Quarterly Reviews

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Name *

First

Last

Work Email *

Manager Name *

Today's Date *

Department

Sales
Accounting
Operations
Marketing
Customer Service

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Sales

Employee Rating

Do you log all my tasks and events into NetSuite daily? *

How would you rate your ability to schedule appointments? *

Do you have a follow-up task in NetSuite for each sales opportunity? *

Do you prospect at least an hour a day *

Does your pipeline include current prospects that are likely to close within the next month? *

Does your pipeline reflect the dollar amount needed to meet your yearly goals? *

If you could change one thing to improve job satisfaction what would it be?

What was your biggest win this quarter?

How did you create this win and are there any lessons that can be shared with the rest of the team to help them replicate the success in their areas?

Besides a sale, what are you most proud of accomplishing last quarter?

What has been your biggest challenge this quarter?

What are your top 3 priorities for the next Quarter?

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Accounting

Position

Accounts Payable
Accounts Receivable

Has AR aging gone up or down?

Up
Down

How much has it gone up? *

How much has it gone down? *

Have commissions gone out on time?

Were you able to reconcile within the first week of the month?

What tasks/projects required the most time in the last year? *

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What goals did you accomplish this year? *

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What are your goals for the next year? *

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Customer Service

How many orders did you enter? *

What was the revenue of those orders? *

From the time it goes to problem PO, how long does it take to get a revised PO? *

How much product did we end up getting rid of vs throw away? *

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Operations

Select your area *

Receiving
Orders
Shipping
Manager

Job Knowledge and Skills

Demonstrates thorough understanding of job responsibilities, Uses all steps in SOPs to do the job, Asks questions when uncertain about a process *

Exceeds Expectations
Meets Expectations
Needs Improvement

Demonstrates thorough understanding of job responsibilities. Monitor team performance, offering coaching and feedback. Manages inventory and oversee warehouse efficiency. *

Exceeds Expectations
Meets Expectations
Needs Improvement

Comments

Quality of Work

Orders are entered with accurate information, Problem POs are being resolved timely, Providing great customer service via email and phone *

Exceeds Expectations
Meets Expectations
Needs Improvement

Shipment us received w/o discrepancies, Paperwork is organized with easy access, Discrepancies are reported immediately *

Exceeds Expectations
Meets Expectations
Needs Improvement

Checks PDF file for accurate information with all orders, Shipping labels are being attached to the correct items, Accuracy when selecting a LOT with a drop down option *

Exceeds Expectations
Meets Expectations
Needs Improvement

High quality research of inventory discrepancies, Training and development for high caliber team, Inventory management through accuracy and processes *

Exceeds Expectations
Meets Expectations
Needs Improvement

Comments

Productivity and Efficiency

Orders are being entered with a consistent flow, All orders Received via email/phone are all entered by EOD *

Exceeds Expectations
Meets Expectations
Needs Improvement

Meets productivity targets and deadlines, Receives all shipments within 24 hours of receipt, Assists with shipping orders when all receiving is complete *

Exceeds Expectations
Meets Expectations
Needs Improvement

Meets productivity targets and metrics (18-20 boxes per hour), All orders are shipped at EOD before leaving, Picking items using a smart path *

Exceeds Expectations
Meets Expectations
Needs Improvement

Optimizes workflow and processes for efficiency, Implements quality assurance measures for shipping/receiving, Prioritizes with team to ship out all orders by EOD *

Exceeds Expectations
Meets Expectations
Needs Improvement

Comments

Communication Skills

Communicates clearly and effectively with colleagues, Listens actively and responds appropriately, Provides constructive feedback and contributes to discussions *

Exceeds Expectations
Meets Expectations
Needs Improvement

Comments

Teamwork and Collaboration

Works well with team members and fosters a collaborative environment, Showes respect and support for others, Contributes to team goals and projects *

Exceeds Expectations
Meets Expectations
Needs Improvement

Comments

Problem-solving and Decision-making

Identifies problems and generates effective solutions, Makes informed and timely decisions, Shows sound judgement and analytical skills *

Exceeds Expectations
Meets Expectations
Needs Improvement

Comments

Dependability and Reliability

Consistently meets commitments and responsibilities, Demonstrates punctuality and good attendance, Can be relied upon to complete tasks independently *

Exceeds Expectations
Meets Expectations
Needs Improvement

Comments

Adaptability and Flexibility

Adapts well to changes and new challenges, Maintains a positive attitude in a dynamic environment, Shows flexibility in approach and openness to new ideas *

Exceeds Expectations
Meets Expectations
Needs Improvement

Comments

Goals and Objectives

Achieves personal and professional goals, Contributes to the achievement of department and company goals, Demonstrates commitment to continuous improvement *

Exceeds Expectations
Meets Expectations
Needs Improvement

What is your proudest achievement this year? *

How do you feel about the processes we do and do you have any suggestions to make us more efficient? *

Goals and Objectives for next evaluation *

Comments

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Marketing

Am I using analytics to measure the impact of our marketing efforts across platforms? *

Exceeds Expectations
Meets Expectations
Needs Improvement

How well am I balancing long-term branding goals with short-term campaign needs? *

Exceeds Expectations
Meets Expectations
Needs Improvement

Am I effectively tracking website visits and conversions to evaluate the success of our marketing campaigns? *

Exceeds Expectations
Meets Expectations
Needs Improvement

How well am I measuring and communicating the impact of marketing campaigns on business goals? *

Exceeds Expectations
Meets Expectations
Needs Improvement

Trip Planning

Am I effectively communicating trip details and gathering necessary inputs from employees? *

Exceeds Expectations
Meets Expectations
Needs Improvement

colleagues, grow. and

Am I effectively keeping costs lower and improving efficiency? *

Exceeds Expectations
Meets Expectations
Needs Improvement

Onboarding

How effectively am I personalizing onboarding materials to new employees? *

Exceeds Expectations
Meets Expectations
Needs Improvement

Employees are being onboarded in a timely manner with all materials they need *

Exceeds Expectations
Meets Expectations
Needs Improvement

Project Management

I'm keeping track of trade shows and all upcoming events *

Exceeds Expectations
Meets Expectations
Needs Improvement

Marketing campaigns are following the correct schedule *

Exceeds Expectations
Meets Expectations
Needs Improvement

Employee Recognition

Am I making employee recognition efforts timely and impactful? *

Exceeds Expectations
Meets Expectations
Needs Improvement

Goals and Objectives for next evaluation *

Biggest win(s) from this evaluation period *

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If you could change one thing to improve your overall job satisfaction, what would it be? *

If you could change one thing that Alta does to help you be more successful, what would it be? *

What are your career goals, and how can Alta help support you in achieving them? *

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