Manager II (36-48 months)

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

RATING	CRITERIA	IMPLICATION
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	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.

Quantitative reasoning - Mentors Associates and clients to strength their quantitative reasoning and improve team problem solving. Identifies strengths and performance gaps and provides specific and regular feedback to team.

N/A: Not Applicable

1: Unsatisfactory

2: Issues

3: On Track

4: Strong

5: Distinctive

Comments

Analytical Reasoning - Guides and challenges junior team mates to identify new concepts,patterns, relationships or scenarios in work and draw implications for team and firm.

N/A: Not Applicable

1: Unsatisfactory

2: Issues

3: On Track

4: Strong

5: Distinctive

Comments

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

N/A: Not Applicable

1: Unsatisfactory

2: Issues

3: On Track

4: Strong

5: Distinctive

Comments

Thought Structuring - Mentors and challenges Associates and clients to consistently apply logical structure to thoughts, analysis and communication using issue trees.

N/A: Not Applicable

1: Unsatisfactory

2: Issues

3: On Track

4: Strong

5: Distinctive

Comments

Thought leadership & innovation - Leads problem solving on project - guides team to identify issues and structuring team discussions to arrive at resolutions, insights and action points.

N/A: Not Applicable

1: Unsatisfactory

2: Issues

3: On Track

4: Strong

5: Distinctive

Comments

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

N/A: Not Applicable

1: Unsatisfactory

2: Issues

3: On Track

4: Strong

5: Distinctive

Comments

Work management - Manages projects and deliverables from end to end, with problem solving input from principals.

N/A: Not Applicable

1: Unsatisfactory

2: Issues

3: On Track

4: Strong

5: Distinctive

Comments

Output-mindedness - Aggregates, synthesizes and communicates team insights / lessons, pages or other work products DAILY.

N/A: Not Applicable

1: Unsatisfactory

2: Issues

3: On Track

4: Strong

5: Distinctive

Comments

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

N/A: Not Applicable

1: Unsatisfactory

2: Issues

3: On Track

4: Strong

5: Distinctive

Comments

Multi-tasking - Manages deliverables on multiple workstreams without dropping the ball on any. Provides support to Principals in client development alongsides current project work.

N/A: Not Applicable

1: Unsatisfactory

2: Issues

3: On Track

4: Strong

5: Distinctive

Comments

Clarity & Conciseness - Supports associates to communicate concisely, through feedback, coaching and frequent evaluations.

N/A: Not Applicable

1: Unsatisfactory

2: Issues

3: On Track

4: Strong

5: Distinctive

Comments

Grammar & Syntax - Identifies and corrects grammar, spelling and syntax errors in associate communication.

N/A: Not Applicable

1: Unsatisfactory

2: Issues

3: On Track

4: Strong

5: Distinctive

Comments

Coherence(storylining) - In addition, ensures alignment of insights and storylines with real client impact and needs.

N/A: Not Applicable

1: Unsatisfactory

2: Issues

3: On Track

4: Strong

5: Distinctive

Comments

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

N/A: Not Applicable

1: Unsatisfactory

2: Issues

3: On Track

4: Strong

5: Distinctive

Comments

Influence / Persuasiveness - Deploys various acceptable tactics to persuade or influence team mates and clients positively. Mentors Associates in appropriate influencing techniques.

N/A: Not Applicable

1: Unsatisfactory

2: Issues

3: On Track

4: Strong

5: Distinctive

Comments

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

N/A: Not Applicable

1: Unsatisfactory

2: Issues

3: On Track

4: Strong

5: Distinctive

Comments

Data analytics, Excel and Chart - Shows advanced excel analytical capabilities - has built a complex model with use of advanced functions like simple codes. Models meet Solina structure and formatting specifications. Ensures thjat Associaytes meet excel capability requirements through mentoring, opportunity creation and enforcement as needed.

N/A: Not Applicable

1: Unsatisfactory

2: Issues

3: On Track

4: Strong

5: Distinctive

Comments

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

N/A: Not Applicable

1: Unsatisfactory

2: Issues

3: On Track

4: Strong

5: Distinctive

Comments

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

N/A: Not Applicable

1: Unsatisfactory

2: Issues

3: On Track

4: Strong

5: Distinctive

Comments

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

N/A: Not Applicable

1: Unsatisfactory

2: Issues

3: On Track

4: Strong

5: Distinctive

Comments

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

N/A: Not Applicable

1: Unsatisfactory

2: Issues

3: On Track

4: Strong

5: Distinctive

Comments

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

N/A: Not Applicable

1: Unsatisfactory

2: Issues

3: On Track

4: Strong

5: Distinctive

Comments

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

N/A: Not Applicable

1: Unsatisfactory

2: Issues

3: On Track

4: Strong

5: Distinctive

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.

