Performance Evaluation – Practice Support & Shared Service Staff

Name Bijender Sharma Entity PWC-TRS

Employee Code 300079 Designation Assit.Manager
Location Sucheta Bhawan – Delhi Level L2
Date of last level
Date of Joining
04/07/1997 movement

Functional Area (Please tick)

Finance & Accounts √ HR Corp. Comm.
GTS CS & Legal L&E
Word Processor Administration PSS (i.e. Secretaries)

Ethics and Integrity

Does this individual demonstrate a high level of Does this individual use discretion when dealing
ethics and integrity? Yes/ No with confidential information? Yes/ No
If no, please explain: If no, please explain:

Note:
This Form is designed to help you objectively evaluate the performance of a Shared Service and Practice
Support member. After completing the report, you will be expected to discuss the evaluation with the
person you are evaluating prior to submitting the form to HR. Considering the complexity of this job and
the individual’s level of experience, place an ‘X’ in the appropriate box in each of the areas below to
characterize performance in this job. Specific job-related commentary is necessary in all sections. The
rating scale is as follows:

1. Significantly Exceeds Performance Standards: The individual has demonstrated a superior

level of capability versus the high caliber normally expected of individuals at that staff level.
2. Exceeds Performance Standards: The level of competency demonstrated by the individual is
greater than the high caliber normally expected of individuals at that staff level.
3. Fully Meets Performance Standards: The level of competency demonstrated by the individual
conforms to the high caliber expected of individuals at that staff level
4. Less than Expected: The individual in certain specified areas did not demonstrate the
appropriate level of competency, and further development is required to attain the desired level of
performance.
5. Unsatisfactory: Deficiencies with respect to the level of competency exist to the extent that they
may be difficult to overcome.
6. N/A: Not applicable or not observed

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I
Professional and Business Characteristics: Self assessment Final rating
• Demonstrates knowledge of Firm business, policies, 2
procedures
........................................................................ ............
• Demonstrates ability to visualize all aspects of job, 2
anticipate eventualities and prioritize appropriately….
1
• Responds promptly to queries and messages................
• Demonstrates thoroughness, accuracy and 1
timeliness in a job under pressure
........................................................................ ............
• Planning work to prevent crisis situation......................... 1
• Demonstrates ability to analyze information, provide 2
alternatives and arrive at timely & practical solutions
........................................................................ ............
• Desire to learn new skills/ courses as required to 1
produce results
........................................................................ ............
• Ability to get along with people and willingness to 1
help colleagues
........................................................................ ............
2
• Works effectively in a team environment........................
• Ability to come up with new ideas in line with 1
business need and execute such ideas……………….
• Ability to handle job without too many directions from 1
superiors………………………………………………….
• Adheres to organization standards when preparing 1
correspondence, reports, tax returns etc.
........................................................................ ............
• Maintains work station and filing system in an 1
organized manner, which allows quick retrieval of
needed material
........................................................................ ............
Comments:

2
II
Communication Skills Written/ Oral: Self assessment Final rating
• Demonstrates effective communications skills: • •
Clarity of thought…………..…..……………………. 2

Written 2
.................................................................. ............
Verbal 1
.................................................................. ............
Presentation 2
.................................................................. ............

Comments:

III
Technical / Job Knowledge: Self assessment Final rating
• Demonstrates technical and functional expertise 1
required for the job………………………………………
• Proficiency in software / various IT tools used by firm 1
and work team
........................................................................ ............
Comments:

IV
Personal Attributes: Self assessment Final rating
• Ability to look and take things positively……………….
1

• Adapts well to change (flexible)...................................... 1

• Ability to work independently ......................................... 1
• Demonstrates commitment & responsibility towards 1
job
.....................................................................................
• Responds positively to feedback.................................... 1
• Displays a cooperative and professional attitude
toward:
Firm 1
............................................. ....................
Client 1
............................................. ....................

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IV
Personal Attributes: Self assessment Final rating
Supervisor 1
............................................. ....................
Others (work team/ staff) 1
............................................. ....................
• Adherence to rules, policies and norms of the 1
organisation
.....................................................................................
• Regularity in attendance………………………………… 1

• Adherence to punctuality……………………………….. 2
Comments:

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V
Performance Criteria specific to position:
1 A Please specify what were your
i) KRAs (Key Result Areas) with targets for the year, and
ii) achievements vis-a-vis targets for the year 2008-09.
(Please rate yourself on each KRA against the achievements on the PwC rating scale defined in page1)
or
1 B In case specific KRAs with targets were not formally agreed/discussed, please
i) document contributions made,
ii) projects/assignments worked on during the year 2008-09
(Please rate yourself against each of the contributions made/assignments worked on by you on the PwC
rating scale defined in page 1).

(Please note if above space is not adequate, entire part V could be submitted separately as an attachment).

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V
Performance Criteria specific to position:
2 What in your opinion, have been your outstanding contributions during the year?

3 In order to appreciate the work environment better please share factors that have
i) facilitated / contributed to your performance
ii) hindered /constrained your performance.

4 Please specify
a) your
i) over all career plans
ii) aspirations for the next couple of years
b) training and development needs to enable
i) better performance in the current role, and
ii) meeting short term career aspirations.

(Please note if above space is not adequate, entire part V could be submitted separately as an attachment).

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VI. Fill for Managers and above only

Leadership/ People Management Skills: Self assessment Final rating

• Displays the following leadership capabilities
Motivation...................................................... ...........

Training........................................... .........................

Delegation and Direction..........................................

Team Building..................................................... ......

Counseling......................................... ......................
• Organization
Team Ownership…………………………………….

Team Management................................................. ..

• Commercial Acumen and Analytical Skills.......................

• Logic and Reasoning skills........................................... ...

Comments:

VII. Overall Assessment (for all levels) :

The individual’s overall performance for this period, considering the complexity of the area of
responsibility and the level of experience can best be described as:

Significantly
Exceeds Fully Meets
Exceeds Less than
Performance Performance Unsatisfactory
Performance Expected
Standards Standards
Standards

1 2 3 4 5

Any other comments:

Recommend for Promotion YES NO

From : Current designation :

To : Recommended designation :

Assessed by :

Name :

Signature : Date

Partner Review by :

Name :

Signature : Date
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