Senior Officer (24-48 months) Finance Unit

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 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.

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

N/A: Not Applicable

1: Unsatisfactory

2: Issues

3: On Track

4: Strong

5: Distinctive

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.

N/A: Not Applicable

1: Unsatisfactory

2: Issues

3: On Track

4: Strong

5: Distinctive

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.

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. Makes most of opportunities of technical development through on the job learning and exposure.

N/A: Not Applicable

1: Unsatisfactory

2: Issues

3: On Track

4: Strong

5: Distinctive

Comments

Work planning & prioritization - Guides self and junior team members 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 junior team members in execution of tasks.

N/A: Not Applicable

1: Unsatisfactory

2: Issues

3: On Track

4: Strong

5: Distinctive

Comments

Accuracy & detail-mindedness - Reviews work of subordinates to flag and correct errors.

N/A: Not Applicable

1: Unsatisfactory

2: Issues

3: On Track

4: Strong

5: Distinctive

Comments

Timeliness - Consistently meets deadlines and supports junior team members to meet deadlines.

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 junior team members 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 junior colleagues 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 organization-wide meetings through participation, focus and body language. Eager to speak up in public / team meetings. Asks intelligent questions.

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 relevant stakeholders positively. Mentors junior team members in appropriate influencing techniques.

N/A: Not Applicable

1: Unsatisfactory

2: Issues

3: On Track

4: Strong

5: Distinctive

Comments

PowerPoint - Makes Solina standardize PowerPoint slides that meet specifications in Solina PPT manual, with minimal need for edits in format, font, color.

N/A: Not Applicable

1: Unsatisfactory

2: Issues

3: On Track

4: Strong

5: Distinctive

Comments

Data analytics, Excel and Chart - Shows moderate excel analytic capabalities - has built a moderately complex model with use of routine functions such as vlook up, multiple page linkages etc. Models meet Solina structure and formatting specifications. Uses thinkcell charting appropriately with minimal errors.

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 software that is relevant to work.

N/A: Not Applicable

1: Unsatisfactory

2: Issues

3: On Track

4: Strong

5: Distinctive

Comments

Professionalism, Confidentiality & Integrity - Conducts 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, team and Firm realities.

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

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

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

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

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

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

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

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

Contribution to organization - Can demonstrate tangible contribution to departmental goals and objectives i.e., there is specific impact that the department is having that would not be if he/she was not here.

N/A: Not Applicable

1: Unsatisfactory

2: Issues

3: On Track

4: Strong

5: Distinctive

Comments

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.

N/A: Not Applicable

1 - Unsatisfactory

2 - Issues

3 - On Track

4 - Strong

5 - Distinctive

Comments

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

N/A: Not Applicable

1 - Unsatisfactory

2 - Issues

3 - On Track

4 - Strong

5 - Distinctive

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.

N/A: Not Applicable

1 - Unsatisfactory

2 - Issues

3 - On Track

4 - Strong

5 - Distinctive

Comments

Financial analysis & presentation - Able to analyze and interpret moderately complex financial data.

N/A: Not Applicable

1 - Unsatisfactory

2 - Issues

3 - On Track

4 - Strong

5 - Distinctive

Comments

Process analysis & improvement - Understands and able to break down the finance operations processes, describe the tasks involved and their relationship to each other. Contributes to process improvement discussions.

N/A: Not Applicable

1: Unsatisfactory

2: Issues

3: On Track

4: Strong

5: Distinctive

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.

N/A: Not Applicable

1: Unsatisfactory

2: Issues

3: On Track

4: Strong

5: Distinctive

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.

N/A: Not Applicable

1: Unsatisfactory

2: Issues

3: On Track

4: Strong

5: Distinctive

Comments

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

N/A: Not Applicable

1: Unsatisfactory

2: Issues

3: On Track

4: Strong

5: Distinctive

Comments

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

N/A: Not Applicable

1: Unsatisfactory

2: Issues

3: On Track

4: Strong

5: Distinctive

Comments

Grants management - Effectively liaises with project staff to ensure that all program requests and financial transactions are adequately supported in compliance with grants agreements. Able to interface and engage with funders with or without supervision of the manager.

N/A: Not Applicable

1: Unsatisfactory

2: Issues

3: On Track

4: Strong

5: Distinctive

Comments

Organizational strategy development - Actively supports implementation of the organizational strategy set by the Board of Directors, monitors results and recommends appropriate corrective actions when necessary.

N/A: Not Applicable

1: Unsatisfactory

2: Issues

3: On Track

4: Strong

5: Distinctive

Comments

Senior Officer (24-48 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

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.

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.

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.

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.

Productivity & Work Output

Work planning & prioritization - Guides self and junior team members to prioritize and achieve tasks as guided by Manager.

Work management - In addition to own workstream, guides junior team members in execution of tasks.

Accuracy & detail-mindedness - Reviews work of subordinates to flag and correct errors.

Timeliness - Consistently meets deadlines and supports junior team members to meet deadlines.

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 junior team members communication.

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

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

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

Computer Skills

PowerPoint - Makes Solina standardize PowerPoint slides that meet specifications in Solina PPT manual, with minimal need for edits in format, font, color.

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 software that is relevant to work.

Professionalism and Personal Leadership

Professionalism, Confidentiality & Integrity - Conducts 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, team and Firm realities.

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.

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

Team Leadership

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

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

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

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.

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.

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.

Contribution to organization - Can demonstrate tangible contribution to departmental goals and objectives i.e., there is specific impact that the department is having that would not be if he/she was not here.

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.

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

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.

Financial analysis & presentation - Able to analyze and interpret moderately complex financial data.

Process analysis & improvement - Understands and able to break down the finance operations processes, describe the tasks involved and their relationship to each other. Contributes to process improvement discussions.

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.

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.

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

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

Grants management - Effectively liaises with project staff to ensure that all program requests and financial transactions are adequately supported in compliance with grants agreements. Able to interface and engage with funders with or without supervision of the manager.

Organizational strategy development - Actively supports implementation of the organizational strategy set by the Board of Directors, monitors results and recommends appropriate corrective actions when necessary.

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