N/A: Not Applicable

1: Unsatisfactory

2: Issues

3: On Track

4: Strong

5: Distinctive

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.

N/A: Not Applicable

1: Unsatisfactory

2: Issues

3: On Track

4: Strong

5: Distinctive

Comments

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.

N/A: Not Applicable

1: Unsatifactory

2: Issues

3: On Track

4: Strong

5: Distinctive

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.

N/A: Not Applicable

1: Unsatisfactory

2: Issues

3: On Track

4: Strong

5: Distinctive

Comments

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

N/A: Not Applicable

1: Unsatisfactory

2: Issues

3: On Track

4: Strong

5: Distinctive

Comments

Contribution to organization - Can demonstrate tangible contribution to Solina client work AND people development tied specifically to him/her. i.e., there is specific impact that Solina is having that would not be if he/she was not here. Leads knowledge development and codifying efforts (research and appropriate outputs including publication)

N/A: Not Applicable

1: Unsatisfactory

2: Issues

3: On Track

4: Strong

5: Distinctive

Comments

Client Impact - Considered a trust thought leader, adviser and friend by Senior clients. Contributes to generation of new businesses independently or by providing tangible support to Principals in the client development process.

N/A: Not Applicable

1: Unsatisfactory

2: Issues

3: On Track

4: Strong

5: Distinctive

Comments

Technical Knowledge / Expertise - Firm go-to person on AT LEAST TWO topics of importance to Solina and its client.

N/A: Not Applicable

1: Unsatisfactory

2: Issues

3: On Track

4: Strong

5: Distinctive

Comments

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

N/A: Not Applicable

1: Unsatisfactory

2: Issues

3: On Track

4: Strong

5: Distinctive

Comments

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

N/A: Not Applicable

1: Unsatisfactory

2: Issues

3: On Track

4: Strong

5: Distinctive

Comments

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

N/A: Not Applicable

1: Unsatisfactory

2: Issues

3: On Track

4: Strong

5: Distinctive

Comments

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

N/A: Not Applicable

1: Unsatisfactory

2: Issues

3: On Track

4: Strong

5: Distinctive

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.

N/A: Not Applicable

1: Unsatisfactory

2: Issues

3: On Track

4: Strong

5: Distinctive

Comments

Manager II (36-48 months)

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

Problem Solving

Quantitative reasoning - Mentors Associates and clients to strength their quantitative reasoning and improve team problem solving. Identifies strengths and performance gaps and provides specific and regular feedback to team.

Analytical Reasoning - Guides and challenges junior team mates to identify new concepts,patterns, relationships or scenarios in work and draw implications for team and firm.

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

Thought Structuring - Mentors and challenges Associates and clients to consistently apply logical structure to thoughts, analysis and communication using issue trees.

Thought leadership & innovation - Leads problem solving on project - guides team to identify issues and structuring team discussions to arrive at resolutions, insights and action points.

Productivity & Work Output

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

Work management - Manages projects and deliverables from end to end, with problem solving input from principals.

Output-mindedness - Aggregates, synthesizes and communicates team insights / lessons, pages or other work products DAILY.

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

Multi-tasking - Manages deliverables on multiple workstreams without dropping the ball on any. Provides support to Principals in client development alongsides current project work.

Communication (oral & written)

Clarity & Conciseness - Supports associates to communicate concisely, through feedback, coaching and frequent evaluations.

Grammar & Syntax - Identifies and corrects grammar, spelling and syntax errors in associate communication.

Coherence(storylining) - In addition, ensures alignment of insights and storylines with real client impact and needs.

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

Influence / Persuasiveness - Deploys various acceptable tactics to persuade or influence team mates and clients positively. Mentors Associates in appropriate influencing techniques.

Computer Skills

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

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

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

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.

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

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

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

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.

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.

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.

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.

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

Client Impact - Considered a trust thought leader, adviser and friend by Senior clients. Contributes to generation of new businesses independently or by providing tangible support to Principals in the client development process.

Technical Knowledge / Expertise - Firm go-to person on AT LEAST TWO topics of importance to Solina and its client.

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

Team Leadership

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

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

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

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.

Summary Ratings

Problem Solving

Productivity / Work Output

Communication

Computer Skills

Professionalism/Personal Leadership

Firm Leadership

Team Leadership

Overall rating for review cycle