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1. Parties: Identification of the employer and employee being evaluated, including their respective positions and departments
2. Background: Context of the performance evaluation system, its purpose, and its role in the organization
3. Definitions: Clear definitions of key terms used in the evaluation process, performance metrics, and rating scales
4. Evaluation Period: Specification of the time period covered by the evaluation and frequency of assessments
5. Performance Metrics: Detailed description of the key performance indicators (KPIs) and how they are measured
6. Evaluation Process: Step-by-step explanation of how the evaluation will be conducted, including roles and responsibilities
7. Rating System: Explanation of the rating scale and criteria for each performance level
8. Review and Feedback: Process for discussing evaluation results and providing feedback
9. Documentation Requirements: Required forms, evidence, and documentation for the evaluation process
10. Consequences and Actions: Potential outcomes based on evaluation results, including development plans or corrective actions
1. Commission Structure: Details of commission calculations and payments based on performance (include when sales role includes commission-based compensation)
2. Team Performance Metrics: Additional metrics for evaluating team leadership and management (include for sales managers and team leaders)
3. Market Condition Adjustments: Provisions for adjusting targets based on market conditions (include for volatile markets or industries)
4. Remote Work Considerations: Special provisions for evaluating remote sales performance (include for remote or hybrid work arrangements)
5. International Sales Criteria: Specific criteria for international sales performance (include for roles involving international markets)
6. Grievance Procedure: Process for addressing disagreements about evaluation results (include when not covered by general HR policies)
1. Schedule A: KPI Definitions: Detailed definitions and calculations for each KPI used in the evaluation
2. Schedule B: Evaluation Forms: Standard forms to be used for documenting the evaluation
3. Schedule C: Sales Targets: Specific sales targets and quotas for the evaluation period
4. Schedule D: Rating Rubric: Detailed scoring criteria and examples for each performance level
5. Schedule E: Development Plan Template: Template for creating performance improvement or development plans
6. Appendix 1: Performance Review Meeting Guidelines: Guidelines for conducting effective performance review meetings
7. Appendix 2: Sales Activity Report Template: Standard template for tracking and reporting sales activities
Retail
Financial Services
Technology
Real Estate
Telecommunications
Manufacturing
Pharmaceutical
Consumer Goods
Automotive
Insurance
E-commerce
Professional Services
Sales
Human Resources
Legal
Operations
Finance
Business Development
Customer Success
Marketing
Performance Management
Training and Development
Sales Representative
Account Executive
Sales Manager
Regional Sales Director
Business Development Manager
Key Account Manager
Sales Operations Manager
Territory Sales Manager
Inside Sales Representative
Sales Team Leader
Channel Sales Manager
VP of Sales
Chief Sales Officer
Sales Coordinator
Sales Analyst
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