Team Review - Supervision Group

Team*

Current Year

Please select the current calendar year

Name*

Accounting & Business Services Team

Name*

Bookkeeping Team

Name*

SMSF Team

List what you consider were your primary job duties during the past appraisal period (list in order of priority)*

Describe your contributions, successes, goal achievements or improvements during the past appraisal period:

Employee Performance Factors

Use this section to describe your performance on specific factors. Please read the factors and provide your rating by selecting one of the performance descriptions.

Job Knowledge

*Understands job duties and responsibilities *Has necessary job skills and knowledge *Understands, operates equipment *Understands and promotes department mission and values * Keeps current with new developments

Exceptional Performance
Above Average Performance
Average Performance
Below Average Performance
Unsatisfactory Performance

Comments

Dependability

* Meets commitments * Works independently * Accepts accountability * Adapts well to change * Stays focused under pressure * Meets time and attendance requirements

Exceptional Performance
Above Average Performance
Average Performance
Below Average Performance
Unsatisfactory Performance

Comments

Quality

* Is attentive to detail and accuracy * Makes ethical decisions * Recognizes that making continuous improvements is the key to meeting customer needs * Owns and acts on quality problems

Exceptional Performance
Above Average Performance
Average Performance
Below Average Performance
Unsatisfactory Performance

Comments

Problem Solving & Initiative

* Anticipates and prevents problems * Defines problems, identifies root cause * Overcomes obstacles * Generates alternative solutions * Helps implement process improvement * Uses data in decision making

Exceptional Performance
Above Average Performance
Average Performance
Below Average Performance
Unsatisfactory Performance

Comments

Communication

* Listens effectively * Is approachable, willingly sharing information * Seeks to clarify and confirm the accuracy of their understanding of unfamiliar or vague terms * Makes oral and written communication clear and easy to understand * Maintains confidentiality (doesn't discuss co-workers' problems)

Exceptional Performance
Above Average Performance
Average Performance
Below Average Performance
Unsatisfactory Performance

Comments

Teamwork

* Makes positive contributions to team projects * Comes prepared to meetings, sticks to agenda * Helps prevent, resolve conflicts * Promotes reaching consensus * Develops positive working relationships * Is flexible and open-minded * Promotes mutual respect * Exhibits a positive "can do" attitude

Exceptional Performance
Above Average Performance
Average Performance
Below Average Performance
Unsatisfactory Performance

Comments

Productivity & Effectiveness

* Takes on additional responsibilities as needed * Manages resources and priorities in an effective manner * Develops and follows work procedures * Manages time well * Develops realistic plans * Aligns plans with organizational goals

Exceptional Performance
Above Average Performance
Average Performance
Below Average Performance
Unsatisfactory Performance

Comments

PERFORMANCE SUMMARY

When providing comments consider the employee's performance against objectives, key factors from the Employee Performance section above, and strengths/potential improvements.

Exceptional Performance
Above Average Performance
Average Performance
Below Average Performance
Unsatisfactory Performance

Comments

Performance Appraisal

Describe the coaching, training or development activities that may be required for you to pursue during the next appraisal period:*

Possible Obstacles- What could stop you achieving your goals?

Describe the coaching, training or development activities that you would like to pursue during the next appraisal period

If you could change any aspects of your role or responsibilities, what would you change?

Example: I would eliminate mail from my daily work. I would like to talk to clients more over the phone. I would like to conduct more client facing meetings. I would like to formulate tax advice for clients.

What would you like to achieve at Supervision and in what time frame?

Example: I would like to manage my own accounting team specialising in the manufacturing area in three years time. I would like to be able to complete 250 SMSF tax reconciliations per year in 12 months.

What would make Supervision a better place for you to work?*

Example: The workplace could be quieter. We could have more social events. The air conditioning could be cooler/warmer. My team leader could be clearer with their instructions.

Your Email Address

Please enter your email address so that you can receive a copy of this review as an email.