open in daily work, modeling

others; may "play favorites"; is more subjective

with respect and consideration; takes an

expected behaviors demonstrating personal

than objective when making decisions.

objective and fair approach to resolving

accountability and sound ethics.

problems and conflicts.

Demonstrates Business and Technology Acumen

Rating:

Understanding market pressures that drive the company's business. Understanding and applying knowledge of factors relating to finance, profit/loss statements

and other financial documents in order to build a comprehensive business plan for own group. Having knowledge of supply chain, distribution, operating

systems and processes (both IT systems and people management), and other factors that effect profitability.

No Action

Somewhat Meets

More than Meets

Taken to

Below Expectations

Expectations

Meets Expectations

Expectations

Exceeds Expectations

Improve

• Does not understand what impacts

• Has a good understanding of business and

• Understands business drivers outside of own

profitability, or how.

financial concepts and terms (e.g., balance

area and facilitates cross-functional and cross-

sheet, income statements, etc.).

location opportunities and activities.

• Is extremely challenged when working with

• Understands and can utilize technology

• Speaks competently concerning a wide range

complex financial documents.

platforms to assist in planning and decision-

of business and financial issues; translates

making.

complex business issues into understandable

language; is looked to as a business advisor.

• Is unable to discuss business related matters

• Understands what and how profitability is

• Explores the big picture business issues before

such as cost structure, cash flow, and

impacted at each location for each business unit

discussing solutions; conducts or is part of

profitability.

they supervise and the company as a whole.

business planning; conducts analyses such as

ROI in order to support decisions or influence key

decision makers.

• Focuses only on the company's immediate

• Understands the industry, marketplace, and

• Understands and manages customer

need rather than on the big picture and

possible trends that may affect business

expectations as represented in such tools as SQI

underlying business issues.

outcomes.

and other appropriate data points.

Communicates Effectively

Rating:

Expressing thoughts, expectations, ideas and intent effectively and concisely orally, in writing and through gestures and other forms of non-verbal

communication. Listening attentively and accurately, even when not agreeing with the opinions of the speaker.

No Action

Somewhat Meets

More than Meets

Taken to

Below Expectations

Expectations

Meets Expectations

Expectations

Exceeds Expectations

Improve

• Has difficulty articulating and communicating

• Uses active listening skills, including

• Speaks and writes in a clear, concise, and

thoughts in a clear manner; is overly wordy or

maintaining eye contact, reflecting what is

direct manner; ideas are presented logically and

overly short in responses.

heard, not interrupting, and checking for

succinctly.

understanding.

• Does not appear interested in what others

• Accepts and effectively deals with cultural

• Conducts effective meetings; holds regularly

have to say; fails to use appropriate verbal

differences such as language, non-verbal

scheduled staff meetings. Uses efficient and

and/or nonverbal responses.

behavior, and styles of thinking or

appropriate methods to disseminate information,

communicating.

e.g., conference calls, e-mail

• Does not clearly or consistently convey

• Is able to articulate and communicate

• Always uses active listening skills, including

expectations, targets, or goals.

thoughts clearly; is neither overly wordy nor

maintaining eye contact, reflecting what is heard,

overly short.

not interrupting, and checking for understanding;

realizes that misunderstandings can be caused

by differences in values, culture, and other

differences.

• Uses inappropriate language.

• Tries to find a tactful way to express his/her

• Gauges communication style and methods to

opinions while respecting the differing opinions

the interests and needs of others, using gestures,

of others.

proper tone, proper visual aides (when required)

and non-verbal communication to support the

message.

• Does not take into account the cultural

• Consistently uses proper grammar and

perspective of others; sees things only from

syntax; avoids using slang or jargon.

his/her perspective; does little to ensure

common understanding.

• Does not express self well in written

• Translates technical or strategic ideas into

communication.

information the audience or others can

understand.

Individual Development Plan Page 16

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