This document summarizes a staff review, including targets in different perspectives like customer, financial, and innovation. It discusses development needs, personality traits, and motivators. Key actions are identified for both the employee and manager to achieve objectives and improve motivation.

1. Staff Review
Name
Line Manager
Date of appraisal
Date of last appraisal
Optimise-GB
Company Bonus - Balanced Scorecard Targets
Customer perspective Target 1 Target 2 Target 3
Financial perspective
Internal Perspective
Innovation perspective
Bonus can be converted to extra days off holiday
Targets / Objectives / Key performance indicators
Ensure the list below is SMART: Specific, Measurable, Agreed, Realistic, Time Bound - Based on the Balanced Scorecard
Development needs to meet targets
The developmental needs should be on the job or external training, its success should be measurable and pre-defined objectives and outcomes
Personality traits (1 = Training would be beneficial 2 = No action required 3 = High level of ability)
These scores are to be initially set by the employee and discussed then the final score agreed with the manager
- Verbal communication (Very clear with my communication and confirms understanding of others)
- Written communication (Communication is clear, concise whilst focusing on the recipients needs)
- Active listening (Listens to people empathetically - First seek to understand)
- Time management (Always on time / Puts first things first)
- Achieving targets / objectives
- Customer focus (ensure highest level of customer satisfaction)
- Proactive (Ability to see a problem and take action)
- Logical approach (Understands a problem and works towards a logical solution)
- Professionalism (Upholding the company values and always acting professionally)
- Team player (Thinks of the team first and then self second)

2. Staff Review
Name
Line Manager
Date of appraisal
Date of last appraisal
Optimise-GB
What motivates you the most (10 signifies the most important out of the list and 1 the least important to me)
Employee input only: Only put in a number between 1 to 10 once in the boxes below (so you should not see two or more 2's for instance) 1 to 10
- Company Policies
- Supervision
- Basic pay
- Bonus payments for achieving results
- Job security
- Team involvement
- Recognition for my hard work
- Promotion / job prospects
- Work / Life balance
- Life's luxuries
Key Actions - Employee
The key actions should aim to achieve the agreed objectives. The employee should identify these tasks and are to be agreed and reviewed with the manager
Activity Aligned to which Objective / Target Deadline
Key Actions - Managers
The managers key actions should be identified by the employee to improve motivation and are to be agreed and reviewed with the manager
Activity Aligned to which motivational factor Deadline