Paradigm Norton - 2016 Appraisal Form Booklet - Final RC Amendments

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CRMs 2015/16 Target Your Score Manager’s Score Recovery Rate Client Transition Plan (number of clients to transition this year including destination) Book Size (last year’s recurring revenue mapped against this year’s clients) Number of Clients in Book Average Client Fee New Business Reached % of New Business Target % of New business. charging an initial fee CF30s Current Target Your Score Manager’s Score PRAG Rating Overall Score and Comments: As an example, for the Competence Assessment section, you should take the average of your own and your Manager’s score as a starting point for your discussion during your <strong>Appraisal</strong> meeting, during which you should agree an overall score. Competence Assessment Section Score Comments Behaviour and Values Assessment Section Score Comments Target Score for Next Year and Comments:
Section Five: Your views generally How do you feel generally about working for us? If there are any areas where you are unhappy, what are these and what could be done about them? Do you have any practical comments about our business whereby its performance could be improved? What could your manager do differently to better support you in the workplace? Is there anything else you would like to raise? Looking Forward: Where would you like to be on the career tracker in 12 months’ time? What do you see (if any) as the obstacles that might stand in your way to prevent you achieving this goal or ambition? What do I/we need to do to support you in this quest (to get you from A to B?) In which areas do you need some management/coaching/mentoring? Would you find any formal management training helpful in the next 12 months? Is PN allowing you to work to your unique ability and fulfil your potential? Narrative to support Objectives for the next 12 months (which must be SMART *) (*SMART Objectives are Specific, Measurable, Achievable, Relevant and Time-Bound)
Page 1 and 2: Paradigm Norton Financial Planning
Page 3 and 4: Your Name: Manager: Date of Apprais
Page 5 and 6: Client Service Orientation - delive
Page 7 and 8: Results Driven - the ability to mee
Page 9 and 10: Creates Value - Takes personal r
Page 11: Scoring definition and range for Co

Paradigm Norton - 2016 Appraisal Form Booklet - Final RC Amendments

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