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INDIVIDUAL PERFORMANCE AGREEMENT (IPA)

EMPLOYEE NAME:
DIVISION: INFORMATION TECHNOLOGY GROUP
POSITION: BUSINESS ANALYST
LINE MANAGER: James Moffat
April Review Date:
June Review Date:
November Review Date:
1 = BELOW
2 = PARTIALLY
3 = MEETS
4 = ABOVE
5 = SIGNIFICANTLY
STANDARD
MEETS STANDARD
STANDARD
STANDARD
EXCEEDS STANDARD
SCORECARD PERSPECTIVE: FINANCIAL
Individual
Measurements/KPI
Targets and Timings
Rating and comments
Output/KPA
1.
SCORECARD PERSPECTIVE: CUSTOMER SERVICE
1.
2.
3.
SCORECARD PERSPECTIVE: OPERATIONS
1.
2.
3.
SCORECARD PERSPECTIVE: LEARNING AND DEVELOPMENT
1.
2.
3.
SECTION B : BEHAVIOURS (INPUTS)
SCORECARD PERSPECTIVE: VALUES
VALUE
BEHAVIOURAL
INDICATORS
Can Do and Will
Overcomes obstacles
Deliver attitude
and barriers takes
personal accountability
for the long and short
term success by

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removing barriers and


overcoming obstacles
to business
opportunities; takes
calculated risks over
time
Displays tenacity
stays with a tasks or
project until completed;
ensures own and team
focus is not distracted
by secondary issues;
makes repeated
attempts to meet
objectives despite
barriers
Models the vision and
values takes actions,
makes decisions and
shapes team priorities
to reflect the
companys vision and
values
Develops strategic and
operational goals
develops decision
criteria considering the
opportunities / risks
associated with various
options, generates
strategies to achieve
goals and vision and
creates line of sight

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Right the first time

Identifies key issues


identifies information,
gaps, key partnerships
and issues relevant to
achieving long term
goals and objectives;
contributes strategic
insights; identify
opportunities to
contribute to key
strategic drivers, e.g.
unique products
Establishes and
achieves
implementation plan
identifies key issues /
opportunities that
impact on business
performance and takes
appropriate action;
focuses on results
without getting side
tracked by process
Strives to achieve
excellence actively
works towards ensuring
that a matter is
addressed effectively
without comeback
Adopts a careful
thought and problem
solving approach that
ensures that all parties

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Integrity before
price

are satisfied with the


result
Operates with Integrity

Demonstrates
honesty;
keeps
commitments
and
behaves in a consistent
manner in dealing with
customers, colleagues,
the
environment,
suppliers, contractors,
local community and
investors
Discloses own positions

shares
thoughts,
feelings and rationale
so
that
others
understand
personal
positions; disclosing all
relevant
information
when engaging with
other parties in the
organisation and from
outside
Remains
open
to
others ideas Listens
to
others
and
objectively
considers
others
ideas
and
opinions, even when
they conflict with ones
own
Supports others

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Put the customer


first

Treats all people with


respect, dignity and
fairness; gives proper
credit to others; stands
up for deserving others
and their ideas even in
the face of resistance
or challenge
Seek to understand
customers Actively
seeks information to
understand customers
circumstances,
problems, expectations
and needs.
Educates customers
Shares information with
customers to build their
understanding of issues
and capabilities
Builds
collaborative
relationships Builds
high quality rapport
and
cooperative
personal relationships
with customers
Initiates action takes
ownership
for
delivering
better
solutions to customers,
considering
how
actions and plans will
affect
customers;

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Manage for success

Adopt a team
approach to
customer solutions

ensures
a
good
customer
service
experiences every time
Monitors customer
satisfaction
implements effective
ways to monitor and
evaluate customer
concerns, issues and
satisfaction; knows the
quality of the customer
experiences in own
area
Generates new ideas
takes
initiative
to
identify new ways of
performing
tasks;
identifies
creative
approaches
to
problems
Identifies opportunities
for change
anticipates change and
raise opportunities for
change for
consideration; raises
and shares new ideas
to contribute to a
sustainable company
Emphasises
organisational goals
puts
organisations
goals ahead of own

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area; influences others


to support partnerships
objectives
Identifies
partnership
needs identifies key
relationships
that
should be initiated or
improved to further the
attainment
of
own
areas goals
Explores
partnership
opportunities
and
works
across
boundaries

exchanges information
with business partners
to clarify benefits /
potential
problems;
facilitates agreement of
responsibilities,
expectations
and
scope; clarifies the way
forward ensuring both
areas needs can be
met.
Monitors partnership
monitors and evaluates
the achievement of
mutual
goals
and
partners contribution;
individuals
should
accept the collective
accountability of the

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team for results and


decisions made by the
team
Structures
internal
teams defines rules
and objectives of each
team
to
ensure
company goals are met
Establish and maintain
appropriate working
relationships
collaborative
relationships focused
on achieving company
goals
ACTIONS TO OVERCOME BARRIERS TO PERFORMANCE (Remember to transfer development issues to the Personal
Development Plan)
ACTION PLAN
RESPONSIBILITY
DATE
1.
2.
3.
4.
5.
PERFORMER STATUS: Please circle the appropriate
performer

Under
Performer

COMMENTS

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Needs
developm
ent
Performer

Full
Performer

Strong
Performer

Exceptiona
l
Performer

SIGNATURES

Employee:

Manager:

Name of Reviewing Manager:

Signature of Reviewing Manager:

DATE SIGNED:
PERFORMER STATUS
ENDORSED BY
REVIEWING
MANAGER
DATE SIGNED:

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