Assistant Manager (48-72 months) Finance Unit

Employee Performance Review

Employee Name

Reviewer name(s)

Date of Review

Development objectives from last review cycle, if any (please bring forward from last review cycle, if applicable)

Major developments / performance accomplishments since last review (please include specific examples that demonstrate each accomplishment. Where appropriate, indicate correlations with development objectives listed above)

Development objectives for next review cycle (please document specific and measurable objectives at the end of each review cycle)

Employee Comments

Supervisor / reviewer comments

Ratings


RATINGCRITERIAIMPLICATION
N/A: Not Applicable:

Employee's performance cannot be evaluated because:
(i) Attribute not observed during the review period, and/or

(ii) Attribute not applicable to the employee's role in the firm

2 consecutive "N/A" ratings in core skills will result in "Issues" rating.
1: Unsatisfactory:

Employee's performance:
(i) Falls below expectations in SEVERAL critical aspects

(ii) Demonstrates a lack of capacity and/or willingness to make necessary adjustments

(iii) Has been scored "I" for two consecutive review periods

Employee is advised to exist Solina.
2: Issues:

Employee's performance:

(i) Meets expectations for his/her role in MOST important aspects

(ii) Demonstrates gaps in SOME aspects that need to be addressed

(iii) Reflects capacity and willingness to make necessary adjustments to address performance gaps

Managers support employee to improve performance rapidly. Supplemental review in 3 months.
3: On Track:

Employee's performance:
(i) Meet expectations for his/her role in ALL important aspects

(ii) Demonstrates understanding and commitment to the Firm's objectives

(iii) Ensures satisfactory contribution to the Firm's activities, and

(iv) Shows no significant gaps in important areas

(v) Is on Track - reflects steady progression in career advancement and responsibilities

Reflects minimum acceptable performance rating for role. Employee on track for normal progression.
4: Strong:

Employee's performance:
(i) Meets ALL requirements for T, and,

(ii) Frequently exceeds normal expectations for his/her role

(iii) Reflects ability for quicker than usual career progression at the firm

Managers support to build on strengths. Considered for accelerated promotion.
5: Distinctive:

Employee's performance:
(i) Meets ALL requirements for S and T, and,

(ii) Consistently exceeds expectations for his/her role, and reflects performance of a more advanced role

(iii) Demonstrates exceptional accomplishments

(iv) Contributes beyond normal expectations to Firm activities, and

(v) Reflects ability for very rapid career progression at the Firm

Managers support to build on strengths. Eligible for accelerated multi-level promotion.

Part A (General Section) Technical Capabilities

Continuous Process Improvement - Develops new insights by questioning conventional approaches. Proposes innovative solutions to problems in line with current realities.

Comments

Business Knowledge - Demonstrates advanced knowledge of the core business and industry of the firm. Aligns his or her actions and recommendations to organizational priorities and objectives.

Comments

Continuous Professional Development - Consciously seeks to update his / her professional knowledge by reading upates issued by relevant professional and regulatory bodies, attending relevant workshops and conferences and writing relevant professional exams.

Comments

Technical Knowledge / Expertise - Firm go-to person on AT LEAST ONE topic of importance to Solina. Makes most of opportunities of technical development through on the job learning and exposure.

Comments

Productivity & Work Output

Work planning & prioritization - Identifies and communicates weekly and daily team priorities to guide work towards overall deliverables and impact.

Comments

Work management - Manages departmental deliverables from end to end, with problem solving input from Directors.

Comments

Accuracy & detail-mindedness - Reviews work of teammates to flag and correct errors. Pushes and supports teammates to continually improve their analysis and detail orientation.

Comments

Timeliness - Bears ultimate responsibility for interim deliverables. Sets and enforces appropriate deadlines for team members.

Comments

Communication (oral & written)

Clarity & Conciseness - Supports junior team members to communicate concisely, through feedback, coaching and frequent evaluation.

Comments

Grammar & Syntax - Identifies and corrects grammar, spelling and syntax errors in junior team members communication.

Comments

Coherence(storylining) - Writes work output in logical storylines with NO inconsistencies in message, flow or supporting analysis. Mentors junior colleagues to do same.

Comments

Presence / Confidence / Public Speaking - Shows presence in team and client meetings through participation, focus and body language. Calls out / corrects team members not showing presence. Confidently guides discussions and draws others to participate actively.

Comments

Influence / Persuasiveness - Deploys various acceptable tactics to persuade or influence relevant stakeholders positively. Mentors junior team members in appropriate influencing techniques.

Comments

Computer Skills

PowerPoint - PowerPoint slides ALWAYS meet specifications in Solina PPT manual, with NO need for edits in format, color, font. Guides subordinates to make acceptable slides and uses creative visuals beyond the standardized templates.

Comments

Data analytics, Excel and Chart - Has built a complex model involving simple codes, and meeting Solina structure and formatting specifications. Appropriately applies charting options to depict data. Ensures that junior team members meet excel capability requirements through mentoring, opportunity creation and enforcement as needed.

