FIGPAM 001 Rev 02 04102019

Approved for implementation by

Corporate Comm. Manager: ________________
Date approved: April 10, 2019

PERFORMANCE EVALUATION
FOR MANAGERS
Marketing Specialists/ Client Engagement
Name of Appraisee: _______________________________ Designation: __________________________________
Supervisor/ Officer
Department: ______________________________________ Service Start Date: ____________________________

Appraisal Period From: ___________________________ Purpose of Review: Self-Evaluation

Regularization

Quarterly Evaluation

Name and Designation of Appraiser: _____________________________

Nature of Relationship: _________________________________________

FAITH IN GOD RPM PROFESSIONAL AND TECHNICAL SERVICES CORPORATION seeks corporate
value of higher significance, pursuing innovative quality in the areas of Profitability and Productivity.

The purpose of this evaluation is to communicate clearly to the individual evaluated how well he/she is meeting
expectations for a person at his/her level. You are required to support your rating with comments in the spaces
provided for each category. FOR STATEMENTS THAT DO NOT APPLY TO THE PERSON BEING EVALUATED,
PLEASE MARK, “NOT APPLICABLE” (NA). Comments should be specific (including examples) and explanatory. If
your evaluation and recommendations cannot be adequately covered in the space provided, you should prepare an
attachment to this appraisal form. This form should be reviewed by the next level of authority, before discussion with
the person being evaluated.

*Please refer to the goals set during the previous appraisal period, as you conduct your assessment.

Performance for each category is graded into the following:

Rating Scale Definitions

Achieved 100% of SMART RESULTS and far exceeded objectives and job
requirements in all critical areas with minimal supervision and direction. Employee
5 Outstanding
produced results which were clearly exceptional and positively impacted on the
overall performance of the group/division/department.
Achieved 90-99% of SMART RESULTS and the critical job requirements were met
beyond expectation with minimal supervision and direction. Employee’s over-all
4 Exceeded
performance generated positive results in the group’s/division’s/department’s
objectives.
Achieved 80%-89% of SMART RESULTS. Employee is competent and dependable.
Over-all performance was within the expected level of productivity and work
3 Achieved
quality with occasions of exceeded outputs. Critical objectives and responsibilities
have been accomplished with normal supervision and direction.

FIG Performance Appraisal Form Rev 2

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 Achieved 70-79% of SMART RESULTS. Employee achieved objective in a
satisfactory manner although the quality of output or timing or both may rather be
further improved.
Needs
2 Attendance to and Completion of “Eight (8) Learning Sessions” (subject to Learning
Improvement
Session Terms & Conditions) is a must. (this is applicable to FIG regular employees
only) Employees who are under probationary period who obtained this rating will
automatically not to be considered for regularization.
Achieved below 70% SMART RESULTS. Results were less than projected goals.
Critical objectives and job requirements were not usually met within targeted
expectations. A managed Performance Improvement Program is expected to correct
performance deficiencies and refocus employee to
1 Below
group’s/division’s/department’s goals and the company’s standard of
performance. (this is applicable to FIG regular employees only) Employees who are
under probationary period who obtained this rating will automatically not to be
considered for regularization.

CATEGORY I. PROFITABILITY
PART I - CLIENT ACQUISITION, SALES
CONVERSION AND GROWTH Outstanding Exceeded Achieved Needs Below
Improvement

1. 5% monthly increase to total 5 4 3 2 1

workforce headcount

2. 100% Updated marketing 5 4 3 2 1

Client Acquisition, Sales Conversion And Growth

collaterals/AVP with accurate and

correct information

3. 99% Employee Attendance Rate 5 4 3 2 1

4. 100% On-time replacement of all 5 4 3 2 1

separated employees

5. 3% Net Profit Increase from new

5 4 3 2 1
engaged clients per quarter

6. 100% Updated and safely keep SA

Agreements 5 4 3 2 1

7. 100% Properly Endorsed Project Sheet/s

of newly acquired project/s to respective 5 4 3 2 1
branch managers and department/section
heads.

