Appraisal: GM SN VC Quarterly Assessment
Generally, we wish to grow by increasing sales while keeping overhead and loss in check. Meeting this objective helps us to continue to offer high-quality, fairly priced products, and in turn encourage further sales. Meet Sales Objectives. Your goal for 2015 is to grow gross sales by 50% over 2014. Set individual staff goals. Keep staff continually aware of their progress. Individual staff goals can be made and followed up on in OpenERP (Projects, or Knowledge Sections) or in Google Docs. What's important is that information is available to all).
Meets Sales Objectives. Your goal for 2015 is to grow gross sales for your store by 50% over 2014.
Has set individual staff goals. Keeps staff continually aware of their progress in OpenERP or Google Docs.
Has set a personal sales contribution goal for the quarter and has met it.
Buying, Inventory Dollars, Pricing and Driving Profit
Establish Pricing. Establish fair, competitive pricing that encourages repeat customer business, word of mouth advertising, and volume sales, while maximizing profit. Use appropriate pricing to turn slower moving product fast enough to accommodate high-demand product. Keep Inventory Dollars within Approved Thresholds. Your inventory dollars should remain at roughly double your annual sales. Work toward moving slow product out of your stock so that you can add high-demand fast-moving items while maintaining your approved inventory dollar threshold. Maintain Product within Seasonally Approved Order Points. Stock lower demand items less and price appropriately so as to maintain enough room in the inventory threshold to allow ample room to stock high demand items. Additionally, keep inventory within seasonal approved order points for each product code.
Has stocking and priced adequately to maintain inventory dollars at roughly double annual sales.
Has established appropriate pricing balanced to encourage turn and maximizing profit meeting 0.125 turns per quarter.
Maintains product levels within seasonally (time period) approved order points.
Meets or exceeds the 40%+ gross margin goal.
Tracks current outstanding AR, sets monthly goals below 30 days, and has improved on this goal month over month.
Inventory; Prevent Loss and Theft
Catalog a full inventory no less frequently than every 3 months, prior to your quarterly report so that you can include this information and determine whether other related goals have been met.
Has cataloged a full inventory no less frequently than every 3 months, prior to quarterly report.
Shrink at 0%.
Has taken recommended measures to ensure loss is minimized.
Staffing. Maintain proper staffing levels to maximize profits. Staffing should not be so low as to impede sales or so high as to have employees unoccupied. Excellent performance in this area means all employees appear to be busy at all times, and yet customers are getting adequate care — always greeted by at least one employee, and never leaving the store because of lack of customer service.
Employees do not complain or quit because of staffing levels.
Staffing levels balanced to optimize profits: staff always busy, yet customers always attended.
Employee hours kept within approved seasonal ranges: 30 to 40 during winter and 35 to 45 during summer.
Payroll expense is at around 10% of gross sales.
Credit Card Usage and Reimbursements
Check Credit Card Usage and Reimbursements. Your business credit card should contain only those items approved for purchase. In order to achieve sales goals, the company has available a Cell Phone Plan, a Mileage Reimbursement Plan for business use of a personal vehicle, and a Travel and Entertainment Reimbursement Plan. You as a manager are in charge of reviewing requests for these types of expense accounts for your sales employees, and making them aware of their budgets for each.
Personal business credit card contains only expenses from companies we have no credit account with.
Reviews subordinates’expense requests, ensuring credit card used only with companies we have no account with.
Has created supplier invoices for personal expenses of all expenses with attached invoice/receipt within 7 days.
Has ensured subordinates create supplier invoices for expenses with attached invoice/receipt within 7 days.
Keeps personal expenses within approved budgets.
Reviews subordinates' expenses; ensures they do not exceed budgets.
Equipment Maintenance Repair equipment in a timely manner because delays in care generally translate to greater cost. Increased costs to our overhead decrease our ability to operate profitability. Keep vehicle paperwork and registrations up-to-date and present in each vehicle. Keep fleet records up-to-date for each machine in OpenERP including an accurate description, picture, serial number, hours/miles meter, and any other relevant information (filters/belts/tires/etc). Equipment should be washed semi-annually. Keep maintenance records up-to-date in OpenERP for each machine.
Inspects equipment at least once a month or as necessary to anticipate maintenance needs.
Repairs equipment in a timely manner; frequent maintenance issues are anticipated.
Vehicle paperwork and registrations are up-to-date and present in each vehicle at any given time during evaluation period.
Fleet records are consistently up-to-date for each machine in OpenERP including all required data.
Equipment is washed semi-annually.
Maintenance records are kept up-to-date in OpenERP for each machine.