Comments

Word - Writes advanced documents including proposals and reports that consistently meet Solina quality standards. Ensures junior team members meet requirements for their levels.

Comments

Other relevant software - Demonstrated interest and aptitude for rapidly learning usage of software that is relevant to work.

Comments

Professionalism and Personal Leadership

Professionalism, Confidentiality & Integrity - Ensures professional conduct at ALL times in self and ALL colleagues. Identifies, brings to fore and takes responsibility for sanctioning infractions.

Comments

Attendance & Punctuality - Maintains utmost respect for time. Arrives on time for scheduled activities prepares adequately beforehand to ensure seamless interractions.

Comments

Dressing & Appearance - EXEMPLIFIES and ENFORCES Solina dress code and grooming / appearance standard among all staff.

Comments

Flexibility, Adapting to Change - Quickly recognizes need to adjust direction or focus according to emerging project, team and Firm realities. Guides junior team mates appropriately.

Comments

Reliability & Dedication / Commitment to Work - Can ALWAYS be trusted to deliver output independently WITHOUT fail. Helps junior team members to deliver QUALITY and TIMELY outputs.

Comments

Working under pressure - Recognizes need to adjust pressure level to ALWAYS ensure delivery of QUALITY and TIMELY output for team. Ensures team mates understand and respond to necessary changes in pressure demands.

Comments

Team Leadership

Positive energy / Inspiring enthusiasm - EXEMPLIFIES positive energy and attitude. Takes it upon him/herself to inspire enthusiasm in the team.

Comments

Conflict Management - Takes responsibility for office-wide and stakeholder conflict resolution, using appropriate tools and strategies.

Comments

Team Work / Cooperation - Takes responsbility for team dynamics. Quickly detects inter-personal issues or sub-optimal dynamics and takes steps to correct any problems among or between colleagues.

Comments

Feedback & Mentoring - Actively and routinely provides positive AND constructive feedback to team mates. ENSURES understanding of feedback and follows through to ensure response to coaching / feedback. Diagnose and call out cases of non response to feedback / coaching for appropriate action.

Comments

Firm Leadership

Ownership / Commitment to Solina - Demonstrates understanding and demonstrates ownership of Solina goals and objectives. Sees him/her self as part of the Solina family rather than just coming to work to do minimum needful for him/her.

Comments

Volunteerism & Sacrifice - Generally ABLE and WILLING to step in to fill gaps in capacity or roles to help colleagues, team or firm when the need arises. Goes to the extra mile to ensure success of the team / firm above and beyond basic duties.

Comments

Projection of Solina values - EXEMPLIFIES and ENFORCES Solina values at ALL times. Calls out infractions for appropriate action.

Comments

Resource Management - Good MANAGER of Solina AND client resources, i.e., consistently CHECKS for and ENFORCES COMMON SENSE and RESPONSIBILITY in usage of resources to ensure efficiency and eliminate waste without compromising quality or safety of self, team or clients.

Comments

Contribution to organization - Effectively manages department and teams to achieve set goals and objectives. Ensures congruency between departmental and organisational goals and objectives.

Comments

Part B - Finance Section

Financial accounting & bookkeeping - Understands the provisions and accruals concepts and their impact on profit & loss account, the balance sheet and the cashflow statement. Able to reconcile a control account.

Comments

Management accounting - Prepares management accounts comparing actual expenditures with budgets, part year and full year figures and identify unusual trends, items and variances.

Comments

Project reporting - Prepares monthly program financial reports using specific donors' reporting templates. Able to prepare accurate schedules and support documents to backup monthly program reports.

Comments

Financial analysis & presentation - Able to analyze and interprete complex financial data, draw conclusions and assess impacts.

Comments

Process analysis & improvement - Demonstrates the ability to create a complete flowchart of the finance operations. Analyzes and identifies problems or inefficiencies and suggests changes for improvement.

Comments

Planning, forecasting & budgeting - Understands how to use specific donors' budgeting templates. Able to collaborate with operational managers to gather required information and prepare comprehensive budgets and narratives for all projects.

Comments

Treasury & working capital management - Reviews the petty cash, bank balances, receivables and payables of the organization to ensure they are managed in accordance with the organization's financial management policies.

Comments

Statutory & Program audits - Interfaces effectively with auditors to resolve queries during program and statutory audit exercises.

Comments

Tax & compliance - Strong understanding of the Nigerian tax laws, the applicable rates and filing deadlines. Ensures application of correct tax rates.

Comments

Grants management - "Supports grant application process by providing additional information. Serves as a liaison for the organization, it’s employees and outside parties on issues regarding grants. Keeps management and staff informed about upcoming deadlines and deliverables."

Comments

Organizational strategy development - Provides insights and leads key initiatives in finance that support overall organizational strategic goals. Identifies priorities, sets objectives, secures and allocates resources to execute the strategy set by the Board of Directors.

Comments

Summary Ratings

Part A: General Section

Technical Capabilities

Productivity / Work Output

Communication (oral & written)

Computer Skills

Professionalism & Personal Leadership

Team Leadership

Firm Leadership

Part B: Finance Section

Overall rating for review cycle