8. 100% consistent and smooth Client 5 4 3 2 1

Engagement from step 1 (Potential
Client Assessment) up to the last and
final step (Client Endorsement to Project
Managers/Branch Managers).

FIG Performance Appraisal Form Rev 2

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 Comments

PART II – CLIENT RELATIONSHIP AND

Outstanding Exceeded Achieved Needs Below
SATISFACTION Improvement
Client Relationship And Satisfaction

9. 95% Excellent Performer’s Rate 5 4 3 2 1

10. 95% Client Retention Rate 5 4 3 2 1

11. 99% Maintained workforce

employees headcount (should not be 5 4 3 2 1
below 3,000 employees)

12. 98% Materialization of all Client 5 4 3 2 1

Relationship Activities

Comments

PART III - LEADERSHIP &

MANAGEMENT

13. 98% Effectiveness of Documentation

(Availability of organized, updated 5 4 3 2 1
& applicable Company Policies,
WOW, Process Flowchart minimize
Leadership & Management

wastage)

14. 98% Effectiveness of Implementation 5 4 3 2 1

of Company Rules & Policies

15. 98% Employer-Employee 5 4 3 2 1

Harmonious Relationship Rate

16. 98 % Employee Satisfaction Rate 5 4 3 2 1

17. Min. 2% Employee Violation Rate 5 4 3 2 1

FIG Performance Appraisal Form Rev 2

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 Comments

Category I – Score Computation

Formula Score
Total Scores
Category I Score Total Number of Questions Answered

CATEGORY II. PRODUCTIVITY

Outstanding Exceeded Achieved Needs Improvement Below

PART I – CUSTOMER FOCUS &

DAILY ROUTINE

1. Places high priority on 5 4 3 2 1

achieving client satisfaction
CUSTOMER FOCUS & DAILY ROUTINE

2. Prepares and submit accurate 5 4 3 2 1

and complete report/s on
time

3. Attends to client issues and

provides solution within 5 5 4 3 2 1
calendar days

4. 100% Monitoring and 5 4 3 2 1

updating of Client
Management Database

Comments

FIG Performance Appraisal Form Rev 2

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 PART II -

5. Demonstrates interest and 5 4 3 2 1

initiates in career
development both for him
Training and Welfare

and his colleagues within the

department

6. Complies and instills

Discipline to himself and to 5 4 3 2 1
all his subordinates and acts
as a Role Model in observing
the Company’s Working
Principles, Code of Discipline,
Systems and Policies

7. Strives to develop good 5 4 3 2 1

relationship with other
Interpersonal/ Facilitation of

departments

8. Objectively cooperates and 5 4 3 2 1

Teamwork

coordinates with his team

9. Displays effective 5 4 3 2 1
interpersonal skills

10. Submits Monthly Reports on

time and religiously attends 5 4 3 2 1
to morning and afternoon
huddles.

Comments

Outstanding Exceeded Achieved Needs Improvement Below

Communication

11. Communicates and presents 5 4 3 2 1

information effectively
Skills

FIG Performance Appraisal Form Rev 2

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 PART III SOCIETY

12. Actively promotes practices

Consciousness

that save company resources 5 4 3 2 1

Cost

and minimize wastage

PART IV PRODUCTS AND SERVICES

13. Keeps current about industry 5 4 3 2 1

developments

14. Displays a high level of 5 4 3 2 1

technical competence in job
area
Job Knowledge/
Technical Skills

15. Understands the job

requirements and has 1
specific content knowledge. 5 4 3 2

16. Exerts efforts to acquire the

technical knowledge needed 1
to be more effective in his 5 4 3 2
position and improve
company practices.

17. Strives to be updated with

the most appropriate 5 4 3 2 1
methods or tools.

18. Efficiently plans and organizes 5 4 3 2 1

for timely completion of assigned
work, adhering to appropriate
priorities and exhibiting self-
starting ability and
resourcefulness
Work Attitude

19. Responds positively to

correction and constructive
5 4 3 2 1
criticism and demonstrates
ability to learn from
criticisms.

