Performance Management Summary 2____

Annual

Colleague's Name:______________
Business Unit:_________________
Job Title:_____________________
Location: ______________________

Mid-year

Manager:__________________

Leadership Dimensions and Behaviors

2___ Results Overview

(see definitions on page 2)

Summarize overall achievement of business results for the year. Note both
performance highlights and missed targets. Provide additional detail regarding
balanced scorecard goals on page 2 of this form.

Needs
Development

Demonstrated
At Expected
Level

Drives for Results

Maintains Client Focus
Demonstrates Industry
Expertise
Leads Complex Transactions
Manages Talent
Leads People
Demonstrates Learning Ability
Partners Across the Firm
Improves Business Processes
Fosters New Initiatives

Summary of Strengths:

Summary of Development Needs:

Development Actions and Timing for 2_____:

Employee Comments:

Exceeds
Performance
Standards

Not
Applicabl
e

Overall Performance Rating

1
Performing at an unacceptable level;
immediate, sustained improvement
required.

2
Meets requirements on some but not
all responsibilities.

Regularly meets expectations for the

job and level; may occasionally
exceed standards.

Exceeds requirements on some of the

more difficult and complex parts of
the job.

5
Exceeds standards/requirements on
virtually every project and task assigned.

Performance Management Summary 2____

Annual

Colleague's Name:______________
Business Unit:_________________
Job Title:_____________________
Location: ______________________

Mid-year

Leadership Dimensions and Behaviors

2___ Results Overview

(see definitions on page 2)

Summarize overall achievement of business results for the year. Note both
performance highlights and missed targets. Provide additional detail regarding
balanced scorecard goals on page 2 of this form.

Drives for Results

Maintains Client Focus
Demonstrates Industry
Expertise
Leads Complex Transactions
Manages Talent
Leads People
Demonstrates Learning Ability
Partners Across the Firm
Improves Business Processes
Fosters New Initiatives

Needs
Development

Demonstrated
At Expected
Level

Summary of Strengths:

Summary of Development Needs:

Development Actions and Timing for 2_____:

Employee Comments:

Manager's Signature/Date

Manager:__________________

Colleagues Signature/Date

Exceeds
Performance
Standards

Second Level Managers Signature/Date

Not
Applicabl
e

Leadership Dimensions and Behaviors

Financial Success
Drives for Results

Increases revenue growth,

profitability and/or NOI

Manages to professional
standards

Initiates new/expanded
business

Leverages the organization

to move the firm to a higher
level of performance

Client Satisfaction
Maintains Client Focus
Manages existing client relationships
Demonstrates high commitment to clients
by helping them address issues
proactively
Shows thorough knowledge of clients
business requirements by responding
accordingly
Identifies and solves potential problems
Develops innovative, practical solutions
Maintains relationships necessary to
resolve issues and facilitate client project
completion
Displays thorough knowledge of the
marketplace
Influences senior clients; is accepted as a
voice at the table.
Demonstrates Industry Expertise

Is recognized as a thought leader

externally for industry or technical
knowledge/expertise

Displays broad business knowledge

Is well-versed in the latest market,

product and service innovation and trends

Provides benchmark thinking

Leads Complex Transactions

Thinks strategically

Accesses/organizes resources to deliver

solutions to meet/exceed client
expectations

Manages complex and difficult

negotiations

Manages uncertainty and ambiguity

Manages complex projects of significant

scope and impact

Leverages all areas of the firm to deliver

best solutions

Implements and executes; translates

strategy into action

Communicates to influence others and

produce results

Colleague Capability
Manages Talent

Recruits talent

Develops and coaches talent

Leverages diversity

Exits and/or upgrades talent as

necessary
Leads People

Serves as a role model, leading

by example

Sets and communicates strategy

and vision

Builds alignment and

commitment

Maintains highest ethical

standards

Builds effective teams

Forms a point of view and

demonstrates courage by taking
a stand

Challenges the status quo to

move the organization forward

Exhibits flexibility to change

when appropriate
Demonstrates Learning Agility

Learns quickly and applies

learning to new situations
Partners Across the Firm

Collaborates with colleagues to

drive goal achievement

Works for the good of the whole;

maintains an enterprise-wide
perspective

Business Process
Improves Business Processes

Seeks ways to streamline and

improve current processes

Leverages across boundaries

for process improvement

Demonstrates expertise in
organizing and implementing
management processes

Disseminates information in
support of the global network

Drives quality initiatives

Fosters New Initiatives

Supports firm-wide strategic

initiatives

Monitors the external

environment for trends and
best practices

Informs and influences

management to institute
improvement initiatives

Generates new ideas for the

organization

______ Balanced Scorecard Accomplishment Details

(attach a copy of scorecard)

Financial Success

Client Satisfaction

Effective Business Process

Colleague Capability

______ Balanced Scorecard Accomplishment Details

(attach a copy of scorecard)