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TDP Assessment Template
Both the leader and the employee shall prepare for the dialogue.
Input: Output:
• Business plan • Assessment
• Overall company/ team • Performance expectations
goals • Career expectations
• Individual goals • Development plans
• Assessment information • Motivated employee
Personal Data • Inspiring leader
Employee name: Munish Mahajan Function: SALES AND DISTRIBUTION
Employee ID: T652649 Current Position: Manager Prepaid
Circle / Corp Office & Location: Meerut Tenure in current Position: 8.5months
Name of Supervisor: MR PIYUSH JINDAL Date of dialogue: 22/01/11
For employees with personnel responsibility:
IVC score: Not Applicable for 2010 Leadership Index: Not Applicable for 2010
Assessment Scale (for Reference)
Needs Improvement Good Excellent
1 2 3 4 5 6
Significantly BELOW BELOW Meets MOST Meets ALL EXCEEDS
Outstanding
expectations expectations expectations expectations Expectations
Please do not remove/change any field in this template
Dialogue Template 1
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Comments
Description of business goals (January-June2010):
Self Assessment Manager’s Assessment
Goal 1: Start Date:
Gaining active customer base
End Date:
5
Suggested actions:
Quality sale for that retail outlet shall focus on service that directly generate sale
more focus on quality sale rather than quantity sale.
Goal 2: Start Date:
Revenue as per forecast
As per the revenue is concern again leads to quality End Date:
sale that is giving best suitable plan to customer
,updated regarding stv , recharge and continuously
following up for the customer for continuously
recharge
5
Suggested actions:
As per the revenue is concern again leads to quality sale that is giving best
suitable plan to customer ,updated regarding stv , recharge and continuously
following up for the customer for continuously recharge,
Revenue growth by selling the best plan of high usage and continuously being in
touch to customer’s .updated them each and every by product.
Goal 3: Start Date:
Maintain goal above 90 % in all audit ( vm, End Date:
customer experience audit, retail ops .
Suggested actions: 6
Regular feedback and training given so that we polish each and every cre and
concern person of store to meet our desired score( vm audit,ops audit, customer
audit) audit score is above 90 %
Goal 4: Best quality service Start Date: 6
Service and sale should be vice versa by providing
best service to the customer leads to quality sale End Date:
.caf should be 100% customer feedback is positive
towards brand , customer not feel that we only treat
customer only for sale .customer satisfaction is
Dialogue Template 2
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Description of business goals (July-December 2010): Self Assessment Manager’s Assessment
Goal 1: Quality acquisition and sustain Start Date:
revenue growth
End Date:
Suggested actions:
5
To maintain 100% CAF , FRC, FC and ZMU
Goal 2: Start Date:
Maintain goal above 90 % in all audit ( vm,
customer experience audit, retail ops . End Date:
Suggested actions:
Above 90% in all audit parameters
Goal 3 STORE PRODUCTIVITY Start Date:
End Date:
5
Suggested actions:
Store productivity by activation and maximum revenue by vanity sales
Goal 4: Start Date:
Store hygiene and customer delight / CRE End Date:
productivity and process adherence.
6
Suggested actions: By delighting customer by providing good service and
maximum satisfaction.
Overall assessment – Business performance (tick as applicable)
Needs Improvement Good Excellent
1 2 3 4 5 6
Dialogue Template 3
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Significantly
BELOW Meets MOST Meets ALL EXCEEDS
BELOW Outstanding
expectations expectations expectations Expectations
expectations
1.process should be simple and easy to understand
1 Retail store in not meant for quantity sale but for
2.timely execution i.e hurdles should be resolved in
quality sale. Service and quality sale should be
stipulated time duration
Strength in business Improvement areas in more in priority
3.smart working , working process should be result
performance: oriented business performance:
4.quality sale should be there .
Dialogue Template 4
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Comments
Description of behavior goals (based on Uninor Way):
Self Assessment Manager’s Assessment
Goal 1: Start Date:
Incorporate uninor values
End Date:
Suggested actions: 6
Suggested actions:
Understand the values and incorporate in professional as well in personal life
Goal 2: Start Date:
Make it easy End Date:
6
Suggested actions:
Suggested actions: communication should be easy and simple so that there will be no gap
between the company and customer.
Goal 3: Start Date:
Keep promises
End Date:
6
Suggested actions:
romises should be met in an stipulated time given.
Fulfilment of Uninor Values Fulfilment of Leadership Expectations
(add appropriate incidents when employee fulfilled these values) (managers with people responsibility only)
Passionate about quality sale beside this gaining
Process should be easily understandable to run any good active customer base because retail is all
Make it easy business. Passion for business about customer
Change & Continuous
Keep promises Promises to achieve set goals Always leads to positive mark
Improvement
Work in an order
Be respectful Should respect internal as well external customer Excellent Execution
By excellent work
Be inspiring Inspired through work Empower People
Integrity and
Fulfilment of CoC 100% 100%
Accountability
Dialogue Template 5
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Dialogue Template 6
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Overall assessment – Behavior performance (tick as applicable)
Needs Improvement Good Excellent
1 2 3 4 5 6
Significantly
BELOW Meets MOST Meets ALL EXCEEDS
BELOW Outstanding
expectations expectations expectations Expectations
expectations
.Involvement 1.Balanced life( work & family)
2.communication
3.flexibility to changing situations
Strength in Improvement areas in
behaviour: 4 easy to understand behaviour: 1 Retail store in not meant for quantity sale but for
quality sale. Service and quality sale should be more
in priority
Overall rating for 2010 : Business and Behavior(tick as applicable)
Needs Improvement Good Excellent
1 2 3 4 5 6
Significantly
BELOW Meets MOST Meets ALL EXCEEDS
BELOW Outstanding
expectations expectations expectations Expectations
expectations
Ambitions and job expectations (to be discussed during assessment)
What are my ambitions/job expectations and goals for the
Dialogue Template 7
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To look after one complete zone in retail
next 1-2 years?
Development Plan (to be filled by Manager and discussed during assessments)
Experience/
Start date/
Activity exposure/ Resp. Related goal
Due date
education
To deliver on my business goals for next
period I need…
Team management
Time management
To deliver on my behaviour goals for next
period I need...
For long-term development, I need…
Retail system and process
Other needs
Agreement and Finalization
Areas of disagreement, if any (To be filled jointly by the Supervisor and Employee during the feedback discussion)
Dialogue Template 8
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Signed by:
Munish Mahajan
_______________________________
(Employee Name: )
* NOTE: Employee signature on the form indicates understanding and acceptance of the feedback, overall performance summary, strengths, areas of development and the
development plan. If in disagreement, resolve the areas of disagreement mutually with your supervisor through a dialogue. If the disagreement is not resolved, please do
not sign and escalate to HR/ your skip level supervisor for support. Sign the form only when areas of disagreement (if any) have been resolved.
Signed by:
_______________________________
(Supervisor Name: )
Signed by:
_______________________________
(Function Head Name: )
NOTE: Supervisors need to submit the filled and signed form to HR post the feedback discussion.
Dialogue Template 9