Track Leads and Convert to Sales
A “hot” lead responded to within an hour is 250% more likely to become a sale. Set delay-to-open and delay-to-close goals for each month. Reset goals each month. Strive for constant improvement by setting monthly goals that improve upon the previous month’s numbers. Use OpenERP for lead and customer tracking. Keep all data related to leads up-to-date, using OpenERP fully so that all sales staff can communicate effectively. Assign salespeople qualified leads (potential customer with general interest in products) or “opportunities” (potential customer with specific products in mind). Encourage your sales people to remain persistent through the process until they convert their opportunities into customers.
Tracks delay-to-open and delay-to-close numbers.
Has set monthly delay-to-open goals for the sales department and met goals.
Has set monthly delay-to-close goals for the sales department and met those goals.
Uses OpenERP for lead and customer tracking. Keeps all data related to leads up-to-date.
Assigns salespeople qualified leads or “opportunities” in a timely manner.
Salespeople are aware of the idea of persistency, understand their goals, and meet them.
Enhance company productivity by making your subordinates aware of the communications policy and enforcing it, and delegating effectively. Generally the Communications Policy sets a standard for keeping conversations on the clock with subordinates business-oriented as much as comfortably reasonable to make the best use of time. Delegate Effectively. Manage and preserve your time. Use your time to complete higher-level tasks that generate more money for the company, while delegating those that require less skill to those at lower pay levels.
GM personally follows the communications policy with regard to conversations with his/her supervisor.
GM personally follows policy regarding subordinate communications.
All subordinates are aware of communications policy regarding supervisor communications and GM consistently enforces it.
GM personally follows the communications policy with regard to cell phone use.
All subordinates are aware of communications policy regarding cell phone use and GM consistently enforces it.
All subordinates are aware of communications policy regarding internet use and GM consistently enforces it.
Completes higher-level tasks that generate more money for the company him/herself, while delegating those requiring less skill.
Coordinate Operations. You are also responsible for planning, directing, and coordinating the operation of the stone yard, any local production, and where applicable, leading special initiatives to enhance your store’s and the company’s profitability.
Coordinates operations of the stone yard, any local production, and where applicable, runs smoothly and productively.
Minimize Unemployment Costs. Be aware of ways to avoid employees qualifying for unemployment. Excellent performance means that no one has qualified for unemployment.
Minimizes unemployment costs by ensuring no employees have qualified for unemployment during the quarter.
Customer Interactions and Sales Techniques
Lead aggressive and proactive selling efforts on your own and through your team using “Action Selling” principals. Encourage all salespeople to be “partners” or “advisers” to your customers, not “peddlers.” Orient your efforts concentrating on the project your customer wishes to complete, not focusing merely on the products you have to sell. Acknowledge / Help Every Customer. Maximize customer satisfaction and repeat business personally, and by encouraging your staff in high-quality employee-customer relations. Instruct staff that in the event of customer property damage they should ask what they can do to make them happy, rather than offering any solutions.
Observation and customer feedback show GM trains on, and associates demonstrate, a solution-oriented customer service model.
Staff found to be using "Action Selling" or other effective sales techniques.
Based on observations and customer feedback, staff acknowledge and help every customer.
Staff, in event of customer property damage, always ask (not offer) what can be done to make the customer happy.
Customer feedback is encouraged.
All staff after training period demonstrate excellent product and store knowledge in their interactions with customers.
Staff presents excellent communication skills under pressure.
Yard Cleanliness and Organization
Product should be in locations; spills, waste or unusable product must be dealt with. Concrete areas should be swept adequately, debris removed, yard weed free. Product displays should always be in working order. Office(s) should be swept, mopped regularly, have no broken windows, have all lighting working, and computers dusted with compressed air monthly. Schedule employees to keep bathrooms clean, empty trash daily, customers should never have to ask for supplies; but if they do, these needs should be addressed immediately. Kitchen equipment should be in good repair, cleaned weekly or as necessary; employees should keep the kitchen clean and orderly. The garage should be clean and accessible, tools organized with no junk piles and no unlabeled buckets of fluids.
Product always in proper locations; spills, waste or unusable product dealt with, areas swept adequately, & debris removed.
Office(s) should be swept, mopped, have no broken windows, have all lighting working, computers dust blown out monthly.
Kitchen equipment in good repair, cleaned weekly or as necessary; employees keep the kitchen clean and orderly.
Employees scheduled to clean bathrooms; trash emptied daily; customers needn't ask for supplies; needs addressed immediately.
Stock and/or supply rooms are well stocked, clean and organized.
Grass, plants and landscaping, inside and out have been watered and beautifully maintained.
The garage should be clean and accessible, tools organized with no junk piles and no unlabeled buckets of fluids.