20. Complies with all Company

5 4 3 2 1
rules & regulations.

21. Develops effective working

relationship with others. 5 4 3 2 1

FIG Performance Appraisal Form Rev 2

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 22. Learns from mistakes and
translates these to work 5 4 3 2 1
improvements.

23. Does not ignite or create

grievances out of 5 4 3 2 1
misinterpretation but clarifies
or verifies before reacting to
any issues inside or outside
the work premises.

24. Displays commitment to 5 4 3 2 1

personal and career
development

25. Plans and organizes work 5 4 3 2 1

effectively

26. Is proactive and displays 5 4 3 2 1

initiative

27. Establishes mind connection 5 4 3 2 1

with his manager/immediate
superior and able to help his
team deliver Excellence ahead
of the Target Period.

28. Ensures attendance and 5 4 3 2 1

punctuality at work.

29. Ensures that deadlines are 5 4 3 2 1

met without delays.

30. No disapproved absence in 5 4 3 2 1

excess of three (3 days) within
six (6) months

Comments

FIG Performance Appraisal Form Rev 2

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 31. Ensures that work performed 5 4 3 2 1
in the department is accurate
Quality Mindset

and of high quality

32. Consistently exerts efforts to 5 4 3 2 1

meet the KPI Target.

33. Coaches his subordinates and 5 4 3 2 1

makes consistent follow-up to
make sure that they exceed
their KPI Target.

34. Ensures careful work habits

Safety

that comply with safety 5 4 3 2 1

requirements within his
department

PART V TECHNOLOGY

35. Seeks to continually improve 5 4 3 2 1

Process Improvement

processes and work methods

36. Reviews, revises and realigns 5 4 3 2 1

Company existing policies,
procedures, systems and
guidelines

PART VI MANAGEMENT

37. Exhibits sound judgement 5 4 3 2 1

when making decisions
Decision Making

38. Makes quick but effective 5 4 3 2 1

decision in case of urgent
matters

39. Initiates solution to company

problems which results to higher 5 4 3 2 1
productivity & profitability

40. Makes well studied decisions

5 4 3 2 1
Problem
Solving

41. Helps resolve staff problems 5 4 3 2 1

on work-related matters

FIG Performance Appraisal Form Rev 2

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 42. Handles problem situations 5 4 3 2 1
effectively

43. Absorbs simple and complex 5 4 3 2 1

instructions accurately and
respond to new situations
and changes favorably.

44. Responds clearly and 5 4 3 2 1

effectively to verbal or
written communication
Mental Alertness

45. Has collaborative and team- 5 4 3 2 1

work spirit to work towards
the accomplishment of
departmental or project’s
short term vision or goals.

46. Able to recognize his 5 4 3 2 1

emotions and thinks
proactively when faced with
complicated work-related
situations.

47. Provides accurate and 5 4 3 2 1

complete feedback to his
Manager at all times.

Comments

Outstanding Exceeded Achieved Needs Improvement Below

Orientation

48. Sets realistic goals and is 5 4 3 2 1

Goal

responsible for meeting them

49. Is a positive role model for 5 4 3 2 1

/Motivation of Staff

subordinates?
Leadership

50. Motivates staff to perform 5 4 3 2 1

better in all areas

51. Delegates accountabilities to 5 4 3 2 1

subordinates effectively

FIG Performance Appraisal Form Rev 2

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 52. Ensures staff receive timely 5 4 3 2 1
feedback

53. Voluntarily contributes ideas 5 4 3 2 1

and extra effort to improve
work and/or procedures.
Initiates improvements.

54. Able to explain objectively 5 4 3 2 1

and clearly any issues or
misinformation to all his co-
employees or any
clients/visitors with sincere
intention of protecting and
preserving the good
reputation of FIGRPMPTSC.

