lion of africa ba ipa

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INDIVIDUAL PERFORMANCE AGREEMENT (IPA) EMPLOYEE NAME: DIVISION: INFORMATION TECHNOLOGY GROUP POSITION: BUSINESS ANALYST LINE MANAGER: James Moffat April Review Date: June Review Date: November Review Date: 1 = BELOW STANDARD 2 = PARTIALLY MEETS STANDARD 3 = MEETS STANDARD 4 = ABOVE STANDARD 5 = SIGNIFICANTLY EXCEEDS STANDARD SCORECARD PERSPECTIVE: FINANCIAL Individual Output/KPA Measurements/KPI Targets and Timings Rating and comments 1. SCORECARD PERSPECTIVE: CUSTOMER SERVICE 1. 2. 3. SCORECARD PERSPECTIVE: OPERATIONS 1. 2. 3. SCORECARD PERSPECTIVE: LEARNING AND DEVELOPMENT 1. 2. 3. SECTION B : BEHAVIOURS (INPUTS) SCORECARD PERSPECTIVE: VALUES VALUE BEHAVIOURAL Page 1 of 12

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Lion of Africa BA IPA

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Page 1: Lion of Africa BA IPA

INDIVIDUAL PERFORMANCE AGREEMENT (IPA)

EMPLOYEE NAME: DIVISION: INFORMATION TECHNOLOGY GROUP

POSITION: BUSINESS ANALYST LINE MANAGER: James Moffat

April Review Date: June Review Date: November Review Date:1 = BELOW STANDARD 2 = PARTIALLY MEETS

STANDARD3 = MEETS STANDARD 4 = ABOVE STANDARD 5 = SIGNIFICANTLY EXCEEDS

STANDARDSCORECARD PERSPECTIVE: FINANCIALIndividual Output/KPA Measurements/KPI Targets and Timings Rating and comments

1.SCORECARD PERSPECTIVE: CUSTOMER SERVICE1.2.3.SCORECARD PERSPECTIVE: OPERATIONS1.2.3.SCORECARD PERSPECTIVE: LEARNING AND DEVELOPMENT1.2.3.SECTION B : BEHAVIOURS (INPUTS)SCORECARD PERSPECTIVE: VALUESVALUE BEHAVIOURAL INDICATORS“Can Do” and “Will Deliver” attitude

Overcomes obstacles and barriers – takes personal accountability for the long

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and short term success by removing barriers and overcoming obstacles to business opportunities; takes calculated risks over timeDisplays tenacity – stays with a tasks or project until completed; ensures own and team focus is not distracted by secondary issues; makes repeated attempts to meet objectives despite barriers Models the vision and values – takes actions, makes decisions and shapes team priorities to reflect the company’s vision and valuesDevelops strategic and operational goals – develops decision criteria considering the opportunities / risks associated with various options, generates strategies to achieve goals and vision and creates line of sightIdentifies key issues – identifies information, gaps, key partnerships and issues relevant to achieving long term goals and objectives; contributes strategic insights;

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identify opportunities to contribute to key strategic drivers, e.g. unique productsEstablishes and achieves implementation plan – identifies key issues / opportunities that impact on business performance and takes appropriate action; focuses on results without getting side tracked by process

Right the first time Strives to achieve excellence – actively works towards ensuring that a matter is addressed effectively without comeback Adopts a careful thought and problem – solving approach that ensures that all parties are satisfied with the result

Integrity before price Operates with Integrity – Demonstrates honesty; keeps commitments and behaves in a consistent manner in dealing with customers, colleagues, the environment, suppliers, contractors, local community and investors

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Discloses own positions – shares thoughts, feelings and rationale so that others understand personal positions; disclosing all relevant information when engaging with other parties in the organisation and from outside Remains open to others ideas – Listens to others and objectively considers other’s ideas and opinions, even when they conflict with one’s ownSupports others – Treats all people with respect, dignity and fairness; gives proper credit to others; stands up for deserving others and their ideas even in the face of resistance or challenge

Put the customer first Seek to understand customers – Actively seeks information to understand customer’s circumstances, problems, expectations and needs.Educates customers – Shares information with customers to build their understanding

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of issues and capabilitiesBuilds collaborative relationships – Builds high quality rapport and cooperative personal relationships with customersInitiates action – takes ownership for delivering better solutions to customers, considering how actions and plans will affect customers; ensures a good customer service experiences every timeMonitors customer satisfaction – implements effective ways to monitor and evaluate customer concerns, issues and satisfaction; knows the quality of the customer experiences in own area

Manage for success Generates new ideas – takes initiative to identify new ways of performing tasks; identifies creative approaches to problemsIdentifies opportunities for change – anticipates change and raise opportunities for change for consideration;

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raises and shares new ideas to contribute to a sustainable company

Adopt a team approach to customer solutions

Emphasises organisational goals – puts organisation’s goals ahead of own area; influences others to support partnerships objectivesIdentifies partnership needs – identifies key relationships that should be initiated or improved to further the attainment of own area’s goalsExplores partnership opportunities and works across boundaries – exchanges information with business partners to clarify benefits / potential problems; facilitates agreement of responsibilities, expectations and scope; clarifies the way forward ensuring both areas’ needs can be met.Monitors partnership – monitors and evaluates the achievement of mutual goals and partner’s contribution; individuals should accept the

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collective accountability of the team for results and decisions made by the teamStructures internal teams – defines rules and objectives of each team to ensure company goals are metEstablish and maintain appropriate working relationships – collaborative relationships focused on achieving company goals

ACTIONS TO OVERCOME BARRIERS TO PERFORMANCE (Remember to transfer development issues to the Personal Development Plan)ACTION PLAN RESPONSIBILITY DATE1.

2.

3.

4.

5.

PERFORMER STATUS: Please circle the appropriate performer Under Performer

Needs development Performer

Full Performer

Strong Performer

Exceptional Performer

COMMENTS

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SIGNATURES Employee: Manager:

DATE SIGNED:

PERFORMER STATUS ENDORSED BY REVIEWING MANAGER

Name of Reviewing Manager: Signature of Reviewing Manager:

DATE SIGNED:

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