Your attendance should be carefully planned to address peak sales time; increase customer interaction and sales, as well as support and motivate your workforce. Your objectives are: An average attendance of 45 Hours per week, scheduled at relevant, strategic hours. Saturday attendance at least 1 time per month for at least one full-time 8-hour shift. Arrive on-time and close some percentage of the time. Maintain a 90% accurate bi-weekly personal timesheet. Leads your employees to believe you're supporting them, motivating them, and giving 110%.
Has an average attendance of 45 hours per week, scheduled at relevant, strategic times.
Works at least one full-time 8-hour Saturday per month.
Arrives on-time and closes twice a week or more.
Personal timesheets have required no more than an average of 1 mistake or less each [pay period].
Anonymous feedback from subordinates says GM's attendance supports them, motivates them, and that they think the GM gives 110%.
Base your decisions on who to hire on the largest pool of candidates you can get in as short a time-frame as feasible. Obviously, you should have help from HR in your recruiting efforts. Stay on top of the process, particularly when finding good people isn't working well, discussing options when faster recruiting is necessary, and how your process is going. Use OpenERP’s interview survey tools to aid you in keeping track of the information you learn during your interviews with candidates. Update interview surveys to help you do an even more effective job. Use skills-based pre-tests information to aid you in getting to know your candidates’ strengths and weaknesses. Do not start employees until they have successfully passed a pre-employment drug test.
Bases decisions on who to hire on the largest candidate pool possible in shortest timeframe possible.
Use OpenERP’s interview survey tools to aid you in keeping track of interview information.
Uses skills-based pre-test information to aid in evaluating your candidates’ strengths/weaknesses before interview if available.
Doesn't start employees until they have successfully passed a pre-employment drug test.
Safety and Standard Operating Procedures
Train your employees to complete their jobs to the best of their abilities. Test whether your training has been effective. Don’t assume that just because you instructed employees on their jobs that they’ve effectively learned. Retrain if necessary. It’s your job to help qualified employees be their best. Where there is a lack of effective standard operating procedures, you’re to work toward establishing them. Your objectives are: Have established up-to-date safe practices in writing that all employee know about. Employees have proven their understanding of your safety regulations. Have established up-to-date standard operating procedures in writing that employees know about. Employees have proven their understanding of your standard operating procedures. All DOT and driver paperwork should be accurate and up-to-date. Goal: national average on the DOT Violations per Inspection rating. Accidents. Our number of accidents for the year should be as close to zero as possible. Where accidents are an issue, make your subordinates aware of the number of accidents for the store (for an appropriate time period) by posting this number in an employee area, and encourage employees to help lower this number for a following time period. It is our objective to reduce workers’ compensation cases to zero. Employees should be encouraged to report all accidents, even small ones, and these should be adequately recorded. Enforce Employee Attire Rules. This is both to improve customer experience and also to maintain a safe working environment for employees
Has established up-to-date safe practices in writing that all employee know about.
Employees have proven their understanding of safety regulations.
Has established up-to-date standard operating procedures in writing that employees know about.
Employees have proven their understanding of standard operating procedures.
DOT and driver paperwork is accurate and up-to-date. Achieves at minimum national average for DOT Violations/Inspection.
Employees are encouraged to report all accidents, even small ones, and these are adequately recorded.
Accidents at 0; or if not, employees are aware of rate and goals to try and lower number.
Enforces employee attire rules for the purposes of customer experience and employee safety.
Meetings: Conducting, Attendance, and Participating
You’re responsible for: Attending the weekly company-wide sales meeting and conducting this meeting every 1 in 6 times. Leading a weekly store sales meeting for your staff. Documenting and ensuring that staff is participating in local meetings. Documenting company-wide meetings and making use of information learned; implementing suggested changes in sales strategy. Volunteering for action items. Participating in the BIT meetings.
Attends the weekly company-wide sales meeting and conducts this meeting every 1 in 6 times.
Leads at least a weekly local store sales meeting.
Documents and ensures staff is participating in meetings.
Volunteers for action items.
Participates in the BIT meetings.
Model behavior you expect for employees to emulate: positive interactions and timely follow-up with customers, punctuality, care in attending to employees needs, etc. Punctuality was already evaluated in another question of this assessment, and so answer whether other actions or behaviors are motivational in this question.
Discounting punctuality, employees and customers report GM models motivating behaviors employee should emulate.
Has encouraged workplace health with at least one creative initiative this quarter.
Welcome input, comments and complaints from your employees, even about your own performance. Non-sales employees should understand their job objectives clearly, know their goals and progress. Sales employee goals are evaluated in another section of this assessment.