2018 -2019

WILLIAM PENN - APPRAISAL FORM

Store manager/ cluster in-

Name Job Title charge
Department Appraiser Area Operation Manager

Review Year 2018 - 2019 Objective setting date 1st April’18

Please highlight below if there have been any changes to the above details at the mid or Full year review

New Department New Job Title

New Grade New Supervisor

Guidelines
The three main stages in the process are detailed below with guidance on which parts of the form should be
completed at each stage. The form can also be updated at any time during the year by mutual agreement.

1. Objective Setting At the start of the year:

o Agree and complete the Objectives section
o Agree and complete the PDP section
2. Mid-year review At mid-year, review performance over the last 6 months:
o Add comments and extent achieved against each objective
o Update PDP section
o Complete and agree all other sections (apart from Full Year Review
Comments)
3. Year-end review At year-end, review performance over the last 12 months:
o Add comments and extent achieved against each objective
o Update PDP section
o Update and agree all other sections (apart from Mid Year Review Comments)

After each stage, you should print the document and both sign. The signed copy should be sent to HR to be logged
and placed on file. Both the appraiser and appraisee should keep a soft copy of the agreed form at each stage.

When completing the PDP, use the priorities below:

1 Unable to fulfil role without this development
2 Potential severe impact on role without this development and/or essential for personal development
3 Minor impact on fulfilment of role without this development and/or will help personal development

When setting an overall rating, use the table below, taking into account how the Appraisee has performed against
Objectives set.

Overall Rating
Significantly Above Exceeded Target Met Target Below Target Significantly Below Target
Target
SAT (5) ET (4) MT (3) BT (2) SBT (1)

>100% Achievement 90-100% 80-90% Achievement 60%-80% <60% achievement

Achievement Achievement
 Objectives
Mutually set and agree your objectives with your Supervisor. Write the achievement % in space provided for
‘Extent Achieved’.
Objectives Weightage Comments Rating Rating
Self Supervisor
Objective agreed 1 Mid-year review:
Description: Extent Achieved:
 Sales Revenue – Target vs. Achievement 25%

How will this be measured:

PRS revenue 100% of target Year-end review
Extent Achieved:
Due dates/milestones: Monthly report and ongoing

Objective agreed 2 Mid-year review

Description: Extent Achieved:
Audit & training:
 Mystery Audit Score (minimum score of 85%) 10%
 SOP compliance &, 2 role plays on selling 5%
process training daily on shop floor.
 NPU being read & understood by all team 10% Year-end review
members. Extent Achieved:

How will this be measured:

Report from Auditors

Due dates/milestones: Monthly and ongoing

Objective agreed 3 Mid-year review

Description: Extent Achieved:
 ABV & UPT growth of 10% increase over 10%
previous year
 NWI > 30% of PRS

Year-end review
How will this be measured: Extent Achieved:
Monthly report

Due dates/milestones: Monthly and ongoing

Objective agreed 4 Mid-year review
Description: Extent Achieved:

Lapis Bard & Pennline Contribution: >= 25%

10%

Year-end review
How will this be measured: Extent Achieved:
Monthly report

Due Date/milestone: Monthly and ongoing

 Objective agreed 5
Marketing:

 CLM - non-PC customers below 10% for both 5%

city stores & airport stores
 Non moving to be less than 10%
By end of Q1 – 22%
By end of Q2 – 17% 15%
By end of Q3 – 14%
By end of Q4 – 10%
 VM & display guidelines compliance 10%

How will this be measured:

Monthly report

Due Date/milestone: Monthly and ongoing

Personal Development Plan

Input new, and carry forward any outstanding, development requirements into the plan below. Add any new
development requirements to the plan as they are identified during the year, and highlight which development areas
have been achieved.
Prty Target Date
Development Need (1,2,3) Date Done
Description of need: Improvement on communication and inter personal skill

How will this be achieved:

Description of need:

How will this be achieved:

Description of need:

How will this be achieved:

Mid Year Review Comments

Provide a summary of your review and score the Appraisee’s performance on the performance review rating table
based on the achievements up to the Mid Year review
Employee’s Comments

Manager’s Comments Overall

Rating
 Full Year Review Comments
Provide a summary of your review and score the Appraisee’s performance on the performance review rating table
based on the achievements for the full year.
Employee’s Comments

Manager’s Comments Overall

Rating

Appraiser’s Signature……………………………………….. Date………..…..

Appraisee’s Signature……….……………………………… Date…………….