Individual Development Plan (Page 19 of 30) in pdf

Assessment of Senior Manager 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.

Somewhat

More than

No Action Taken

Meets Expectations

To Improve

Below Expectations

Meets Expectations

Exceeds Expectations

•

Shows little interest in and does not

Clearly communicates problems and

Takes a genuine interest in each

put forth the effort required to develop

admits mistakes; fulfills commitments and

individual with whom he/she works; reaches

relationships with others at work; is viewed

keeps promises.

out to others across the organization to

by others as distant or unapproachable.

broaden his/her relationship base and

achieve greater organizational results.

•

Misrepresents facts, falsifies

Shares positive outcomes publicly,

Delegates authority and provides

information, or spins the truth rather than

giving praise to others and recognizing

appropriate support based on a keen

take responsibility for missing goals or

their contributions.

awareness of others' capabilities, interests,

making mistakes; does what is easy or

work/life balance and personal goals.

expedient rather than what is fair or ethical.

•

Does not provide enough guidance

Delegates meaningful

Publicly celebrates the successes of

for individuals to be successful, or

responsibilities; shows confidence in the

others and helps them view failures as

monitors progress in a way that makes

abilities of others; helps others reach goals;

opportunities to learn and grow.

others feel they are not trusted or are being

praises and recognizes the achievements

checked up on.

of others.

•

Is not considerate of the time or

Does not play favorites; treats each

Is completely open in daily work,

feelings of others; may "play favorites"; is

person with respect and consideration;

modeling expected behaviors demonstrating

more subjective than objective when

takes an objective and fair approach to

personal accountability and sound ethics.

making decisions.

resolving problems and conflicts.

Demonstrates Business and Technology Acumen

Rating:

Understanding market pressures that drive the 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 of

complex financial documents.

platforms to assist in planning and decision-

business and financial issues; translates complex

making.

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.

Somewhat

More than

No Action Taken

To Improve

Below Expectations

Meets Expectations

Exceeds Expectations

•

Does not understand what impacts

Has a good understanding of

Understands business drivers outside

profitability, or how.

business and financial concepts and terms

of own area and facilitates cross-functional

(e.g., balance sheet, income statements,

and cross-location opportunities and

etc.).

activities.

•

Is extremely challenged when

Understands and can utilize

Speaks competently concerning a wide

working with complex financial documents.

technology platforms to assist in planning

range of business and financial issues;

and decision-making.

translates complex business issues into

understandable language; is looked to as a

business advisor.

•

Is unable to discuss business

Understands what and how

Explores the big picture business

related matters such as cost structure,

profitability is impacted at each location for

issues before discussing solutions; conducts

cash flow, and profitability.

each business unit they supervise and the

or is part of business planning; conducts

company as a whole.

analyses such as ROI in order to support

decisions or influence key decision makers.

•

Focuses only on the company's

Understands the industry,

Understands and manages customer

immediate need rather than on the big

marketplace, and possible trends that may

expectations as represented in such tools as

picture and underlying business issues.

affect business outcomes.

SQI and other appropriate data points.

Page 1 of 3

Individual Development Plan Page 19

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