Performance Appraisal Form

The format of the appraisal form is from Aguinis (2019).

Sales Appraisal Form

Employee name:	Chris
Title:	Sales representative
Manager:	Richard
Date of appraisal meeting:	March 22nd

Job description/key responsibilities/required tasks

It is a sales job where the employee sells company software programs to various schools within designated districts. Chris is responsible for managing the preparation of customized sales material for each school in their districts. Also, they prepare and give sales presentations to district clients. As a sales representative, Chris is supposed to identify and cultivate key relationships with his clients.

Expected accomplishments vs. actual accomplishments

Chris is expected to be competent in project management. He is expected to accomplish sales projects in time and perform them at a high-quality level. Also, he is expected to accomplish a high standard sales performance. It means that he should be aggressive to meet the total number of sales the company needs. Besides, be ethical while performing his duties, meaning he should not cheat clients or engage in illegal activities. Thirdly, he is expected to make new clients by visiting school districts, prospecting, presenting to them, and closing contracts with them. Another expectation he is expected to accomplish is to establish an effective client relationship. With this, he should be able to upgrade and deliver new and quality services to clients. Lastly, he is expected to accomplish technical expertise, which means he should understand software packages and teach clients how to use them.

Out of the expected accomplishments, Chris has accomplished many of them. Although he does not always complete all the projects on time, he performs them at a high-quality level. Secondly, he is ethical in his work. He does not cheat clients on prices, quality, or status of the soft wares. Also, he has made many clients for the company and has maintained effective relationships with them. The clients from his district have reported contentment with Chris’s services and have rated him highly. Lastly, he exhibits some knowledge of technical expertise. He knows how to use software, and he can teach clients and show them troubleshooting methods.

Areas where the employee developed in ways enabling him or her to take on additional responsibilities or be eligible for high-profile assignments

Firstly, he showed high client responsibility after making sure his clients are fully contented.

He proposed software that can be used as a substitute and that is less expensive to install for clients

He identified a troubleshooting technique for software that many clients had problems with.

He always delivers high-quality services to his clients.

Areas of development for the upcoming quarter

He needs to develop in the following areas:

• Time management
• Teamwork with other salespersons
• Budgeting experience
• Leadership

Goals for the upcoming quarter

• Improve on time management when handling projects in the next two months.
• Increase the number of clients to five per week.
• Attend sales training programs once every two weeks to improve on knowledge.
• Propose a new sales presentation based on client’s reviews in the next three months

Areas of concentration	Did not meet expectations	Achieved most expectations	Achieved expectations	Achieved expectations and exceed on a few	Significantly exceeded expectations
Teamwork	1	2	3	4	5
Leadership	1	2	3	4	5
Business acumen	1	2	3	4	5
Customer service	1	2	3	4	5
Project management	1	2	3	4	5

Average performance score

19

Employee Use Only: Please provide comments and examples of behaviors to describe your performance in the past quarter.

I have been a hardworking employee, especially in the last quarter. I do my best to help the company achieve its target by offering high-quality services to clients within my district. Some significant behavior that has enabled me to work effectively is being hardworking, ethical, and friendly to my clients, researching software development matters, and being time conscious.

Manager Signature Date: Richard, Richard, March 22^nd

Employee Signature Date: Chris, Chris, March 22^nd

Reference

Aguinis, H. (2019). Performant Management (4th ed.). Chicago Business Press.