Senior Associate (12-24 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 - Applies more complex and multi-level quantitative techniques to arriving at insights on work stream.

N/A: Not Applicable

1: Unsatisfactory

2: Issues

3: On Track

4: Strong

5: Distinctive

Comments

Analytical Reasoning - Identifies new concepts, patterns, relationship or scenarios in work and draws implications for team.

N/A: Not Applicable

1: Unsatisfactory

2: Issues

3: On Track

4: Strong

5: Distinctive

Comments

Accuracy & detail-mindedness - Review work of analysts / associates to flag and correct errors.

N/A: Not Applicable

1: Unsatisfactory

2: Issues

3: On Track

4: Strong

5: Distinctive

Comments

Thought Structuring - Consistently applies logical structure to thoughts, analysis and communication using appropriate 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 assigned work streams - Identifying issues and structuring team discussions to arrive at resolutions and action points.

N/A: Not Applicable

1: Unsatisfactory

2: Issues

3: On Track

4: Strong

5: Distinctive

Comments

Work planning & prioritization - Guide self and associates to prioritize and achieve tasks as guided by Manager.

N/A: Not Applicable

1: Unsatisfactory

2: Issues

3: On Track

4: Strong

5: Distinctive

Comments

Work management - In addition to own workstream, guides Analyst / Associate in execution of tasks.

N/A: Not Applicable

1: Unsatisfactory

2: Issues

3: On Track

4: Strong

5: Distinctive

Comments

Output-mindedness - Produces and shares outputs -insights, lessons, analyses, pages or other work product DAILY.

N/A: Not Applicable

1: Unsatisfactory

2: Issues

3: On Track

4: Strong

5: Distinctive

Comments

Timeliness - Consistently meets deadlines and supports Associates / Analysts on team to meet deadlines.

N/A: Not Applicable

1: Unsatisfactory

2: Issues

3: On Track

4: Strong

5: Distinctive

Comments

Multi-tasking - Combines multiple elements of the same workstream or different workstreams without dropping the ball on any.

N/A: Not Applicable

1: Unsatisfactory

2: Issues

3: On Track

4: Strong

5: Distinctive

Comments

Clarity & Conciseness - Communicates concisely, using top-down / major-point-first communication. Includes verbal and written communication.

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) - Writes work output in logical storylines with NO inconsistencies in message, flow or supporting analysis. Mentors associates to do same.

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 body language. Eager to speak up in public / team meetings. Asks intelligent questions, discussion workstream.

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 - He has built a complex model involving simple codes, and meeting Solina structure and formatting specifications. Appropriately applies charting options to depict data.

N/A: Not Applicable

1: Unsatisfactory

2: Issues

3: On Track

4: Strong

5: Distinctive

Comments

Word - Writes vertical documents that have a logical flow, are appropriately laid out, formatted and reflect Solina quality of finishing, with NO formatting errors.

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 - Conduct self with the highest degree of professionalism at work (or while representing Solina anywhere) in speech, attitude, decorum. Maintains unquestionable integrity and strict confidentiality as specified in the Solina code of conduct

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 - Dressing complies with Solina dress code at ALL times. Personal grooming and appearance is professional and befitting of office environment ALWAYS.

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.

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.

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 - Respected by mid level client Managers as a trusted adviser and friend. Go to person for help, analysis and thought leadership by client managers.

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 ONE topic 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 steward of Solina AND client resources i.e., consistently applies COMMON SENSE and RESPONSIBILITY in usage of 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 - Cooperative and easy to work with. Considered likable and generally enjoyable to have as a team mate by colleagues AND clients.

N/A: Not Applicable

1: Unsatisfactory

2: Issues

3: On Track

4: Strong

5: Distinctive

Comments

Positive energy / Inspiring enthusiasm - 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 - Demonstrates knowledge of, and appropriate application of conflict resolution strategies to ensure good dynamics with colleagues and clients.

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

Senior Associate (12-24 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 - Applies more complex and multi-level quantitative techniques to arriving at insights on work stream.

Analytical Reasoning - Identifies new concepts, patterns, relationship or scenarios in work and draws implications for team.

Accuracy & detail-mindedness - Review work of analysts / associates to flag and correct errors.

Thought Structuring - Consistently applies logical structure to thoughts, analysis and communication using appropriate issue trees.

Thought leadership & innovation - Leads problem solving on assigned work streams - Identifying issues and structuring team discussions to arrive at resolutions and action points.

Productivity & Work Output

Work planning & prioritization - Guide self and associates to prioritize and achieve tasks as guided by Manager.

Work management - In addition to own workstream, guides Analyst / Associate in execution of tasks.

Output-mindedness - Produces and shares outputs -insights, lessons, analyses, pages or other work product DAILY.

Timeliness - Consistently meets deadlines and supports Associates / Analysts on team to meet deadlines.

Multi-tasking - Combines multiple elements of the same workstream or different workstreams without dropping the ball on any.

Communication (oral & written)

Clarity & Conciseness - Communicates concisely, using top-down / major-point-first communication. Includes verbal and written communication.

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

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

Presence / Confidence / Public Speaking - Shows presence in team and client meetings through participation, focus and body language. Eager to speak up in public / team meetings. Asks intelligent questions, discussion workstream.

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.

Data analytics, Excel and Chart - He has built a complex model involving simple codes, and meeting Solina structure and formatting specifications. Appropriately applies charting options to depict data.

Word - Writes vertical documents that have a logical flow, are appropriately laid out, formatted and reflect Solina quality of finishing, with NO formatting errors.

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 - Conduct self with the highest degree of professionalism at work (or while representing Solina anywhere) in speech, attitude, decorum. Maintains unquestionable integrity and strict confidentiality as specified in the Solina code of conduct

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

Dressing & Appearance - Dressing complies with Solina dress code at ALL times. Personal grooming and appearance is professional and befitting of office environment ALWAYS.

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

Working under pressure - Recognizes need to adjust pressure level to ALWAYS ensure delivery of QUALITY and TIMELY output for team.

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 - Respected by mid level client Managers as a trusted adviser and friend. Go to person for help, analysis and thought leadership by client managers.

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

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

Team Leadership

Team Work / Cooperation - Cooperative and easy to work with. Considered likable and generally enjoyable to have as a team mate by colleagues AND clients.

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

Conflict Management - Demonstrates knowledge of, and appropriate application of conflict resolution strategies to ensure good dynamics with colleagues and clients.

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