PART VII CORE VALUES

55. Demonstrates integrity and 5 4 3 2 1

good work ethics in the
company’s best interest

56. Doing his job excellently and 5 4 3 2 1

Integrity

righteously even if the

immediate superior are not
around and not monitoring.

57. Humble enough to accept 5 4 3 2 1

mistakes and provide
solution rather than making
alibi
Commitment

58. Demonstrates ability to 5 4 3 2 1

assume and discharge
responsibility

FIG Performance Appraisal Form Rev 2

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 59. Is adaptable and willing to 5 4 3 2 1
accept new responsibilities

60. Will initiate to go to work on 5 4 3 2 1

holidays and weekends to
accomplish projects with
excellent results and
uncompromising quality

61. Provides immediate solutions 5 4 3 2 1

without waiting for any
instruction from the
supervisor

62. Deliver excellent work output 5 4 3 2 1

consistently without waiting
for follow through

63. Drives his team to produce or 5 4 3 2 1

deliver excellent results at all
times.

64. Initiates programs and 5 4 3 2 1

projects to improve, develop
and create systems and
65. policies

66. Helps himself to overcome 5 4 3 2 1

any adversities in the
workplace to ensure excellent
results and profitability.

67. Has no corruptible mind and 5 4 3 2 1

possesses strong desire to
contribute to the success of
Steadfastness

the company despite any

obstacle in his personal life.

68. Maintains good and sound 5 4 3 2 1

health to ensure consistent
attendance and availability at
work.

69. Initiates to learn and develop 5 4 3 2 1

his skills to learn and develop
his skills to become more
confident and fit to the
organization.

Comments

FIG Performance Appraisal Form Rev 2

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Category II – Score Computation

Formula Score
Total Scores
Category II Score
Total Number of Questions Answered

Final Computation
Formula Final Score
a. Category I Score x 60%
+
Category II Score x 40%
Final Score =
Total Score

b. Total Score x 50% + 50%

Growth and Development

(i) List the appraisee’s strengths

______________________________________________________________________________
______________________________________________________________________________
______________________________________________________________________________

(ii) List the areas for improvement

______________________________________________________________________________
______________________________________________________________________________
______________________________________________________________________________

(iii) What specific plans of action, including training, will be taken to help the appraisee in their current job
or for possible advancement in the company?

______________________________________________________________________________
______________________________________________________________________________
______________________________________________________________________________

FIG Performance Appraisal Form Rev 2

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Achievement

(i) Describe the appraisee’s areas of additional responsibilities and/or other work-related achievements

______________________________________________________________________________
______________________________________________________________________________
_____________________________________________________________________________

Review with Staff

My immediate superior and I have discussed my performance review.

( ) I agree with the appraisal

( ) I disagree with the appraisal

Comments:
_______________________________________________________________________________________________
_______________________________________________________________________________________________
_______________________________________________________________________________________________
_______________________________________________________________________________________________
_______________________________________________________________________________________________

__________________________ _________________
Signature of Employee Date

Recommendations

Termination Consider for merit increment

Extension of probation Transfer to other types of work
Suitable for confirmation Ready for promotion
(w.e.f. _______________) Has potential for promotion, but not ready now
Normal increment of S$________ Others: _____________________________________
No salary increment _____________________________________

Other Remarks:

_______________________________________________________________________________________________
_______________________________________________________________________________________________
_______________________________________________________________________________________________
_______________________________________________________________________________________________
_______________________________________________________________________________________________

_________________________________ ________________________
Signature of Appraiser Date

FIG Performance Appraisal Form Rev 2

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HUMAN RESOURCE DEPARTMENT’S USE

Present Salary: ____________________ Date of Last Increment: ____________________

New Salary: ____________________ Effective Date: ____________________

Comments:

__________________________________________________________________________
__________________________________________________________________________
__________________________________________________________________________
__________________________________________________________________________
________________________________________________________________

________________________________ _________________
Signature of Managing Director Date

FIG Performance Appraisal Form Rev 2

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