1. Panasonic Electric Works Corporation of America, Inc. Annual Performance Evaluation - Measurable Business Objectives
Performance Level Ratings
Employee:
David King
5 - Far exceeds expectation
Supervisor:
Dan Litts
4 - Exceeds expectation
Evaluation Period:
4-1-09 to 3-31-10
3 - Full expectation met
Division:
PCSD/ACSD
2 - Partial expectation met
Job Title:
Sales Analyst
1 - Unsatisfactory
Objective
Result Status
Weight
Rating
Work with IT to develop ACES Reports (Real time) to replace manual work.
4 reports transfered successfully to ACES. Overall success. Current Oracle v9 restraints caused ACES reports to be less favorable than Excel reports. This tested the reporting limits of ACES, which produces okay, not satisfactory reports. MS Excel will remain the primary report generator. Oracle may need future updates to retain competitiveness. Maximizing Oracle and Excel as a unit is followup initiative.
25%
4
Pricing: Assist in providing necessary information to build MPP Tier pricing and new Bulk Pricing for PCSD.
Effectively updated PCSD pricing for 17000 parts. Approved by Pricing, Marketing and IT. Changes and explanations accepted by management, customers, and distributors. Shipments are reflecting higher GP% parts with no significant loss in total shipments. Too early to say definitively. Excellent effort and management skills exhibited.
25%
3
Develop individual Sales Rep Reports incorporating Global sales, Direct Sales, POS & GP% for reps & sales managers (Region reports)
Templates approved by Dave and Sales Team. Ultimate execution time for developing 31 individual rep reports is 3 hours/month. Compiling data is bottleneck. Expectation to improve in 1H '10. Well received by sales team and outside reps. Easily adjusted to meet needs for quarterly, fiscal half, and fiscal year reviews.
25%
4
Maintain and deliver 35 monthly PCSD reports, 16 weekly ACSD Sales Manager Reports, and 5 Monthly ACSD Reports in timely and accurate fashion. Improve as necessary.
Innovative Reporting Dashboard concept. Effective integration of reports to Dashboard including innovative selection features. Highly useful. Josh A. highly commended ACSD weekly sales manager reports delivery time and quality. Also commented on great communication by David with his team. Excellent leadership commanding a meeting with upper managemen to lessen anxiety around month-end reports. Excellend time management skills, communication, and teamwork. Highly innovative.
25%
5
Total Weighting (must equal 100%):
100%
Weighted Overall Rating:
4.0
1. Maintain shared drive with standard reports & update on a monthly basis. 2. Provide individual versions of Report Dashboard to each manager. 3. Automate emails of individual sales manager reports to reduce delivery time. 4. Prioritize beginning of the month reports and maintain consistent delivery. Make improvements in features and reports that sync with objectives.
The following 3-4 objectives represent key projects or work assignments this performance cycle.
Definitions
Result far exceeded expectations resulting in a major positive impact on the organization. Exceptional, uncommon performance.
Results completed earlier than expected through focused efforts or with greater result and positive impact than originally planned.
Result was achieved as expected/solid good performance.
Result was partially achieved or did not achieve full expectation.
Result was within the employee's ability and span of control yet was not achieved.
Supporting Actions
1. List Reports for IT to automate into ACES. 2. Supply formatting specs, metrics, and table names for IT to execute calculations, manage/manipulate internal Oracle tables to produce correctly produce output. 3. Identify obstacles and supply suitable solutions/workarounds. 4. Meet with upper management and sales to confirm usefulness, receive feedback. Revise if necessary. Maintain.
Bulk Price Increase: 1. Compile current Bulk pricing, POS Sales/Cost/Qty/Disty GP%, Disty Sales/Qty/Price/Cost/PEWA GP% and customer information. 2. Group by Big 3 Disty and two other categories. 3. Use average GP% by unit sales to group part numbers into one category/price. 4. Analyze data, meet with Pricing to ensure appropriate. 5. Replace tables within Oracle. 6. Test. 7. Fix. 8. Test. 9. Maintain.
1. Identify needs of Dave K. and metrics desired. 2. Create template of reports for approval. 3. Develop easily updateable and fast method for issuing accurate and timely reports on monthly basis. 4. Plan/Write/Test macros for fastest regular creation. 5. Execute monthly delivery to sales managers and sales reps.
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